Investment Analyst Jobs in Irvine, CA

Empower clients by delivering tailored investment strategies as a Sr. Manager, Wealth Advisor. Collaborate closely with a dedicated team to enhance client relationships and mentor junior advisors whil...

Transform the ERP ecosystem by leading system strategy and configuration. Drive financial systems optimization and team leadership while enhancing integrations and processes to support operational gro...

Drive strategic portfolio management and business development initiatives for past Accelerator companies, ensuring effective relationship development and performance tracking, while preparing engaging...

Join a high-performing team as you lead client account management, driving revenue growth and operational excellence while overseeing contract negotiations and ensuring strong client relationships...

Empower clients through personalized financial planning and investment strategies. Manage complex relationships, enhance client trust, and drive positive outcomes while collaborating with a dedicated...

Lead the charge in transforming complex data into actionable insights for life insurance and annuity product performance, while partnering with cross-functional teams to drive profitability and data-d...

Contribute to financial planning and analysis efforts by developing models, insights, and reporting processes. Collaborate across teams to inform product decisions and enhance financial visibility in...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Unlock potential by building and nurturing invaluable relationships with high-net-worth clients, providing tailored financial solutions to grow portfolios and drive business development strategies...

Drive the resolution of complex conflicts within a legal environment, ensuring compliance with ethical protocols. Leverage analytical skills to support attorneys and maintain the integrity of firm eng...

Drive impactful conflict resolution by analyzing complex requests and collaborating with attorneys. Leverage your expertise in legal ethics while advising on potential conflicts, ensuring compliance i...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Generate new business opportunities in the Private Assets sector, focusing on client relationships, sales strategy, and market insights to drive revenue growth and enhance operational efficiencies for...

Join a team that's shaping product strategy through data-driven insights. Lead the analytics lifecycle, drive cross-functional collaboration, and influence business outcomes in a fast-paced SaaS envir...

Lead the charge in driving revenue growth by managing and developing a high-performing regional sales team. Collaborate with leadership to enhance training, implement strategies, and ensure exceptiona...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Grow your career with an established financial firm by engaging high-net-worth prospects, converting them into clients, and collaborating with a supportive team, focusing entirely on sales without col...

Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...

Accelerate progress at building a robust legacy gift pipeline, overseeing strategic growth, cultivation, and closure of significant gifts while collaborating with high-performing teams and enhancing f...

Explore advanced analytics solutions, transforming data into actionable insights. Collaborate with cross-functional teams to optimize performance and enrich decision-making. Elevate the analytics ecos...

Inspire the future of financial planning. Collaborate with a dedicated team to create personalized strategies for high-net-worth clients, driving impactful results and achieving financial success thro...

Join a team that's dedicated to optimizing Oracle Fusion ERP, focusing on Finance and Supply Chain. Collaborate cross-functionally to resolve issues and enhance processes, ensuring smooth operation an...

Lead a data-driven transformation in Claims by overseeing analytics initiatives, guiding junior analysts, and collaborating with stakeholders to enhance performance across various insurance lines and...