Investment Analytics Manager - Office Division ($124,200.00 - $162,300.00) The Irvine Company LLCInvestment Analytics Manager - Office Division ($124,200.00 - $162,300.00)Irvine, CA$124,200–$162,300 / yearParticipate in preparing asset-level business plans and monitoring asset performance (trends and budget variances); help drive analytical insights around operating and financial performance; help identify risks, and identify opportunities for revenue enhancement, cost and capital efficiency, and potential loan refinance implications. Position Summary: The Manager supports the Finance, Asset Management, and Leasing teams by building financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making.
Investment Banking Analyst Roth Capital PartnersInvestment Banking AnalystNewport Beach, CAIn addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Investment Banking Analysts are an important part of deal teams, work closely with senior-level bankers, and are responsible for assisting in the execution of M&A and capital raising transactions for public and private companies.
Account Manager, Alternatives Investment Specialist (West Region) PIMCOAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CA$205,000–$240,000 / yearAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO's alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates-who own the advisor relationships-to help scale PIMCO's alternatives distribution strategy in the West Region.
Senior Mutual Fund/Investment Compliance Analyst II Pacific LifeCorpSenior Mutual Fund/Investment Compliance Analyst IINewport Beach, CAAs a Senior Mutual Fund/Investment Compliance Analyst II youll move Pacific Life, and your career, forward by providing expertise on a variety of compliance related functions/projects to ensure mutual fund, advisor, and insurance company separate account compliance with applicable Securities and Exchange Commission, National Futures Association, and Commodity Futures Trading Commission regulations. How youll help move us forward: Preparation and analysis of materials for regulatory filings, proactively and independently identifying, researching, and resolving complex compliance issues and exercising judgment in escalating matters to management when appropriate.
Mutual Fund/Investment Compliance Analyst Pacific LifeCorpMutual Fund/Investment Compliance AnalystNewport Beach, CA$33.58–$41.04 / hourAs a Mutual Fund/Investment Compliance Analyst, you'll play a key role in Pacific Life's growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and cross-train with our Variable Products Team. The experience you will bring: 0 to 2 years' experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes (extensive training will be provided).
Trader, Investment Grade Credit Pacific Investment Management Co LLCTrader, Investment Grade CreditNewport Beach, CA$205,000–$305,000 / yearThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Associate, Investment Operations PIMCOAssociate, Investment OperationsNewport Beach, CaliforniaOur flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Our team manages the implementation of PIMCO’s new instruments and markets for all products, as well as managing our outsourced middle office service provider and our custodial oversight program.
Director, Quantitative Investment Modeling and Support Pacific LifeDirector, Quantitative Investment Modeling and SupportNewport Beach, CaliforniaAs a Director, Quantitative Investment Modeling & Support, you’ll move Pacific Life, and your career, forward by advancing the organization’s ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Director, Quantitative Investment Modeling And Support Pacific LifeDirector, Quantitative Investment Modeling And SupportNewport Beach, CA$203,760–$249,040 / yearAs a Director, Quantitative Investment Modeling & Support, you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. The experience you will bring: 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Public Finance Investment Banking Director - Senior Living Piper Sandler CompaniesPublic Finance Investment Banking Director - Senior LivingLadera Ranch, CA$150,000–$200,000 / yearWe are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
NewAssociate, Investment Operations Pacific Investment Management Co LLCAssociate, Investment OperationsNewport Beach, CA$75,000–$81,000 / yearOur flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Our team manages the implementation of PIMCO's new instruments and markets for all products, as well as managing our outsourced middle office service provider and our custodial oversight program.
Investment Banking Associate Roth Capital PartnersInvestment Banking AssociateNewport Beach, CA$80,000–$85,000 / yearIn addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.Roth is looking to add an Investment Banking Associate to our Consumer Team.
Director, Quantitative Investment Modeling and Support Pacific LifeCorpDirector, Quantitative Investment Modeling and SupportNewport Beach, CA$203,760–$249,040 / yearAs a Director, Quantitative Investment Modeling & Support, you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. The experience you will bring: 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Investment Management Analyst Essex Property Trust IncInvestment Management AnalystIrvine, CA$83,000–$102,000 / yearThe Investment Management Analyst will play a critical role within Essex's Investment Management departments, with primary support for the Facilities, Construction Execution, Design, Commercial, and Ancillary Income teams. Power BI skills are essential, with an emphasis on contributing to data visualization initiatives and independently managing projects that enhance departmental efficiencies and add value across the division.
Managing Director, Investment Counselor, Orange County Citigroup IncManaging Director, Investment Counselor, Orange CountyCosta Mesa, CAAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Citi Private Bank | Investment Counselor | Beverly Hills & Orange County Citigroup IncCiti Private Bank | Investment Counselor | Beverly Hills & Orange CountyCosta Mesa, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
project-delivery-manager-1898-co-utility-investment-planning Burns & McDonnellproject-delivery-manager-1898-co-utility-investment-planningBrea, CA$145,000–$280,000 / yearOur Transmission Planning & Power Systems Analysis (TPPSA) and Grid Modernization, Distribution Planning (GMDP) and Utility Investment Planning (UIP) teams work with a diverse mix of clients-investor-owned utilities, public power entities, developers, and ISOs/RTOs-to deliver smart, resilient, and future-ready electric grid solutions for both the transmission and distribution systems. As a Project Delivery Manager (PDM), you will provide strategic and operational leadership to a team of consultants and analysts, supporting the execution of projects within the Transmission Planning & Power Systems Analysis and/or Utility Investment Planning business lines and adjacent service areas.
Investment M&A Finance Lead Consultant Roth Staffing CompaniesInvestment M&A Finance Lead ConsultantFoothill Ranch, California$90–$104 / hourYou will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management across the company. As a Finance Lead, you will lead and participate in efforts that provide insight and deep financial analysis to our business partners, driving cross-functional business strategy.
Client Service Analyst - Investments BMO (Bank of Montreal)Client Service Analyst - InvestmentsNewport Beach, CA$69,000–$127,800 / yearMay act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members and problem resolution. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Acquisitions Associate- Multifamily Investments Bluecore ResidentialAcquisitions Associate- Multifamily InvestmentsNewport Beach, CAYou have at three-seven years of experience in multifamily real estate finance, specifically real estate private equity, multifamily acquisitions, real estate investment banking and credit/preferred equity investing. With the launch of our new pension fund partnership and dedicated acquisition fund, we are expanding our pipeline of preferred equity investments and acquisitions, with a primary focus on Class A multifamily assets in the Sunbelt.