Monday, October 22, 2018

Financial Analyst, Health Care REIT - Irvine

Financial Analyst, Health Care REIT - Irvine

Financial Analyst – Salary $75K-$85K + Bonus + Stock
Health Care REIT

Job Duties:
  • Assist with updating data for the Company’s forecast model, such as revenue assumptions, actuals, charts and graphs, and summary tables.
  • Analyze and understand research analyst reports and models, prepare comparisons to the Company’s projections and communicate findings to Company executives
  • Perform comprehensive and in-depth company and industry research, including peer benchmarking, and communicate findings to Company executives
  • Perform various quarterly, monthly and ad-hoc financial analyses
  • Prepare summaries of peers’ quarterly earnings calls and financial performance and communicate findings to Company executives
  • Assist with updating content of presentation materials, including presentations to the Company’s board of directors, rating agencies, lenders and investors
  • Work closely with other departments’ staff to gather and organize updates, as they relate to the Company’s forecast model
  • Assist with updating website content
  • Assist with optimizing and improving Sabra’s forecasting and analysis
  • Oversee updates to internal reporting portal

Required Skills:
  • Bachelor’s degree in business-related field (e.g., finance, accounting, etc.)
  • CFA (completed or in process) a plus
  • REIT experience a plus
  • Strong financial modeling skills
  • Excellent computer skills (Microsoft Office Suite required, SAP Business Objects a plus)
  • Strong quantitative/analytical skills and attention to detail
  • Ownership, assertiveness, initiative, leadership, strong work ethic, team focus
  • Strategic and creative thinking; distinguished written and oral communications skills
  • Strong understanding of financial concepts (IRR, NPV, Income Statement, etc.)
  • Ability to meet tight timeframes and deadlines while at times working independently with little supervision
  • Ability to learn quickly and take on new responsibilities

  • Microsoft Excel: 2 years (Required)
  • Financial Analysis: 3 years (Preferred)

  • Bachelor's (Required)

If interested in this position, please email Andree Jacques at

Monday, September 17, 2018

Sr Fin Analyst, Asset Mgt Co – Newport Beach

Senior Financial Analyst, Asset Management Company – Newport Beach
Salary: $85K

The Senior Financial Analyst is responsible for forecasting, budgeting, analytics, and reporting to/for one of our main client’s offices. Quality of output and accuracy of information is paramount. The analyst will be part of a dynamic team that continuously seeks to deliver consistent and superior results to its clients. 

Duties and Responsibilities: (including the following, other duties may be assigned)
Financial Reporting & Analysis, budgeting and forecasting, including but not limited to:
• Consolidating and reporting financial results of designated PIMCO global offices and/or business lines
• Preparation of financial results (Budget, Forecast and Actual) for designated global offices and/or business lines
• Calculate and monitor capital adequacy and cash flows 
• Interface with: General Ledger Accounting, Accounts Payable, Human Resources, Payroll, Financial Reporting group, Executive Office and Operational Managers in the U.S. and abroad
• Assessment of opportunities for and implementation of process improvements or enhancements
• Documentation of policies and procedures 
• Work closely with our German parent company to fulfill requests on a timely basis
• Special projects, ad-hoc reporting, and analysis 
• May lead and direct other financial analysts on the team 

• Advanced PC skills, specifically with MS Excel, Power Point, and Word
• Proficiency with Excel Macros and VBA is highly desirable
• Hyperion Essbase or other multidimensional database, reporting and consolidation applications, and ERP system is preferred; experience with SAP and Accounting are a plus
• Ability to work well under pressure and carefully manage multiple priorities, challenges, and aggressive deadlines • Self-motivated, energetic, and confident with strong attention to detail, accountability, and flexibility   • Strong commitment to producing quality work and attention to detail to ensure work is delivered completely, accurately, and timely
• Ability to work in a team environment as well as work independently with minimal supervision
• Excellent communication skills (written, verbal, and listening) as well as strong analytical, problem solving, and organizational skills
• Ability to respond effectively to inquiries from various levels of management

Education and/or Experience:
• 5+ years of progressive experience as a Senior Financial Analyst or similar role
• BA or BS in Business, Finance, Accounting, or related field; MBA, CFA preferred
• Experience in the Asset Management industry is a plus

Please send your resume to Andree Jacques, CFA -  Do not hesitate to contact him if you need more information.

