Senior Analyst, Investment Operations - Private Debt StepStone Group Inc.Senior Analyst, Investment Operations - Private DebtLa Jolla, CA$80,000–$90,000 / yearThe Investment Operations Senior Analyst performing this role will be responsible for coordinating the settlement of private loan investments, managing capital calls, monitoring cash across multiple private debt investment funds, and supporting the day-to-day operations of fund partnership vehicles. Proven middle office/investment operations experience in an asset manager preferred, particularly with a focus on the closing of time sensitive transactions in collaboration with internal and external partners.
2027 Portfolio Management & Investment Research Summer Analyst StepStone Group Inc2027 Portfolio Management & Investment Research Summer AnalystLa Jolla, CABeyond core portfolio and investment responsibilities, the team plays a key role in automating and enhancing firmwide workflows, developing Python and Excel-based tools that drive efficiency and create lasting operational value across the organization. The team works directly with clients of StepStone''s evergreen accounts to build and maintain portfolios across private markets, fielding pacing requests and translating investment strategy into actionable allocation decisions.
Investment Research Engineer Meketa Investment GroupInvestment Research EngineerCarlsbad, CaliforniaInvestment Research Engineer Introduction: Join our dynamic team as an Investment Research Engineer, where you will leverage strong engineering and analytical skills to build internal tools and workflows that support quantitative research and investment decision-making, and enable scalable innovation across our investment platform. This role is ideal for a hands-on, intellectually curious professional who enjoys experimenting with emerging technologies, especially AI-enabled tools, and translating those ideas into scalable, high impact solutions used by investment professionals.
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.
Senior Analyst - Private Debt Investment Operations StepStone Group IncSenior Analyst - Private Debt Investment OperationsLa Jolla, CA$80,000–$90,000 / yearThe Investment Operations Senior Analyst performing this role will be responsible for coordinating the settlement of private loan investments, managing capital calls, monitoring cash across multiple private debt investment funds, and supporting the day-to-day operations of fund partnership vehicles. Proven middle office/investment operations experience in an asset manager preferred, particularly with a focus on the closing of time sensitive transactions in collaboration with internal and external partners.
Senior Investment Professional, Private Equity AksiaSenior Investment Professional, Private EquitySan Diego, New YorkAksia is seeking a senior investment professional to join its Private Equity team to lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction, and investment selection. The successful candidate will build and maintain trusted relationships with clients and prospects, serving as a strategic partner in helping them evaluate investment opportunities and develop programs to align with their investment objectives.
Investment Professional, Private Equity AksiaInvestment Professional, Private EquitySan Diego, New York$130,000–$160,000 / yearAksia is seeking a Vice President-level investment professional to join its Private Equity team to help lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction, and investment selection. Our business provides clients with investment management, advisory and research services across private equity, private credit, real assets, and hedge funds.
Controller - Investment Accounting & Reporting Fairfield ResidentialController - Investment Accounting & ReportingSan Diego, CaliforniaThis position partners closely with investment, portfolio management, and property accounting teams while leading accounting staff and managing external audit and investor relationships. Driven by Vision: We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services.
Investment Executive (Financial Advisor) San Diego, CA Fifth Third BankInvestment Executive (Financial Advisor) San Diego, CASan Diego, CaliforniaInvestment Executive (Financial Advisor) San Diego, CA At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CADel Mar, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentSan Diego, California$65,000–$175,000 / yearOur teams of experienced of Acquisitions Associates provide you with consistent inventory to sell - Agents are paid weekly to put money in their pockets fast Industry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems Flexible, Performance-Driven Environment - Control your schedule and income - Work independently while being supported by experienced managers, senior agents, our ongoing training platform, and operations team Qualifications - Active California real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment Who We Are Prophet Homes is a real estate investment marketplace connecting motivated sellers. Why Join Prophet Homes Unlimited Earning Potential - 100% commission-based role with uncapped income - Higher commission splits than our competitors - Our lender referral program allows agents to supplement their income significantly (often thousands of dollars per transaction) - Top performers can earn $175,000+ within their first year High Transaction Volume - Faster closings and frequent commission payouts - Consistent deal flow.
NewInvestment Services Manager City National BankInvestment Services ManagerLa Jolla, CARemote$71,869–$114,797 / yearEnsure that all accounts comply with BSA/KYC requirements, cash management in order to meet client's investment expectations and cash requirements, monitoring compliance with investment policies, trade settlement, income collection, corporate actions, and coordinating and attending regular client meetings. Interface with executive and senior level management within the Bank as well as bank relationship managers, team leaders and business development officers on sales related issues, processes and activities.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentSan Diego, CAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewReal Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)San Diego, CAYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Investment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Investment Banking Vice President FIG Selby Jennings LtdInvestment Banking Vice President FIGDana Point, CALead both sell-side and buy-side transactions, including financial modeling, due diligence, buyer/seller outreach, deal structuring, negotiation, and process management through close. This individual will play a lead role in executing and originating advisory engagements, with a focus on M&A, valuations, due diligence, and broader financial consulting within the wealth advisory space.
Private Bank Associate - Investments Bank of AmericaPrivate Bank Associate - InvestmentsSan Diego, CaliforniaPartners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client.
AVP Investment Compliance Officer VOYA Financial Inc.AVP Investment Compliance OfficerSan Diego, CA$104,000–$130,000 / yearReview and interpret investment management agreements, prospectuses, offering documents, and client guideline materials to assess regulatory and contractual requirements and establish effective compliance monitoring methodologies, including automated rule coding. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Remote BCBA | Your Licensure, Our Investment BK BehaviorRemote BCBA | Your Licensure, Our InvestmentSan Diego, CARemoteIn this role, you will conduct assessments, develop and oversee individualized treatment plans, supervise behavior technicians, and collaborate with caregivers to support meaningful and measurable progress. We are seeking a Board Certified Behavior Analyst (BCBA) to provide remote Applied Behavior Analysis (ABA) services to children and families across multiple states.
Entry-Level Real Estate Agent (Investment Sales) Story Homes Inc.Entry-Level Real Estate Agent (Investment Sales)San Diego, CAWe’re a fast-growing wholesale investment brokerage built by experienced professionals who connect motivated sellers with investors looking for off-market, deeply discounted, and high-potential properties. Whether you’re an experienced agent or just breaking into real estate, if you’re passionate about sales, love building relationships, and are hungry to learn the investment side of the business—we want to meet you.