Jobs near Newport Beach: 8,398
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Relevance Score ranked on: INVESTMENT
Credit Advisor - Global Wealth & Investment Management
Newport Beach
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a cult...
Search Terms: Management, Advisor, Wealth, Investment, Credit
87.7
0mi
Updated: May 29
Investment Consultant - COO
Newport Beach,
The Team COO is a senior level position that serves as a lead coordinator for a Financial Advisors / Private Wealth Advisor Team. As part of the sales organization, this role oversees and orchestrates all business operations and execution for the team. The Team COO will be responsible for enhancing t...
Search Terms: Investment, Wealth Advisor, Financial Advisor, Consultant, Business Operations
86.1
0mi
Updated: May 05
Sr Investment Analyst
Costa Mesa
Sr Investment Analyst. We are seeking an experienced Senior Investment Analyst to join our investment team. Our team is responsible for the oversight of $27 billion investment portfolio composed of equities, fixed income and real estate. This individual will play a critical role in evaluating, selec...
Search Terms: Investment, Analyst, Manager, Monitoring, Performance
85.4
3.5mi
Updated: May 11
Sr Investment Analyst
Costa Mesa
Sr Investment Analyst. We are seeking an experienced Senior Investment Analyst to join our investment team. Our team is responsible for the oversight of $27 billion investment portfolio composed of equities, fixed income and real estate. This individual will play a critical role in evaluating, select...
Search Terms: Investment, Analyst, Manager, Monitoring, Performance
85.4
3.5mi
Updated: May 11
Investments Staff Accountant
Costa Mesa
Investments Staff Accountant. We are seeking a detail-oriented Staff Accountant to join our Investment Department. This role is critical in ensuring accurate recording, reporting, and analysis of our organization’s diverse investment portfolio. You will bridge the gap between complex financial market...
Search Terms: Staff Accountant, Investment, Accountant, Accounting, Staff
84.6
3.5mi
Updated: April 25
Investments Staff Accountant
Costa Mesa
Portfolio Accounting: Record daily investment transactions, including purchases, sales, corporate actions, and accruals for fixed income, equity, and alternative assets. Reconciliations: Perform reconciliations between investment managers, custodial banks, the general ledger and our investment accou...
Search Terms: Staff Accountant, Investment, Accountant, Accounting, Staff
83.9
3.5mi
Updated: April 25
Investment Content Production Lead
Irvine
“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workpla...
Search Terms: Production, Investment, Content, Lead, Product Management
83.8
9.4mi
Updated: May 13
Endowment Investment Operations Manager
Orange
Endowment Investment Operations Own the end-to-end investment operations lifecycle for public and private investments, from trade execution support through settlement, accounting, and reporting. Serve as the primary liaison with custodians, fund administrators, investment managers, and external advis...
Search Terms: Operations Manager, Operations, Investment, Manager, Accounting
83.4
10mi
Updated: May 09
Lead Architect, Investment Management Strategy
Irvine
“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workpla...
Search Terms: Strategy, Management, Investment, Architect, Architectural
81.4
9.4mi
Updated: May 20
Program Director, Todd and Lisa Halbrook Center for Investment & Wealth Management
Irvine
Reporting to the Associate Director, the Program Director provides functional leadership and strategic oversight for the center’s most complex program portfolios and initiatives. Translates center strategy into actionable program models, leads the development of marketing and recruitment pipelines, a...
Search Terms: Program Director, Director, Management, Investment, Wealth
80.4
1.4mi
Updated: April 28
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