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5 investment analytics analyst jobs at 5 companies in Mentone, CA

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Investment Performance Analyst
Upland, California, United States
$75k-$84k/yr OnsiteFull Time
Lewis Group of Companies
Lewis Group of Companies: Develops and manages residential and commercial real estate properties.
Bachelor's degree in finance, accounting, economics, real estate, or related field; strong financial and analytical skills; real estate valuation knowledge; attention to detail; and effective cross-functional communication.
LandVision, CoStar, Microsoft Excel, JDE, TM1, Power BI
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1w
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INVESTMENT REPORTING ANALYST - IRVINE
Irvine, California, United States
$75k-$95k/yr OnsiteFull Time
Pathway Capital Management
Pathway Capital Management: Manages private market investment portfolios for institutional investors.
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
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2mo
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Fund Banking Analyst
Irvine, California, United States
$70k-$100k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
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2mo
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Senior Financial Analyst
Irvine, California, United States
$90k-$100k/yr OnsiteFull Time
Berkadia
Berkadia: Commercial real estate financing, investment sales, and servicing.
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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1mo
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Jr. Finance & Strategy Analyst
Irvine or Denver or San Francisco
$100k-$130k/yr HybridFull Time
Compa
Compa: AI-powered compensation intelligence platform for enterprise teams.
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
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