47 Results for

Investment Jobs in Westminster, CA

Jobs

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Irvine, CA3 days ago

$80,000–$85,000 Per Year

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.

Newport Beach, CA19 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.

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, CA28 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.

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.

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.

West Los Angeles, CA30+ days ago

Assist in servicing and maintaining the existing book of business Establish and maintain new and existing accounts including account features (bank information, standing instructions and householding) and client information. Attend and participate in Wealth Management conferences, home office learning opportunities, technology additions & enhancements & portfolio reviews.

City of Industry, CA14 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.

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

$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

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.

Pasadena, California22 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.

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.

Westminster, CA30+ days ago

$23.52–$34.37 Per Hour

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.

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.

San Pedro, CA30 days ago

$60,000–$80,000
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. Coordinate and manage all aspects of real estate projects, from initiation to completion, ensuring that all tasks are completed on time and within budget.

Irvine, California17 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.

South Pasadena, 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. 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.

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.

Studio City, CA30 days ago

Full-time

Manhattan Beach, CA30 days ago

Full-time

Irvine, CA27 days ago

Full-time

Sherman Oaks, CA30 days ago

Full-time

Ontario, California9 days ago

$70,304–$99,590.40 Per Year

If you wish to contribute to the Prime Healthcare legacy within a Administrative capacity for a hospital within our family of acute care hospitals (or one of our future hospitals), then join our executive leadership network to begin exploring immediate and future opportunities! The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire, in which a wide range of factors will be considered, including but not limited to, skillset, years of applicable experience, education, credentials and licensure.

El Segundo, 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

TCL North America is seeking a highly analytical and strategically minded Strategy Planning Analyst to support competitive strategy and long-range planning across the North American consumer electronics market. Market Intelligence & Competitive StrategyConduct ongoing market and competitive intelligence analysis across industry trends, retail sell-in and sell-through data, pricing shifts, promotional activity, and new product launches.

Manhattan Beach, CA30+ days ago

Full-time

As a private equity analyst, you will be the tip of the spear, leading our efforts to evaluate new investments and identify key investment levers to drive value creation initiatives post-close. K1’s proprietary internal development program trains powerful investment professionals directly out of school or laterally from non-traditional backgrounds, giving applicants the opportunity to enter Private Equity without having to start in Investment Banking.

Glendale, CA30+ days ago

Reviews the analysis and reconciliation of transactions related to the investment portfolio, dividends and interest, corporate actions, investor capital activity, and monthly financial Net Asset Value (NAV) calculations prepared by senior associates to calculate monthly Net Asset Values of the fund clients; Acts as a project manager on client integrations and new hedge fund launches, and reviews initial set-up of funds on all accounting and client management systems such as Advent Geneva; Ensures that daily and/or monthly financial packages for delivery to clients are thoroughly reviewed, including monthly income statements and balance sheets, capital statements, financial and ownership ratios of investors, etc. Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients; Acts as the point person for client’s limited partners and shareholders requesting assistance on capital account information, subscription and redemption procedures, audit confirmations, in coordination with the client’s investor relations personnel; Directly communicates with client’s investment managers and prime brokers and handles requests from them; Manages client’s expectations and ensures timeliness and quality of deliverables; and.

Manhattan Beach, CA30+ days ago

Full-time

Demonstrated leadership ability; Initiative, professional ambition, team orientation; Creativity and entrepreneurial spirit; Excellent analytical and communications capabilities, organizational discipline, attention to detail; Strong work ethic and interest in learning about private equity and the enterprise software industry; Ability to build trust and support with senior executives as the face of K1; GED/HS Diploma- first generation college students are encouraged to apply. Identifying new flagship investments in B2B software by prospecting and driving relationships with executives across numerous vertical and horizontal technologies; Managing and driving strategic M&A opportunities for existing portfolio companies; Developing and executing on investment theses within enterprise software; Conducting proprietary market research within enterprise software; Expanding K1's relationship network with key industry contacts; Performing other duties as assigned.

Manhattan Beach, CA16 days ago

Full-time

This role will require direct communication with K1's deal teams, portfolio company executives, outside counsel, and other third parties across the full investment lifecycle – gaining exposure to K1's investment thesis while preparing the documents that helps close deals and manage the equity and governance that supports management teams through exit. Drive the Legal Tech Stack: Serve as the team’s power user for legal software and support the implementation and refinement of AI-powered legal tools and automated workflows for contract drafting, review, and governance.

Glendale, CA30+ days ago

Graduate of Bachelor’s degree in Accountancy; Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA); Must have at least 3 consecutive years of experience as an accounting or finance professional; Experience in Fund Administration, Asset Management or equivalent is an advantage; Must have experienced managing staff. Senior Fund Accountant - Senior Fund Administration Associate.

Pasadena, CA29 days ago

10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance; Experience in dealing with a wide array of corporate clients and credit structures; Thorough knowledge of the banking and financial services industries; Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances; Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt; Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel; Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank; Ability to write clearly and concisely in both internal credit memos and client communications. Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.

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.

