6 investment research analyst jobs at 5 companies in Fallbrook, 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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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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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
3mo
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Senior Analyst, Financials (I&G)
San Diego, California, United States
$136k-$191k/yr OnsiteFull Time
7+ YOE7-10 years in equity or credit research focusing on financial institutions; strong financial modeling; MBA/MS Finance or CFA preferred; deep understanding of banks and insurers; ability to communicate investment ideas.
Excel, PowerPoint, Bloomberg, FactSet
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