Tuesday, June 21, 2016

Miscellaneous, First Republic Bank - Los Angeles

Miscellaneous, First Republic Bank - Los Angeles

Senior Credit Analyst/Underwriter
  1. Senior Credit Analyst/Underwriter
    More information about this job: Overview: Responsible for ensuring that all SFR, 1-4 loans are set up, underwritten and processed in a timely manner while meeting all regulatory compliance requirements and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers. Individual must have a thorough understanding of SFR processing, documentation and underwriting. Responsibilities: …
  2. Competitive
  • Los Angeles, CA, USA
  • Permanent, Full time
  • First Republic Bank
  • Updated on: 21 Jun 16
  1. Preferred Banking Client Services Associate
    More information about this job: Overview: Responsible for providing prompt, accurate and courteous response to internal and external preferred banking client's inquiries. Work effectively with team members to maximize customer service and to resolve client needs. Ask questions to understand client's full banking needs, interact with other banking departments to ensure complete banking needs are met. Demonstrate versatility and customer responsiveness by performing all department functions a…
  2. Competitive            
  • Los Angeles, CA, USA
  • Permanent, Full time
  • First Republic Bank
  • Updated on: 21 Jun 16        
Digital Banking Associate
  1. Digital Banking Associate
    More information about this job: Overview: The Digital Banking Associate is the one-stop-shop for all technology needs for First Republic Banks's internal and external clients. Those in the position are tasked with mastering all Cash Management platforms - Personal Online Banking, Corporate Online Banking, Mobile Banking, Remote Deposit Capture, Lockbox, and Automated Clearing House. Responsibilities: The responsibility of the position is split between client acquisition and client retention. The Digital B…
  2. Competitive            
  • Los Angeles, CA, USA
  • Permanent, Full time
  • First Republic Bank
  • Updated on: 21 Jun 16        
  1. Loan Administrator - Construction Loans
    More information about this job: Overview: As a Construction loan administrator, you will support the Construction loan Relationship managers and the loan specialist team to help maintain the construction loan pipeline. Utilizing your knowledge of processing construction real estate, you will act as a team liaison between client, RM and Loan specialist to help maintain the existing construction pipeline and new construction loan closings. In this role, your focus will be to help organize the con…
  2. Competitive            
  • Los Angeles, CA, USA
  • Permanent, Full time
  • First Republic Bank
  • Updated on: 21 Jun 16
  1. Online Banking - Team Lead I
    More information about this job: Overview: Responsible for providing quality and efficient client customer service through the daily management of employees. Responsible for monitering the workflow and call volume of the Online Support Team and direct supervison of Online Support Analysts to include hiring, motivating, coaching, training and problem solving. Handling escalated issues from agents or as they are reported and ensuring that cases are managed properly and in a timely manner. Primary focus on en…
  2. Competitive

  • Los Angeles, CA, USA
  • Permanent, Full time
  • First Republic Bank
  • Updated on: 21 Jun 16

Miscellaneous, Trust Company of the West - Los Angeles

Miscellaneous, Trust Company of the West - Los Angeles
  1. The Operations Cash Management Group is responsible for efficiently and effectively monitoring and reporting cash flow information for the Firm’s Clients Accounts and Mutual Funds. The Cash Management Specialist will have responsibilities for supporting the team with cash flow processing for all investment products.
    This position will require a solid understanding   of cash flow impacts for cash forecasting and portfolio investing.  The Cash Management Specialist will work closely with internal and external business partners and respond t…
  2. Commensurate with experience
  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Updated on: 21 Jun 16        
  1. The Cash Management Group is responsible for efficiently and effectively monitoring and reporting cash flow information for the Firm’s Clients Accounts and Mutual Funds. The Manager, Cash Management will be responsible for managing and overseeing enterprise wide cash flow processes for all investment products. This position will require a broad functional understanding of cash flow impacts for cash forecasting and portfolio investing.
    In this position, the Manager, Cash Management, will work closely with internal business partners to iden…
  2. Commensurate with experience

