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119 investment associate jobs at 72 companies in Fullerton, CA

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Investment Associate
Portland or Denver or Los Angeles
HybridFull Time
GridStor
GridStor: Develops and operates utility-scale battery energy storage systems
4+ YOEMinimum 4 years in project finance or buy-side finance; strong modeling, due diligence, and investment committee preparation.
Microsoft Excel, Microsoft Office, TEAMS
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Investment Banking Associate
Newport Beach, California, United States
$80k-$85k/yr OnsiteFull Time
Roth Capital Partners
Roth Capital Partners: Investment banking and research services for growth companies
3+ YOEMBA or advanced degree with investment banking experience, or 3+ years as an investment banking Analyst. Requires SIE, Series 79, and Series 63; advanced Excel and transaction modeling skills.
Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ, FactSet
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Investment Associate, Studio Operations
Culver City, California, United States
$135k-$150k/yr OnsiteFull Time
Hackman Capital Partners
Hackman Capital Partners: Acquires, develops, and operates studio and industrial properties.
3+ YOEBachelor's in finance/accounting/economics/business, 3+ years in investment banking/consulting/asset management/PE/FP&A, advanced financial modeling, strong Excel and communication skills.
Microsoft Excel
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Investment Banking Associate
Santa Monica, California, United States
$175k-$225k/yr OnsiteFull Time
Leerink Partners
Leerink Partners: A healthcare-focused investment bank providing advisory and capital market services.
3+ YOE+3 years investment banking experience; healthcare transactions preferred; strong financial modeling; BS/BA in finance or related field; excellent communication; proficient in Microsoft Office.
Microsoft Office, Financial modeling
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Investment Banking Associate
Nashville or Los Angeles or New York or Charlotte
$170k/yr HybridFull Time
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial GroupNew York Stock Exchange: MUFG: Global financial group providing diverse banking and investment services.
2+ YOETwo+ years sell-side M&A advisory and investment banking experience; strong financial modeling; SIE and Series 79/63; top-tier academics; proactive, team-oriented.
S&P Capital IQ, PitchBook, Salesforce CRM, Online data rooms
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Investment & Lending Associate
Los Angeles or United States
RemoteFull Time
LBC Mortgage
LBC Mortgage: A direct private lender providing residential and investment mortgage solutions.
4+ YOE4+ years CRE underwriting/investment analysis or loan origination experience, advanced Excel and financial modeling, strong communication and negotiation, ability to source and manage commercial lending deals.
Microsoft Excel
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Investment Advisor Associate
Los Angeles, California, United States
HybridFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
2+ YOEUndergraduate degree, 2+ years client service with high-net-worth individuals at an investment management firm/private bank/broker-dealer, knowledge of equity/fixed income/alternative asset classes, custodian paperwork (Schwab/Fidelity), strong communication.
CRM, Charles Schwab, Fidelity Investments
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Investment Advisor Associate
Los Angeles, California, United States
HybridFull Time
Kayne Anderson Rudnick
Kayne Anderson RudnickNYSE: VRTS: Provides investment management and wealth advisory services to clients.
2+ YOEUndergraduate degree and 2+ years client service with high-net-worth investors at an investment manager, private bank, or broker/dealer; knowledge of equity, fixed income, alternative assets; custodial paperwork (Schwab/Fidelity); strong communication and organizational skills.
CRM, Charles Schwab, Fidelity Investments
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Investment Banking Associate
United States or New York City or Los Angeles or Houston or San Francisco
$175k-$225k/yr OnsiteFull Time
Santander
SantanderMadrid Stock Exchange: SAN: Global financial institution providing banking and wealth management services.
3+ YOEBachelor's degree required (Master's preferred), 3+ years finance/business experience, strong corporate finance and investment banking knowledge, advanced financial modeling, expert Excel and PowerPoint, strong communication skills, must be authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft PowerPoint
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Investment Banking - Small-Cap Investment Banking - Associate
New York or Los Angeles or Dallas or Chicago or Atlanta
$175k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires 3–5 years of investment banking or related M&A experience, a bachelor's degree in finance, economics, business administration, or related field, and strong financial modeling and communication skills.
