93 Results for

Investment Jobs in Fullerton, CA

Jobs

Los Angeles, CA20 days ago

$68,000–$150,000

Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools. To be successful in this role, we’re seeking the following: • Executive communication: Exceptional written and verbal skills; adept at toggling between deep analytical detail and high level narratives tailored to client sophistication.

Los Angeles, CA9 days ago

Remote

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Pasadena, California11 days ago

$40–$60 Per Hour

Responsible for executing equity and fixed‑income trades on behalf of portfolio managers, supporting portfolio implementation, liquidity management, and investment operations. The role involved end‑to‑end trade execution, account rebalancing, and analytical support across public and private investment vehicles while maintaining accuracy, compliance, and operational efficiency.

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, California10 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.

Los Angeles, CA30+ days ago

The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities.

Los Angeles, CA30+ days ago

$90,000

Through its consulting and advisory affiliate, Armory Strategic, LLC, Armory provides clients with a wide variety of financial and operational services, including general strategic advisory, interim management, performance improvement, cost reduction, and transaction support. Through its investment banking affiliate, Armory Securities, LLC, Armory provides clients with a wide range of financial advisory services from mergers and acquisitions, debt or equity financing, special situations and restructuring services.

Los Angeles, CA30+ days ago

$80,000

New!

Los Angeles, CA5 days ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

New!

Los Angeles, CA5 days ago

$100,000–$150,000

Los Angeles, CA30+ days ago

$95,000–$125,000

Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Analysts to join its Infrastructure and Public team and work hybrid (4 days in-office) from itsLos Angeles, CA office. Investment Banking Analysts provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector.

Los Angeles, CA30+ days ago

At least 10 years industry experience or related professional role including business development or other management roles, equity research, management consulting, private equity, market research or investment banking. Ability to multi-task and thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high-quality work as a self- starter.

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.

Los Angeles, California30+ days ago

$150,000–$180,000 Per Year

Los Angeles, CA30+ days ago

As an Associate in Santander’s Los Angeles Investment Banking coverage team, your responsibilities will span a wide range of quantitative and qualitative skills, with strong emphasis on project management, mentorship of junior staff and client interaction. Associates will develop technical mastery and deal execution skills across all investment banking products including M&A, LevFin and ECM while building a robust professional network, both internally and externally.

Los Angeles, CA30+ days ago

Full-time

Job DescriptionWe are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Los Angeles, CA30+ days ago

$100,000–$150,000

Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses.

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.

Los Angeles, CA30+ days ago

As a Registered Investment Adviser (RIA), they provide wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Responsible for processing new account applications, any money movement requests, and account update requests as well as reviewing client correspondence for our clients.

Los Angeles, CA30+ days ago

Full-time

Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

Los Angeles, CA30+ days ago

Full-time

New!

Los Angeles, CA5 days ago

$140,000–$185,000

This Investment Associate – Private Capital opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.

Los Angeles, CA30+ days ago

Full-time

Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.

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.

Los Angeles, California16 days ago

Remote

$71,869–$114,797 Per Year

Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service.

Danvers, MA30+ days ago

We are currently assisting a top hospice agency with a need for a Critical Care and/or Hospice experienced RN interested in working in a Hospice House setting. Community Health Network (CHN) has been placing experienced nurses and therapists in Home Care, Hospice, Case and Care Management for over 30 years.

Newport Beach, CA14 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) .

Los Angeles, CA30+ days ago

Full-time

Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.). 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

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.

Los Angeles, CA30+ days ago

$185,000–$200,000 Per Year

A leading global investment management firm is seeking an experienced Senior Manager to lead early talent program management and campus recruiting across the U.S. This is a high-impact role responsible for shaping Analyst, Associate, and Summer Internship programs while partnering closely with investment teams and senior stakeholders. This individual will play a critical role in building diverse, high-performing talent pipelines and delivering best-in-class candidate and employee experiences.

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.

Pasadena, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: The Tax Investment Manager is responsible for underwriting, modeling, executing, and managing a diversified portfolio of tax credit investments, including Low-Income Housing Tax Credits (LIHTC), Investment Tax Credits (ITC), and other federal and state tax credit programs.

Los Angeles, CA30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. 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.

Los Angeles, 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.

Los Angeles, CA30+ days ago

Full-time

Knowledge : • Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios and provide oversight to Investment partners. 3. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.

City of Industry, CA15 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.

