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investment analyst in Orange County

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  1. Experienced Wealth Manager / Financial Advisor

    The Evolution of a Professional Lifestyle Financial advisors are forced to make a difficult business decision.  Advisors must choose between working as a captive advisor at a wire house, or walk down the path of independence combining the role of an advisor with the day to day business operations & concerns of running an office. Golden State Wealth Management takes the best of both options and brings them to our advisors. Golden State Wealth Management was founded on a simple philosophy: Own ...

  2. Research Intern (Paid Position)(Spring/Summer)

    Industries: Investment Banking, Financial Services, Private Equity, M&A Location: Newport Beach, CA Job Type: Part Time Education Level: Currently enrolled as a student at a 4 year college Career Level: Student (Undergraduate/Graduate) Compensation: $8 per hour About PAID INTERNSHIPS.  Spring and Summer opportunities. Harvey & Company LLC is a leading buy-side M&A firm that develops and executes acquisition and new issuance strategies with private equity funds, hedge funds, corporations, and proven ...

  3. Finance Manager

     The Finance Manager is responsible for day-to-day oversight of management reporting, forecasting and budgeting processes for Assets under Management (AUM), revenues and AUM-related expenses.  This position is also responsible for delivering detailed profitability analyses by product and channel. This role requires an individual comfortable managing and enhancing large and complex Excel-based models while maintaining an uncompromising attention to detail.      Essential Duties and Responsibilities ...

  4. Treasury Analyst

    Do you have treasury experience from the mortgage industry and want to get your foot back in the door? We have an excellent opportunity with a growing company that offers excellent benefits and incredible growth potential. The Treasury Facility Analyst is responsible for financial planning and analysis to forecast budgets and financial status. Research economic trends and investment opportunities. Determines procurement of funds and monitors investments and collections.Prepare and/or process bank ...

  5. Acquisitions Analyst

    Our client is a top-tier employer and they are looking for an Acquisitions Analyst to join their firm. Some of the responsibilities will include the following: *Construct and maintain financial models for proposed investments *Manipulate models to perform sensitivity and scenario analysis *Assist in underwriting due diligence, incl. market, operations and financial analysis *Calculate un/levered IRR, NPV and earnings accretion/dilution *Help draft investment committee and board of director ...