NewBilingual Korean Investments Analyst Ultimate Staffing ServicesBilingual Korean Investments AnalystFountain Valley, California$35–$40 / hourThe 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.
PDC Operations Investments Analyst Ultimate Staffing ServicesPDC Operations Investments AnalystFountain Valley, California$30–$44 / hourThe 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.
Investment Analyst Pacific Hospitality Group VenturesInvestment 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.
Managing Director, Investment Counselor, Orange County Citigroup IncManaging Director, Investment Counselor, Orange CountyCosta Mesa, CAAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Citi Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange County Citigroup IncCiti Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange CountyCosta Mesa, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesOrange County, CAFounded 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.
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAAid 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.
J.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CAHuntington Beach, CAAid 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.
Client Manager, AVP Investment Trading - Charles River Development State StreetClient Manager, AVP Investment Trading - Charles River DevelopmentIrvine, CaliforniaAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumRiverside, CaliforniaThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantIrvine, CA$122,400–$244,800 / yearAs an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Director – Sovereign Wealth & Institutional Capital (Global Infrastructure & Energy Investments) BaRupOn LLCDirector – Sovereign Wealth & Institutional Capital (Global Infrastructure & Energy Investments)Irvine, CAAs 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.
NewReal Estate Investment - Acquisition Associate HomeWayReal Estate Investment - Acquisition AssociateOrange, CAIn 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
NewSenior Investment Solutions Sales – United Kingdom Lynceus PartnersSenior Investment Solutions Sales – United KingdomRiverside, LondonDriven by entrepreneurial spirit and fuelled by innovation, Lynceus Partners is the next -generation Structured Products provider, combining derivatives knowledge from our team of experts and latest technological developments to create a comprehensive ecosystem for Institutional and Wealth clients. You are natural at building human relationships with clients and colleagues alike, you have an entrepreneurial and self -starting mindset, you are a team -player with an effective communication towards colleagues and clients alike.
NewInvestment Solutions Sales – United Kingdom Lynceus PartnersInvestment Solutions Sales – United KingdomRiverside, CaliforniaDriven by entrepreneurial spirit and fuelled by innovation, Lynceus Partners is the next -generation Structured Products provider, combining derivatives knowledge from our team of experts and latest technological developments to create a comprehensive ecosystem for Institutional and Wealth clients. You are natural at building human relationships with clients and colleagues alike, you have an entrepreneurial and self -starting mindset, you are a team -player with an effective communication towards colleagues and clients alike.
NewInvestment Advisor MassMutual PacificInvestment AdvisorCity of Industry, CA$65,000–$250,000 / yearWe’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.
Lead Architect, Investment Management Strategy The Capital Group Companies, Inc.Lead Architect, Investment Management StrategyIrvine, CA$201,683–$322,693 / yearThis role is intentionally end-to-end and cross-portfolio across IG, Front Office, and Back Office-focused on the highest-impact initiatives and requiring close partnership with business leaders, portfolio architects, and technology teams to shape strategic direction, connect related initiatives into a coherent end‑to‑end IM design, and ensure architecture decisions translate into delivery-ready plans. Create and maintain IM domain-wide architecture viewpoints (current and target state, "from-to" evolution, dependencies, and sequencing) that make cross-portfolio impacts and tradeoffs visible-including shared capabilities, enterprise integration patterns, and data needs-enabling confident, timely decision making across business and technology stakeholders.
J.P. Morgan Wealth Management - Executive Director, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Investment Product SpecialistIrvine, CAFull timeChase 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.
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 - Mandarin Speaking - Irvine, CAIrvine, CAFull timeAid 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.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinCA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Consumer Investments - Financial Services Representative I Bank of AmericaConsumer Investments - Financial Services Representative IRiverside, CaliforniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
NewManager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementCosta Mesa, CA$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Jr. Finance & Strategy Analyst CompaJr. Finance & Strategy AnalystIrvine, CaliforniaThis role goes beyond traditional planning and reporting—you’ll be deeply embedded in the business, partnering with leaders across engineering, GTM, and operations to drive decision-making. Our customers include the world’s biggest companies: NVIDIA, Stripe, DoorDash, Open AI, TMobile, Moderna, Workday, Ulta, Target, and more.
Financial Analyst II, Corporate Finance Anduril Industries IncFinancial Analyst II, Corporate FinanceCosta Mesa, CA$77,000–$102,000 / yearTo ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process. This third-party service provider provides risk-intelligence services that may include analysis of sanctions and watchlists, adverse media, public-record information, and other lawful open-source or commercial data sources.
Senior Financial Analyst, Corporate Finance Anduril Industries IncSenior Financial Analyst, Corporate FinanceCosta Mesa, CAMonitor and report on financial performance, highlighting trends and analyzing causes of unexpected variances • Understand the underlying reasons, drivers, second-order impacts, and interconnected effects of financial trends • Serve as subject matter expert on drivers, project codes, variance analysis, commentary, and GL hygiene • Lead the development of executive-level reporting and present financial insights to senior management • Develop insightful presentations that clearly communicate complex financial data through easy-to-digest visuals and commentary. • Own reporting, budgeting, forecasting, and business partnering for multiple SG&A departments • Collaborate with cross-functional teams, including Corporate Operations and Accounting, to prepare annual budgets, quarterly forecasts, and long-term financial plans • Analyze current and past financial data and performance, preparing reports, scenarios, and projections based on this analysis • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
Strategic Finance Analyst Zenlayer IncStrategic Finance AnalystDiamond Bar, CAPrepare executive-facing PowerPoint materials including operating reviews, strategy updates, and board materials, working directly with the Head of Strategy & FP&A Translate financial analysis and business narratives into clean, structured slides for a senior audience Maintain consistency and quality across recurring presentation templates. Pull, clean, and manipulate data independently; you dont need a data team to run queries for you Work across multiple data sources to assemble coherent views of business performance Support the broader team with analysis, formatting, and data preparation as needed.
Senior Financial Analyst Edison InternationalSenior Financial AnalystRosemead, CAThe Senior Financial Analyst ensures data accuracy through reconciliations, provides management guidance on revenue requirement efforts, and supports expert witnesses with the development and filing of CPUC Cost Recovery Applications, Testimony, data requests, and Evidentiary Hearings. The Senior Financial Analyst will be developing, maintaining and updating the revenue requirement forecasting model to support various regulatory proceedings and compliance filings, including the General Rate Case, with the California Public Utilities Commission (CPUC).
NewSenior Financial Analyst Southern California EdisonSenior Financial AnalystRosemead, CAThe Senior Financial Analyst ensures data accuracy through reconciliations, provides management guidance on revenue requirement efforts, and supports expert witnesses with the development and filing of CPUC Cost Recovery Applications, Testimony, data requests, and Evidentiary Hearings. The Senior Financial Analyst will be developing, maintaining and updating the revenue requirement forecasting model to support various regulatory proceedings and compliance filings, including the General Rate Case, with the California Public Utilities Commission (CPUC).
Fund Banking Analyst StifelFund Banking AnalystIrvine, CaliforniaFull timeStifel 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.