  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Updated on: 21 Jun 16          
  1. This position is suitable for undergraduate-level candidates seeking to develop a career in equity research. The incumbent will support multiple Equity Research Analysts by compiling data and formulating analysis and opinions to be used in buy/sell/hold recommendations.
    Specific responsibilities include financial model building and updating, competitive analysis, market research, and company research. Candidate must be knowledgeable and proficient in working with financial statements and have the ability to construct income statements, ba…
  2. Commensurate with experience

  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Updated on: 21 Jun 16      
  1. Investment Control Analyst

  2. The Investment Control Analyst will join a team of investment compliance professionals that provides compliance support to our investment teams, as well as other functions within TCW. Specifically, this individual will be responsible for monitoring current holdings and daily trading activity against client guidelines, restrictions, internal policies/procedures, and relevant regulatory requirements.
    In addition, this individual will be involved in the coding of restrictions, reporting, trade oversight and strategic projects. Responsibiliti…
  3. Commensurate with experience

  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Updated on: 18 Jun 16  
  1. Fund Accounting Supervisor

  2. The Client & Fund Reporting-Alternatives Investments department has oversight responsibility over the financial reporting of the various direct lending, private equity, and other alternative funds administered at TCW, totaling over $8 Billion in assets under management.
    The Fund Accounting Supervisor will be an integral member within the Client and Fund Reporting-Alternatives group and will be responsible for working with various internal and external teams (Boston and Los Angeles) in ensuring the timely completion and reporting of variou…
  3. Commensurate with experience

  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Posted on: 17 Jun 16     
  1. Market Data Administrator

  2. The Market Data Administrator will be responsible for administering all aspects of TCW’s Market Data Service accounts including account administration, new service provisioning, usage tracking and reporting, planning and coordinating renewals, and reconciling vendor invoices for approval and payment.
    This includes maintaining the Market Data Service databases, monitoring employee role changes, tracking soft dollar payments in internal and external systems, updating budget records, and maintaining Vendor contact records and other files.  T…
  3. Commensurate with experience

  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Posted on: 17 Jun 16      
  1. Compliance Associate

  2. The Compliance Associate (Broker Dealer and Marketing Compliance) will primarily be responsible for reviewing, commenting on and revising marketing material to ensure compliance with applicable SEC and FINRA rules, regulation and guidance. The qualified candidate will also assist the broker dealer CCO with the oversight and supervision of the broker dealer, including conducting or assisting with branch office inspections.
    This is a hands-on position in compliance within an organization of approximately 600 employees.  The individual will …
  3. Commensurate with experience

  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Updated on: 17 Jun 16        
  1. AVP, Global/Derivatives Settlements Supervisor

  2. The Supervisor will support the responsibilities assigned to Global and Derivatives Settlements, and will assist the Manager in providing oversight for day-to-day tasks assigned to this Settlements Team. This position will be responsible for the smooth operation for securities trade settlement with dedicated focus on Emerging Market Trades by confirming and finalizing transactions, communicating with brokers and custodian banks on security and FX instructions, and resolving trade discrepancies.
    The Supervisor will work closely with the Em…
  3. Commensurate with experience            
  • Los Angeles, CA, USA
  • Permanent, Full time
  • TCW
  • Updated on: 16 Jun 16

