551 investment jobs at 212 companies in Orange, CA
3mo
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Investment Associate
Portland or Denver or Los Angeles
HybridFull Time
4+ YOEMinimum 4 years in project finance or buy-side finance; strong modeling, due diligence, and investment committee preparation.
Microsoft Excel, Microsoft Office, TEAMS
4w
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Sr. Investment Officer
Los Angeles, California, United States
$237k-$414k/yr OnsiteFull Time
15+ YOEManage complex wealth client relationships, provide investment oversight and risk management, lead local investment practice, strong sales and leadership skills; 15+ years investment experience; MBA/CFA/CFP/CIMA/CPWA/CAIA preferred.
1w
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PW Investment Manager
Newport Beach, California, United States
$188k-$246k/yr OnsiteFull Time
7+ YOEBachelor's in finance/accounting/economics,7+ years wealth management or investment advisory experience,Series 7 and Series 63/65 or 66 required,professional designation preferred (CFA/CFP/CRPC),RIA experience and alternative investments knowledge.
1mo
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Senior Investment Consultant
Chicago or St. Louis or Minneapolis or Denver or Irvine or Los Angeles or Phoenix or San Francisco or Seattle
$122k-$245k/yr HybridFull Time
8+ YOEBachelor's degree,8+ years investment experience,deep knowledge of retirement plans and portfolio management,experience with RFPs and client presentations,proficiency in PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
1d
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Investment Banking Associate
Newport Beach, California, United States
$80k-$85k/yr OnsiteFull Time
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
1mo
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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
2w
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Senior Investment Specialist
Beverly Hills, California, United States
$164k-$247k/yr HybridFull Time
Substantial experience in wholesaling/investment sales or portfolio consulting, proven sales track record, managed solutions and fixed income knowledge, securities licensing (SIE, Series 7 and 63/65/66), and Mandarin/Cantonese fluency.
2w
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Senior Investment Specialist
Beverly Hills, California, United States
FieldFull Time
Substantial experience in wholesaling/investment sales or portfolio consulting; track record of sales and advisor adoption; expertise in portfolio construction, managed solutions and fixed income; Series SIE/7/66 or 7/63/65 required; fluency in Mandarin and Cantonese.
1w
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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
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
1mo
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Investment Associate, Studio Operations
Culver City, California, United States
$135k-$150k/yr OnsiteFull Time
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
2w
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Investment Professional - CRE Equity Acquisitions
Newport Beach, California, United States
$205k-$305k/yr OnsiteFull Time
6+ YOE6-12 years experience in real estate private equity/acquisitions or institutional real estate investing; demonstrated underwriting and transaction execution ability; strong market and capital markets knowledge; ability to lead deals and present to investment committees.
3mo
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Investment Banking Analyst
Los Angeles or Nashville or Charlotte or New York
$100k/yr HybridFull Time
1+ YOE1+ years sellside M&A advisory/investment banking; strong academics; team player; strong communications; entrepreneurial mindset; knowledge of accounting and corporate finance.
Excel, PowerPoint, Financial Modeling, Valuation
4w
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Investment Sales Agent
Encino, California, United States
$1000k/yr OnsiteContract
Proven production track record in commercial investment sales, established client relationships, active state real estate license, strong negotiation and market advisory skills.
1mo
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Investment Banking Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$294k/yr OnsiteFull Time
7+ YOE5+ MgmtRequires 7+ years in financial services and 5+ years leading large-scale consulting or transformation programs, plus a bachelor's degree and deep investment banking expertise.
Murex, Calypso
1mo
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Strategic Investment Manager
Palo Alto or Los Angeles or New York
$80k-$233k/yr OnsiteFull Time
5+ YOE~5 years experience in consulting, investment banking, PE/VC or internet industry; gaming/media knowledge; strong data interpretation and communication; advanced Excel and PowerPoint skills.
Microsoft Excel, Microsoft PowerPoint
3mo
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Investment Banking Associate
Santa Monica, California, United States
$175k-$225k/yr OnsiteFull Time
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
1mo
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Investment & Lending Associate
Los Angeles or United States
RemoteFull Time
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
7h
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Investment Services Manager
Los Angeles or La Jolla
$72k-$115k/yr OnsiteFull Time
5+ YOERequires 5 years in investment management or trust, 4 years in financial services, Microsoft Office and SEI Trust 3000 experience, communication skills, and knowledge of trust laws and regulations.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, SEI Trust 3000 Trust Accounting System
2mo
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Investment Banking Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Oklahoma City or Cleveland or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Detroit or Nashville or San Diego
$66k-$206k/yr OnsiteFull Time
2+ YOE2+ years consulting or investment banking experience, Bachelor’s degree, knowledge of trading lifecycle and sell-side products, consulting/program management experience on large programs, strong communication and client relationship skills.
Murex, Calypso
2w
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Strategic Investment Manager
Palo Alto or Los Angeles or New York City
$80k-$233k/yr OnsiteFull Time
5+ YOE~5 years experience in strategy consulting, investment banking, PE/VC or internet industry; strong strategic thinking, data interpretation, and communication; advanced Microsoft Excel and PowerPoint skills; familiarity with gaming/media/entertainment markets.
Microsoft Excel, Microsoft PowerPoint
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