46 Results for

Investment Jobs in Costa Mesa, CA

Jobs

Newport Beach, CA30+ days ago

$80,000–$110,000

This role offers direct exposure to all aspects of the investment lifecycle, working closely with senior leadership on portfolio monitoring, construction management, investor reporting, and complex investment situations. The Analyst will play a key role in evaluating investment performance, identifying risks and opportunities, and supporting strategic decision-making across the portfolio.

Fountain Valley, California12 days ago

$35–$40 Per Hour

The position works cross-functionally with leadership, finance, procurement, and operations teams to ensure projects are completed on time, within scope, and within approved budgets. In addition, the Analyst contributes to project tracking, reporting, and continuous improvement initiatives while supporting overall capital planning and facility operations.

Newport Beach, CA30+ days ago

Located in our Newport Beach, California office, the Senior Analyst, Investment & Corporate Analytics will play an integral role by supporting the management team in financial analysis, tracking and reporting on the company’s owned multi-tenant light industrial real estate assets. Prepare property and portfolio level financial investment models using ARGUS (both DCF and Enterprise) and Excel based on information provided from various sources including the acquisitions team, asset managers, outside brokers, appraisers and other service providers.

Manhattan Beach,, CA30+ days ago

Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist. Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities.

Torrance,, CA30+ days ago

Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

Newport Beach, CA30+ days ago

Full-time

Skills and Attributes:Excellent analytical skills and understanding of relevant financial and accounting principles; Ability to express ideas effectively and fluently; Comfortable with client interaction; Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail; Strong proficiency in MS Office, Excel, PowerPoint, and similar software applications; Fast learner, self-motivated, organized, and willing to work within a flexible, demanding, and fast paced environment; and. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. Investment Banking Senior 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.

Newport Beach, CA16 days ago

$45–$55 Per Hour

Background in fixed income, alternatives, derivatives, commodities and equity strategies offered in a variety of investment products including (i.e., open-end mutual funds, closed-end funds, ETFs, separate accounts and private funds) is a plus. KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Compliance Consultant: IAA & FINRA rules for US investment managers & broker-dealers (FI, ALT, Derivs, CMDTY, EQTY) .

Irvine, CA30+ days ago

As the company prepares for major capital deployment and long-term global expansion, Barupon is actively building strategic relationships with sovereign wealth funds, pension funds, and institutional investors to support large-scale project financing and infrastructure investment. The ideal candidate is a globally connected institutional capital leader who already maintains trusted relationships with sovereign wealth funds and has successfully raised hundreds of millions of dollars for major investment platforms.

Manhattan Beach,, CA30+ days ago

In addition to traditional assurance and tax services, They also provide numerous advisory services, including risk advisory; transaction advisory; IT advisory; forensic accounting; litigation support; international; property tax; state and local tax; and wealth management services. Our client serves a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities.

Irvine, California30+ days ago

$71,600–$85,550 Per Year

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. The Center offers leadership and serves as a resource for financial education with goals of increasing financial literacy, minimizing financial instability for the benefit of society, and training the next generation of financial industry leaders.

San Pedro, CA30+ days ago

$60,000–$80,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Coordinate and manage all aspects of real estate projects, from initiation to completion, ensuring that all tasks are completed on time and within budget.

Orange, CA30+ days ago

$70,000–$180,000

In today's fast-changing world, where degrees hold less value, good jobs are scarce, and truly great companies are even rarer, it's no surprise that many feel like it's getting harder to get ahead. This position is best suited for individuals who understand sales, real estate transactions, or investment analysis and want to directly control their income.

Irvine, CA30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.

Irvine, CA30+ days ago

Full-time

Aid 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.

Manhattan Beach, CA30+ days ago

Full-time

Irvine, CA30+ days ago

$200,000–$350,000

We’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. Our agents are the heart of the operation—helping homeowners move on, helping investors find their next project, and helping themselves build a career with no ceiling.

Irvine, CA30+ days ago

$200,000–$350,000

We’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.

City of Industry, CA17 days ago

$65,000–$250,000 Per Year

We’re seeking seasoned professionals and entrepreneurs who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.

Ontario, California27 days ago

$70,304–$99,590.40 Per Year

If you wish to contribute to the Prime Healthcare legacy within a Administrative capacity for a hospital within our family of acute care hospitals (or one of our future hospitals), then join our executive leadership network to begin exploring immediate and future opportunities! The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire, in which a wide range of factors will be considered, including but not limited to, skillset, years of applicable experience, education, credentials and licensure.

