31 Investment Management job ads & opportunities in the San Buenaventura (ventura), California area

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Job listings, help wanted ads and employment postings (last updated on Saturday, January 31)

Investment Analyst


CA-Newport Beach, Job Summary Miven is a family office based in Newport Beach, CA that invests in public equity, private investments, and various alternative asset classes. We are seeking an investment analyst with experience in equity or credit research to join the investment team. Responsibilities will include researching, analyzing, and performing due diligence on potential equity and hedge fund investments. The … MORE INFO

Investment Analysis Manager


FL-Coral Gables, INVESTMENT ANALYSIS MANAGER Company: Vision Strategic Services LLC Location: Coral Gables, FL Reports To: Executive VP, Chief Financial Officer Supervises: N/A Summary The position is responsible for: Develop recommendations for short and long-term investments. Responsible for evaluatingnew initiatives and business opportunities aimed at improving profitability and protecting the Company’s balance … MORE INFO

Sr Finance BA


NY-New York City, Job Title: Sr. Finance BA Job Location: New York, NY Duration: 12 months + High chances of extension Skills/Experience Required BA related experience will surround around: Req gathering Conducting Workshops Driving Meetings UAT Testing Below details will apply apart from the details on IQN… Functional: 1. Ability to demonstrate a strong working knowledge of Institutional Securities Operational and … MORE INFO

Investor Relations Administrative Assistant


CA-Newport Beach, Financial Services company in Newport Beach is looking for an administrative assistant with investor relations experience. We need a detail oriented & organized multi-tasker with hands on experience supporting investment related operations work. If you have experience supporting investor client services, good office administrative with solid MS Office skills (including advanced mail merge), and en … MORE INFO

Defined Contribution Product Officer


NY-New York City, The AB Defined Contribution Product and Partner Strategy team is looking for a Product Officer to manage defined contribution plan implementations and changes and complete the ongoing execution of client deliverables. The role requires managing projects for operational integration with client recordkeepers, investment managers and custodians/trustees in order to implement customized retirement pro … MORE INFO

Servicing Financial Advisor


MA-North Reading, The Farland Group seeks a CFP professional for our growing wealth management practice. The ideal candidate will have: • At least 5 years of experience in the financial services industry • The technical skills to provide financial insight and financial planning services to high net worth clients • The personal skills to develop new relationships • A desire to be an integral part of an energetic an … MORE INFO

Sales - Financial Advisor - Entrepreneur Opportunity


IN-Indianapolis, Do like to make a difference in people’s lives? Do you love what you currently do, or do you just do what you currently do? Individuals from a variety of career backgrounds, including salespeople, finance professionals and teachers/coaches, have found new career success at Mutual of Omaha. As an advisor, you help your clients protect their families and their lifestyles, while earning the income yo … MORE INFO

Analyst, Asset Management


MA-Boston, Analyst, Asset Management A premier research firm in Boston specializing in global trends within the asset management industry is seeking an analyst to support the firm's retail and institutional asset management research. This analyst position is based in the Boston office, and it reports to the Senior Analyst. The position's primary role is to support the lead research analyst, and collaborate w … MORE INFO

Assistant Controller


FL-West Palm Beach, Our client is looking for an Assistant Controller for a privately held Real Estate investment company in West Palm Beach, FL. This is a pivotal role responsible for supporting the month-end closing process, preparing monthly financial statements, managing relationships with investors and coordinating internal and external audits. Responsibilities: Managing and developing an accounting staff of 5-7 … MORE INFO

Senior Client Account Manager - Financial Services


MN-Bloomington, Full service financial planning, investment management, and tax services firm seeks a Senior Client Account Manager to join our twenty person office. The individual in this role will manage client relationships and complex scenarios profitably and facilitate client decision making through presentation of firm created financial strategies. The individual must understand and convey client goals and … MORE INFO

Portfolio Manager - Fixed Income


MA-Boston, Portfolio Managers are responsible for handling numerous client relationships. The position entails effectively managing fixed income portfolios, executing trades and maintaining strong client relationships. Candidate should be proficient in a variety of fixed income markets. In addition, portfolio managers have research responsibilities and will be expected to make contributions to overall depart … MORE INFO

Fixed Income Analyst/Trader


MA-Boston, Buy side fixed income trader for Boston based RIA. Candidate to join a team responsible for nearly $4 billion in fixed income assets. Position will require trading in both taxable and tax exempt fixed income securities. Incumbent should possess analytical skills required to determine creditworthiness and suitability of securities for various account types. Roles and Responsibilities: ?Trade for in … MORE INFO

Junior Equity Trader


MA-Boston, Assist the Equity Trading Team in daily trade execution of investment strategies and for all the firm?s equity transactions. Responsible for collaborating with investment team to define trading needs for specific strategies. Process all mutual fund orders at multiple custodians. Handle daily Trade Reconciliation for equity trades, as well as investigation of trade settlement issues. Roles and Resp … MORE INFO

RFP Writer


MA-Boston, RFP Writer — Temp to Perm Boston financial firm seeks a RFP Writer for a temp to perm assignment. The RFP Writer will prepare responses to RFPs and questionnaires, write investment content and review the RFP for accuracy. Will also update the CRM to track RFP, RFI and Due Diligence Questionnaire requests. The RFP writer will coordinate and run calls and meeting with affiliates to complete RFPs and … MORE INFO