Thursday, June 16, 2016

Investment Perf Analyst, Aristotle - Los Angeles

Investment Performance Analyst, Aristotle Capital Management, LLC - Los Angeles
Aristotle Capital Management, LLC is an independent primarily employee-owned investment advisor with offices in Los Angeles and Orange County, California.  Our clients include institutional and high net worth individuals.  Please visit www.aristotlecap.com for more information on our firm.
Job Title:             Investment Performance Analyst
Location:             Los Angeles, CA
We seek an Investment Performance Analyst to join the Compliance team.  This position will be responsible for working with the team to monitor the calculation of account and composite returns. The role will also include assisting with the reconciliation and resolution of performance discrepancies; analyzing and interpreting data; identifying trends; and seeking opportunities for improvement and enhanced reporting.  The position will report to the Director of Compliance.
Principal Job Functions Include (but not limited to):
·         Analyze portfolio and composite performance on a daily basis; work with Operations team to resolve issues timely.
·         Maintain composites and all associated processes in accordance with the Global Investment Performance Standards (GIPS) and internal Policies and Procedures.
·         Manage the monthly performance validation process by reviewing and confirming security and portfolio performance.
·         Analyze error logs generated by portfolio performance systems; troubleshoot and correct performance discrepancies as needed.
·         Research and provide explanations on reconciling items and/or system issues related to performance measurement; propose improvements and solutions to prevent new issues.
·         Create ad-hoc and periodic analytical, performance and attribution reporting as requested.
·         Identify ways to improve productivity and efficiency within performance calculation and measurement process internally and document procedures.
·         Participate in the GIPS verification process.
·         Provide assistance on special projects.
Job Related Qualifications:
Knowledge / Skills / Abilities
·         Working knowledge of GIPS and investment performance concepts strongly preferred.
·         Experience working with security data across financial markets, including equities and fixed income.
·         Advanced problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement.
·         Experience with Advent portfolio accounting systems (APX and/or Geneva) preferred.
·         Strong attention to detail and organizational skills; ability to multi-task; self-motivated and team oriented professional.
·         Aptitude to learn new systems and software.
·         Strong communication skills and proficient computer skills (Microsoft Office Suite, with emphasis on Excel, Word and PowerPoint applications)
EducationFour-year Undergraduate Degree from accredited college or university.
Work Experience
Minimum two (2) years of performance measurement and reporting experience for an investment management firm.
Physical Hazards – Health and Safety Concerns:
Mental & Sensory Activity RequiredMust be able to quickly absorb relevant knowledge as it relates to assigned projects.
Work Area Hazards & Equipment
Minimal.  Use of standard office equipment - computer, internet, printer, photocopy machine, fax machine, phone unit, etc.
Interested applicants must provide a cover letter, resume and salary requirements to hr@aristotlecap.com. 
No phone calls.  Relocation expenses not provided.
The above description identifies the essential job functions and skills needed by the person or persons assigned to this position.  These job functions and skills are not intended to be a complete and exhaustive list of all responsibilities, duties and skills required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.  The information contained herein is subject to change at the company's discretion.
Aristotle is an Equal Employment Opportunity Employer.
Aristotle Capital Management, LLC, Aristotle Credit Partners, LLC, and Aristotle Capital Boston, LLC are affiliated organizations. Each is an independent investment adviser separately registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about each adviser including the investment strategies, fees and objectives can be found in their ADV Part 2, which is available upon request.

Investment Assoc, Sabra Health Care REIT - Irvine

Investment Associate, Sabra Health Care REIT - Irvine

Position Title:   Investment Associate
Department:      Investments
Reports to:         VP of Acquisitions and SVP of Asset Management
Sabra Health Care REIT, Inc., is a self-administered, self-managed health care real estate investment trust (“REIT”) that invests in the United States and Canada.  As of March 31, 2016, Sabra’s investment portfolio included 178 real estate properties held for investment and leased to operators/tenants under triple-net lease agreements (consisting of (i) 102 Skilled Nursing/Transitional Care facilities, (ii) 75 Senior Housing facilities, and (iii) one Acute Care Hospital), one asset held for sale, 17 investments in loans receivable (consisting of (i) eight mortgage loans, (ii) four construction loans, (iii) one mezzanine loan, and (iv) three pre-development loans) and (v) one debtor-in-possession loan ("DIP")), and 10 preferred equity investments. Included in the 178 real estate properties held for investment are two 100% owned Senior Housing facilities leased through RIDEA-compliant structures. As of March 31, 2016, Sabra’s real estate properties held for investment included 18,332 beds/units, spread across the United States and Canada.
Job Duties
  • Monitor, maintain, and review acquisition transaction pipeline
  • Underwrite and model cash flows for potential acquisitions
  • Participate in the negotiation of purchase and sale agreements, leases, and debt agreements.
  • Perform financial due diligence once a property is under contract, including assisting in audits to verify pro-forma assumptions
  • Maintain deal and market information files
  • Support outside parties with due diligence items related to investments being disposed
  • Manage and analyze Sabra’s financial and asset management databases and data visualization platform with help from outside consultants.
  • Collaborate with members of the acquisitions, asset management and finance groups on enhancements to data visualization platform
  • Prepare and help present quarterly asset related analyses and reports to upper management
  • Monitor compliance with leases and loans with the Company’s tenants and borrowers, respectively
  • Provide support to Asset Managers and Senior Management in updating asset management analyses and reports, coordinating tenant information requests, etc.
  • Review of financial statements of investments (P/L, Balance sheet, cash flow statements, proformas) to identify trends or potential areas of concern
Required Skills
·         Bachelor’s or Master’s degree in business, with an emphasis in finance a plus;
·         Ability to meet tight timeframes and deadlines while working independently with little supervision

