Investment analyst Jobs in Santa Ana, CA
Last updated: 14 hours ago
Investment Analyst - Commercial Real Estate Finance.At Northmarq, you can be part of something special.Northmarq is a unique capital markets resource for commercial real estate investors, providing...Show moreLast updated: 1 day ago
Selby Jennings is partnered with a global alternative investment manager looking to expand and bring on an Investment Operations Analyst - This role will be provide visibility into several aspects ...Show moreLast updated: 8 days ago
AQ Technology Partners is a software-focused investment bank headquartered in Silicon Valley.We are seeking a Director to join our investment banking team focusing on M&A, growth equity, and strate...Show moreLast updated: 1 day ago
Investment Management - Investments.A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE.As the Global Asset Management business of Prudential, we're always looking for ways to improve financial servic...Show moreLast updated: 4 days ago
Roth Capital Partners, LLC is looking to add an Investment Banking Analyst to our Consumer Team.Roth is a relationship-driven investment bank focused on serving growth companies and their investors...Show moreLast updated: 3 days ago
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most.
It's a big ask, but it's one that we...Show moreLast updated: 4 days ago
Investment Analyst - Commercial Real Estate Finance.At Northmarq, you can be part of something special.Northmarq is a unique capital markets resource for commercial real estate investors, providing...Show moreLast updated: 14 hours ago
Please note : This role is based in our Irvine, CA office.The San Manuel Band of Mission Indians is seeking an exceptional Student Investment Analyst with demonstrated interest in investments / asset ...Show moreLast updated: 1 day ago
Investment Management Fee Analyst.US Citizen, GC Holder, or Authorized to work in the U.Our clients billing department is seeking a dynamic analyst to join our team of revenue experts.Our departmen...Show moreLast updated: 12 days ago
Classification : Austrade Overseas Performance Level B (AOPL B).Location : San Francisco, CA, USA.Austrade in The Americas accelerates the growth of exporters, attracts productive foreign investors, ...Show moreLast updated: 30+ days ago
I can succeed as an Investment Database Management Analyst at Capital Group.As an Investment Database Management Analyst, you will provide quantitative and qualitative firm, portfolio, and investme...Show moreLast updated: 30+ days ago
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most.
It's a big ask, but it's one that we...Show moreLast updated: 14 hours ago
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
Applications will be accepted on a continuous basis until the needs of OCERS have been met.Interested applicants are encouraged to apply immediately.
OCERS' Investments Team is eligible to participa...Show moreLast updated: 25 days ago
Century Group is partnering with a client who is seeking a Senior Investment Accountant to join their team.Exact compensation may vary based on skills, experience, and location.Expected starting ba...Show moreLast updated: 30+ days ago
Tatum by Randstad is presently conducting a search for a Senior Tax Accountant for a well-established, rapidly growing, fast-paced Investment Firm based in Irvine.
The role will have opportunity to ...Show moreLast updated: 1 day ago
RETS Associates on behalf of our client, a well-regarded real estate private equity firm, is looking to a talented.The primary responsibilities of the role will be for the financial modeling and an...Show moreLast updated: 30+ days ago
- Promoted
Investment Analyst (Newport Beach) - Commercial Real Estate Finance
NorthmarqNewport Beach, CA, US$33.00 hourly
Full-time
Investment Analyst (Newport Beach) - Commercial Real Estate Finance
NorthMarq CapitalNewport Beach, CA At the direction of the Managing Director or Producer, prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market...Show moreLast updated: 30+ days ago
- Promoted
Investment Operations Analyst
Selby Jenningsnewport beach, CA, United StatesFull-time
- Promoted
INVESTMENT BANKING DIRECTOR
AQ Technology PartnersCA, United StatesFull-time
- Promoted
PGIM REAL ESTATE - SENIOR INVESTMENT ANALYST, DEBT ORIGINATIONS (LOS ANGELES, CA)
PGIMCA, United StatesPart-time
- Promoted
Investment Banking Analyst
ROTH Capital Partnersnewport beach, CA, United StatesFull-time
- Promoted
Sr Private Placement Investment Ops Analyst I
Pacific Life Insurance CompanyNewport Beach, CA, US$48.33–$59.07 hourly
Full-time
- Promoted
- New!