Irvine, CA30+ days ago

$100,000–$300,000

We’re a fast-growing, investor-focused brokerage operating across California, and we’re looking for driven Real Estate Agents ready to grow their business, close deals, and make an impact. 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.

Santa Ana, CA17 days ago

As a Portfolio Accounting Analyst, you will be responsible for: Managing and updating asset profiles within trust accounting systems to ensure data accuracy and integrity. Working closely with the Operations team, you'll help deliver precise account reconciliations and timely transaction processing, contributing to the company's operational excellence.

Irvine, CA30+ days ago

Prepare ad hoc analyses, including but not limited to: Investment Committee memorandum, capital ROI analysis, dispositions, lease restructures, and construction loan analysis Exhibit detailed understanding of capital investment financial modeling . Maintain working relationship with internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external counterparts including firm clients.

Irvine, CA30+ days ago

Full-time

Our impressive portfolio of over 50,000,000sf of Medical Outpatient buildings, Lab and Life Science facilities, and Senior Assisted Living centers fuel innovation in patient care and research - accelerating scientific discovery, enhancing healthcare delivery, fostering healthier populations, and driving shareholder value. Experience in real estate investments, asset management, financial or operational analysis in the Healthcare/Senior Living industry, or a background in investment banking management consulting or real estate transactional law.

Newport Beach, CA30+ days ago

Full-time

Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, Aristotle Capital Boston, LLC, Aristotle Atlantic Partners, LLC, Aristotle Pacific Capital, LLC, and Aristotle Investment Services, LLC, are affiliated organizations. Actual compensation will be dependent on factors, including but not limited to, the individual’s qualifications, relevant experience, knowledge, skills, education, internal equity, and physical work location within the state.

Manhattan Beach, CA30+ days ago

Full-time

As a private equity analyst, you will be the tip of the spear, leading our efforts to evaluate new investments and identify key investment levers to drive value creation initiatives post-close. K1’s proprietary internal development program trains powerful investment professionals directly out of school or laterally from non-traditional backgrounds, giving applicants the opportunity to enter Private Equity without having to start in Investment Banking.

Manhattan Beach, CA30+ days ago

Full-time

Demonstrated leadership ability; Initiative, professional ambition, team orientation; Creativity and entrepreneurial spirit; Excellent analytical and communications capabilities, organizational discipline, attention to detail; Strong work ethic and interest in learning about private equity and the enterprise software industry; Ability to build trust and support with senior executives as the face of K1; GED/HS Diploma- first generation college students are encouraged to apply. Identifying new flagship investments in B2B software by prospecting and driving relationships with executives across numerous vertical and horizontal technologies; Managing and driving strategic M&A opportunities for existing portfolio companies; Developing and executing on investment theses within enterprise software; Conducting proprietary market research within enterprise software; Expanding K1's relationship network with key industry contacts; Performing other duties as assigned.

Irvine, CA30+ days ago

$80,000–$85,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The position will focus on supporting various groups within the organization on functions including portfolio management, asset management, new property acquisitions & new developments.

Costa Mesa, CA30+ days ago

The expected annual base salary range for this role is $73,000 to $83,000, with a 10% discretionary annual bonus target and stock grant eligibility.*The actual base salary and total compensation offered depend on a variety of factors, which include, without limitation, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location where the job will be performed. *These stock grants are subject to approval by the Compensation Committee of the Board of Directors, are currently subject to vesting over a four-year period, with 25% of the grant vesting per year, and require continued employment on the grant date and each applicable vesting date.

Manhattan Beach, CA30+ days ago

Full-time

This role will require direct communication with K1's deal teams, portfolio company executives, outside counsel, and other third parties across the full investment lifecycle – gaining exposure to K1's investment thesis while preparing the documents that helps close deals and manage the equity and governance that supports management teams through exit. Drive the Legal Tech Stack: Serve as the team’s power user for legal software and support the implementation and refinement of AI-powered legal tools and automated workflows for contract drafting, review, and governance.

Irvine, CA14 days ago

$70,000–$82,000 Per Year

The Finance Analyst plays a critical role in supporting the FP&A Director and Platform CFO by delivering high‑quality financial analysis, planning support, and performance reporting across the Revelyst Adventure Sports platform (Fox Racing, Bell, Giro, CamelBak, Blackburn). This role is focused on execution, insight generation, and cross‑functional support, enabling senior finance leadership to drive pricing, margin, growth, and strategic decision‑making across brands, regions, and channels.