Friday, September 14, 2018

Relationship Mgr/Sr Advisor, Optivest - Dana Point

Relationship Manager/Senior Advisor, Optivest, Inc. - Dana Point

Company Overview

Optivest, Inc. is a private organization based in Dana Point, California that has advised some of the country's wealthiest families and business owners since 1987. As a registered investment advisor, Optivest provides financial and investment counseling/management on a wide range of financial instruments including: traditional and hedged stock and bond management, income and development real estate, high cash-flowing private business and venture capital, and trust deeds.

Position Summary

The Relationship Manager will play a vital role in attracting and retaining clients.  The Relationship Manager will be responsible for servicing a select group of the firm’s clients.  Ideally, this person will handle day-to-day client interactions, service requests, and financial planning.  The Relationship Manager will also be responsible for organizing client meetings, events, and communications.  Above all, the Relationship Manager should work to take financial planning and some client servicing tasks away and support lead advisors in the new business development process.  The Relationship Manager will have the opportunity to grow in their career at the firm, and learn the full wealth management experience.  The Relationship Manager will be expected to work in a team-based environment and improve the client experience.

Job responsibilities
  • Handles a majority of client inquiries and collaborates with Senior Advisor as a point of escalation
  • Coordinates client meetings and coordinates preparation of collateral
  • Collaborates with management, Advisors, Sales Assistants, other Relationship Managers on client presentations
  • Actively promote the firm’s brand and value proposition to the marketplace
  • Collaborate with advisory, investments, and operations to ensure the proper client experience is being delivered
  • Work with operations, investments, and management to improve the firm’s processes and procedures
  • Adheres to all company and industry supervisory guidelines
  • Improves knowledge of the industry through event attendance and continuing education
  • Participates, and occasionally leads, all required meetings with clients
  • Conduct seminars, marketing events, and presentations in collaboration with advisors
  • Active participation on Investment Committee
Job Responsibilities/Education
  • At least three-to-five years of continuous investment advisory experience, specifically working with HNW clients 
  • Bachelor’s degree in a relevant field of study or equivalent direct experience
  • Active series 7 and 63 licenses desired
  • Active 65 or 66 licenses required
  • Financial planning experience
  • Clean regulatory record
  • CFP or similar designation preferred
Success Criteria/Technology
  • High quality of work, knowledge of job, and customer service
  • Actively seeks to take on new responsibilities 
  • Demonstrated ability to assist Senior Advisor(s) in preparing for, and conducting, client meetings
  • Ownership of client communications
  • Proactive contributions to the firm’s marketing and brand initiatives, including events and print materials
  • Proactive approach to improving the firm’s client experience and retention
  • Consistent contributions to preparing client financial plans and retirement projections
  • Financial planning software knowledge, preferably eMoney
  • Advisor performance reporting platform familiarity
  • Microsoft Excel, Word, CRM workflow knowledge

  • Competitive base salary
  • Optional bonus plan based on individual performance
  • Highly competitive benefits package [medical, dental, vision, PTO]
  • 401K match 
Please send resume and information to Stella Choi, CFA at

Wednesday, September 5, 2018

SVP Financial Planning and Analysis, Huffman Associates - Huntington Beach, CA

SVP Financial Planning and Analysis - Huntington Beach, CA
Real Estate & Construction 
$210K - $252K 
($150K - $180K base + 40)

Reporting to the CFO, the SVP FP&A will develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the Company's portfolio of businesses.

Responsibilities:. Create, update and maintain financial models and detailed forecasts of the company's future operations. Lead the strategic aspects of the annual operating plan and budget process for the company. Prepare internal reports for executive leadership, board and shareholder meetings. Participate in the financial modeling and due diligence efforts related to the company's ongoing M&A activities. Develop and execute processes to allow for routine analytical reviews of company financial and operational performance, leveraging business unit analytical resources and tools

Requirements:. 10+ years of finance and accounting experience with progressive responsibility. SME . Mortgage Banking business. Strong analytical, data management and reporting skills . SQL, etc. Accounting/CPA a plusRelocation assistance will be provided

Apply: Contact Lisa Carter, VP, Recruiter, Huffman Associates

Monday, August 13, 2018

Managing Director, OCERS - Santa Ana

Managing Director, Orange County Employees Retirement System (OCERS) - Santa Ana

The Orange County Employees Retirement System (OCERS) is now accepting on-line applications. This recruitment is open to the public and will remain open until the Managing Director vacancy is filled. Applications will be accepted on a continuous basis until the needs of OCERS has been met. Interested applicants are encouraged to apply immediately.

Established in 1944, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability and cost-of living benefits to retirees of the County of Orange and certain County districts. Serving approximately 43,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $15.7 billion dollar fund. For more information about OCERS, please click here.

OCERS’ mission is to provide secure retirement and disability benefits with the highest standards of excellence. 

