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Investment Analyst
3 days ago
Smead Capital Management Phoenix, United StatesInvestment Analyst | Job Description · Phoenix, AZ · Smead Capital Management is accepting applications for an Investment Analyst position for its Phoenix office. The job will be a full-time exempt position. The position will report to the Chief Investment Officer. · Job Summary: ...
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Investment Analyst
3 days ago
Smead Capital Management Phoenix, United StatesInvestment Analyst | Job Description · Phoenix, AZ · Smead Capital Management is accepting applications for an Investment Analyst position for its Phoenix office. The job will be a full-time exempt position. The position will report to the Chief Investment Officer. · Job Summa ...
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Junior Investment Banking Analyst
2 days ago
Dinan & Company, LLC Phoenix, United StatesDinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinan's growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transact ...
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Investments Due Diligence Analyst
1 week ago
Cambridge Investment Research (USA) Phoenix, United StatesOverview: · Cambridge Investment Research Inc., one of the nations top independent financial solutions firm, is actively looking for a person who has a passion for investment research to join the Due Diligence Team as a full-time analyst. The Investment Due Diligence Analyst wil ...
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Junior Investment Banking Analyst
12 hours ago
Dinan & Company Phoenix, United StatesDinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinans growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transacti ...
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Investment Sales Analyst
2 weeks ago
CBRE Phoenix, United States**Investment Sales Analyst** · **Job ID** · **Posted** · - 03-Jun-2024**Service line** · - Advisory Segment**Role type** · - Full-time**Areas of Interest** · Capital Markets · **Location(s)** · Phoenix - Arizona - United States of America · **About the role** · This position is r ...
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Investment Analyst
3 weeks ago
4AIR Scottsdale, United StatesJob Description · Job DescriptionInvestment Analyst · About 4AIR Ventures – SAF Fund: · 4AIR, the industry leader focusing on aviation sustainability solutions created 4AIR Ventures, a Sustainable Aviation Fuel (SAF) investment fund. The fund will aim to increase the use and acce ...
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American Express Phoenix, United StatesYou Lead the Way. We've Got Your Back. · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, com ...
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Investment Analyst, Index
1 week ago
Northern Trust Corporation Tempe, United States Full timeAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...
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Investment Guidelines Analyst
1 week ago
Edward Jones Tempe, United StatesYour passion. Our purpose. This could be powerful. · Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningf ...
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American Express Phoenix, United States**Description** · **You Lead the Way. Weve Got Your Back.** · With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to b ...
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Investment Guidelines Analyst
1 week ago
Edward Jones Tempe, United StatesJob Description · Your passion. Our purpose. This could be powerful. · Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your ...
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Analyst, Alterative Investments
3 weeks ago
Northern Trust Corp. Tempe, United StatesAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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Investment Guidelines Analyst
1 week ago
Edward Jones Tempe, United States**Your passion. Our purpose. This could be powerful.** · Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meani ...
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Analyst, Alterative Investments
1 week ago
Northern Trust Tempe, United States Full timeAbout Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succe ...
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Investment Plan Serv Analyst
3 weeks ago
State Farm Mutual Automobile Insurance Company Tempe, United StatesBloomington, Illinois; Richardson, Texas; Dunwoody, Georgia; Tempe, Arizona · - Accounting and Financial · - Regular Full Time · - 36815 · **Job Description**: · **Overview** · We are not just offering a job but a meaningful career Come join our passionate team · As a Fortune 50 ...
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BI Analyst II
19 hours ago
Wilbur-Ellis Arizona, United States Full timeAre you a Subject Matter Expert on Business Intelligence Reporting? Can you drive adoption and educate on best practices in Business Intelligence? Are you skilled in data warehouse modeling? Do you enjoy telling a story with data? If you said yes, this is an excellent opportunity ...
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Treasury Analyst
3 weeks ago
LHH Phoenix, United StatesJob Summary: We are looking for a highly analytical and detail-oriented Treasury Analyst to join our client's finance team. The Treasury Analyst will be responsible for managing the company's financial assets, optimizing liquidity, and minimizing financial risks. This role requir ...
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Nikola Corporation Phoenix, United StatesOverview · Analyst/Associate, Commercial Finance and StrategyRole:Nikola is seeking high caliber candidates to join its Commercial Finance and Strategy team. The firm is looking for both entry-level and experienced hires to join at the analyst or associate level, depending on ex ...
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Acquisitions Analyst
1 day ago
Macdonald & Company Phoenix, United StatesOur client, a well-capitalized real estate developer, are seeking a Senior Acquisitions Analyst or Associate to focus on growing the firm's acquisition pipeline within the built-to-rent division in Phoenix. · The Opportunity: · The ideal candidate will possess 2-5 years of exper ...
DV Investment Analyst - Phoenix, United States - Valley National Bancorp
Description
As a subsidiary of Valley National Bancorp, Dudley Ventures (DV) provides investment and advisory services specializing in congressionally sanctioned tax credits and other tax advantaged investments.
The Investment Analyst is responsible for financial analysis of lending and investment opportunities for renewable energy, real estate development and operating businesses utilizing Low-Income Housing Tax Credits (LIHTC), Historic Tax Credits (HTC), Renewable Energy Tax Credits (RETC), and/or New Markets Tax Credits (NMTC).
RequirementsRequired Skills:
Strong Excel and financial modeling skills.
Experience with financial analysis and underwriting.
Well-developed reading, writing, verbal presentation, and mathematical skills.
Excellent collaboration and time management skills, with the ability to effectively handle multiple tasks, and work under deadlines.
Strong interpersonal skills.
Well-developed analytical and problem-solving skills.
Self-starter with an interest in community development and finance; ability to work with minimal direction.
Required Experience:
Bachelor's Degree in business related field and a minimum of 2 years of experience in finance function, preferable with commercial lending/investing experience.
Private placement and/or municipal bond underwriting experience preferred.
Expected work hours
40
Job Description
Responsibilities include, but are not limited to:
Responsible for preparing high quality investment memos which include the investment strengths, weaknesses, and risks and mitigants.
Present analytical findings to a credit committee and various department heads and communicate directly with existing and potential borrowers, investors and third-party industry professionals.
Analytical responsibilities include financial statement analysis; financial forecasting and trending analysis; construction budget review and development; investor benefit analysis; Excel model development; and the collection, organization, review and underwriting of due diligence material.
Pay Range InformationExact compensation may vary based on skills, experience, and location.
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