NewInvestment Analyst JobotInvestment AnalystPasadena, CA$90,000–$110,000 / yearInformation 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. We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically.
Tax Managing Director, Alternative Investments Bdo ConsultingTax Managing Director, Alternative InvestmentsCosta Mesa, CA$190,000–$335,000 / yearThis role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred.
Fund Banking Analyst StifelFund Banking AnalystIrvine, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Investment Banking - Consumer & Retail - Analyst JPMorgan Chase & CoInvestment Banking - Consumer & Retail - AnalystLos Angeles, CADrafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics. 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.
Director, Investment Accounting | Global Investment Management Recruiting Resources, Inc.Director, Investment Accounting | Global Investment ManagementEl Segundo, CAThis is a high-impact leadership opportunity for an experienced accounting and finance professional who enjoys combining technical accounting expertise with financial analysis, forecasting, and strategic business partnering. In this role, you'll lead investment-related analytics and reporting across a diversified investment portfolio, working closely with finance, investment, and executive leadership teams.
Chief Investment Officer / Head of Investments StartEngine Crowdfunding IncChief Investment Officer / Head of InvestmentsCARemoteStartEngine is launching a full robo-advisory offering, converting our existing base of ~3,000 Private-fund clients onto a discretionary, algorithmically-managed platform built around a 50/30/20 portfolio philosophy. Define the rebalancing and tax-loss-harvesting logic and work hands-on with our existing 14-person engineering team to translate it into working product - you write the spec, no separate team required.
NewInvestment Services Program Manager (Manager, Trust & Investment Services) SchoolsFirst Federal Credit UnionInvestment Services Program Manager (Manager, Trust & Investment Services)Santa Ana, CaliforniaProvides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement. At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.
Investment Services Program Manager (Manager, Trust & Investment Services) Schools FinancialInvestment Services Program Manager (Manager, Trust & Investment Services)Santa Ana, CA$153,259–$252,877 / yearProvides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement. At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway.
Investments Analyst Healthpeak Properties, Inc.Investments AnalystIrvine, CA$105,000–$115,000 / yearDeveloping a proficiency in various analyses that will include Net Present Value, Discounted Cash Flow and Accretion / Dilution, Internal Rate of Returns, and distribution waterfall structures. Our impressive portfolio includes nearly 50 million square feet of medical outpatient buildings, lab and life science facilities and Senior Assisted Living centers throughout the country.
NewCapEx Investments Analyst Ultimate Staffing ServicesCapEx Investments AnalystFountain Valley, California$35–$40 / hourWe're partnering with a global automotive industry leader to identify a CapEx Investments Analyst who will play a key role in managing Capital Expenditure (CapEx) projects, procurement initiatives, and operational investments across a national Parts Distribution Center (PDC) network. This position is responsible for supporting the full lifecycle of capital investments, including business case development, vendor selection, RFQ management, budgeting, forecasting, project execution, and financial tracking.
Investments Analyst Summer Intern Link LogisticsInvestments Analyst Summer InternIrvine, New YorkGain exposure to the due diligence and closing processes, including reviewing purchase agreements and leases, tenant credit evaluations, financial due diligence, property tours, tenant interviews, tenant industry research, and site diligence related to structural, environmental, zoning, and other property conditions. Support full-time investment analysts and associates across all aspects of new deal underwriting, including preparing investment models, investment committee memorandums, market research, management presentations, and real estate sale and lease comparables for selected markets.
Real Estate Investment Analyst MBK Real EstateReal Estate Investment AnalystIrvine, CaliforniaOther Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs.
Investment Analyst Pacific Hospitality Group VenturesInvestment AnalystIrvine, California$80,000–$85,000 / yearAs part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting. This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
NewCapital Planning & Investment Analyst (Business Strategy & Financial Modeling) (Remote) Alignment Healthcare USA, LLCCapital Planning & Investment Analyst (Business Strategy & Financial Modeling) (Remote)Orange, CARemoteFull timeThis role works cross-functionally with Operations, Clinical Services, Finance, Technology, Compliance, Network Management, and Growth teams to evaluate opportunities that improve member outcomes, operational performance, regulatory compliance, and organizational growth. This role is responsible for partnering with business leaders to develop data-driven business cases, perform financial and operational analyses, quantify benefits, assess risks, and support capital planning processes.
Sr. Insurance Investments Analyst Farmers Group, Inc.Sr. Insurance Investments AnalystWoodland Hills, CA$102,450–$174,240 / yearThis position will support the Head of Insurance Investments and Chief Investment Officer in designing and implementing the investment strategy across Farmers Exchanges, Farmers Re and Farmers Insurance Group balance sheets and pension assets. Five years or more within an insurance investment department, asset management firm, or finance/banking institution Preference for background as investment analyst, financial/securities analyst, economist, investment strategist, or risk analyst.
Investment Analyst Pacific Hospitality GroupInvestment AnalystIrvine, CaliforniaAs part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting. This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
Real Estate Investment Analyst MBK Rental LivingReal Estate Investment AnalystIrvine, CaliforniaOther Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs.
NewInvestment Analyst SAN Manuel Band Of Mission IndiansInvestment AnalystIrvine, CADevelops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research. Visual acuity that meets the requirements of the position: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading and visual inspection of employees, visitors or facility.
Investment Associate Whittier TrustInvestment AssociatePasadena, CaliforniaWhittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Primary responsibilities include: report preparation, portfolio analysis, investment research and trade input as follows: Report Preparation Prepare reports to communicate with clients, networking contacts, prospects and the Investment Department.
NewInvestment Performance Analyst Kayne Anderson RudnickInvestment Performance AnalystLos Angeles, California$80,000–$120,000 / yearHeadquartered in Los Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $65 billion in assets under management and a national team of 135 employees. To KAR, quality means that a company has competitive strengths that will allow it to grow and remain successful over time, both in investment management and wealth management business lines.