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. Utilizing hands-on accounting experience and an understanding of accounting principles and industry-specific practices, the Associate, Finance and Accounting, will provide exceptional support while building and maintaining both internal and external relationships with key stakeholders.

Irvine, CA23 days ago

$70,000–$90,000 Per Year

The ideal candidate brings strong analytical capabilities, hands-on experience managing accounts receivable and trade spend, and the ability to translate financial data into actionable insights. This role sits at the intersection of Finance, Sales, and Operations, providing end-to-end financial oversight across the Order-to-Cash (OTC) cycle while driving accuracy, efficiency, and business performance.

Irvine, CA9 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.

Santa Monica, CA30+ days ago

We offer clients strategies designed to provide returns with low correlations to the broad equity and bond markets, including private equity, real estate equity and debt, hedge funds of funds, single strategy hedge funds, long-only absolute return strategies, commodities and structured products. Role ResponsibilityLead all aspects of portfolio valuation processes for private credit and related equity valuations, working closely with investment professionals, third-party services and trade desk personnel to ensure timely and accurate valuation determination and reporting.

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.

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.

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.

Torrance, CA30+ days ago

$115,000–$130,000 Per Year

You will work alongside senior leadership to manage institutional investor relationships, support asset-backed securitizations (ABS) and whole loan transaction execution, maintain warehouse and forward flow facilities, and build the analytics and materials that underpin our external capital strategy. Through its proprietary lending platform, Hive, Happy Money delivers a fully digital experience that simplifies borrowing for consumers and helps credit unions, banks and asset managers diversify balance sheets and scale with confidence.

El Segundo, California30+ days ago

Remote

Interpret information to generate multiple recommended courses of actions; Build staff packages, comprehending and applying concept/guidance, effectively implementing instructions/polices into routine performance; Provide IPT support, acquisition program reporting, cashflow management and acquisition review support to program leadership; Perform acquisition financial execution and funds management. Tools, Process, and Procedures: Able to support the development, procurement, data collection, usage, modification/enhancement, implementation, integration, testing, documentation, verification, validation, protection and maintenance of tools, processes, guidelines, methodologies, models, simulations, databases, web sites, reports and applications to support the execution and management.

Alhambra, California30+ days ago

$80,000–$90,000 Per Year

This role sits within the Office of the CFO/COO and works directly with cross-functional leaders to drive execution, develop structured insights, and help translate strategic priorities into operational results. The Analyst will operate as a connective layer across teams – combining analytical rigor, structured problem-solving, and strong execution skills to advance high-impact initiatives.

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Investment Jobs in Westminster, CA

Jobs

Financial Analyst (Real Estate)Jobot

Asset & Investment Management Analyst - Multifamily Private EquityBluecrest Residential

Senior Analyst, Investment & Corporate AnalyticsBKM Capital Partners

Investment Banking Senior AnalystRoth Capital Partners

Tax Manager, Investment Funds GroupRegal Executive Search

Investment Advisor Associate:Regal Executive Search

Real Estate Investment Acquisition AssociateHomeWay

Investment Associate- West Los AngelesRK Partners

Investment AdvisorMassMutual Pacific

Investment Real Estate Agent - AcquisitionsStory Homes Inc.

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

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

Tax Credit Investment ManagerEast West Bank

Investment Real Estate AgentStory Homes Inc.

J.P. Morgan Wealth Management - Private Client Investment Associate - Westminster, CAJPMorgan Chase

Audit Senior - Alternative Investments / FundsRegal Executive Search

Project Coordinator - Real Estate Investment Firm for Retail CentersJobot

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

J.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin SpeakingJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Executive Director, Investment Product SpecialistJPMorgan Chase Bank, N.A.

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

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

J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Sherman Oaks, CAJPMorgan Chase Bank, N.A.

Real Estate and Investments AccountantPrime Healthcare Management Inc

Acquisitions AnalystAlliance Resource Group

Senior Acquisitions AnalystAlliance Resource Group

Senior Housing AnalystHealthpeak Properties, Inc.

Credit Research Analyst - Aristotle Pacific CapitalAristotle Capital Management

[STRATEGY & PLANNING] Strategy Planning AnalystTTE Technology Inc

Analyst, Diligence (Fall 2026)K1

FUND DIRECTOR (FUND ADMINISTRATION)Regal Executive Search

Analyst, Business Development (Fall 2026)K1

Legal Operations AnalystK1

Senior Fund Accountant - Senior Fund Administration AssociateRegal Executive Search

Client Relationship Manager | Fund Finance for a top performing financial institution [LA]Vertical Careers, Inc.

Fund Senior AccountantRegal Executive Search

Associate, Finance and Accounting - Aristotle Pacific CapitalAristotle Capital Management

Senior Financial Analyst (On-site, Irvine, CA)TTE Technology Inc

Senior/Financial Analyst | Local only | Budgeting | Cash ProjectionsROARK

Valuations Vice PresidentRegal Executive Search

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

Financial AnalystRexford Industrial

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

Senior Capital Markets AnalystHappy Money

Senior Budget AnalystOdyssey Systems Consulting Group, Ltd.

Analyst - Strategic InitiativesAstrana Health, Inc.

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