Investment Analyst Jobs in Santa Ana, CA

Lead the charge in managing a $27 billion investment portfolio, evaluating external managers, and conducting due diligence across asset classes. Collaborate with senior executives to develop strategie...

Optimize data accuracy and control mechanisms in transaction management. Engage with cross-functional teams to ensure seamless migration from legacy systems, maintaining high-quality data standards, a...

Take ownership of operational processes, ensuring seamless bank reconciliations, trade settlements, and corporate actions while supporting team effectiveness and delivering high-quality financial repo...

Empower innovation by identifying and evaluating venture capital opportunities in dynamic sectors. As an integral part of our team, you'll drive strategies with entrepreneurs and corporations, shaping...

Support our growing asset management team by conducting complex financial analysis, modeling, and reporting for our West Coast property portfolio, enabling strategic decision-making and enhancing perf...

Join our dynamic team as an Analyst, where you'll perform financial analysis, conduct industry research, and support senior bankers in high-stakes client interactions and strategic advisory activities...

Collaborate with senior investors to manage full investment lifecycle in private and structured credit, enhancing exposure to diverse lending opportunities in a dynamic financial environment...

Unlock significant wealth management opportunities by educating and advising clients on financial well-being. Join a collaborative team focused on enhancing participant outcomes and empowering individ...

Transform research security by assessing risks and implementing compliance controls. Collaborate with stakeholders to enhance institutional practices aligned with federal regulations, ensuring respons...

Join a team that's dedicated to driving financial insights and strategic planning. As a Financial Analyst, you will enhance our financial processes, support budgeting and forecasting, and ensure compl...

Join a team that's redefining defense innovation, driving financial strategy, and enhancing business growth with top-tier analysis and reporting to support advanced technologies and operations in a dy...

Advance your career by bridging finance and sales compensation, enhancing analysis and reporting while implementing a new compensation system. Transform data into insights that guide executive decisio...

Drive operational excellence as a Revenue Cycle Performance Analyst, auditing quality, guiding engagement teams, training staff, and preparing performance reports to enhance client success in the heal...

Join our Consumer Goods sector team to drive innovative data products and research that inform key market strategies. Collaborate across functions to expand use cases, elevate junior analysts, and cre...

Analyze and assist in managing a diverse portfolio of alternative investments. Engage in sourcing, diligence, and oversight across private equity, real estate, credit, venture capital, and hedge funds...

Join a team that's dedicated to evaluating international small/mid-cap companies through in-depth research and analysis. You will leverage your financial expertise to recommend investments while maint...

Empower the Private Credit team through vital portfolio reporting and analytics. Collaborate cross-functionally to enhance decision-making, support strategic projects, and deliver key insights that dr...

Join a team that's dedicated to driving sales success through data analysis and insights. You will manage reporting, pricing strategies, and collaborate with cross-functional teams to enhance decision...

Lead the charge in financial strategy as a Senior Financial Analyst, driving insights and efficiencies in a dynamic PE-backed software company to enhance business performance and growth through advanc...

Contribute to financial growth by delivering insightful analysis, supporting budgeting and forecasting, and partnering with cross-functional teams to enhance operational efficiency and reporting accur...

Collaborate with leadership to drive financial strategy and operational planning. You will create budgets, provide analytics support, and ensure effective financial stewardship across the organization...

Elevate fund operations by delivering financial analysis and insights. Collaborate with fund managers and teams to ensure compliance, performance monitoring, and strategic development, all while foste...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Champion the enhancement of our data analytics capabilities by managing ETL pipelines and optimizing Power BI dashboards. Collaborate with cross-functional teams to deliver actionable insights and imp...

Analyze financial data and drive strategic treasury operations to enhance cash management and reporting. Contribute to forecasting, budgeting, and financial modeling to optimize decision-making and su...