OCERS vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship. 

  • Open and Transparent
  • Commitment to Superior Service
  • Engaged and Dedicated Workforce
  • Reliable and Accurate
  • Secure and Sustainable

The Managing Director position will report directly to the Chief Investment Officer (CIO). This position is responsible for assisting/supporting the CIO in all duties related to the investment of the portfolio, including but not limited to portfolio strategy, manager due diligence, and internal/external communications and reporting. This position is expected to uphold the highest standards of integrity and professionalism, plan sponsor focus and system efficiency. The Managing Director is responsible for the operational infrastructure of the plan in accordance with the County Employees Retirement Law of 1937 and the Board of Retirement’s directives. The Managing Director will lead the operational implementation of OCERS’ investment program strategic vision. 

Supervision Exercised 
In cooperation with the Chief Investment Officer, the Managing Director will take a leading role in the following performance attributes including but not limited to:
  • Investment portfolio strategy and construction 
  • Investment manager due diligence and selection 
  • Risk management analytics and reporting 
  • Investment Committee communications and education 
  • Investment policies, procedures and compliance 
  • Personnel management and talent development 
  • Internal/external communications 
  • Professional network building and continued education 


Education and/or Experience

Bachelor’s Degree in Economics, Accounting, Finance, Business or a related field. 
Minimum of ten years of progressive work experience with an institutional asset management firm, pension plan, foundation or endowment. 


Significant experience with private equity and other private capital/alternative investments is preferred. 

Chartered Financial Analyst (CFA) certification is preferred. 

Special Notes, Licenses or Requirements:
  • Highly Desirable:
  • Master’s Degree in Business Administration or related field
  • Chartered Alternative Investment Analyst (CAIA) certification 
  • Professional licensure as an investment principal or equivalent 
  • Prior public pension experience or equivalent experience with an institutional investor of comparable complexity 
  • A valid California class C driver’s license or the ability to arrange necessary and timely transportation for field travel. 
  • May be required to use personal vehicle. 
  • A complete background investigation is required; a felony or misdemeanor conviction may be cause for disqualification. 


The following lists the knowledge, skills, and abilities necessary to perform the essential duties of the position. 

Knowledge of: 

  • Investment concepts, terminology, styles, models, and strategies, including portfolio theory, asset allocation and performance measurement, and a solid understanding of capital markets. 
  • Economic indicators and theories and market conditions and trends and their effect on short and long term investment programs and strategies. 
  • Principles and practices of institutional investment management. 
  • Investment management due diligence procedures and practices. 
  • Statistical and analytical techniques/programs applicable to evaluating investment managers and portfolios. 
  • Sound knowledge of compliance risks and audit issues relevant to OCERS. 
  • Risk monitoring and management methods and techniques. 

  • Custodial operations, cash controls and operational processes required by a public pension plan or other complex institutional investor. 
  • Methods to analyze the quality, accuracy, and reliability of manager and consultant reports and the application of such data. 
  • Applicable investment laws, rules, regulations, compliance considerations and professional standards. 
  • Fiscal, actuarial, budgetary and cost projection principles and procedures pertaining to retirement system funding. 
  • Peer networks within the pension or broader institutional investment community, including the available field of outside investment managers and consultants 
  • Performance evaluation and talent management techniques as it pertains to mentoring and developing a high performing, engaged internal staff. 

Skills/Ability to: 
  • Establish and maintain professional relationships with members of the Board of Retirement, OCERS management and professional staff, and consultants. 
  • Evaluate the overall performance of the external investment managers and consultants and recommend changes when necessary. 
  • Coordinate internal staff activity, as assigned, directed or guided by the CIO. 
  • Understand and interpret laws, rules and regulations governing the investment of public funds. 
  • Analyze current economic, financial and market trends worldwide on an ongoing basis. 
  • Manage quantitative research projects and evaluate risk models. 
  • Evaluate and negotiate investment manager contracts including liquidity terms, fee structures and other OCERS’ requirements 
  • Evaluate complex investment transactions. 
  • Interact with external service providers such as actuarial and investment consultants, legal counsel, custodians and money managers. 
  • Prepare comprehensive correspondence, reports, and budget documents for the CIO and the Board of Retirement, executive staff, and managers and present orally and in writing. 
  • Exhibit exemplary interpersonal skills and exercise sound judgment and professionalism in business matters. 
  • Understand and assess the quality, accuracy and reliability of manager and consultant reports. 
  • Communicate in English clearly, concisely and effectively both orally and in writing. 
  • Perform job functions independently and in an ethical and objective manner. 
  • Use computer software to compose spreadsheets, graphs, flowcharts, calculations and time reports, etc. 
  • Establish written internal operating procedures and systems that assure knowledge transfer, institutional memory and sufficiency of training materials. 

