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Remote Investment Manager Jobs in Arizona (NOW HIRING)

Post-Closing Specialist

Chandler, AZ ยท On-site +1

$60K - $72K/yr

... management, investor delivery support, and loan transfer coordination. This role is ideal for ... Fully remote (U.S.-based) * Fast-paced, execution-focused operations team * High accountability ...

Location: Remote -Atlanta, GA, Charlotte, NC, Chicago, IL, Detroit, MI, Harrisburg, PA ... investment management services. We take our responsibility to protect the personal information ...

Remote Insurance Agent

Chandler, AZ ยท Remote

$60K - $110K/yr

... investment protection. Built on integrity, transparency, and opportunity. Recognized among top ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Remote Insurance Agent

Tucson, AZ ยท Remote

$60K - $110K/yr

... investment protection. Built on integrity, transparency, and opportunity. Recognized among top ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Remote Insurance Agent

Mesa, AZ ยท Remote

$60K - $110K/yr

... investment protection. Built on integrity, transparency, and opportunity. Recognized among top ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

Remote Insurance Agent

Phoenix, AZ ยท Remote

$60K - $110K/yr

... investment protection. Built on integrity, transparency, and opportunity. Recognized among top ... Manage client pipeline using our CRM system * Follow up to ensure satisfaction and policy retention

This is a 100% remote role. What you will do: * Bid out and manage all contracts, submit invoices ... House Buyers of America is a residential real estate investment company founded in 2001 and ...

This is a 100% remote role. What you will do: * Bid out and manage all contracts, submit invoices ... House Buyers of America is a residential real estate investment company founded in 2001 and ...

This is a 100% remote role. What you will do: * Bid out and manage all contracts, submit invoices ... House Buyers of America is a residential real estate investment company founded in 2001 and ...

This is a 100% remote role. What you will do: * Bid out and manage all contracts, submit invoices ... House Buyers of America is a residential real estate investment company founded in 2001 and ...

This is a 100% remote role. What you will do: * Bid out and manage all contracts, submit invoices ... House Buyers of America is a residential real estate investment company founded in 2001 and ...

This is a 100% remote role. What you will do: * Bid out and manage all contracts, submit invoices ... House Buyers of America is a residential real estate investment company founded in 2001 and ...

We are also open to considering qualified remote candidates located within the United States. What ... investment and how each event ladders up to broader marketing and brand objectives Review post ...

Showing results 21-40

Remote Investment Manager information

What is a remote investment manager?

A Remote Investment Manager is a financial professional who oversees and manages investment portfolios for clients or organizations while working outside of a traditional office environment. Using digital tools and communication platforms, they research investment opportunities, analyze market trends, and make recommendations to help clients grow their assets. Their role may include asset allocation, risk assessment, and ongoing portfolio monitoring, all conducted remotely. This position allows for flexibility in location, making it an attractive option for both employers and professionals in the finance sector.

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

To thrive as a Remote Investment Manager, you need strong analytical abilities, financial modeling expertise, and a solid background in finance or economics, often supported by a CFA or similar qualification. Familiarity with portfolio management software, market analysis platforms (like Bloomberg Terminal), and secure communication tools is essential. Excellent communication, decision-making, and self-motivation are critical soft skills for remote collaboration and client engagement. These competencies ensure effective investment strategies, client trust, and successful remote team integration in a dynamic financial environment.

How does a remote investment manager effectively collaborate with team members and clients across different time zones?

As a Remote Investment Manager, you'll often work with colleagues and clients who are based in various locations, which requires excellent communication and coordination skills. To ensure effective collaboration, it's important to leverage digital tools like video conferencing, project management platforms, and secure file-sharing systems. Establishing clear communication protocols, setting regular check-in meetings, and being mindful of time zone differences help maintain strong relationships and ensure timely decision-making. This approach not only fosters teamwork but also supports seamless portfolio management and client service.

What is the difference between Remote Investment Manager vs Remote Financial Advisor?

AspectRemote Investment ManagerRemote Financial Advisor
CertificationsChartered Financial Analyst (CFA), Series 7/63Certified Financial Planner (CFP), Series 7/66
Work EnvironmentManages investment portfolios, analyzes markets, collaborates with clients remotelyProvides personalized financial planning, investment advice, and client support remotely
Employer & IndustryAsset management firms, hedge funds, financial institutionsFinancial planning firms, banks, independent advisory practices

Remote Investment Managers focus on managing investment portfolios and analyzing markets, often working with institutional or high-net-worth clients. Remote Financial Advisors provide comprehensive financial planning and personalized investment advice. While both roles require similar certifications and often operate in the same industry, their primary responsibilities differ, with Investment Managers concentrating on portfolio management and Financial Advisors on holistic financial planning.

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 Manager jobs in Arizona?

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

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

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

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

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

Infographic showing various Remote Investment Manager job openings in Arizona as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Post-Closing Specialist

Truly Investor Capital

Chandler, AZ โ€ข On-site, Remote

$60K - $72K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago


Job description

Post-Closing Specialist (Post-Purchase Operations)

Truly Investor Capital

(A Division of Oaktree Funding)

Location: Hybrid - must live within a commutable distance to Chandler, AZ

Department: Post-Purchase / Secondary / Operations


About Truly Investor Capital

Truly Investor Capital is a business-purpose lender focused on DSCR, bridge, fix-and-flip, and investor rental loans. Built on experienced leadership, strong capital backing, and proprietary technology, the company is designed for execution, speed, and operational excellence.

Our operations team plays a critical role in maintaining loan quality after funding and ensuring smooth delivery and transfer to investors.


The Opportunity

We are hiring a Post-Closing Specialist to support post-purchase operations including collateral review, trailing document management, investor delivery support, and loan transfer coordination.

This role is ideal for someone with strong mortgage operations experience who understands the life of a loan after funding—specifically within Residential Transition Loans (RTL)—and thrives in a fast-paced, detail-driven environment.


Key Responsibilities

  • Review closed loan files for completeness and accuracy
  • Manage trailing document collection and resolution (typically within 60–90 day delivery windows)
  • Support collateral review and investor delivery processes
  • Assist with assignments and loan transfers to investors
  • Coordinate servicing transfers and borrower transition support
  • Resolve post-purchase conditions and document deficiencies
  • Track and clear investor suspense items
  • Assist with title reconciliation or document corrections when required
  • Maintain accurate post-closing tracking logs and reporting
  • Partner with funding, capital markets, and servicing teams to ensure clean loan delivery


Qualifications

  • 4+ years mortgage industry experience required
  • 2+ years in post-closing, shipping, servicing, or secondary operations required
  • Direct experience with Residential Transition Loans (RTL) required (bridge, fix-and-flip, construction, or similar business-purpose products)
  • Experience with investor delivery, loan sales, or securitization processes preferred
  • Strong understanding of assignments, collateral files, and trailing documents
  • Experience supporting servicing transfers is a plus
  • Strong attention to detail and organizational discipline
  • Ability to manage multiple files and deadlines in a remote environment
  • Strong communication and follow-through skills


Work Environment

  • Fully remote (U.S.-based)
  • Fast-paced, execution-focused operations team
  • High accountability with strong cross-functional collaboration
  • Virtual interview process


Compensation & Benefits

  • Competitive base salary & bonus
  • Full benefits package (medical, dental, vision)
  • 401(k) with company match
  • PTO and paid holidays
  • Stable and growing platform
  • Career growth opportunities as operations scale