9 client solution analyst jobs at 6 companies in California
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Analyst Client Solutions
Newport Beach, California, United States
$90k-$100k/yrOnsiteFull Time
PIMCO: Manages investment portfolios specializing in active fixed income strategies.
0+ YOEDegree in Business/Finance/Economics/Mathematics/Engineering; 3.2 GPA; 0-2 years experience; English fluent; willing to relocate to Newport Beach, CA.
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yrHybridFull Time
Bessemer Trust: Wealth management and family office services for affluent clients.
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
PIMCO: Global investment management firm specializing in fixed income strategies.
0+ YOEFour-year degree in Business/Finance/Economics/Math/Engineering; 3.2+ GPA; 0-2 years internship/professional experience; fluent in English; willing to relocate to Newport Beach, CA.
Microsoft Excel, Microsoft PowerPoint, Proprietary software, Risk analytics tools
Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
Pittsburgh or Santa Monica
$65k-$82k/yrHybridFull Time
Wilshire: Provides investment advisory and portfolio solutions for institutional investors.
Bachelor's degree, foundational private markets knowledge, strong quantitative and qualitative analytical skills, high proficiency in Microsoft Office (Excel, PowerPoint, Copilot), strong communication and client-service orientation.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Copilot
Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
Santa Monica or Pittsburgh
$65k-$82k/yrHybridFull Time
Wilshire: Provides investment advisory and portfolio solutions for institutional investors.
Bachelor's degree, foundational private markets knowledge, strong quantitative and qualitative analytical skills, high proficiency in Microsoft Office (Excel, PowerPoint, Copilot), excellent communication, and client service orientation.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Copilot
Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
Santa Monica or Chicago or Pittsburgh
$65k-$82k/yrHybridFull Time
Wilshire: Provides investment advisory and portfolio solutions for institutional investors.
Bachelor's degree, foundational private markets knowledge, strong quantitative and qualitative analytical skills, high proficiency in Microsoft Office (Excel, PowerPoint, Copilot), strong communication and client service orientation.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Copilot
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
Bachelor's in finance/economics preferred; experience in data analysis or performance reporting; strong analytical, time-management, and communication skills; motivated self-starter adaptable to new technologies.
VisaNYSE: V: Global payment technology facilitating electronic funds transfers.
2+ YOE2+ years experience; bachelor’s or advanced degree; financial services/crypto/payments experience; strong product and problem-solving; client communication; AI tooling knowledge; U.S. applicants only.
WiproNYSE: WIT: Global technology services and consulting for digital transformation.
5+ YOE5+ years experience as a Business Analyst/Data Analyst (media preferred). Must gather and translate customer requirements, produce scope and functional documents, engage clients, and coordinate with delivery teams for solutioning and RFP/RFI responses.