13 fund analyst jobs at 11 companies in San Clemente, CA
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Fund Banking Analyst
Irvine, California, United States
$70k-$100k/yrOnsiteFull Time
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
1+ YOEBachelor's in finance/accounting/business,1+ years relevant experience,VC/PE fund structure knowledge,financial analysis and modeling,strong Excel and Microsoft 365 skills,strong communication and problem-solving.
1+ YOEBachelor's degree in finance or related field; 1+ year experience in commercial banking, finance, accounting, investment banking, or alternative investments; strong analytical and Excel skills; knowledge of financial principles; ability to work independently and with executives; venture funding/ private equity understanding.
Research Financial Analyst/Fund Manager - Hybrid - 140196
San Diego, California, United States
$80k-$100k/yrHybridFull Time
University of California, San Diego: A public research university providing higher education and healthcare.
7+ YOESeven years related experience (or Bachelor’s plus 3 years); deep knowledge of federal/non-federal sponsored research regulations, grant/award administration, financial analysis, and compliance; proficiency with spreadsheet and database software.
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
Bachelor's in finance/economics/accounting (required), strong attention to detail, experience with Power BI/Excel/Power Pivot/Power Automate/SharePoint preferred, ability to reconcile cash flows and communicate with TPAs and GPs.
Power BI, Microsoft Excel, Power Pivot, Power Automate, Microsoft SharePoint
Transportation Funding Analyst/Transportation Funding Analyst, Senior/Transportation Funding Analyst, Principal
Orange, California, United States
$89k-$154k/yrOnsiteFull Time
Orange County Transportation Authority: Operates public transportation and manages infrastructure for Orange County.
2+ YOEBachelor’s degree or equivalent education and experience. Requires 2–6 years of related experience depending on level, with transportation funding, financial analysis, grants, compliance, research, and stakeholder communication skills.
State Controller's Office: California's fiscal controller managing state financial operations and assets.
Extensive analytical, research, and programmatic experience involving developmental disability services, federal funding, budgets, data analysis, legislation, reports, and stakeholder support; advanced Excel and Power BI skills desirable.
Behavior Analysis Center for Autism: Providing evidence-based applied behavior analysis therapy for children.
2+ YOERequires 2+ years as a BCBA working with autistic children, clinical team supervision, report submission, FBAs, funding-source experience, client programming, authorized-hours review, and fade-out planning.
Autism Spectrum Therapies: Provides applied behavior analysis therapy to children with autism.
2+ YOEBCBA with minimum 2 years BCBA experience, supervision and field supervision fluency, FBA experience, report and funding-source experience, strong clinical and leadership skills.
Hyundai Capital: Provides automotive financing and leasing for Hyundai Motor Group.
1+ YOEPrior experience in collections, funding, dealer services, lease-end, or customer service; 1+ year in automotive finance preferred; bachelor's degree or equivalent experience; strong analytical and communication skills.
ERP Functional Business Analyst – Performance Budgeting (PB)
Los Angeles or Downey
$99k-$172k/yrHybridFull Time
CGINYSE: GIB: Provides information technology and business consulting services.
5+ YOE5+ years BA experience with ERP/Performance Budgeting, bachelor\u0002s degree required, strong government budgeting and fund accounting knowledge, Agile experience, SQL and Azure DevOps/Jira preferred.