Current jobs related to Senior Investment Professional - Scottsdale, Arizona - Private Debt Fund


  • Scottsdale, Arizona, United States Sunrise Senior Living Full time

    About the Job:Sunrise Senior Living is seeking a compassionate and dedicated Resident Care Specialist to join our team. As a key member of our care team, you will provide exceptional care and support to our residents, helping them maintain their independence and dignity.Responsibilities:Provide personalized care and services to a consistent group of...


  • Scottsdale, Arizona, United States GoldBook Financial Full time

    Unlock Your Full PotentialAt GoldBook Financial, we believe that our experienced Financial Advisors are the backbone of our success. That's why we're seeking bold, forward-thinking professionals who share our passion for innovation and flexibility.What We Offer:State-of-the-art technology platforms and tools to streamline your workflowA diversified portfolio...


  • Scottsdale, Arizona, United States Brookdale Senior Living Full time

    About the Role:Brookdale Senior Living is seeking caring individuals to support our residents in a community setting. As a Certified Caregiver, you will provide direct care to residents, recognizing individual needs, encouraging independence, and treating each senior with respect and dignity.Responsibilities:Caregivers provide direct care to residents,...


  • Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented individual to join our Central Support team as a Trading Associate at Beacon Pointe Advisors. The successful candidate will be part of a talented team of professionals that provide investment management and financial planning services to high net worth individuals, families, and...


  • Scottsdale, Arizona, United States Umpqua Bank Full time

    About Us:Umpqua Bank is a leading western-based regional bank with over $50 billion in assets under management, headquartered in the Pacific Northwest with a strong presence throughout the nation.We offer a unique brand of relationship banking and a culture where associates thrive, embodying our core values of Trust, Ownership, Growth, Empathy, Teamwork,...


  • Scottsdale, Arizona, United States Cogir Senior Living Full time

    About the RoleCogir Senior Living is seeking a highly skilled Financial Analyst to join our team. As a key member of our financial planning and analysis team, you will play a critical role in supporting our budgeting, reporting, business intelligence, forecasting, and underwriting processes.ResponsibilitiesAssist with the underwriting, due diligence,...


  • Scottsdale, Arizona, United States Umpqua Bank Full time

    At Umpqua Bank, we're seeking a highly skilled Trust and Investment Management Expert to join our Wealth Management team. As a key member of our team, you'll be responsible for providing expert advice on trust administration and supporting our Portfolio Managers and Private Client Advisors in building and growing our relationships with high net worth...

  • Senior Tax Accountant

    4 weeks ago


    Scottsdale, Arizona, United States Tier4 Group Full time

    Senior Tax Accountant OpportunityTier4 Group is seeking a highly skilled Senior Tax Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing and reviewing annual federal and state income tax returns, including supporting schedules and work papers.Key Responsibilities:Prepare and review annual federal...


  • Scottsdale, Arizona, United States Edward Jones Full time

    Unlock Your Potential as a Senior Portfolio StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a strong background in financial planning and a deep understanding of investment strategies? If so, we invite you to join our team as a Senior Portfolio Strategist.About the RoleAs a Senior Portfolio...


  • Scottsdale, Arizona, United States RK Logistics Group Inc Full time

    Job DescriptionAt RK Logistics Group Inc, we are seeking a highly skilled Senior Accountant to join our team. The successful candidate will be responsible for managing and overseeing general accounting operations, ensuring accuracy and efficiency in all financial processes, and maintaining company compliance with accounting principles, practices, and...


  • Scottsdale, Arizona, United States Drake Cement Full time

    About the RoleWe are seeking a highly skilled Senior Legal Professional to join our team at Drake Cement in Scottsdale. As a key member of our corporate governance team, you will play a critical role in ensuring the effective management of our legal affairs.**Job Summary**The Senior Legal Professional will be responsible for identifying, preventing, and...

