Investment management jobs in Santa Ana, CACreate job alerts

Position Summary : The CFO will oversee all financial aspects of the company, providing strategic leadership and guidance to ensure financial health and compliance. This includes strategic financial planning, management of financial risks, financial record-keeping, statistical reports for managem...

Assist in the preparation and review of business plans, financial projections, and investment proposals. The Financial Analyst performs accounting and finance functions related to financial processes, reporting, analysis, costing and interpretation and provides input to management and guidance to...

Job Summary: This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendati...

We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments. We are looking for a self-starting problem solver ...

Create and implement comprehensive business plans for each asset aligning with investment ... Bachelor's degree in business management, finance, real estate, or related discipline

Oversight and execution of the investment's operational business plan and financial strategy ... Bachelor's degree in real estate, management, economics, finance or accounting. * 7+ years of real ...

As the Investor Relations Associate, you'll manage investor communications across multiple funds and collaborate closely with senior leadership. Key Responsibilities Investor Management : * Oversee ...

RESEARCH MANAGER The Mogharebi Group is an investment advisory firm specializing in the multifamily property sector throughout the Western United States. We are seeking a full-time Research Manager

PREPARING INVESTMENT COMMITTEE AND FINANCE PACKAGES: The Senior Analyst will be responsible for ... POST CLOSING / ASSET MANAGEMENT: After the transaction is closed, the Senior Analyst will ...

... management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities. Insurance Relief™ provides ample opportunities for you to put ...

Real Estate or investment experience is preferred * Real Estate license is preferred * Strong ... While there are many property management companies, we have invested the time to design a uniquely ...

... asset investment platform that allows clients to buy and sell cryptocurrencies real-time, 24/7, ... Identify and communicate customer needs to management. * Achieve various individual business ...

The Financial & Insurance Manager will interact with customers and build customer loyalty by ... The endless variety of perspectives, experiences, skills and talents that our employees invest in ...

Set and managing the brand marketing budget to maximize return on investment * Assess the efficiency of marketing initiatives and provide feasible advice on how to improve * Stay current with ...

Collaborate with property management and leasing teams to ensure consistency in messaging and ... Build and maintain relationships with external stakeholders, including investors, brokers, and ...

Execute alternative investment paperwork and subscription documents. * Data & Workflow Management: * Maintain accurate client information across systems (CRM, custodial platforms, etc.). * Ensure ...

With a management team experienced in managing diverse properties and investment funds, Kingsbarn provides competitive returns to investors through its diversified programs. Kingsbarn is deeply ...

We have a very large installed base that is eager to take advantage of their existing investment ... Log sales activities (phone calls, site visits, quotes) in our Custom CRM to help you stay on track

While we know we have more work to do to advance diversity, equity, and inclusion, we're investing ... management, merchandising accounts and budget management. This individual will function as an ...

Area Sales Manager (ASM) - Eastern OH/Pittsburg This is a great opportunity for someone looking to ... investment for patients and professionals.

Manage business immigration cases, including PERM labor certification applications, H-1B visas, L-1 visas, O-1 visas, EB-5 investor visas, and other employment-based immigration matters. * Provide ...

Relationship Management and Communication * Develops and maintains strong client relationships ... investor and occupier services preferred. * Degree in Architecture (or related field

Project Go-to-Market (GTM) Management: * Lead and manage project teams, developing and executing ... Supervise and review investment and returns to achieve revenue and profitability goals. Reporting ...

: Pacific Life is investing in bright, agile and diverse new talent to contribute to our mission of ... We're actively seeking a talented Identity and Access Management (IAM) Engineer who will be ...