·         Ability to read, interpret and analyze investment-related documents (e.g., purchase and sale agreements, lease agreements, etc.)
·         Extremely high attention to details and excellent organizational skills
·         Ability to learn quickly, multi-task and take on new responsibilities
·         Excellent computer skills (Microsoft Office Suite required, SAP Business Objects and MRI a plus)

·         Experience with ERP systems a plus, such as SAP Business Objects, Hyperion or Cognos;
·         Ability to work in a non-hierarchical, collaborative, results oriented environment
·         Excellent verbal, written and interpersonal communication skills
·         Self disciplined in performing job tasks
·         Ability to interact/build collaborative relationships with tenants and operators
To apply or inquire, please contact:
Michael Costa, Senior Vice President – Finance and Controller

Wednesday, June 8, 2016

Assistant Treasurer-Tax Collector : Investments, County of Orange - Santa Ana, CA



Application Deadline: Sunday, July 17, 2016 at 11:59PM (PST)

The mission of the Treasurer-Tax Collector is to ensure safe and timely receipt, deposit, collection and investment of public funds. Our vision is to implement best business practices which maximize value, minimize costs and provide timely, accurate and courteous service to our internal and external customers. To accomplish our mission and vision, we will invest public funds in a manner that provides maximum security of principal and maintains the public trust; maintain sufficient liquidity to enable participants to meet their operating cash requirements; obtain a stable market rate of return throughout budgetary and economic cycles; provide timely, cost-effective, accurate and courteous customer service; invest resources to develop and maintain knowledgeable and competent staff; act in an ethical and professional manner while maintaining honest, respectful and open communications; and, streamline cashiering and collection processes to increase timely collection of public revenues for the benefit of Orange County citizens. 
Under policy direction from the elected Treasurer-Tax Collector (TTC), this position plans, manages, and directs both day-to-day investing activities and broad investment programs of the public funds held by the TTC. This position manages the Investments Division and performs a variety of investment, cash management and debt related functions. It is responsible for developing and implementing policies related to investing, reporting and safekeeping of public funds to meet the objectives of safety, liquidity, and yield and ensure investments comply with all regulations. This position develops and implements policy related to the County and School Districts' investment of bond proceeds, and assists the TTC in carrying out fiduciary duties required for School Districts. This position is expected to deliver excellent, cost-effective customer service to pool participants. The position supervises three managers and two part-time staff.
In addition to the minimum qualifications, candidates should have five or more years of full-time professional investment management experience in a public agency, commercial bank, investment banking firm, brokerage firm or large corporation which included responsibility for the purchase and/or sale of short-term fixed income market instruments; analysis of short-term fixed income investments; economic forecasting; cash management; and/or six or more years of experience managing a multimillion dollar fixed income investment portfolio or a large complex treasury division. 
  • Chartered Financial Analyst (CFA) certification and/or Certified Public Accountant (CPA) certification and/or a current or previous license as a securities representative (Series 7, 51, and 63); highly desirable 
  • Master's Degree in business administration, finance, accounting or economics; highly desirable 
  • Relevant education such as a degree in finance, economics, or other related field of study 
  • Experience with Bloomberg, AIM and SunGard's, AvantGard, Quantum, or other investment systems 
Apply online at www.ocgov.com/jobs
Please contact Kathryn Singh at (714) 834-6199 or Kathryn.Singh@ocgov.com with any questions

Equity Research Intern, ROTH Capital Partners – Newport Beach

Equity Research Intern, ROTH Capital Partners – Newport Beach
Sector: Cleantech

We seek a recent graduate to join our team as an Equity Research Intern. Our Cleantech practice primarily focuses on the solar industry with some exposure to other sectors such as renewable power generation in general, energy efficiency, energy storage, among others. 

Application Requirements
· We are looking for a recent graduate with the ability to work 30 hours per week.

