33 Results for

Investment Jobs in Laguna Beach, CA

Jobs

New!

San Clemente, CA1 day ago

$80,000–$110,000 Per Year

As these primary responsibilities are consistently met at a high level, it's expected that your scope of asset management work will expand in future years to include other traditional asset management duties (i.e., lease administration, covenant tracking, insurance, security deposits, etc.) now primarily addressed by others in our department. A publicly traded real estate investment trust headquartered in coastal Southern California, my client specializes in the acquisition, ownership, and leasing of skilled nursing facilities, senior housing, and healthcare-related properties across the U.S. and internationally.

New!

Carlsbad, CA2 days ago

$130,000–$142,000

Strong interpersonal skills including the ability to develop effective working relationships with others, a demonstrated customer focus, teamwork skills, and a willingness to share technical and business knowledge with team members. 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.

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, California14 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.

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.

New!

Newport Beach, CA1 day 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.

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.

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.

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

$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, CA19 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.

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.

New!

Irvine, CAToday

In this mid-level role, you will serve as the financial backbone of our marketing organization—owning campaign ROI measurement, revenue attribution modeling, and spend efficiency analysis across our full portfolio of mortgage marketing programs. Develop and maintain multi-touch attribution models that connect marketing spend across paid search, direct mail, digital, and referral channels to funded loan volume and net revenue.

Irvine, CA16 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, CA12 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.

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.

New!

Irvine, California1 day ago

Stifel 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.

Irvine, California15 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.

New!

Irvine, CAToday

$63,739–$95,264 Per Year

Pay Range: $63,739 - $95,264A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk ManagementIn general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.

Irvine, California30+ days ago

$108,000–$135,000 Per Year

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.

Carlsbad, California18 days ago

$121,000–$191,500 Per Year

For specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $150,500.00- $225,500.00/ annually : At Viasat, we consider many factors when it comes to compensation, including the scope of the position as well as your background and experience. Executive Advisory: Synthesize complex financial data into high-level strategic narratives for the Board of Directors and C-suite, acting as a "internal consultant" on market trends and competitive positioning.

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Investment Jobs in Laguna Beach, CA

Asset Management Analyst Jobot

Senior Business Systems Analyst Vaco LLC

Asset & Investment Management Analyst - Multifamily Private Equity Bluecrest Residential

Bilingual Korean Investments Analyst Ultimate Staffing Services

Senior Analyst, Investment & Corporate Analytics BKM Capital Partners

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

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.

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

Investment Real Estate Agent - Acquisitions Story Homes 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

Financial Analyst (Real Estate) Jobot

Financial Analyst Rexford Industrial

Marketing Performance Analyst - Campaign ROI & Revenue Attribution Mutual of Omaha Mortgage

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 | Local only | Budgeting | Cash Projections ROARK

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

Fund Banking Analyst Stifel

Finance Associate, EDV Program Rivian

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

Price Analyst II CorVel

Senior Financial Analyst, Product Development Rivian

Financial Planning & Analysis Analyst NakedMD

Strategic Initiatives Finance Manager Viasat, Inc.

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