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
$100k - $200k
...Vertigo Real Estate Ventures is a fast-growing investment firm specializing in sourcing and selling distressed real estate assets to investors across multiple markets. With offices in Denver, San Diego, South Florida and Raleigh. Our team operates in a high-performance...Suggested$65k - $75k
...Overview 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 increase...SuggestedWork experience placementWork at officeLocal area$28.85 - $39.9 per hour
JPMorgan Chase is looking for a Private Client Investment Associate in San Diego, CA. In this role, you will provide client service and administrative support to Private Client Advisors within Wealth Management. Responsibilities include supporting the Advisors' book of...SuggestedHourly pay- Veracyte in San Diego is seeking an Investor Relations Manager to drive coordination of key Investor Relations activities. This hybrid role requires a professional with a proven track record in investor relations and finance, capable of managing complex financial communications...Suggested
$95k - $120k
...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 commercial...SuggestedFull timeWork at officeFlexible hours- Position: Senior Credit Analyst Who We Are: Renovo Financial is a rapidly growing Chicago-based private lender and mortgage servicer working with real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on supporting...Full timeTemporary workWork at office
$121.6k - $182.4k
Join Petco 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 is the...Minimum wageLocal areaNight shift- San Diego County Credit Union is seeking a Commercial Loan Credit Analyst to support credit evaluations for new and existing commercial relationships, including CRE underwriting. The role requires presenting clear analyses and risk assessments with minimal guidance. The...
- ...quantitative field, required. Certifications / Licenses Fellow or Associate of the Casualty Actuarial Society strongly preferred.... ...how innovations will be deployed to produce higher return on investments. Analyzes previously used concepts, processes or trends to devise...Immediate startWork from homeFlexible hours
- VP, Portfolio Manager The VP, Portfolio Manager will be responsible for the ongoing monitoring, risk assessment, and performance of a portfolio of non-real estate lender finance clients. This role is critical in ensuring credit quality, compliance with internal policies...Work at officeLocal area
- Career Opportunities with Generali Global Assistance A great place to work. Are you ready for new challenges and new opportunities? Join our team! Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates ...Temporary workInternshipWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
- A leading global assistance firm in San Diego is seeking an Actuarial Analyst to provide critical analysis and reporting for key company processes. You will engage with various departments to support initiatives related to reserving and forecasting. The ideal candidate...
- ...range, and in comparison, to best estimate. Support Capital and Investment functions on topics involving UBEL. Support in IT projects... ...data systems, query tools to design and execute work projects associated with the above. Provides clear communication of results both in...Temporary workInternshipWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
$72.13k - $121.64k
Overview Are you looking to make an impactful difference in your work, yourself, and your community? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to transform the insurance carrier space. We have been in business for ...Full timeInternshipWork at officeLocal areaShift work- Exemption Status: United States of America (Exempt) $132,323 - $186,576 - $240,828 “Pay scale information is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any selected candidate or employee, which is always ...Full timeWork at officeRemote workMonday to FridayNight shiftWeekend work
- ...within the range and relative to best estimate Support capital and investment functions on topics involving UBEL Support IT projects related... ...Use data systems and query tools to design and execute associated work projects Provide clear communication of results in writing...Temporary workWork at officeLocal areaRemote workMonday to Friday2 days per week3 days per week
$95.38k - $160.85k
ICW Group is hiring a skilled actuarial professional to support pricing, reserving, analytics, and systems integration, and to contribute to the development of pricing tools and predictive analytics throughout the organization. Essential Duties And Responsibilities Provides...Work at officeLocal area- Palomar Holdings, Inc. in San Diego, CA is seeking an Actuarial Analyst to join our reserving team. You will work with a small, collaborative group to grow across reserving, loss analytics, and claims integration. The role emphasizes problem solving with data, preparing...
- A leading insurance company in San Diego is hiring an Actuarial Analyst to provide critical analysis and reporting. Ideal candidates will have a Bachelor's degree in a related field, completed actuarial exams, and 2+ years of experience. This hybrid role includes quarterly...
- An innovative AI consultancy is seeking Finance Professionals with a strong background in Investment Banking to guide AI systems in interpreting complex financial transactions. This remote consulting role offers $100/hr, requiring 2+ years of experience in M&A and IPOs...Remote work
- Candidates must have passed at least 4 actuarial exams toward an ASA or ACAS certification to be considered. This individual contributor is primarily responsible for providing support the California Medicaid line of business through the development and enhancement of ...
- ...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
$70.35k - $205.8k
...Becoming tech savvy, well-rounded, and market-relevant leaders with an ownership and founder mindset doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you....Work experience placementLive inWork at officeLocal area- ...Axos Invest, Inc. is seeking a Financial Specialist to build client relationships within a defined territory in California. You will introduce Axos Invest solutions, deepen client relationships, and support financial planning and investments while ensuring compliance...
- ...and fully embrace the philosophy that work-life balance is achievable. CSH is now accepting applications for a Senior Community Investment Officer (SCIO) to join our Community Investment (CI) Team in California. Applicants must reside in the State of California. Preference...Work experience placementWork at officeLocal areaRemote work
- Voya Financial, Inc. is seeking an experienced investment manager with 7-10 years of experience in equity or credit research, investment management, investment banking, or consulting. Candidates must demonstrate exceptional analytical, financial modeling, and communication...
- We are seeking a dynamic and detail-oriented Acquisition Support Specialist to join the procurement and contract management team for a Government client. In this vital role, you will assist in managing vendor relationships, ensuring compliance with procurement regulations...Contract work
$22 - $29 per hour
...Overview Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...managing financial center traffic, appointments, and outbound calls effectively Requirements Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance One year of demonstrated successful sales experience in a...
- ...network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound... ...handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration...Work at officeFlexible hoursShift workWeekend workDay shift
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