DCF, LBO
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Associate – Investment Guideline Compliance
Newport Beach, California, United States
$87k-$93k/yr OnsiteFull Time
PIMCO
PIMCO: Global investment management firm specializing in fixed income strategies.
2+ YOEBachelor's in finance-related field,2+ years in compliance or investment operations,strong Excel and analytical skills,knowledge of investment products and guidelines,ability to translate client/regulatory requirements into compliance rules.
Microsoft Excel, Bloomberg, SQL, Business Objects
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Investment Funds Associate (Multi City)
Austin or San Francisco or Washington or Chicago or New York City or Los Angeles
$260k-$390k/yr HybridFull Time
DLA Piper
DLA Piper: Global law firm providing comprehensive legal and business services.
3+ YOEJD required; 3–6 years of experience, preferably at an AmLaw 100 firm, with private fund formation, operations, investments, and secondary transaction experience; admission in the practicing state.
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2w
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Investment Banking Associate - Metals & Mining
Los Angeles, California, United States
HybridFull Time
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
5+ YOERequires 5–8 years in investment banking or financial advisory, M&A and capital raising experience, financial analysis and valuation skills, Series 79 and 63 licenses, and a bachelor's degree in finance or business.
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Investment Banking Associate - Metals & Mining
Los Angeles, California, United States
$175k-$225k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5–8 years investment banking experience, M&A and capital markets execution, strong financial modeling and communication skills, Series 79 and 63 (or ability to obtain), bachelor\u0002s degree in finance or related field.
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Investment Banking Associate - Metals & Mining
Los Angeles, California, United States
$175k-$225k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5–8 years investment banking experience, strong M&A and capital markets execution skills, financial modeling and valuation expertise, excellent communication and leadership; Bachelor's in Finance/Business required; Series 79 and 63 current or obtainable.
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Associate – Investment Guideline Compliance
Newport Beach, California, United States
$87k-$93k/yr OnsiteFull Time
PIMCO
PIMCO: Manages investment portfolios specializing in active fixed income strategies.
2+ YOEBachelor's in finance or related field,2+ years relevant experience in compliance/portfolio operations,strong Excel and analytical skills,knowledge of global markets and investment guidelines.
Bloomberg, SQL, Business Objects, Microsoft Excel
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Senior Associate- Investment Advisory
El Segundo or Houston
$95k-$115k/yr OnsiteFull Time
Trimont
Trimont: Provides global commercial real estate loan servicing and management.
2+ YOEBachelor's degree, 2-5 years commercial real estate experience, proficiency in Microsoft Excel/Word/Outlook, strong analytical, written and verbal communication, and loan management skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook
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Senior Associate, Video Investment
New York City or Los Angeles or Chicago
$65k-$71k/yr HybridFull Time
Omnicom Group
Omnicom GroupNYSE: OMC: Global holding providing marketing and communication services.
1+ YOEFour-year degree,1+ years media buying experience,proficiency with Donovan (DDS),MediaOcean,Prisma,Microsoft Word and Excel,strong analytical and communication skills.
Donovan (DDS), MediaOcean, Prisma, Microsoft Word, Microsoft Excel
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2d
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2027 Investment Banking Associate Program (CA) - Early Careers
San Francisco or Los Angeles
$150k-$250k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOERequires 2+ years of investment banking program experience or equivalent, advanced Microsoft Office skills, strong communication, analytical ability, and FINRA SIE, Series 63 or 66, and Series 79 registration.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
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Senior Associate, Investment Operations – Private
Los Angeles or New York City
$145k-$165k/yr HybridFull Time
Oaktree Capital Management
Oaktree Capital Management: Global investment firm managing credit, private equity, and real assets.
4+ YOE4+ years operations experience in asset management/financial services with 1+ years private credit operations; strong private credit knowledge, document analysis, Excel proficiency, analytical and cross-functional coordination skills.
Microsoft Office, Microsoft Excel
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