Job Description
· Sell-side equity research at a boutique investment bank.
· Maintain market intelligence system and provide ongoing monitoring of the Cleantech industry.
· Examine market data to identify and analyze current and industry trends and provide ongoing findings.
· Assist with preparation of research reports and notes on companies for distribution to institutional clients.
· Conduct primary research, surveys, and interviews.
· Develop financial models and conduct financial statement analysis to evaluate historical information and generate earnings forecasts.
· 30 hours per week at minimum wage.

· Bachelor degree
· Superior quantitative, analytical, and writing skills.
· Capacity to quickly digest 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 within a small team environment.

This position is available immediately. If interested, please send a cover letter and resume to Justin Clare, jclare@roth.com

Thursday, May 19, 2016

Chief Investment Officer, Portfolio Manager - Southern CA

Chief Investment Officer, Portfolio Manager - Southern CA
Role: Chief Investment Officer - Portfolio Manager
Focus: Portfolio Manager/ Management
Experience: 5+ years
Location: Southern CA

Job Description:  Manage Portfolio, Investor and Institutional relationships for a local RIA that has Local and National Distribution through one of the country's largest Broker Dealer's via 10,000 reps.

Salary range: 125K - 200K + Bonus + Equity Potential

Please forward resumes to:
Joe Powers, jpowers@mrainc.org
Tel: 508-429-3643

Monday, April 25, 2016

Investment Writer - Washington DC area

Investment Writer (553-18) - Washington DC area

COMPENSATION:  Competitive salary and benefits

SUMMARY:  The Investment Writer is an integral member of the Portfolio Analysis and Communications Team, which serves as the in-house brand ambassador, responsible for creating a wide range of specialized internal and external content. The position will primarily be responsible for using proprietary research, attribution reports, internal reporting, and other analytics to create recurring written commentary, high-quality responses to complex ad hoc client requests, and other value-added communications. Additionally, the Investment Writer ensures all material is consistent with brand standards and effectively conveys accurate, accessible and compelling information.

Develop and refine regular written commentary for clients across a variety of topics, including strategy or portfolio company updates, investment results highlights, and macroeconomic views
Provide editorial support for newly created or updated marketing collateral and assist with the development of compelling visual messages
Respond to ad hoc attribution and commentary requests in a timely and accurate manner
Work with firm’s Compliance Team to ensure materials uphold regulatory requirements and firm guidelines

Bachelor’s degree is required
7+ years of relevant experience, preferably within the investment management industry
Experienced writer with strong investment knowledge
Resourceful with inherent analytical and problem solving abilities
Meticulous attention to detail and quality control
A keen eye for consistency and strong proofreading skills
Strong organizational and communication skills
Proficient with investment performance statistics and able to translate financial information into clear and concise written insights
Demonstrated ability to formulate and convey a differentiated story
Ability to prioritize, multitask, and deliver multiple projects against critical deadlines
Responds well to direction; can work independently and in a team environment
Ability to build relationships with various constituencies throughout the firm
Experience with FactSet Portfolio Analytics a plus, but not required

If you are interested in this opening, please email your resume as an MS Word attachment to:
Marci Tsiribas
BCI - Financial Services Recruiting

Tuesday, April 19, 2016

Portfolio Compliance Analyst, PIMCO - Newport Beach

Portfolio Compliance Analyst, PIMCO - Newport Beach

Position Description

Portfolio Compliance oversees guideline compliance for over 2,000 separate accounts and offshore funds on a post-trade basis, which includes an independent compliance verification. We perform holdings-level analysis to detect any guideline breaches in client portfolios and monitor all outstanding compliance issues from time of breach through resolution. In performing our array of compliance functions, Portfolio Compliance works closely with departments across the firm, including Account Management, Portfolio Management, Product Management, and Business Management. At its core, Portfolio Compliance monitors guideline compliance in order to manage and mitigate risk to both our clients and the firm.

