Investment Associate
X4 Engineering
San Diego | On-site | Competitive Salary + Bonus I'm partnering with a fast-growing consultancy that works with some of the most exciting venture capital firms in the market, supporting them across fund operations, financial reporting, investor relations and portfolio management. They're looking to hire two Investment Operations Associates to join their close-knit San Diego team. This is a unique opportunity for someone who wants to build a long-term career in venture capital rather than remain in a traditional accounting or audit role. You'll begin by developing a strong foundation in fund operations, financial reporting and investor management before gradually taking on broader responsibilities across portfolio analysis, fundraising support, investment operations and strategic finance. The team is passionate about developing well-rounded finance professionals, giving you exposure to every stage of the venture capital lifecycle and the opportunity to learn directly from experienced investment professionals. What you’ll be doing: Review fund financial statements, capital account statements and investor allocations Support fund accounting activities, including capital calls, distributions and reconciliations Assist with financial analysis, forecasting and performance reporting Work alongside fund administrators, auditors and third-party providers Support investor reporting, onboarding and client communication Contribute to operational improvements and strategic projects across the venture business What we’re looking for: Bachelor's degree in Accounting, Finance or a related discipline. 1-4 years' experience in fund accounting, public accounting, investment operations, venture capital, private equity or financial services. Strong Excel skills and an analytical mindset. Excellent communication skills and attention to detail. A proactive, ambitious individual who wants to learn, take ownership and grow into a broader investment-focused role. The role is on-site 5 days a week in La Jolla. Looking at a salary of $90,000-$120,000. Bonuses are uncapped and have seen people earn up to 100%. #J-18808-Ljbffr
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...GENERAL RESPONSIBILITIES The Investment Operations Associate works with financial representatives (FRs) to deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help financial representatives...SuggestedWork experience placementWork at officeLocal area- Overview LG Electronics North America is looking for an Investment Associate to join their team in Santa Clara, CA. In this role, you'll assist with the investment process, from sourcing deals to conducting due diligence. You'll also have the opportunity to network with...Suggested
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...leverage. Provide guidance and support to junior credit analysts, fostering their professional development. Identify credit risks associated with commercial loan applicants. Prepare credit reports summarizing findings and underwriting recommendations for large...Work at officeRemote workWork from homeFlexible hours- ...Investment Executive (Financial Advisor) Make banking a Fifth Third better We connect great people to great opportunities. Are you... ...-- San Diego, California 92101 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote...
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Portfolio Manager Want to help pets live their best lives? We're proud to be where the pets go and where the pet people go. If you want to make a real difference, create an exciting career path, feel welcome to be your whole self and nurture your wellbeing, Petco...Local areaNight shift- J.P. Morgan Chase is seeking a Private Client Investment Associate to support Private Client Advisors within Wealth Management, providing client service, operational support, and administrative assistance. The role emphasizes accurate processing of requests, client relationship...
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Job Overview Target salary range: $135,000.00 to $150,000.00 per year. Actual starting pay will vary based on factors including geographic location, experience, skills, specialty, and education. Eligible for an annual discretionary cash bonus (target 10%) and an annual...Work at officeLocal areaFlexible hours- ...Job Highlights Title : Investment Consultant Type : Full Time Experience : 2 Years Function : Retailing Location : San Diego, CA, United States Company : Charles Schwab Company Profile Charles Schwab is a leading U.S. brokerage and financial services company. It offers...Full timeWork experience placementWork at office
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CREDIT ANALYST I - Commercial Real Estate The Credit Analyst is an entry‑level position responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit underwriting and portfolio review activities. The Credit Analyst...Hourly payRemote work$136k - $190.5k
...for new ideas. Ideal candidates are well versed in high-yield credit and leveraged loans, in addition to having experience with investment grade. Sector expertise is preferred, but not required. The Contributions You'll Make: Gather and assemble information to...Local areaFlexible hours- CLUTINGER, WILLIAMS & VERHOYE, INC is seeking a Portfolio Manager/Wealth Advisor in San Diego, California. This role involves managing client portfolios, conducting market research, and developing client relationships within a collaborative team environment. The ideal candidate...
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...of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands — Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank — that remain part of the...Hourly pay- ...and conduct credit research. The ideal candidate has a strong background in high-yield credit and leveraged loans, accompanied by experience in investment-grade analysis. This role offers competitive compensation and benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- Western Alliance Bank, a subsidiary of Western Alliance Bancorporation, seeks a Senior Credit Analyst in San Diego to manage financial background data, develop credit studies, and produce loan packages for officers and executives. The role involves analytical reviews, compliance...
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