  • Senior Strategist

    4 weeks ago


    Scottsdale, Arizona, United States Edward Jones Full time

    Job DescriptionAt Edward Jones, we are seeking a highly skilled Senior Strategist to join our team. As a key member of our Wealth Management Consultation group, you will play a critical role in delivering personalized advice and investment solutions to our clients.Key Responsibilities:Develop and implement customized investment plans that align with clients'...


  • Scottsdale, Arizona, United States Lifetime Recruiting Strategies Full time

    Job DescriptionTake Your Next Step To Success Work for a Company That Cares About Your Success And will provide the Training and Support to Be Successful You will be in The Most Dynamic "New Financial Advisory Firm" Your Success Is ImportantCome to an informational Interview to Take the Next Step to Financial Freedom and SuccessOne of the nation's financial...


  • Scottsdale, Arizona, United States MK Recruiting Full time

    Job OverviewMK Recruiting is seeking a highly skilled Senior Corporate Tax Professional to join our team. As a key member of our Corporate Tax Department, you will play a crucial role in ensuring timely and accurate tax compliance, while also driving tax planning strategies to minimize our company's tax liabilities.Key Responsibilities:Tax Compliance: Assist...


  • Scottsdale, Arizona, United States Edward Jones Full time

    Unlock Your Potential as a Senior Portfolio StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Senior Portfolio Strategist, you'll play a critical role in developing and implementing customized investment solutions that meet the unique needs of our high-net-worth clients.Key Responsibilities:Provide...


  • Scottsdale, Arizona, United States Axon Enterprise Inc Full time

    Assess and EvaluateAs a Senior Corporate Auditor at Axon Enterprise Inc, you will play a pivotal role in our dynamic Corporate Audit team, contributing to the assessment of internal controls over financial reporting. Your responsibilities will include evaluating the effectiveness of our internal controls, identifying areas for improvement, and developing...


  • Scottsdale, Arizona, United States The Resource Link, Inc Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at The Resource Link, Inc. As a key member of our finance department, you will be responsible for producing monthly or quarterly financials and management reporting for multiple small entities.Your primary duties will include:Month-end close, journal entries, and account...


  • Scottsdale, Arizona, United States Edward Jones Full time

    Job OverviewAs a Senior Portfolio Strategist, you will be responsible for leading the development of investment plans that align with clients' goals and expectations. You will work closely with financial advisors and clients to deliver personalized, tax-efficient, and robust portfolio construction and portfolio transition advice.Key ResponsibilitiesProvide...


  • Scottsdale, Arizona, United States Sectigo, Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior FP&A Analyst to join our Corporate Finance team at Sectigo, Inc. This individual will be responsible for preparing and overseeing recurring reporting packages, completing monthly variance analysis of expenses and headcount, and supporting the recurring budgeting / forecasting processes.The ideal candidate...


  • Scottsdale, Arizona, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: Rockefeller Capital Management is a leading independent financial advisory services firm that offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. The Firm has evolved over time to provide a wide range of services, including investment management, wealth planning,...

Senior Investment Professional

1 month ago


Scottsdale, Arizona, United States Private Debt Fund Full time
Job Summary

We are seeking a seasoned investment professional to lead our technology lending and structured credit efforts. The ideal candidate will have a strong track record of originating and executing investment deals within the technology industry.

The successful candidate will be responsible for:

  • Originating new structured credit investment opportunities in the technology industry
  • Building and maintaining relationships with technology companies and investors
  • Conducting due diligence on potential investments
  • Negotiating terms of investment deals
  • Managing the investment process from start to finish

Requirements:

  • 8+ years of experience in the investment industry or investment banking sector, with a focus on technology
  • Strong track record of success in originating and executing on investment deals
  • Strong understanding of the technology industry
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills

Benefits:

  • Competitive salary with additional compensation in the form of annual bonus and allocation of the Fund's incentive income
  • Opportunity to work on cutting-edge technology deals
  • Collaborative, entrepreneurial, and supportive work environment