The Portfolio Compliance Analyst position is a challenging and multifaceted role where responsibilities include analyzing account transactions and portfolio holdings in order to conduct a full compliance verification for all separate accounts and offshore mutual funds. Position requires research of potential compliance issues, client reporting, and working with Account and Portfolio Management in an effort to resolve outstanding violations. The role also includes participation in various ad hoc projects, such as process developments and improvements, scenario analysis, and technology testing. The position affords the opportunity to work in a fast-paced, dynamic, and challenging workplace with highly motivated and intelligent professionals.
Position Requirements

• An undergraduate degree in Finance, Economics, or Accounting is required for this role.
• Two years of general fixed income/compliance experience is desired.
• Possess strong analytical ability and excellent attention to detail.
• Effective verbal and written communication skills, ability to work in a team environment, and capable of managing multiple tasks with tight time deadlines.
• Problem solving and decision making skills are essential.
• Strong knowledge of MS Excel required (formulas and functions).
• Experience using MS Access, BusinessObjects, MS Excel VBA, and Bloomberg a plus.
• CFA designation or active status in the CFA program is a plus.
• If not already completed during the initial interview process, must score a 90% or better on the Compliance Assessment and MS Excel test.


• Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.
• Maintaining a strong commitment to quality and attention to detail; ensuring that the work product is delivered completed, accurately and on time.
• Have a strong sense of honesty and integrity.
• Maintain a professional demeanor in both routine and highly charged environments; adapt responses appropriately to each situation.
• Desire to contribute to and grow with the organization through a variety of developmental assignments.
• Display a sense of teamwork and foster a learning environment.

PIMCO is an Equal Opportunity Employer
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Please apply through the following link:

Thursday, March 31, 2016

Occassional Mizuho job postings - U.S.

Mizuho seems to be expanding in the U.S.
One can check here for occasional job postings:

Director, Investment Div, The Irvine Co - Newport Beach, CA

Director, Investment Division, The Irvine Company, LLC-Newport Beach, CA
Irvine Company® is a diversified, privately held real-estate investment company and master-planner—highly respected for its stewardship and master planning of The Irvine Ranch® in Orange County, Calif. With operations throughout coastal California, Irvine Company plans and brings to life balanced, sustainable communities with a full range of housing, job and retail centers, schools, recreation, and permanently preserved open space. Irvine Company is committed to long-term ownership and management of a high-quality portfolio—the breadth and quality of which is unmatched in the industry—with each individual property positioned at the top of its class.
As a steward of some of America’s most beautiful and scientifically important open space and parklands, the company has donated nearly 60 percent of the historic 93,000-acre Irvine Ranch in Orange County—57,000 acres—to permanently preserve these lands. The U.S. Department of Interior and the State of California have designated these parklands as “Natural Landmarks,” one of the most prestigious land preservation designations. The privately held, diversified company traces its roots to the 1860s with the formation of The Irvine Ranch® from Mexican and Spanish land grants.
Job Description
The Director position is part of the Company’s fast-paced Investment Division. Activities include evaluating various equity and fixed income investment opportunities, performing general market research and summarizing observations, writing investment recommendations for senior management, interacting with portfolio management & accounting software, producing daily, weekly, and quarterly investment reports, and monitoring a select portfolio of companies for potential investment, including credit analysis, equity valuation, business segment research, and maintaining in-depth knowledge of micro and macroeconomic trends impacting portfolio companies.
  • Analyze potential investment opportunities and perform credit analysis and equity valuation
  • Maintain and update investment portfolio reporting systems and models 
  • Produce daily, weekly, monthly and quarterly reports 
  • Respond to time-sensitive special projects
  • Maintain daily compliance procedures
  • Independently research, analyze and value companies to provide investment recommendations
  • Perform general market research & analysis
  • Analyze alternative investments as required
  • Summarize results and present conclusions with proficient technical writing
  • Prepare presentations for investment committee and board of directors meetings
  • Maintain portfolio management/accounting software 
  • 5-10 years of experience in investment related field is required
  • CFA strongly preferred, MBA a plus 
  • Strong financial modeling skills are required
  • Strong knowledge of Microsoft Excel is essential; VBA programming skills preferred
  • Proficiency in at least one programming language is preferred
  • Strong knowledge of Bloomberg is helpful
  • Strong writing, quantitative and communication skills are required
  • Ability to work well in fast-paced team environment is required
  • Must be highly motivated and able to solve problems independently
  • Strong proficiency in investment concepts and terminology required
To apply directly, please use the following link (Job Req# 22160) http://bit.ly/1Y18oeE or visit us at https://www.irvinecompany.com/careers