Product Analyst, Alternative Investments LPL FinancialProduct Analyst, Alternative InvestmentsSan Diego, CaliforniaAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
NewVenture Capital Investment Ops Analyst (Hybrid) Growth Equity Interview GuideVenture Capital Investment Ops Analyst (Hybrid)San Diego, CAPetra Funds Group is seeking an Investment Operations Analyst to join their Venture Capital team in San Diego. The ideal candidate will have 1-4 years of experience in investment operations, strong attention to detail, and the ability to manage multiple projects.
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 Real Estate Agent Prophet HomesInvestment Real Estate AgentSan Diego, CaliforniaIndustry-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 . - 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 .
U.S. Private Bank - Investment Specialist - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice President or Executive DirectorSan Diego, CAFull timeOur 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. 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.
Investment Portfolio Associate (Carlsbad, CA) Raymond James Financial IncInvestment Portfolio Associate (Carlsbad, CA)Carlsbad, CA$70,304–$90,000 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesCAFounded 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.
NewSenior Wealth Investment Leader Northern TrustSenior Wealth Investment LeaderSan Diego, CA$236,555–$414,115 / yearThe role requires over 15 years of investment experience and emphasizes strong leadership and investment management skills. The salary ranges from $236,555 to $414,115, complemented by a comprehensive benefits package including retirement plans and health benefits.#J-18808-Ljbffr.
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 Advisor, Wealth & Retirement NFP CorpInvestment Advisor, Wealth & RetirementAliso Viejo, California$70,000–$110,000 / yearFull timeWe 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. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
Investment Advisor Senior PNC BankInvestment Advisor SeniorSan Diego, CaliforniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Real Estate - Dispositions Associate. Vertigo Real Estate VenturesInvestment Real Estate - Dispositions Associate.San Diego, CaliforniaWe work directly with active real estate investors to identify opportunities, structure transactions, and close deals that generate value for buyers and sellers alike. This role is ideal for individuals early in their sales career who are looking to build expertise in real estate investment sales while operating in a competitive, fast paced and innovative environment.
Investment Real Estate Acquisitions Agent Prophet HomesInvestment Real Estate Acquisitions AgentSan Diego, CaliforniaOur company is built on community revitalization, affordable housing solutions, and providing agents with the tools they need to succeed in the competitive world of real estate investment. Prophet Homes is looking for ambitious, results-oriented individuals who are ready to build and continue a successful career as an Investment Real Estate Acquisitions Agent.
Ascent Director of Investments U.S. BankAscent Director of InvestmentsSan Diego, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Plays supporting role for investment function on regional team and will have some client exposure alongside more senior members of the team.
Real Estate Agent / Associate (Investment Sales) Greysteel CompanyReal Estate Agent / Associate (Investment Sales)San Diego, CaliforniaYour 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.
Senior Finance Analyst City of EncinitasSenior Finance AnalystEncinitas, CA$92,248–$136,302.40 / yearTraining and Experience (position requirements at entry): Bachelor's Degree in Accounting, Finance, Public Administration, or a related field, plus 4 years of progressively responsible experience in government budget, finance, and accounting activities or an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above. Other duties include preparing complex journal entries, grant and account reconciliation, financial analysis, leading ad-hoc accounting related projects, and providing accounting support to all departments and Districts in the City.
Financial Analyst Senior - Corporate Finance Fairfield ResidentialFinancial Analyst Senior - Corporate FinanceSan Diego, CaliforniaThe position builds and maintains models, dashboards, and reporting that translate complex data into actionable insights, while developing AI-enabled workflows that improve forecasting accuracy, reduce cycle time, and enhance decision-making. 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.
New Business Development Manager (Senior Analyst, Strategic Finance ) DexComNew Business Development Manager (Senior Analyst, Strategic Finance )San Diego, CaliforniaAs Senior Analyst, Strategic Finance, you will play a key role in long-range planning, M&A financial modeling, and enterprise-wide strategic analysis—partnering across Finance, Corporate Development, Commercial, Product, Market Access, and executive leadership to evaluate where Dexcom goes next and how we get there. You will partner cross-functionally with Commercial, Product, Market Access, Corporate Development, and Finance teams to align assumptions and drive consistent decision-making.
Senior Quantitative Research Analyst - Applied Analytics Meketa Investment GroupSenior Quantitative Research Analyst - Applied AnalyticsCAJoin our dynamic team as a Senior Quantitative Research Analyst - Applied Analytics Applied AI & Quantitative Tools where you will leverage strong engineering and analytical skills to build internal tools and workflows that accelerate research improve productivity and enable scalable innovation across our investment platform. This role is ideal for a hands-on intellectually curious engineer who enjoys experimenting with emerging technologies especially AI-enabled tools and translating those ideas into scalable high impact solutions used by investment professionals.
SENIOR FINANCIAL ANALYST, STRATEGIC FINANCE & ANALYSIS Scripps ResearchSENIOR FINANCIAL ANALYST, STRATEGIC FINANCE & ANALYSISSan Diego, CA$98,000–$112,700 / yearPart time2+ years related work experience in the biotechnology or technology sectors and/or life sciences academic/research institutions required, with strong analytic skills and ability to work in fast-paced, fluid environments. Ability to understand complex business drivers, develop insights utilizing a data-driven approach, and communicate succinctly to a range of different audiences (principal investigators to executives and the Board of Directors).
Sr Financial Analyst - SCMG Finance - Sharp Corporate - Day Shift - Full Time Sharp Health PlanSr Financial Analyst - SCMG Finance - Sharp Corporate - Day Shift - Full TimeSan Diego, CA$49.70–$64.13 / hourThe actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. Supports process improvement, business development, and improved decision making by providing fiscal impact data, identifying financial opportunities, and measuring effects of change.
Sr Financial Analyst - SCMG Finance - Sharp Corporate - Day Shift - Full Time Sharp HealthCareSr Financial Analyst - SCMG Finance - Sharp Corporate - Day Shift - Full TimeSan Diego, CaliforniaThe actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. Supports process improvement, business development, and improved decision making by providing fiscal impact data, identifying financial opportunities, and measuring effects of change.
Talent Consultant, Remote, F&A and Legal Experience Ignite Human CapitalTalent Consultant, Remote, F&A and Legal ExperienceSan Diego, CARemoteThe ideal consultant brings experience recruiting within financial services, private equity, asset management, alternative investments, investment banking, legal, compliance, or related professional services environments. This role operates as an embedded Talent Consultant through Ignite Human Capital, serving as an extension of the client's internal talent acquisition function while providing strategic recruiting expertise, market intelligence, and full-cycle hiring support.
Senior Research Analyst, Global Equity Meketa Investment GroupSenior Research Analyst, Global EquityCAIntroduction Join our dynamic Global Equity team as an Analyst or Senior Research Analyst conducting due diligence on public equity asset managers and communicating our views to colleagues and clients. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved.