10 investment analytics analyst jobs at 9 companies in Bonsall, CA
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.
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
2w
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2027 Portfolio Management & Investment Research Summer Analyst
La Jolla, California, United States
$30/hr HybridInternship
Pursuing a Bachelor's or Master's in finance/economics/analytics, graduating Dec 2027–Jun 2028. Strong Python/R/VBA and Excel skills, familiarity with SQL/MySQL/Power BI, attention to detail, prior finance/data internship preferred, must be 18+.
MySQL, Python, R, VBA, Power Query, Microsoft Excel, SQL, Power BI
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.
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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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
1mo
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Jr. Finance & Strategy Analyst
Irvine or Denver or San Francisco
$100k-$130k/yr HybridFull Time
0+ YOEBachelor's in finance/accounting/economics, 0–2 years in FP&A/investment banking/consulting/corporate finance, strong analytical and modeling skills, Excel/Sheets proficiency, cross-functional partnering and finance ops experience.
Microsoft Excel, Google Sheets, QuickBooks, NetSuite, HubSpot
2mo
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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
1d
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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
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