Investment Analyst Jobs in Irvine, CA

Grow your career with an opportunity to become a financial advisor, helping clients achieve their financial goals through personalized planning and expert advice while enjoying competitive compensatio...

Unlock potential by guiding clients through personalized financial planning while developing your entrepreneurial business. Lead relationship-building efforts, leverage advanced training, and achieve...

Champion client success by crafting tailored financial strategies, building relationships, and managing comprehensive plans for individuals and businesses, enhancing your entrepreneurial journey with...

Grow your career with a unique opportunity as a financial advisor, helping clients achieve their financial goals through personalized planning, relationship-building, and client-focused strategies whi...

Advance your career by building a client-focused financial advisory practice. Utilize innovative planning software to deliver tailored holistic financial solutions, driving success for both clients an...

Empower clients by creating customized financial plans that align with their goals. This entrepreneurial role combines client-building with industry-leading training for lasting success in financial a...

Join a team that's dedicated to empowering clients through tailored financial planning. As a financial advisor, you'll leverage proprietary tools and training to build relationships and achieve uncapp...

Unlock potential by guiding clients through personalized financial planning, enhancing their financial well-being. Embrace the entrepreneurial spirit, build lasting relationships, and leverage robust...

Optimize client financial success by building personalized plans and nurturing lasting relationships. This role empowers you to establish a thriving practice while offering comprehensive support in fi...

Shape the future of customer engagement by driving RQI Portfolio adoption, achieving order targets, and building lasting relationships within healthcare accounts to enhance the lifesaving mission thro...

Join a team that's dedicated to delivering top-tier tax services, leveraging your expertise in investment partnerships and mutual funds to manage client portfolios and mentor staff. Your analytical sk...

Join a team that's central to shaping funding strategies through data operations and analysis. As a Senior Capital Markets Analyst, you'll drive reporting, improve workflows, and collaborate across te...

Champion financial planning and analysis processes to drive strategic insights, enhance reporting, and support executive decision-making in a collaborative environment where operational excellence is...

Drive excellence in client investment management by supporting brokers, executing trades, and collaborating with a skilled team while maintaining confidentiality in a fast-paced banking environment...

Transform financial data into strategic insights, driving revenue planning and forecasting. Collaborate with cross-functional teams to enhance business decision-making and improve financial processes...

Drive investment banking excellence by executing M&A transactions, analyzing financial information, and nurturing client relationships in the Consumer sector. Collaborate within a dynamic team to fost...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...

Deliver comprehensive underwriting solutions by analyzing complex loan transactions, managing risks, and collaborating with clients. Provide expert credit structuring advice while mentoring junior und...

Empower through effective financial management for client portfolios, overseeing project accounting, budget compliance, and enhancing client invoicing processes while mentoring junior staff for optima...

Join a dynamic team to enhance client relationships and drive growth through strategic collaboration, data insights, and tailored client solutions, ensuring optimal service delivery and satisfaction a...

Build financial insights by analyzing data, supporting credit decisions, and managing relationships in healthcare banking. Collaborate with teams to structure loans and uncover additional banking oppo...

Engage in investment management by supporting research, report preparation, and portfolio analysis, while ensuring compliance with policies and objectives. Collaborate with the investment team to enha...

Help us drive client success in the fast-paced hedge fund sector by cultivating relationships and delivering top-notch service, while managing renewals and upselling opportunities within a dynamic, va...

Unlock growth by managing middle market credit portfolios, providing tailored banking solutions while driving risk management and effective client relationships in a dynamic team environment that emph...