Asset management jobs in Costa Mesa, California - Page 5Crear alertas

As a Financial Analyst – Acquisitions & Asset Management, you will work directly with one of the firm’s partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals. Deal Flow & Relationship Management. Maintain a

Join PwC's dynamic tax services team, where you will provide essential advice and guidance to clients on tax planning, compliance, and strategy tailored to the asset and wealth management sector.

Asset Management & Reporting. As a Financial Analyst Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals. Deal Flow &

Asset & Wealth Management, GS Ayco Financial Wellness Team Lead, Associate - Newport Beach, CA; Albany, NY; Irving, TX location_on Newport Beach, California, United States. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advic

About the job Partnership Taxation Manager (Asset Management). We are seeking a Partnership Tax Manager (Asset Management for our client in the finance industry. As the Partnership Tax Manager (Asset Management), you will conduct primary and secondary reviews of complex tax returns and provide tax c

As a Financial Analyst Acquisitions & Asset Management, you will work directly with one of the firms partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals. Maintain a real-time pulse on all active fix & flip, bu

The Senior Asset Management Analyst is responsible for providing financial analysis and related support in executing operational strategies within MBK's asset management group, working on a portfolio of multifamily real estate assets. Monitor asset performance, including net operating income, cash f

Responsibilities for this management level include but are not limited to:. Familiarity with tax matters relevant to renewable energy, such as tax credits and asset depreciation. In this role, you'll provide invaluable advice on both local and international tax matters, acting as a strategic consult

We take pride in being a leader in the financial services marketplace, particularly in Wealth and Asset Management. Our Financial Services Organization (FSO) is uniquely positioned to address the evolving needs of clients in Banking, Capital Markets, Wealth and Asset Management, and beyond.

Join KPMG and become a vital part of an innovative team at a leading global tax firm.We offer a collaborative, forward-thinking culture that champions your professional growth.Engage with KPMG's vast network of experts and leverage our Ignition Centers, where industry expertise meets cutting-edge te

How you’ll make an impact:* Support the execution of the Workforce Benefits Division strategy to grow and scale a $1B revenue, profitable business in the Group Benefits market* Work collaboratively with partners on a variety of new business and in force initiatives to identify, assess and mitigate

As part of our growing Asset and Wealth Management team, you will work with leading clients in the sector, leveraging top-notch tax expertise and advanced technology to support your professional development.

Partnership Tax Manager (Asset Management). As the Partnership Tax Manager (Asset Management), you'll conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients all with the resources, environment, and support to help you excel.

Bachelor's degree in Finance, Real Estate, Economics, Business, or related field3-5 years of experience in asset management, property management, leasing, or related real estate roles. This role offers hands-on exposure to the full lifecycle of industrial real estate ownership, working closely with

Property Operations, Leasing, and Asset Management. Senior Manager, Asset Management - Office | Top-Tier Institutional Owner!. A leading, privately held real estate investment firm is hiring a Senior Manager of Asset Management to support its Office portfolio.

How you’ll help move us forward:**• Own the development, implementation, and operation of indexed account edging programs including IUL, FIA, and RILA• Effectively communicate hedging performance results to key stakeholders in Finance, Product Development, PLI Derivatives, Treasury, Inforce Ma

As a Financial Analyst – Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals. Asset Management & Reporting. Maintain a r

Office Properties Asset Management team. Work with leaders across regions and asset classes, gaining a full-picture view of the business. Partner with both regional asset managers and portfolio-level leadership-offering a unique dual exposure within the group.

Work closely with property operations, leasing, and asset management teams to gather input for business plans and valuation/investment analysis. Featuring innovative workplace design, quality craftsmanship, dedicated management and a collection of memorable experiences that seamlessly combine to bui

Partner with SD&A, prepare a 3-year DMA focused remodel and replacement plan for existing equity restaurants based on age of asset, condition, and asset type. Prepare Right of First Refusal analysis and provide recommendations to Management. Construction Management field, preferably in the multi-uni

The Asset Management team provides management, advisory, underwriting and analytical support. The Team works in collaboration with property operations, leasing, asset management, development, acquisition, financing and accounting colleagues. Work closely with property operations, leasing and asset m

Partner with SD&A, prepare a 3-year DMA focused remodel and replacement plan for existing equity restaurants based on age of asset, condition, and asset type + Oversee and manage the Closed Store De-Image Program, Excess Property Disposition and Maintenance, and the Corporate Lease Expiration, renew

Real Estate Asset Management Specialist. Partner with SD&A, prepare a 3-year DMA focused remodel and replacement plan for existing equity restaurants based on age of asset, condition, and asset type. Prepare Right of First Refusal analysis and provide recommendations to Management.

