Bilingual 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.
Trader/Investment Analyst Ultimate Staffing ServicesTrader/Investment AnalystPasadena, California$40–$60 / hourResponsible for executing equity and fixed‑income trades on behalf of portfolio managers, supporting portfolio implementation, liquidity management, and investment operations. The role involved end‑to‑end trade execution, account rebalancing, and analytical support across public and private investment vehicles while maintaining accuracy, compliance, and operational efficiency.
Investment Analyst Opportunistic Credit PIMCOInvestment Analyst Opportunistic CreditNewport Beach, CaliforniaPIMCO’s opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Alternative Investment Analyst - Irvine, CA In-N-Out Burgers IncAlternative Investment Analyst - Irvine, CAIrvine, CA$97,500–$123,500 / yearAssist in management of a portfolio of private investments - Including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on-site visits with key investment and operations personnel. After maintaining two Southern California office locations for many years, the company will permanently close its Irvine office in 2029 and once again headquarter the company's western territory solely in Baldwin Park, California, where the company was founded in 1948.
NewSr Investment Analyst AAASr Investment AnalystCosta Mesa, CaliforniaThis individual will play a critical role in evaluating, selecting, and monitoring external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity etc.).
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.
Investment Guideline Compliance Analyst Apollo Global Management IncInvestment Guideline Compliance AnalystEl Segundo, CAAd-hoc analysis and reporting on a variety of compliance metrics Qualifications & Experience Bachelor's degree with an excellent record of academic achievement, preferably in Finance or a related field 2-4+ years of relevant compliance experience within a financial services organization Experience with CLO investment guideline compliance required. The Analyst will work closely with junior and senior members of the investment guideline compliance team to implement and monitor investment compliance for CLO platforms, both US and European CLOs, and other Funds and Separate Accounts managed by Apollo.
Experienced Investment Banking Analyst - Consumer Group D.A. Davidson & Co.Experienced Investment Banking Analyst - Consumer GroupIrvine, CA$105,000–$115,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystCAAnalysts work on dedicated industry groups such as Healthcare, Media, Industrials etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Properties Analyst CBRE Group IncInvestment Properties AnalystIrvine, CACBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the worlds largest commercial real estate services and investment firm (based on 2024 revenue).
Investment Guideline Compliance Analyst Apollo Management HoldingsInvestment Guideline Compliance AnalystEl Segundo, CaliforniaThe Analyst will work closely with junior and senior members of the investment guideline compliance team to implement and monitor investment compliance for CLO platforms, both US and European CLOs, and other Funds and Separate Accounts managed by Apollo. The Analyst will support and gain exposure to all aspects of the investment compliance program, including implementing policies and procedures, setting up and monitoring compliance tests in the firm’s trading systems, as well as reporting on and analyzing test results.
Project Finance Investment Banking - Analyst MUFG Americas Holdings CorpProject Finance Investment Banking - AnalystCA$110,000–$120,000 / yearAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. The team works closely with dedicated partners in MUFG's debt capital markets and global markets teams to seamlessly deliver debt financing and risk management solutions for clients across markets.
Senior Mutual Fund/Investment Compliance Analyst II Pacific LifeCorpSenior Mutual Fund/Investment Compliance Analyst IINewport Beach, CAAs a Senior Mutual Fund/Investment Compliance Analyst II youll move Pacific Life, and your career, forward by providing expertise on a variety of compliance related functions/projects to ensure mutual fund, advisor, and insurance company separate account compliance with applicable Securities and Exchange Commission, National Futures Association, and Commodity Futures Trading Commission regulations. How youll help move us forward: Preparation and analysis of materials for regulatory filings, proactively and independently identifying, researching, and resolving complex compliance issues and exercising judgment in escalating matters to management when appropriate.
Mutual Fund/Investment Compliance Analyst Pacific LifeCorpMutual Fund/Investment Compliance AnalystNewport Beach, CA$33.58–$41.04 / hourAs a Mutual Fund/Investment Compliance Analyst, you'll play a key role in Pacific Life's growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and cross-train with our Variable Products Team. The experience you will bring: 0 to 2 years' experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes (extensive training will be provided).
Investments Operational Support Analyst - Document/Data Management Pacific LifeInvestments Operational Support Analyst - Document/Data ManagementNewport Beach, CaliforniaAs a PLI Operational Support Analyst, you’ll move Pacific Life, and your career, forward by working closely with team members to provide ongoing administration of our official documents for all PLI asset classes . Ensure that loan documentation, collateral review, title insurance, loan closings, files and audits are managed and conducted consistent with both loan administration and firm policy and comply with government regulations.
Account Manager, Alternatives Investment Specialist (West Region) PIMCOAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CaliforniaAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO’s alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates—who own the advisor relationships—to help scale PIMCO’s alternatives distribution strategy in the West Region.
