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Remote Investment Associate Jobs in Arizona (NOW HIRING)

gfimpact

Associates Needed : Remote

Phoenix, AZ · On-site +1

$67K - $85K/yr

As an Associate, you will serve as a key contact and liaison for clients to ensure their total ... From budgeting and debt reduction to investing and retirement planning, you will be there every ...

Qleen

Customer Service Associate - Remote

Phoenix, AZ · On-site +1

$17.50 - $20.50/hr

Work as part of a fully remote team, utilizing technology that allows for team communication, training, and meetings Skills Needed * Able to analyze customer emails and provide a thoughtful response ...

Qleen

Customer Service Associate - Remote

Phoenix, AZ · Remote

$17.50 - $20.50/hr

Work as part of a fully remote team, utilizing technology that allows for team communication, training, and meetings Skills Needed * Able to analyze customer emails and provide a thoughtful response ...

Abbott

Associate Laboratory Director - Remote

Phoenix, AZ · On-site +1

$105K - $137K/yr

Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical ... Position Overview The Associate Laboratory Director, is a key role within the Abbott Cancer ...

TEKsystems

Client Services Associate

Tempe, AZ · Remote

$21/hr

Serve as the primary point of contact for advisors and investors. * Handle approximately 25-30 ... Work Environment * Fully remote opportunity for candidates located in the Tempe, AZ area.

TEKsystems

Customer Service Associate

Tempe, AZ · On-site +1

$21/hr

Top Skills' Details ***100% REMOTE BUT HAS TO SIT IN TEMPE*** - High empathy and a passion for ... and investors. Here's a glimpse of what your day-to-day will look like: Your journey will begin ...

TEKsystems

Customer Service Associate

Tempe, AZ · On-site +1

$21/hr

Top Skills' Details ***100% REMOTE BUT HAS TO SIT IN TEMPE*** - High empathy and a passion for ... and investors. Here's a glimpse of what your day-to-day will look like: Your journey will begin ...

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Remote Investment Associate information

What is a remote investment associate?

A Remote Investment Associate is a finance professional who supports investment teams in researching, analyzing, and managing investment opportunities, but works from a remote location rather than a traditional office. Their responsibilities typically include conducting market research, preparing reports, analyzing financial statements, and helping to execute investment strategies. Remote Investment Associates collaborate with their team using digital communication tools and are often employed by investment firms, private equity groups, or asset management companies. This role requires strong analytical skills, attention to detail, and proficiency in financial modeling and research. Remote work enables greater flexibility but also demands excellent time management and communication skills.

What are the key skills and qualifications needed to thrive as a remote investment associate?

To thrive as a Remote Investment Associate, you need a solid understanding of financial markets, investment analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and certifications like the CFA are highly valued. Excellent communication, self-motivation, and analytical thinking are crucial soft skills for effective collaboration and independent work in a remote environment. These skills ensure accurate investment recommendations, strong client relationships, and successful performance in a dynamic, virtual setting.

How do remote investment associates typically collaborate with team members and clients given the virtual work environment?

Remote Investment Associates regularly use digital communication tools such as video conferencing, instant messaging, and project management platforms to coordinate with portfolio managers, analysts, and clients. They often participate in virtual meetings to discuss investment strategies, share research, and review client portfolios. Building strong relationships and maintaining clear, proactive communication are essential for successful collaboration in a remote setting. While the role offers flexibility, it also requires self-discipline and strong organizational skills to ensure seamless teamwork and client service.

What is the difference between Remote Investment Associate vs Remote Financial Analyst?

AspectRemote Investment AssociateRemote Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA preferred
Work EnvironmentCollaborates with investment teams, conducts research, and supports portfolio management remotelyAnalyzes financial data, prepares reports, and forecasts remotely for corporate or investment firms
Employer & Industry UsageUsed by investment firms, private equity, and venture capital companiesCommon in banks, asset management, and corporate finance departments

Remote Investment Associates and Remote Financial Analysts share similar educational backgrounds and work remotely within finance sectors. However, Investment Associates focus more on supporting investment decisions and portfolio management, while Financial Analysts primarily analyze financial data and prepare reports. Both roles require strong analytical skills and relevant certifications, but their daily tasks and industry applications differ slightly.

What are the most commonly searched types of Remote Investment jobs in Arizona?

The most popular types of Remote Investment jobs in Arizona are:

What are popular job titles related to Remote Investment Associate jobs in Arizona?

For Remote Investment Associate jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Remote Investment Associate jobs in Arizona look for?

The top searched job categories for Remote Investment Associate jobs in Arizona are:

What cities in Arizona are hiring for Remote Investment Associate jobs?

Cities in Arizona with the most Remote Investment Associate job openings:

Remote Investment Associate jobs near you

REMOTE Investor Accounting Analyst

Phoenix, AZ • Remote

Carrington Holding Company, LLC
Finance and Insurance • 1 - 5K employees
Learn more about Carrington Holding Company, LLCexternal

$31 - $36/hr

Full-time

Medical, Retirement

Posted 6 days ago

Job description

Come join our amazing team and work remotely from home!


JOB SUMMARY:

As an Investor Accounting Analyst, you will be responsible for performing basic reconciliation projects, reviewing various investor reports, schedules, and reports related to the servicing of loans. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The approved starting pay for this role is $31-$36 per hour.

WHAT YOU'LL DO

Reconciles actual/actual, scheduled/actual and scheduled/scheduled investor principal and interest and taxes and insurance bank accounts, ensuring that the 30-day deadline required by Regulation AB is met.

Researches and provides resolution of reconciling items within 90 days, as required by Regulation AB.

Analyzes remittance differences between investor accounting reports, the loan servicing system and remittance reports to maintain appropriate cash in custodial accounts.

 Validates data coming from other departments and works with those departments to resolve any discrepancies, e.g., modification reports and liquidation reports.

 Supports other team members as needed to meet deadlines for reporting.

Performs other duties and special projects as assigned.

WHAT YOU'LL NEED

Working knowledge of Investor Reporting

High school diploma or equivalent work experience required; Bachelor's degree in related fields preferred

One (1) to three (3) years of related experience, including investor accounting and/or reporting, required.

 Great attention to detail and organizational skills

 Intermediate Excel and Access database skills

 Ability to understand, remember, and apply oral and/or written instructions or other information

 Ability to understand, remember, and communicate routine, factual information

 Ability to apply common sense in performing job

 Ability to make decisions that have significant impact on the department's credibility, operations, and services

 Ability to organize thoughts and ideas into understandable terminology

 Ability to organize and prioritize own work schedule on short-term and long-term basis 

  Ability to compute, analyze, and interpret complex statistical data and/or to develop fore-casts and computer models

  Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately,    audibly, and quickly

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonmortgage.com.

What We Offer:

  • Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
  • Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
  • Customized training programs to help you advance your career.
  • Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
  • Educational Reimbursement.
  • Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

Notice to all applicants: Carrington does not do interviews or make offers via text or chat.  

Carrington Mortgage Services is a fully integrated mortgage company with mortgage lending and servicing operations and an affiliated real estate brokerage.  We are part of Carrington Holding Company, LLC , which owns and operates multiple businesses that cover virtually every aspect of single family residential real estate transactions.

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