Irvine, CA30+ days ago

Full-time

As a Lead Credit Officer within the Credit Risk team, you will evaluate and identify risks and interpret data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Irvine, CA30+ days ago

Primary responsibilities will include: Financial reporting – Provide the primary oversight, review and sign off of Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors. This includes working with due diligence and external counsel to close transactions including the acquisition of properties, dispositions, and complex joint venture arrangements.

Irvine, CA30+ days ago

$70,000–$90,000 Per Year

The ideal candidate brings strong analytical capabilities, hands-on experience managing accounts receivable and trade spend, and the ability to translate financial data into actionable insights. This role sits at the intersection of Finance, Sales, and Operations, providing end-to-end financial oversight across the Order-to-Cash (OTC) cycle while driving accuracy, efficiency, and business performance.

Torrance, CA30+ days ago

$115,000–$130,000 Per Year

You will work alongside senior leadership to manage institutional investor relationships, support asset-backed securitizations (ABS) and whole loan transaction execution, maintain warehouse and forward flow facilities, and build the analytics and materials that underpin our external capital strategy. Through its proprietary lending platform, Hive, Happy Money delivers a fully digital experience that simplifies borrowing for consumers and helps credit unions, banks and asset managers diversify balance sheets and scale with confidence.

Irvine, CA10 days ago

Strong knowledge of financial software, data reporting tools (Such as Power BI), and Excel skills (including advanced formulas, pivot tables, and data structuring). Our client is a privately held, founder-led real estate investment and leasing company operating across multiple entities and asset structures.

El Segundo, California30+ days ago

Remote

Interpret information to generate multiple recommended courses of actions; Build staff packages, comprehending and applying concept/guidance, effectively implementing instructions/polices into routine performance; Provide IPT support, acquisition program reporting, cashflow management and acquisition review support to program leadership; Perform acquisition financial execution and funds management. Tools, Process, and Procedures: Able to support the development, procurement, data collection, usage, modification/enhancement, implementation, integration, testing, documentation, verification, validation, protection and maintenance of tools, processes, guidelines, methodologies, models, simulations, databases, web sites, reports and applications to support the execution and management.

Irvine, CA30+ days ago

$170,000–$200,000

We are seeking a seasoned capital markets executive to lead institutional fundraising, project finance structuring, and long-term capital strategy across a growing portfolio of energy and infrastructure assets. The Vice President, Capital Markets & Project Finance will be responsible for structuring and raising institutional capital across debt, equity, tax credit financing, and infrastructure-backed investment vehicles.

Irvine, California13 days ago

$85,000–$95,000 Per Year

Irvine, CA30+ days ago

The ideal candidate brings deep project finance experience in the U.S. energy or nuclear sector, a strong command of capital markets and federal funding mechanisms relevant to advanced nuclear, and the executive credibility to engage investors, government partners, and lenders with confidence. BaRupOn LLC is seeking a highly experienced Head of Finance / Project Finance Specialist to own the financial strategy, capital planning, and investment structuring for its Small Modular Reactor (SMR) and Micro Modular Reactor (MMR) programs in the United States.

Irvine, California30+ days ago

$108,000–$135,000 Per Year

Redondo Beach, CA17 days ago

$120,000–$150,000 Per Year

This position requires applicants to be either U.S. Persons (i.e., U.S. citizen, U.S. national, lawful permanent U.S. resident (green card holder), an individual granted asylum in the U.S., or an individual admitted in U.S. refugee status) or persons eligible to obtain an export license from the U.S. Departments of State, Commerce, or other applicable U.S. government agencies. They will provide functional leaders both detailed analysis and actionable business incites; the ideal candidate will be both analytically curios and operationally minded.

Newport Beach, CA30+ days ago

$80,000–$90,000

This role works closely with PE ownership, Finance & Executive leadership, and the accounting team to maintain forecast models, develop executive and Board-level reporting, and analyze clinic and service-line performance. This role is ideal for candidates with accounting, corporate finance, consulting, or investment banking experience looking to grow into a strategic FP&A function.

Alhambra, California30+ days ago

$80,000–$90,000 Per Year

This role sits within the Office of the CFO/COO and works directly with cross-functional leaders to drive execution, develop structured insights, and help translate strategic priorities into operational results. The Analyst will operate as a connective layer across teams – combining analytical rigor, structured problem-solving, and strong execution skills to advance high-impact initiatives.