Compensation and Benefits
Compensation will be determined based on the experience level, credentials and personal characteristics of the candidate. OCERS employee benefits program will be offered to the successful candidate. The competitive benefit package includes retirement and deferred compensation programs; health, dental, life and disability insurance; professional organization memberships and tuition reimbursement up to $3,000 maximum annually; a taxable optional benefit plan; and annual leave. Relocation expenses will be negotiated on an individual basis. 
Physical and Mental Requirements:
  • Speak and hear well enough to communicate clearly and understandably in person, over the telephone and in small groups. 
  • Manual dexterity sufficient to use hands, arms and shoulders repetitively to operate a telephone, keyboard, write, and use a calculator. 
  • Mental stamina to interact professionally with members of the Board of Retirement, Plan Sponsors, peers and consultants. 
  • Vision sufficient to read fine print and a computer monitor. 
  • Independent body mobility, agility, and stamina to stand, walk, stoop, bend, and twist, to access a standard office environment. 
  • Ability to sit for prolonged periods of time. 
  • Body strength sufficient to lift up to 15 pounds and carry files. 

Environmental Conditions:
  • The primary work place is in an office environment, working with standard office equipment. 
  • Peripheral office equipment generates a quiet to moderate noise level. 
  • Operates in an environment that includes elected officials, non-elected officials, government agencies, community interest groups and the general public in the development and coordination of OCERS affairs. 
  • Out of area travel may be required to attend professional conferences, due diligence, and meetings. 


OCERS Human Resources Department screens all applications and supplemental information forms to identify the qualified candidates. Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.

Application Rating: 
(Refer/Non-Refer) Application materials will be rated by a panel of job knowledge experts for those qualifications most needed to perform the duties of the job. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail.

Qualifications Appraisal Panel: 
(Weighted 100%) Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.

Based on OCERS needs and the number of applications received, the selection procedures listed above may be modified and all affected candidates will be notified.

Only on-line applications with the completed supplemental questions will be accepted.
E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account. 

Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above. 

It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application. 

You may apply on-line at the OCERS website:

$64.06 - $111.56 Hourly $5,124.81 - $8,925.00 Biweekly $11,103.75 - $19,337.50 Monthly $133,245.00 - $232,050.00 Annually

ISSUE DATE: 7/30/2018 


OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply. 

Wednesday, August 8, 2018

Research Associate, Hotchkis & Wiley - Los Angeles & Newport Beach

Hotchkis & Wiley
Job Description: Research Associate
Location: Los Angeles and Newport Beach
Position: Hotchkis & Wiley seeks a highly motivated individual to become part of our Research Associate Program. The Research Associates support our Investment Team, which currently consists of 22 members, by allowing them to devote more of their time to company research and portfolio construction. The program is a 2 year program (which the company may extend to three years) and will provide an excellent opportunity for someone who wants to gain exposure to the asset management business. This particular Research Associate will be dedicated to supporting our High Yield team and the incumbent will split their time between our head office in Los Angeles and our Newport Beach office where our High Yield team is based.
Supporting High Yield investment team members by:
  • assisting in all quantitative portfolio modeling 
  • assisting with credit research on issuers and industries and presenting ideas as needed 
  • undertaking ad-hoc projects for the portfolio managers 
  • preparing portfolio analyses for client presentations

Candidate Profile:
We seek candidates with the following attributes: 
  • high proficiency in excel; financial modeling experience is desired 
  • in-depth knowledge of fixed income mathematics, financial statement analysis, accounting and finance
  • credit analytical skills 
  • excellent communication skills 
  • knowledge of Bloomberg is a bonus but not essential

Two or three years of prior work experience in investment banking, capital markets, accounting or related financial services is a priority for us and study for the CFA is encouraged. This position would ideally suit someone with experience in high yield bonds or commercial loans. While this program was originally designed to give pre-MBA candidates the unique opportunity to experience the asset management business prior to Business School, we will not discount applications from interested MBA candidates whom we believe would derive benefit from our program.
Company Background: Hotchkis & Wiley is an institutional asset management firm overseeing U.S. and global value equity and high yield portfolios for clients world wide. The firm currently manages approx. $32 billion in assets and is majority owned by its management and employees. For more information refer to our website:
Interested candidates please email a resume and cover letter to: 
Sue Ross 
Managing Director - Human Resources 
Hotchkis & Wiley 
725 South Figueroa Street, 39th floor 
Los Angeles, California 90017-5400 

Monday, July 16, 2018

Investment Associate, NFP - Aliso Viejo

Investment Associate, NFP - Aliso Viejo

Position Overview:
Entry level position supports Retirement Plan Advisors by creating investment due diligence reports, answering investment/retirement related questions, maintaining department files, contributing to the investment due diligence process on money managers and various ad-hoc reporting/analysis as needed.

