Investment banking analyst Jobs in Irvine, CA

Last updated: 11 hours ago

Promoted

Investment Management Fee Analyst

INSPYR SolutionsNewport Beach, CA, United States

$30.00–$33.00 hourly

Temporary

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: 1 day ago

2025 Commercial Banking - Middle Market Banking & Specialized Industries Summer Analyst Program

JPMorgan Chase & Co.Irvine, CA, United States

Full-time

We want to introduce you to the many areas of direct client work across banking, treasury, and underwriting with client-facing work, as well as extensions of these functions through strategic proje...Show moreLast updated: 30+ days ago

Promoted

Business Banking Officer

First Bankcalifornia, CA, United States

Full-time

A Business Banking Officer is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on clien...Show moreLast updated: 3 days ago

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 Banking Analyst

ROTH Capital PartnersNewport Beach, CA, United States

Full-time

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: 4 days ago

Promoted

Student Investment Analyst

San Manuel Band of Mission IndiansIrvine, CA, United States

Full-time

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

Promoted

Banking Relationship Specialist

Farmers and Merchants Bank of Long BeachNewport Beach, CA, United States

Full-time

The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and foll...Show moreLast updated: 1 day ago

Promoted

US AVP Commercial Banking

BMO Financial GroupIrvine, CA, United States

$87,000.00–$161,400.00 yearly

Part-time

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and ex...Show moreLast updated: 6 days ago

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New!

Mortgage Banking Associate Attorney

GPACIrvine, CA, US

Full-time

If you're a "go to" person and see the big picture, this firm is looking for you.With the ability to help maintain long-term client relations, this is a great opportunity to continue to develop you...Show moreLast updated: 13 hours ago

Promoted
New!

Investment Analyst (Newport Beach) - Commercial Real Estate Finance

NorthMarqNewport Beach, CA, United States

$33.00 hourly

Full-time

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: 20 hours ago

Investment Fee Associate

PIMCONewport Beach, CA USA

$31.25–$38.46 hourly

Full-time

PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients’ capital across a range of fixed income and credit opportunities, leverag...Show moreLast updated: 30+ days ago

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Investment Banking Managing Director

Selby JenningsCA, United States

Full-time

Selby Jennings is partnered with a premier middle market sell-side M&A investment bank specializing in providing strategic advisory services to clients within niche sectors (open to industry).This ...Show moreLast updated: 11 hours ago

Investment Director

Australian Trade and Investment CommissionCA

$135,000.00 yearly

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

Investment Database Management Analyst

Capital GroupIrvine, CA, US

$102,722.00–$164,355.00 yearly

Full-time

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

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Sr Private Placement Investment Ops Analyst I

Pacific LifeNewport Beach, CA, United States

$48.33–$59.07 hourly

Full-time

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: 19 hours ago

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupIrvine, CA (California)

$67,000.00–$120,700.00 yearly

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

Senior Investment Accountant

Century GroupIrvine, California

$90.00 hourly

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

Promoted

Senior Tax Accountant - Investment Firm

Randstad North America, Inc.Irvine, CA, United States

Full-time

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

Investment Associate

RETSNewport Beach, CA

$150,000.00 yearly

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

Investment Management Fee Analyst

INSPYR SolutionsNewport Beach, CA, United States

1 day ago

Salary

$30.00–$33.00 hourly

Job type

Temporary

Job description

Title : Investment Management Fee Analyst

Location : Newport Beach, CA

Hybrid

Compensation : $30.00-$33.00 / hour

Duration : 6+ month contract

Work Requirement : US Citizen, GC Holder, or Authorized to work in the U.S.

Our clients billing department is seeking a dynamic analyst to join our team of revenue experts. Our department specializes in three key areas : Billing, Reporting, and Cash Applications, and is responsible for calculating, invoicing, and collecting separate account revenue across all entities.

As an Analyst on the Reporting team, you will have the unique opportunity to :

Play a Meaningful Role : Evaluate the revenue process for each transition and ensure data integrity across systems

Utilize Analytical Skills : Utilize your analytical skills to interpret investment management agreements and contribute to Billing-related reporting requirements

Innovate with Technology : Work on cutting-edge technology projects to develop best-in-class solutions.

We value integrity, the ability to thrive under pressure, and a collaborative approach. This opportunity offers an engaging experience where you can immerse yourself in diverse and bespoke tasks with increasingly progressive responsibilities. As we continue to evolve, you may encounter new revenue-generating opportunities, allowing you to grow and potentially develop into a subject matter expert within the team.

Qualifications :

Strong organizational skills, including the ability to multi-task and participate in multiple ongoing initiatives, e-mail conversations, and deliverables

Demonstrated ability to deliver on assigned responsibilities through pursuing excellence, strong attention to detail, and use of effective interpersonal and communication skills

Flexibility to adapt to shifting priorities, manage deadlines, and support dynamic and changing business needs in a fast-paced environment

An inquisitive self-starter with the ability to quickly learn new processes, concepts, and skills

Ability to balance attention to details with an understanding of the bigger picture

Openness to feedback and a commitment to continuous personal and professional development

Demonstrates initiative in personal and professional development by participating in internal and external learning opportunities such as workshops, training programs, and independent research

Responsibilities

Process high volume New Accounts, Amendments, and Terminations of low to medium complexity for AUM Reporting and Billing by interpreting legal documents, setting up fee parameters, and validating daily transitions

Action requests and resolve inquiries from internal and external clients (both written and verbal) with urgency

Investigate discrepancies across various systems to ensure data integrity; Coordinate with colleagues in Legal, Account Management, Finance and other parties globally to resolve issues promptly and efficiently

Prepare and deliver detailed daily, monthly, quarterly, and annual reports, providing insights that drive informed decision-making

Participate in automation projects and process improvements

Leverage team guidance to resolve issues promptly and efficiently

Position Requirements

Minimum of a Bachelor's degree in Finance, Accounting, English, or Law

Minimum of 2 years of corporate experience, preferable at a global firm

Possess intellectual curiosity and strong analytical and critical thinking skills, including the ability to effectively problem-solve and resourcefully research

Apply a strong sense of urgency and ability to work under pressure in a fast-paced and demanding environment, balancing numerous priorities, and challenging deadlines

Strong written, verbal communication and reading comprehension skills with the ability to engage professionally and succinctly with all levels across the firm

Works with a strong sense of accountability, integrity, and ownership

Proficiency in Microsoft Office Suite, including Excel and Outlook

Our benefits package includes :

Comprehensive medical benefits

Competitive pay

401(k) retirement plan

and much more

About INSPYR Solutions

Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients' business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at inspyrsolutions.com.

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities

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