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, 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.

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.

Los Angeles, CA30+ days ago

Your 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.

New!

Los Angeles, CA4 days ago

They are seeking a Salesforce Administrator to join their team and serve as the steward of their core revenue management platform—managing the full lead-to-close lifecycle for both investors and buyers, supporting marketing automation, and identifying opportunities to unlock the system’s untapped potential. - Administer and optimize Salesforce Marketing Cloud or other integrated marketing tools, building and executing email campaigns, lead nurturing workflows, and engagement tracking.

Los Angeles, CA30+ days ago

$110,000–$125,000 Per Year

This is an excellent opportunity for someone looking to step into a highly visible role with strong leadership exposure, career growth potential, and the chance to help shape the future state of a growing accounting organization. The ideal candidate is someone who enjoys ownership, thrives in a fast-paced environment, and wants visibility into complex real estate transactions and corporate accounting operations.

Los Angeles, CA30+ days ago

Full-time

We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes. Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements.

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.

Los Angeles, CA30+ days ago

Full-time

Los Angeles,CA $185,000.00 - $255,000.00 / year; New York,NY $185,000.00 - $255,000.00 / year; San Diego,CA $185,000.00 - $255,000.00 / year; Irvine,CA $170,000.00 - $235,000.00 / year; Chicago,IL $170,000.00 - $235,000.00 / year . With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.

Manhattan Beach, CA30+ days ago

Full-time

Studio City, CA30+ days ago

Full-time

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Investment Jobs in Fullerton, CA

Vice President, Client Service Lead - Investment Performance and Risk Services BNY

Senior Financial Analyst x 150K - 170K x LA / flex Company Confidential

Trader/Investment Analyst Ultimate Staffing Services

Asset & Investment Management Analyst - Multifamily Private Equity Bluecrest Residential

Bilingual Korean Investments Analyst Ultimate Staffing Services

M&A Investment Banking Analyst / Associate Regal Executive Search

Investment Banking / M&A / Financing / Restructuring Senior Analyst Armory Group, LLC

Investment Banking Analyst Armory Group, LLC

Investment Banking Summer Analyst Career Launch AI

Investment Banking Analyst Career Launch AI

Infrastructure and Public Finance - Investment Banking Analyst Siebert Williams Shank

Managing Director - Investment Banking Regal Executive Search

Senior Analyst, Investment & Corporate Analytics BKM Capital Partners

Manager – Investment Fund Accounting Latham & Watkins LLP

Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials) Santander US

Investment Banking - Mid-Cap Investment Banking - Analyst JPMorgan Chase Bank, N.A.

Investment Banker #1508 Keller Executive Search

Tax Manager, Investment Funds Group Regal Executive Search

Investment Advisor Associate: Regal Executive Search

Client Services Specialist - Registered Investment Adivsor (RIA) Regal Executive Search

Associate, Valuation Services Alternative Investment Services Alvarez & Marsal Valuation Services, LLC

Senior Associate, Valuation Services Alternative Investment Services Alvarez & Marsal Valuation Services, LLC

Investment Associate – Private Capital Career Launch AI

Associate, Investment Banking Palm Tree

Investment Banking Senior Analyst Roth Capital Partners

Investment Relationship Officer City National Bank

Hospice House Registered Nurse-Nights CHN Healthcare Group

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

U.S. Private Bank - Head of Investments - Managing Director JPMorgan Chase Bank, N.A.

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

AVP, Early Career Recruitment & Talent Strategy | Global Investment Management Recruiting Resources, Inc.

Real Estate Investment Acquisition Associate HomeWay

Tax Credit Investment Manager East West Bank

Investment Banking - Consumer & Retail - Associate JPMorgan Chase Bank, N.A.

Investment Real Estate Agent - Acquisitions Story Homes Inc.

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

Senior Investment Officer Northern Trust

Investment Advisor MassMutual Pacific

Audit Senior - Alternative Investments / Funds Regal Executive Search

Investment Real Estate Agent Story Homes Inc.

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

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

Salesforce Administrator for a Luxury Real Estate Investment and Development Firm Treehouse Partners

Senior Corporate Accountant | Real Estate Investment Recruiting Resources, Inc.

Asset Management - Real Estate Investments Accounting Controller Team - Vice President JPMorgan Chase Bank, N.A.

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 Program Manager JPMorgan Chase Bank, N.A.

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

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

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