Principal Duties and Responsibilities:
  1. Generate/ generate Fiduciary Investment Reviews for Advisors and clients
  2. Facilitate the requests of Advisors for information on money managers and other retirement related subjects.
  3. Read and understand reports and multiple sources of information in order to properly account and report on data for use by department personnel.
  4. Assist with the quarterly investment due diligence process, investment data verification, creation of reports such as fund fact sheets and investment policy statements, and other ad-hoc investment related research reports
  5. Complete special projects as assigned by management
  6. Provide other requested services and duties without regard to classification.
Minimum Requirements for Education, Experience, and Certifications/Licenses: 
  1. BA/BS, economics/business/finance degrees preferred
  2. Proficiency in Excel, Word, and Powerpoint

Abilities & Skills:
  1. Excellent written and oral presentations and communication
  2. Knowledge and awareness of markets and retirement plans desired, but not required
Physical Demands:
These physical demands are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  1. Able to lift and carry 15 pounds

To apply: Please send your resume to

Friday, May 4, 2018

Analyst, Systematic Equity, Allianz - San Diego

Analyst, Systematic Equity, Allianz Global Investors - San Diego, CA

Division AllianzGI U.S. LLC
Department/Function Systematic Equity
Corporate Title N/A
Functional Title Analyst
Reporting To (solid / dotted line) Managing Director, Portfolio Manager
Direct Reports N/A
Location San Diego
Position Summary This position is responsible for quantitative research and communicate to clients and prospects on the team’s investment philosophy and processes and how it can add value in their portfolios.
Role & Responsibilities (duties and essential job functions) Quantitative Research across the platform focused on small cap and emerging market equities
• Research will focus towards machine learning and big data
• Analysis of performance
• Analysis of performance and presentation of products and results to clients
• Present to clients and prospects (across all channels) in different countries our investment strategies and the philosophy and process.
Experience / Knowledge Qualifications and Skills (required, preferred; technical, functional skills) Required:
• BS in Finance, Accounting, Economics or Financial Engineering or smiliar field
• CFA or currently in CFA progression with a minimum of 2-5 years experience in the financial industry, with a focus on research
• Strong programming skills (SAS, Python, Matlab, etc).
• Demonstrated experience with handling big data
• Eloquency and high proficiency in English; strong communication skills required
• Excellent presentation skills
• Extremely hard working with high integrity
• Strong organizational skills and ability to work well in a demanding team-centered environment
Contact Kim Van Fleet, AVP, Human Resources/ 

Allianz Global Investors is an Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, color, religion, age, gender, sexual orientation, veteran status, national origin or disability. Allianz Global Investors hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

Equity Research Intern, Roth Capital Partners - Newport Beach, CA

Equity Research Intern, Roth Capital Partners - Newport Beach, CA
Equity Research – Intern
Sector: Industrials
We seek a current student or recent graduate to join our team as an Equity Research Intern. The internship has the potential for a full-time position. Our Industrials practice primarily focuses on the automotive, construction equipment, and general industry markets.
This position is available immediately. If you are interested, please send a cover letter and resume to Bradley Noss,
Application Requirements
·         Ability to work minimum of 20 hours per week; 40 hours per week is preferred.
·         Must be able to demonstrate interest in stock/investment analysis.
Job Description
·         Sell-side equity research at a boutique investment bank.
·         Maintain market intelligence system and provide ongoing monitoring of the Industrials industry.
·         Examine market data to identify and analyze current industry trends and provide ongoing findings.
·         Assist with research for reports and notes on companies for distribution to institutional clients.
·         Conduct primary research.
·         Develop financial models and conduct financial statement analysis to evaluate historical information and generate earnings forecasts.
·         Pays minimum wage.
·         Bachelor degree (in progress if undergraduate student).
·         Superior quantitative, analytical, and writing skills.
·         Capacity to quickly analyze and synthesize substantial volumes of information in a short period of time.
·         Detail-oriented.
·         Excellent communication skills.
·         Strong work ethic and intellectual curiosity
·         Good organizational and time management skills.
·         Entrepreneurial spirit and ability to work on a small team.
To apply: Please contact Bradley Noss, Equity Research Associate at