29 investment analyst jobs at 17 companies in Bonsall, CA
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Senior Investment Analyst
Boston or Wilmington or Aliso Viejo
$100k-$130k/yr HybridFull Time
6+ YOEBachelor’s in finance/economics/business, 6+ years in investment management or financial services, advanced Excel, CFA designation preferred, experience with private markets, strong communication and research skills.
Microsoft Excel
2mo
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Investment Operations - Analyst
San Diego or Charlotte
$82k-$123k/yr OnsiteFull Time
1+ YOE1-4 years in middle office or fund-related role; VC/fund-of-fund trading or LP secondary/co-investments a plus; strong accuracy, initiative, multitasking, analytical and IT skills.
2d
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Investment Banking Analyst
Newport Beach, California, United States
$75k/yr OnsiteFull Time
0+ YOEBachelor’s degree in business, finance, economics, or accounting; 0–2 years of relevant experience; strong Excel, PowerPoint, financial modeling, accounting, finance, valuation, and communication skills.
Microsoft Excel, Microsoft PowerPoint, DCF, data room
1w
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INVESTMENT REPORTING ANALYST - IRVINE
Irvine, California, United States
$75k-$95k/yr OnsiteFull Time
0+ YOERequires 0–2 years of analytical experience, a bachelor's degree in business, finance, economics, or related field, strong quantitative and communication skills, and proficiency in MS Office Suite.
Microsoft Office Suite
2mo
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Alternative Investment Analyst - Irvine, CA
Irvine, California, United States
OnsiteFull Time
N/A
1mo
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Senior Analyst - Private Debt Investment Operations
La Jolla, California, United States
$80k-$90k/yr HybridFull Time
1+ YOEBachelor's degree and 1–4 years relevant experience; investment operations/middle office experience preferred; treasury/cash management exposure preferred; highly proficient with Microsoft Excel and Office; strong attention to detail.
Microsoft Excel, Microsoft Word, Microsoft Office
2mo
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Fund Banking Analyst
Irvine, California, United States
$70k-$100k/yr OnsiteFull Time
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.
Microsoft 365, Microsoft Excel
2mo
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Analyst, Private Strategies (Resi)
Newport Beach, California, United States
$110k-$125k/yr OnsiteFull Time
0+ YOE0–3 years experience in investment banking, asset management, structured finance, or private credit; strong analytical and financial modeling skills; excellent communication and writing; degree preferred in quantitative or finance fields.
2d
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Senior Corporate Allocations Analyst
Santa Ana or San Francisco or New Jersey or Texas or Florida or Japan or Shanghai or Hong Kong or Canada or Mexico or Germany or United Kingdom or France
$90k-$135k/yr HybridFull Time
2+ YOEBachelor's degree in Finance, Accounting, Business, or related field required, plus 2–4 years of FP&A, investment banking, investing, consulting, finance operations, or accounting experience. Excel or Google Sheets proficiency required.
Microsoft Excel, Google Sheets, Adaptive Insights, Workday Adaptive Planning, NetSuite, Workday, HRIS
1d
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Lead Program Analyst
Camp Pendleton, California, United States
$110k-$130k/yr HybridFull Time
6+ YOEBachelor's degree and 6+ years supporting Government or DoD programs, real property, facilities, capital investment, or MILCON; requires program analysis, project management, stakeholder engagement, and Microsoft product suite experience.
Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, iNFADS, PAX
3mo
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Senior Analyst, Income & Growth
San Diego, California, United States
$136k-$191k/yr OnsiteFull Time
8+ YOE8+ years financial/investment research; 5+ years buy/sell side credit; Bloomberg, FactSet; team player; strong communication.
Bloomberg, FactSet, Excel
2mo
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Senior Financial Analyst
Irvine, California, United States
$90k-$100k/yr OnsiteFull Time
3+ YOE3+ years applicable experience in multifamily investment sales or real estate finance; advanced Excel modeling with VBA; financial modeling, underwriting, data analytics, market research, and strong communication skills; proficient with MS Office; AI tools experience a plus.
VBA, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, AI tools
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Senior Research Analyst, Global Equity
Carlsbad or Westwood
OnsiteFull Time
5+ YOE5-10 years in the investment industry; CFA charter holder preferred; Bachelor’s in Finance, Economics, Accounting, or quantitative field; strong quantitative, writing, and analytical skills; proficiency in Word, Excel, Bloomberg, FactSet.
Microsoft Word, Microsoft Excel, Bloomberg, FactSet, Portfolio modeling
2w
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Remote BCBA | Your Licensure, Our Investment
San Diego, California, United States
RemoteFull Time
Active BCBA certification, master’s degree in behavior analysis/related field, ability to conduct assessments, design ABA treatment plans, supervise technicians, and collaborate with caregivers.
3d
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2027 Summer Intern - Client Management Account Analyst, US
Newport Beach or Austin or New York City
$43/hr OnsiteInternship, Full Time
Undergraduate student graduating December 2027-June 2028, minimum 3.2 GPA, English proficiency, analytical and communication skills, and Microsoft Excel proficiency; interest in financial markets and investment finance.
Microsoft Excel
2w
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Acquisitions Analyst- Multifamily Investments
Newport Beach, California, United States
OnsiteFull Time
1+ YOEBachelor's in finance/econ/accounting/business,1+ years multifamily finance and underwriting experience, advanced Excel/Word/Adobe skills, strong communication and writing.
Microsoft Word, Microsoft Excel, Adobe Acrobat
4w
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Treasury Manager – Capital Markets
San Diego, California, United States
$122k-$184k/yr OnsiteFull Time
8+ YOELead capital markets, investments, derivatives, liquidity and portfolio strategy; analyze markets, prepare executive materials, manage execution workstreams, and coach analysts.
agents, Copilot, n8n, Databricks, Kyriba, FXall, Bloomberg, Clearwater
3w
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(PIPELINE) Business Operations, Production
Costa Mesa, California, United States
$146k-$194k/yr OnsiteFull Time
5+ YOE5+ years experience in management consulting, investment banking, internal operations, or business analyst roles; strong analytical aptitude, self-driven, proactive, framework-building, comfortable with senior communications; must be a U.S. Person.
Excel, Palantir Foundry, ERP, MRP, HRIS
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