29 Investment Management job ads & opportunities in the Oceanside, California area

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Job listings, help wanted ads and employment postings (last updated on Thursday, July 2)

Portfolio Manager Charted Financial Analyst "CFA"


CA-Carlsbad, PORTFOLIO MANAGER, CFA Job Description: The successful candidate will work closely with the senior management team in assisting with the investment research and analysis process and managing existing and new client relationships. The primary role is to assist with the investment research process and to service new and existing relationships on an ongoing basis. The firm’s Portfolio Managers conduc … MORE INFO



CA-carlsbad, INVESTMENT ADVISOR REPRESENTATIVE Job Description: We are looking for highly motivated, ambitious and disciplined individuals with a strong desire to assist individuals and families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams. They must be committed to growth and share our vision of a firm in which professionals are extremely client-centered in order t … MORE INFO

Senior Operations Reconciliation Specialist


CA-San Diego, A top client in the financial services industry is looking to add a Senior Operations Reconciliation Specialist to their team. This person will be responsible for supporting investment transaction accounting and position reconciliation for the purpose of accurate reporting. The reporting includes advisor/client reporting, firm-level financial reporting, and risk reporting. The Senior specialist is … MORE INFO

Financial Advisor, Management, Trainee


CA-San Diego, DEVELOP A CAREER IN FINANCIAL SERVICES/ WEALTH MANAGEMENT Experience a rewarding career at Independent Capital Management, Inc. where you help people become financially independent while building your own personal financial wealth with career growth and professional development. As a 25 year old full service investment advisor, real estate, risk management and management development firm, we are d … MORE INFO

Treasury Analyst


CA-Aliso Viejo, We currently have a Treasury Analyst position open to work for a large Mortgage company in Aliso Viejo, CA. To be qualified for this opportunity you must have at least 2 years of Mortgage or Real Estate industry experience performing heavy analysis with Excel. Below are the Treasury Analyst requirements: The Treasury Facility Analyst, Servicing is responsible for reconciling and reporting the adva … MORE INFO

Compliance Analyst, Rule Automation


CA-Newport Beach, This is a challenging and exciting opportunity to work within the Legal & Compliance department, supporting PIMCO’s proprietary compliance system. The Rule Automation Team is responsible for automating the various client, regulatory and internal rules and ensuring that all of these guidelines are correctly coded within the compliance system. The individual in this position will have frequent inter … MORE INFO

A/R Analyst


CA-Newport Beach, Company: Our client is a worldwide leader in asset management. With a dynamic culture 5,000 employees around the globe and $2 trillion under management, our client attracts top talent by offering an exceptional environment, excellent benefits and tremendous opportunity career advancement. Summary: As a member of this top performing team, you will be responsible for producing timely and accurate mo … MORE INFO

Shown below: Oceanside investment management area jobs provided by Indeed job search

Merril Lynch Financial Advisor Program - Laguna Niguel, CA

Bank of America – Laguna Niguel, CA – Indeed.com

World class investment, sales, and business management training throughout their career. PMD offers new advisors the most professional and client focused sales,. . . … MORE INFO

Financial Consultant - Del Mar, CA

Fidelity Investments – Del Mar, CA – Indeed.com

For more information about Fidelity Investments, visit. Full range of investor products and services, including one-on-one investment guidance, wealth. . . … MORE INFO

Relationship Manager

Tristaff Group – San Diego, CA – Indeed.com

Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting. . . … MORE INFO

Leasing Sales Consultant

AIMCO – Escondido, CA – Indeed.com

Estate investment trust that is focused on the ownership and management of. Suite and property management systems. . . . … MORE INFO

Administrative Assistant

Colliers International – Carlsbad, CA – Indeed.com

Property and asset management; Investment sales and capital markets; Ensure conformity with any current management approval (requests for newspaper ads, sign. . . … MORE INFO