Senior Manager, Asset Management. Work closely with property operations, leasing, and asset management teams to gather input for business plans and valuation/investment analysis. This role primarily focuses on financial analysis and valuation of real estate assets, utilizing models like Net Present

Our holistic approach incorporates financial planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning and cash management.

The ideal candidate will have over 10 years in Risk Management within the relevant field, strong analytical skills, and a collaborative approach.

Partner with senior management on key initiatives and the growth and development of our team.

Lead the development of standardized testing frameworks and environments to enable functional, integration, system, and scale testing across PL Engineering* Ensure performance and quality products are in line with best practices and standards on testing, engineering excellence and quality management

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

A prominent financial services company is looking for a Director of Software Engineering in Test to drive quality assurance and automation strategies in Newport Beach, CA.This hybrid role requires over 12 years of experience in testing practices and software engineering principles.The ideal candidat

As a Partnership Taxation Manager (Asset Management), you will lead and review complex partnership tax engagements while providing high-quality tax consulting services to asset management clients. Partnership Taxation Manager (Asset Management) Hybrid.

You will fill a new role on the Infrastructure Investment Team, which currently consists of seven investment professionals housed within the Private Assets department of PLI. How you will make an impact:*** Lead the underwriting process for infrastructure equity fund investments and direct co-invest

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei

Demonstrated experience with vendor management, especially large-scale cloud-based solution providers.

As a manager in our Wealth & Asset Management practice, you will lead tax compliance and advisory engagements for hedge fund, private equity, and mutual fund clients. Financial Services - Wealth and Asset Management - Tax Manager. Our focused model and bold ambition have put us at the center of the

Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. The experience you bring:*** 8+ years of

Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, I

A financial solutions provider in Newport Beach is seeking a technology leader with 12+ years of experience in engineering and architecture.Responsibilities include shaping a technology vision, leading transformation initiatives, and managing vendor relations.Candidates should possess strong strateg

The Senior Asset Management Analyst is responsible for providing financial analysis and related support in executing operational strategies within MBK's asset management group, working on a portfolio of multifamily real estate assets. Monitor asset performance, including net operating income, cash f

A leading asset management firm in Newport Beach, CA is seeking an experienced Infrastructure Equity Director to lead the underwriting process for infrastructure equity fund investments.

Partnership Tax Review Consultant/h2pPermanent hybrid position (3 days/week in-office) in Irvine, CA; Los Angeles, CA; or San Francisco, CA to focus on partnership tax reviews, consulting, and client service in asset management.

Risk, Compliance, CISO)* Promote a risk-aware culture and drive consistent and effective management practices* Develop and maintain division-level risk governance and reporting* Remain engaged with the competitive landscape, providing an understanding of competitor risk practices to stakeholders* Co

Partnership Tax Manager (Asset Management). As the Partnership Tax Manager (Asset Management), you'll conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients all with the resources, environment, and support to help you excel.

A leading investment management firm is seeking an experienced Project Finance Director to join their Infrastructure Investment Team in Newport Beach, CA.

Assist RBDs in project management efforts for large corporate implementations and roll outs. Project management skills and strong independent decision-making skills. Founded in 1869, we are a leading global investment banking, securities and investment management firm.

The ideal candidate will have over 10 years in Risk Management within the relevant field, strong analytical skills, and a collaborative approach.

Asset management experience or BIG 5 experience. They are urgently seeking a Python engineer with strong asset management or BIG 5 experience. They are one of the top financial trading and asset management companies in the US and offer a wide variety of skills development, big financial industry kno

How you’ll make an impact:* Support the execution of the Workforce Benefits Division strategy to grow and scale a $1B revenue, profitable business in the Group Benefits market* Work collaboratively with partners on a variety of new business and in force initiatives to identify, assess and mitigate