Treasury Manager, Investments Space Exploration Technologies CorpTreasury Manager, InvestmentsHawthorne, CA$135,000–$185,000 / yearThis role will focus on managing corporate cash balances and investments, and is critical to optimizing our balance sheet liquidity, ensuring robust cash management practices, and driving fixed income strategies to support corporate objectives. RESPONSIBILITIES: Manage SpaceX's investable cash, focusing on fixed income securities (e.g., U.S. Treasuries, corporate bonds, and money market instruments) to maximize risk-adjusted returns while prioritizing strong liquidity and capital preservation.
Sr. Treasury Manager, Investments Space Exploration Technologies CorpSr. Treasury Manager, InvestmentsHawthorne, CA$170,000–$215,000 / yearThis role will focus on managing corporate cash balances and investments, and is critical to optimizing our balance sheet liquidity, ensuring robust cash management practices, and driving fixed income strategies to support corporate objectives. RESPONSIBILITIES: Manage SpaceX's investable cash, focusing on fixed income securities (e.g., U.S. Treasuries, corporate bonds, and money market instruments) to maximize risk-adjusted returns while prioritizing strong liquidity and capital preservation.
Insurance Solutions Group Middle Office Director, Investment Operations Apollo Global Management IncInsurance Solutions Group Middle Office Director, Investment OperationsEl Segundo, CAThis role presents an exciting opportunity to shape and scale ISGs middle office function, drive operational excellence, and partner closely with investment, front office, accounting, and technology teams in a fast-paced investment management business. The Director will report directly to the Head of ISG Middle Office Operations and will be responsible for leading a team across trade support, collateral management, portfolio rebalancing, client service, and investment funding operations.
Investments Operational Support Analyst - Document/Data Management Pacific LifeCorpInvestments Operational Support Analyst - Document/Data ManagementNewport Beach, CA$36.95–$45.17 / hourHow you'll help us move forward: Ensure that loan documentation, collateral review, title insurance, loan closings, files and audits are managed and conducted consistent with both loan administration and firm policy and comply with government regulations. As a PLI Operational Support Analyst, you'll move Pacific Life, and your career, forward by working closely with team members to provide ongoing administration of our official documents for all PLI asset classes.
Investment Analytics Manager - Office Division ($124,200.00 - $162,300.00) The Irvine Company LLCInvestment Analytics Manager - Office Division ($124,200.00 - $162,300.00)Irvine, CA$124,200–$162,300 / yearParticipate in preparing asset-level business plans and monitoring asset performance (trends and budget variances); help drive analytical insights around operating and financial performance; help identify risks, and identify opportunities for revenue enhancement, cost and capital efficiency, and potential loan refinance implications. Position Summary: The Manager supports the Finance, Asset Management, and Leasing teams by building financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making.
Investment Analytics Senior Director - Office Division ($184,300.00 - $260,200.00) The Irvine Company LLCInvestment Analytics Senior Director - Office Division ($184,300.00 - $260,200.00)Irvine, CA$184,300–$260,200 / yearTo ensure success, the role requires strong leadership, people development, strategic thinking, compelling messaging, a deep understanding of real estate finance, and excellent communication skills, all while working in close collaboration with colleagues across leasing, asset management, finance, operations, development, tax, financing, and accounting. Additional Skills: Experience building, developing, and leading high-performing teams in fast-paced environments with strong project management skills, leading a high volume of deliverables, often multiple projects simultaneously, in high-pressure situations working under tight deadlines.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Trader, Investment Grade Credit Pacific Investment Management Co LLCTrader, Investment Grade CreditNewport Beach, CA$205,000–$305,000 / yearThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Account Manager, Alternatives Investment Specialist (West Region) Pacific Investment Management Co LLCAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CA$205,000–$240,000 / yearAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO's alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates-who own the advisor relationships-to help scale PIMCO's alternatives distribution strategy in the West Region.
Director, Quantitative Investment Modeling and Support Pacific LifeDirector, Quantitative Investment Modeling and SupportNewport Beach, CaliforniaAs a Director, Quantitative Investment Modeling & Support, you’ll move Pacific Life, and your career, forward by advancing the organization’s ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Investment Valuation and Quantitative Modeling Director Pacific LifeInvestment Valuation and Quantitative Modeling DirectorNewport Beach, CaliforniaAs an Investment Valuation and Quantitative Modeling Director you’ll move Pacific Life, and your career, forward by advancing the organization’s ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments to support the quarterly asset valuation process. Experience modeling and valuing corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, and derivatives including swaps, options, futures, forwards, and other hedging instruments.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Investment Banking Associate, Consumer Group D.A. Davidson & Co.Investment Banking Associate, Consumer GroupIrvine, CA$160,000–$170,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsCACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Director, Quantitative Investment Modeling and Support Pacific LifeCorpDirector, Quantitative Investment Modeling and SupportNewport Beach, CA$203,760–$249,040 / yearAs a Director, Quantitative Investment Modeling & Support, you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. The experience you will bring: 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Investment Valuation and Quantitative Modeling Director Pacific LifeCorpInvestment Valuation and Quantitative Modeling DirectorNewport Beach, CA$203,760–$249,040 / yearAs an Investment Valuation and Quantitative Modeling Director you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments to support the quarterly asset valuation process. Experience modeling and valuing corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, and derivatives including swaps, options, futures, forwards, and other hedging instruments.
Institutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociateIrvine, CA$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. 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.
NewMedia Investment Buyer Ampush Media, Inc.Media Investment BuyerCARemoteThis role requires a strategic thinker with excellent knowledge of media buying, particularly in video and audio advertising, long-standing proven relationships with key media publishers and networks to help support our buying footprint, and the ongoing drive to stay abreast of technological and industry developments to provide guidance and education to peers and clients. The Media Investment Buyer plays a key role in ensuring our clients' ads effectively reach their core audiences through high-quality brand safe campaigns, and are carried out with best in class media acumen, cost negotiation, and strategic thinking.
NewMedia Investment Buyer TinuitiMedia Investment BuyerCARemoteThis role requires a strategic thinker with excellent knowledge of media buying, particularly in video and audio advertising, long-standing proven relationships with key media publishers and networks to help support our buying footprint, and the ongoing drive to stay abreast of technological and industry developments to provide guidance and education to peers and clients. The Media Investment Buyer plays a key role in ensuring our clients' ads effectively reach their core audiences through high-quality brand safe campaigns, and are carried out with best in class media acumen, cost negotiation, and strategic thinking.
Insurance Solutions Group Middle Office Director, Investment Operations Apollo Management HoldingsInsurance Solutions Group Middle Office Director, Investment OperationsEl Segundo, CaliforniaThis role presents an exciting opportunity to shape and scale ISG’s middle office function, drive operational excellence, and partner closely with investment, front office, accounting, and technology teams in a fast-paced investment management business. The Director will report directly to the Head of ISG Middle Office Operations and will be responsible for leading a team across trade support, collateral management, portfolio rebalancing, client service, and investment funding operations.
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.
Managing Director, Investment Counselor, Beverly Hills Citigroup IncManaging Director, Investment Counselor, Beverly HillsBeverly Hills, 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.
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.
Investment Banking Associate Leerink PartnersInvestment Banking AssociateSanta Monica, CaliforniaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The successful candidate will provide support to senior bankers in executing M&A and financing transactions for clients across the life sciences tools and diagnostics vertical.
Senior Investment Professional – Private Corporate Strategies PIMCOSenior Investment Professional – Private Corporate StrategiesNewport Beach, New YorkStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Senior Developer, Investment Accounting PIMCOSenior Developer, Investment AccountingNewport Beach, CaliforniaRun technology pro bono programs that help the non-profit community and give our engineering community opportunities to volunteer and participate. Consider our people to be our greatest asset—we will help you learn what PIMCO Technology has to offer so you can participate in activities that benefit your career while delivering impactful technology solutions.
Head of Trade Floor Operations, Investment Accounting and Performance Technology PIMCOHead of Trade Floor Operations, Investment Accounting and Performance TechnologyNewport Beach, New YorkStrong understanding of end-to-end functions of a full-service asset manager OR deep expertise in one Middle Office/Operations/Investment Accounting, including: Lifecycle event and transaction processing. Our ideal candidate will have end-to-end functional knowledge of an asset manager, from attracting new clients, aligning their needs to investments and the ongoing activities of managing their portfolio.
Japanese Bilingual Assistant Manager, Real Estate Investment Staffmark Group LlcJapanese Bilingual Assistant Manager, Real Estate InvestmentEl Segundo, CAEssential Duties and Responsibilities include but are not limited to: Financial Modeling & Analysis: Build and maintain complex financial models for real estate investment opportunities and review investment memorandums, rent rolls, Argus files, and financial statements. This individual acts as a vital bridge between U.S. operations and the global headquarters in Tokyo, ensuring seamless reporting, progress management of existing projects, and comprehensive administrative support for the U.S. office.
NewInvestment Sales Agent Marcus & Millichap IncInvestment Sales AgentEl Segundo, 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.
Real Estate Investment Accountant Accenture PlcReal Estate Investment AccountantCulver City, CAThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Investment Specialist II SoFi Technologies IncInvestment Specialist IICAAs a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. By joining SoFi, you'll help shape a brighter financial future for our 1.8+ million members-using innovative, mobile-first technology to transform an industry that hasn't changed in decades.
WAM Investment Risk Manager Franklin TempletonWAM Investment Risk ManagerPasadena, New YorkWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.