Registered Sales Assistant


MA-Boston, Registered Sales Assistant - $40-50K + Revenue share Exciting opportunity to join a top investment firm in Boston as a Registered Sales Assistant! Seeking an SA with Series 7 license to assist with client accounts and service clients via phone, email or in person meetings. The Registered Sales Assistant will open new accounts, enter trades and run various reports. Will also follow up on all docume … MORE INFO

Investment Director


MA-Boston, Investment Director — up to $250K Immediate need for an Investment Director at a Boston investment consulting company. The Investment Director will work closely with clients to ensure their investment strategies are being fulfilled. Duties will include advising institutional clients, recommending investment and portfolio strategies, providing support with improving the investment process and prepa … MORE INFO

Vice President – Asset Management Compliance


MA-Boston, Vice President — Asset Management Compliance - Strong salary + bonus Seeking a proven professional with compliance expertise to join a reputable firm as Vice President, Asset Management Compliance. This position can be located in either Merrimack, NH or Boston, MA but will require time in both locations regularly. The Vice President will be responsible for the development, implementation and conti … MORE INFO

Investment Performance Analyst


MA-Boston, Investment Performance Analyst A signature global asset management firm in Boston is seeking an Investment Performance Analyst. The individual in this role will provide detailed asset class coverage including the calculation of returns, attribution, and exposure and risk analytics across various strategies leveraging proprietary and third party applications. The Investment Performance Analyst will … MORE INFO

Business Analyst


MA-Boston, Business Analyst — Strong Salary + Bonus A Boston investment firm is seeking a Business Analyst with a finance and technical background. The individual in this role will partner with Business Users and the IT department. Will run reports and test functionality, provide end user support and conduct training sessions on applications. Ensure criteria are satisfied and communicate issues to developers … MORE INFO

Investment Operations Associate


MA-Boston, Investment Operations Associate Growing investment firm just outside of Boston is seeking an Operations Associate to join their dynamic team! The Operations Associate will interact with all departments within the firm and work closely with custodians and the portfolio management software team. The Associate will be responsible for trade processing, reporting, account maintenance and setting up new … MORE INFO

Hedge Fund Operations Associate


MA-Boston, Hedge Fund Operations Associate Seeking a bright Associate to join the Operations team of a well-established hedge fund in Boston. The Operations Associate will confirm and process trades and equity swaps, monitor trade settlements and reconcile transactions. Work with traders, middle office and brokers to resolve trade breaks/ fails. Will process dividends, forwards and options. Interact directly … MORE INFO

Senior Investment Analyst - investments, Federal Tax


NY-New York City, CyberCoders Matching Great People with Great Companies Learn more about CyberCoders Apply Senior Investment Analyst New York City, NY Full-Time $100,000 - $175,000 Apply Apply Senior Investment Analyst New York City, NY Full-Time $100,000 - $175,000 Apply Job Details If you are a Senior Investment Analyst with experience, please read on! We are an exciting group of technology companies with office … MORE INFO

Director - Equities Operations


IL-Chicago, Summary This individual leads the equities operations team and has overall responsibility for back office operations which include global trading, portfolio administration, accounting support, fund reporting and administration. Client Details Our client is a boutique asset management firm located in the downtown Chicago Loop. Description The Director - Equities Operations is responsible for the fo … MORE INFO

Financial Advisor/Wealth Manager


MN-Plymouth, Are you ready to bring your professional career to life? Take the next step and move away from the mainstream transactional/commission based structure. Break away from the herd and unlock your full potential as a Financial Advisor/Wealth Manager by applying to join our team at WorkOptional today! About WorkOptional - Work Optional is an award-winning fee-only private wealth management firm offerin … MORE INFO

Insurance Sales Representative - salaried


OR-Bend, American Fidelity Assurance is hiring Sales Representatives We are seeking a sales representative to market insurance, annuity/financial products and section 125 administration to the educational community in the Springfield area. Position includes: Worksite market with assigned sales territory Established client base Annual base salary with monthly commission Dynamic first year incentives Company … MORE INFO

Shown below: jobs by Juju.com

Entry Level, Financial Advisor, Insurance, Sales, Management

Independent Capital Management, Inc. – Camarillo, CA – JobsRadar

…Apply Online : http: //www. icmfinancial. com/ Advisory services offered through Independent Capital Management , Inc. , a registered investment adviser. Real estate and … MORE INFO

Sr. Analyst, Business Operations & Strategy

NBC Universal – , CA – JobsRadar

…Basic Qualifications: 2+ years of experience in strategic planning, management consulting, business development or investment banking, ideally … MORE INFO

Full Charge Contract Bookkeeper Needed to Untangle a Giant Mess

OMS Global LLC – , CA – ZipRecruiter

Company Description: We are a busy real estate investment and property management company located in the San Fernando Valley. Job Description: We are a small real … MORE INFO

Sr Analyst, Trans Management

PennyMac – Moorpark, CA – JobsRadar

Assist in the contractual and logistical management of bulk whole-loan purchases, servicing rights acquisitions/sales, multiple securitization and jumbo sale … MORE INFO

Portfolio Assistant - HighMark

Union Bank of California – Montecito, CA – JobsRadar

…and specialized administrative and general support to Portfolio Managers and other investment professionals . to ensure a high level of customer relations and effective … MORE INFO

Manager - CPA Firm Entertainment Business Management Division

The Job Jobber – Woodland Hills, CA – JobsRadar

Top ranked CPA and business management firm offers an exceptional career opportunity for a CPA with a Manager title, specializing in entertainment industry, business … MORE INFO

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