Senior Manager Sports Marketing, Team/Mass Sports

GoPro – Cardiff-by-the-Sea, CA – Indeed.com

Manage day-to-day activities of Sports Marketing Vertical Management Team, including Team Sports, Olympic, Golf and Fish/Hunt). . . . … MORE INFO

Registered Client Associate - Carlsbad, CA

Bank of America – Carlsbad, CA – Indeed.com

If hired without licenses, candidate will need to acquire, Knowledge of investment and banking products, policies & procedures is required, Strong client. . . … MORE INFO

Senior Financial Analyst

Proven Inc. – San Diego, CA – Indeed.com

The focus of this role is to support management with financial modeling, investment analysis, market assessments, and additional projects to help make better. . . … MORE INFO

Associate OSJ, Branch Supervision

CUSO Financial Services, L.P. – San Diego, CA – Indeed.com

Run and analyze reports on behalf of department management. Facilitate agent/rep changes between firm records and investment sponsor information. . . . … MORE INFO

Program Manager

Callaway Golf – Carlsbad, CA – Indeed.com

Minimum of 6 years project management experience in a cross-functional environment. Basic knowledge of basic investment casting and manufacturing principles,. . . … MORE INFO

Sales Producer - Employee Benefits

Hub International Limited – San Diego, CA – Indeed.com

HUB International Limited is an insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and. . . … MORE INFO

Product Manager

Verizon – San Diego, CA – Indeed.com

Understand the current technology and systems at Networkfleet, and determine how to build services using the existing investments. . . . … MORE INFO

Leasing Sales Consultant

AIMCO Properties, L.P. – Escondido, CA – Indeed.com

Aimco is a realestate investment trust that is focused on the ownership and management ofquality apartment communities located in the largest markets in the. . . … MORE INFO

Commercial Real Estate Broker Assistant

Marcus & Millichap – San Diego, CA – Indeed.com

One of San Diego’s top commercial real estate brokers specializing in multi-family investment sales is looking for a full-time assistant. . . . … MORE INFO

Business Banking Relationship Manager - CA062202

Snelling - Lilburn – La Jolla, CA – Indeed.com

This would include Deposit Products, Cash Management,. Works closely with centralized underwriting and portfolio management teams to. . . . … MORE INFO

Director, Business Development

Hub International Limited – San Diego, CA – Indeed.com

HUB International Limited is an insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and. . . … MORE INFO

Financial Representative- local candidates only

Northwestern Mutal – La Jolla, CA – Indeed.com

We offer exclusive access to top ranked insurance & investment products and services. With over $200 billion of assets under management, Northwestern is number. . . … MORE INFO

Sr. FP&A Analyst, Commercial

QualStaff Resources – San Diego, CA – Indeed.com

Develops management reports and Board presentations. Must possess business acumen, strong analytical, problem-solving, presentation, and project management. . . … MORE INFO

Leadership Mentoring Advisory Associate (LMAA)

Morgan Stanley Wealth Management – Laguna Niguel, CA – Indeed.com

Complete training of Consultative Sales, Financial Planning, Wealth Planning, Investment Strategies and Investment Products. . . . … MORE INFO

Financial Representative Internship

Northwestern Mutal – La Jolla, CA – Indeed.com

We offer financial solutions in the areas of insurance, investments, and wealth management for personal and business planning needs. . . . … MORE INFO

Head of Marketing

Resource HuntGroup – Carlsbad, CA – Indeed.com

Market intelligence — understand market forces and disruptors that drive investments cycles and create opportunities;. . . … MORE INFO

Product Design Director

Renovate America – San Diego, CA – Indeed.com

Partnering effectively with product management leaders, who determine biggest customer pain points, and design the best solutions to those problems. . . . … MORE INFO

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Employment information for Oceanside, CA

5 year unemployment rate for
San Diego, CA (includes San Diego, Carlsbad, and San Marcos metro areas) - continue for more info


Updated to reflect Oct 2014 unemployment rates