Remote CA, California30+ days ago

Remote

$145,000–$150,000 Per Year

Regional Directors cover strategically important and large market geographic areas in the Intermediary Sales channel and are responsible for driving sales of Allspring’s mutual funds, separately managed accounts, active ETFs, money funds and DCIO business at all broker dealers and RIAs. Regional Director sales achievement success will be driven by several factors such as: client service model, segmentation strategy, effectiveness at point of sale, consistency, and focusing on the right products, advisors, and firms.

Carson, CA30+ days ago

$115,000–$166,000 Per Year

We are committed to: Engaging a diverse, purpose-driven workforce; Transforming buildings from structures that shelter into structures that serve and preserve the health and well-being of people and planet; Pursuing sustainable, innovative solutions for spaces where we live, work, learn heal and play; Being a catalyst for change with all of our stakeholders; and Making a positive difference in the environments and communities we impact. We provide access to 100’s of discounts, specialty savings and voluntary benefits through LifeMart such as car and hotel rentals and auto, home, and pet insurance, legal services, and childcare We support Employee Resource Groups created to connect employees with common interests to promote inclusion and provide perspective.

Irvine, California30+ days ago

$138,000–$172,000 Per Year

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Investment Jobs in Costa Mesa, CA

Asset & Investment Management Analyst - Multifamily Private Equity Bluecrest Residential

Bilingual Korean Investments Analyst Ultimate Staffing Services

Senior Analyst, Investment & Corporate Analytics BKM Capital Partners

Tax Manager, Investment Funds Group Regal Executive Search

Investment Advisor Associate: Regal Executive Search

Investment Banking Senior Analyst Roth Capital Partners

Compliance Consultant: IAA & FINRA rules for US investment managers & broker-dealers (FI, ALT, Derivs, CMDTY, EQTY) KORE1 Technologies

Director – Sovereign Wealth & Institutional Capital (Global Infrastructure & Energy Investments) BaRupOn LLC

Audit Senior - Alternative Investments / Funds Regal Executive Search

Program Director, Todd and Lisa Halbrook Center for Investment & Wealth Management University of California, Irvine

Project Coordinator - Real Estate Investment Firm for Retail Centers Jobot

Real Estate Investment Acquisition Associate HomeWay

J.P. Morgan Wealth Management - Executive Director, Investment Product Specialist JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan Beach, CA JPMorgan Chase Bank, N.A.

Investment Real Estate Agent - Acquisitions Story Homes Inc.

Entry-Level Real Estate Agent (Investment Sales) Story Homes Inc.

Investment Advisor MassMutual Pacific

Real Estate and Investments Accountant Prime Healthcare Management Inc

Investment Real Estate Agent Story Homes Inc.

Portfolio Accounting Analyst | $33.33 hourly | Urgently Hiring! | 837101 Helpmates

Senior Acquisitions Analyst Alliance Resource Group

Senior Housing Analyst Healthpeak Properties, Inc.

Credit Research Analyst - Aristotle Pacific Capital Aristotle Capital Management

Analyst, Diligence (Fall 2026) K1

Analyst, Business Development (Fall 2026) K1

Financial Analyst (Real Estate) Jobot

Financial Analyst Rexford Industrial

Legal Operations Analyst K1

Financial Analyst - Adventure Sports Revelyst

Risk Management - Lead Credit Officer - Vice President JPMorgan Chase Bank, N.A.

Fund Senior Accountant Regal Executive Search

Senior Financial Analyst (On-site, Irvine, CA) TTE Technology Inc

Senior Capital Markets Analyst Happy Money

Senior/Financial Analyst | Local only | Budgeting | Cash Projections ROARK

Senior Budget Analyst Odyssey Systems Consulting Group, Ltd.

Vice President, Capital Markets & Project Finance (Energy & Infrastructure) BaRupOn LLC

Finance Associate, EDV Program Rivian

Head of Finance / Project Finance Specialist (SMR / MMR Programs) BaRupOn LLC

Senior Financial Analyst, Product Development Rivian

Senior Financial Analyst (FP&A) Impulse Space

Financial Planning & Analysis Analyst NakedMD

Analyst - Strategic Initiatives Astrana Health, Inc.

Regional Director (Northern California/Nevada) Allspring Global Investments Holdings, LLC

Finance Manager Job Armstrong Ceilings

Finance Manager, R1 Program Rivian

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