Investment Analyst (Newport Beach) - Commercial Real Estate Finance
NorthMarqNewport Beach, CA, United States$33.00 hourly
Full-time
- Promoted
Student Investment Analyst
San Manuel Band of Mission IndiansIrvine, CA, United StatesFull-time
- Promoted
Investment Management Fee Analyst
INSPYR SolutionsNewport Beach, CA, US$30.00–$33.00 hourly
Temporary
Investment Director
Australian Trade and Investment CommissionCA$135,000.00 yearly
Investment Database Management Analyst
Capital GroupIrvine, CA, US$102,722.00–$164,355.00 yearly
Full-time
- Promoted
- New!
Sr Private Placement Investment Ops Analyst I
Pacific LifeNewport Beach, CA, United States$48.33–$59.07 hourly
Full-time
Regulatory GAAP and Statutory Investment Reporting Analyst
Lincoln Financial GroupIrvine, CA (California)$67,000.00–$120,700.00 yearly
- Promoted
Investment Officer (Private Markets)
Orange County, CASanta Ana, CA, US$140,820.00–$218,272.00 yearly
Full-time
Senior Investment Accountant
Century GroupIrvine, California$90.00 hourly
- Promoted
Senior Tax Accountant - Investment Firm
Randstad North America, Inc.Irvine, CA, United StatesFull-time
Investment Associate
RETSNewport Beach, CA$150,000.00 yearly
Investment Analyst (Newport Beach) - Commercial Real Estate Finance
NorthmarqNewport Beach, CA, US1 day ago
Salary
$33.00 hourly
Job type
- Full-time
Job descriptionUnderwriting - At the direction of the Managing Director and Producers, prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to provide reliable valuation and loan analysis. Packaging - Prepare loan request packages that meet company guidelines and lender requirements. Packages include narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases / rent roll analysis, and photographs, aerials, and maps. Pre-closing - Compile deal-specific lists of potential lenders, and coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates. Closing - Provides closing coordination, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third-party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.) Maintaining open communication with borrowers, lenders, legal counsels, third-party vendors, and internal servicing and insurance departments on an as-needed basis. Research & Lead Generation - Provide reliable borrower, property, and market-level data by using available third-party and internal resources. The research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of the Managing Director or Producer, conduct and sustain continuous and annual lead-generation efforts, leveraging internal prospecting tools and third-party platforms. Servicing - Perform regional office servicing functions including investor portfolio analysis, lease reviews / briefs, and routine regional office servicing duties through local market knowledge. Client Service - At the direction of the Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner. Organization / Time Management - Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks including research, financial analysis and underwriting, loan packaging, and closing services. Marketing & Office Administration - Provide administrative support and marketing efforts for office functions as needed. Minimum two to three years of experience in Commercial Real Estate Finance Four-year college degree required with a major in real estate, finance, accounting, or business area preferred Proficient understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc. Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint etc.) Knowledge of Salesforce or ARGUS software is a plus. Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving Resourceful with a strong initiative and ability to work independently with minimal supervision Strong work ethic and willingness to work extended hours when necessary Ability to handle multiple projects and assignments; able to prioritize and meet deadlines Excellent written and verbal communication skills
Investment Analyst - Commercial Real Estate Finance
Northmarq - Newport Beach, CA
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is seeking an experienced Investment Analyst to support the Production Debt + Equity team in our Newport Beach office. The individual will be joining an active and top-performing Originations team while providing support to the office through financial analysis and underwriting, loan request / investment report packaging, due diligence, closing, servicing, and various support functions. If you thrive in a fast-paced environment, have a keen eye for detail, and have a passion for Real Estate, we invite you to apply for this exciting opportunity!
- This position is an in-office position, with an immediate start date.
Position Responsibilities :
What We're Looking For :
Northmarq offers a highly competitive benefits package including : medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
California Residents : Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum starting salary for the Investment Sales Analyst position begins at $68,640.00 annually or [$33.00 per hour], plus bonus and full benefits offered. The compensation that is formally offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.