Investment Associate
AWM Global Advisors
Internship Opportunity – AWM Global Advisors We're hiring interns who can tell a great story — and shape how a global wealth firm shows up to the world. AWM Global Advisors is a wealth advisory firm serving ultra-high-net-worth families and institutions across a global client base, with offices in San Diego and the Cayman Islands (via our affiliation with Alhambra Bank and Trust). Our practice spans financial planning, investment management, tax and estate strategy, and risk management — bringing international perspective to every engagement. We're recruiting interns across two tracks. Strategic Communications, Content & Brand Stewardship (Primary Focus) This track is built for creative thinkers and sharp communicators who can turn financial complexity into narrative people actually want to read. You'll craft client communications, thought leadership pieces, white papers, and digital content. You'll help shape brand strategy, editorial direction, social presence, and visual identity. You'll sit alongside senior advisors and influence how the firm shows up to sophisticated audiences worldwide. Backgrounds we'd love to see: Marketing & Brand Strategy Public Relations & Corporate Communications Graphic Design, Visual Communications & Multimedia A strong portfolio — published work, marketing collateral, video, social content, or design samples — matters more than the specific degree on your transcript. We're looking for intellectual curiosity, narrative instinct, and the polish to engage discerning audiences with confidence. Analytics – Quantitative Finance For candidates with quantitative aptitude and a love for solving real problems with data. You'll execute quantitative analysis supporting investment strategy and portfolio construction, build analytical models and visualization tools, and explore applications in AI, blockchain, and digital assets. Data Science Finance Quantitative Finance Statistics Economics Computer Science Business Analytics Financial Engineering Proficiency in Python, SQL, R, and Tableau or Power BI required. What We're Looking For Bachelor's or Master's candidates with strong academic records Sharp written and verbal communication Discretion, professional maturity, and sound judgment Curiosity about global markets and cross-cultural business Mandarin or Spanish a plus, not required What You'll Gain Real responsibility from day one. Direct collaboration with senior practitioners in finance, law, tax, and communications. Exposure to multi-jurisdictional wealth strategy and geopolitical risk. Hands‑on experience with emerging fintech — AI, blockchain, digital assets. A network of advisors and institutional partners. And for strong performers, priority consideration for full‑time roles. AWM Global Advisors welcomes applications from candidates of all backgrounds, perspectives, and lived experiences. We are an equal‑opportunity employer and do not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any characteristic protected under applicable law. #J-18808-Ljbffr AWM Global Advisors
$60k - $70k
Financial Alternatives, Inc. is seeking a Planning and Investment Associate in La Jolla, CA. This entry-level role involves supporting advisors with data entry and analysis, preparing meeting materials, and assisting with routine trades. Ideal candidates will have strong...Suggested$130k - $150k
Associate, Development Investments page is loaded## Associate, Development Investmentslocations: San Diego, Californiatime type: Full timeposted on: Posted 2 Days Agojob requisition id: R2050491**Location**San Diego - 350 Camino De La Reina, Suite 140**Our Company**AtBrookfield...SuggestedTemporary workSummer work$60k - $70k
Financial Alternatives in La Jolla, CA is seeking a Planning and Investment Associate to assist financial advisors and portfolio managers. This entry-level position offers the potential for growth into a financial advisor role. Responsibilities include data entry, research...Suggested$36.53 - $47.11 per hour
...subsidiary 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...SuggestedHourly pay$260k - $390k
...Job Description Job Description Direct Counsel is seeking an Investment Funds Associate Attorney to join a highly respected Am Law firm. Locations: Atlanta, GA; Austin, TX; Baltimore, MD; Boston, MA; Chicago, IL; Dallas, TX; Houston, TX; Los Angeles, CA; Miami,...SuggestedWork at officeRemote work- A leading real estate investment firm in San Diego is seeking an Associate / Senior Associate to support industrial investments. The role involves executing transactions, preparing analytical materials, and sourcing opportunities in a dynamic environment. Successful candidates...
$36.06 - $45.67 per hour
Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium‑sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer‑focused approach....Work at officeFlexible hours$36.06 - $49.95 per hour
...flows, liquidity, profitability, and leverage. Analyze personal and business credit and background reports to identify credit risks associated with commercial loan applicants. Assess the impact of the guarantor on the company's ability to service debt. Prepare a brief...Hourly payWork at officeRemote workWork from homeFlexible hours$28.85 - $39.28 per hour
...career and see the direct impact of your decisions. You will receive hands‑on training from experienced underwriting leaders who are invested in your development. You will build a strong technical foundation that can lead to Credit Analyst II and beyond. You will work...Hourly payFlexible hours$160k - $180k
...Collateralized Fund Obligation & Structured Products La Jolla | Charlotte We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform...Work experience placementWork at office$55k - $65k
Work side-by-side with an experienced CED Credit Manager to learn all aspects of Financial Management in the electrical wholesaling industry. This 24- to 36-month program prepares you for the role of Credit Manager - maximizing sales while protecting the assets of the company...Full timeWork at officeRelocation- ...positioning. Ideal candidates will have at least 8 years of financial research experience, with strong expertise in high-yield credit and investment-grade analysis. The position offers a range of benefits including health insurance, 401(k) matching, and generous paid time off....
- Mulligan Funding, LLC, located in San Diego, is seeking a Credit Analyst I. This entry-level role involves performing financial analysis on commercial loan applicants and making credit decisions. Ideal candidates will have a Bachelor's degree in Finance, Business, or a ...Flexible hours
- Status: Full-Time, Onsite in Solana Beach General Summary FundCanna is seeking a highly driven individual with a strong interest in private credit/alternative lending and the cannabis industry. This is a credit operations and analyst-track role owning the execution of ...Full timeContract workTemporary work
$95k - $120k
Mulligan Funding, based in San Diego, is looking for a Sr. Credit Analyst to take ownership of complex credit decisions and apply advanced financial analysis. This role involves working collaboratively with teams, providing guidance to junior analysts, and preparing credit...- Advanced Test Equipment Corp is seeking a Credit Analyst III Responsible for contract review and issuing credit to ATEC customers that meet the company policy requirements. Records payments to customers’ accounts. JOB DUTIES AND RESPONSIBILITIES: Conducts credit investigations...Contract workInterim role
- A financial services company based in San Diego is seeking a Credit Analyst I to support small businesses by performing financial analysis and making credit decisions. This entry-level role is designed for analytical individuals looking to build expertise in financial decision...
- Mulligan Funding, LL in San Diego is looking for a Credit Analyst I to support financial decision-making through analysis and underwriting. The role is ideal for candidates seeking to build a career in finance, providing opportunities to work closely with experienced professionals...Hourly pay
- 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
$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$110k - $125k
...committed people. Whats the job all about? The Assistant Portfolio Manager serves as a vital contributor within Chandlers Investment Team, taking on increasing responsibility for trading and portfolio management functions. The position requires frequent and...Temporary workLocal area$90k - $120k
Overview PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets....Work at officeFlexible hours$160k - $180k
Axos BankTarget Range:$160,000.00/Yr. - $180,000.00/Yr.Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.Eligible for an Annual Discretionary Cash Bonus Target: 17.5%Eligible for...Work at officeLocal area- ...Kanban.* Collaborate with business leaders, IT partners, and customer success teams to define and communicate portfolio vision and investment themes.* Champion a value-oriented, customer-centric mindset across all initiatives.* Lead value analysis efforts to ensure...Work at office
$150k - $200k
Embark on a Journey That Makes a Difference At Generali Global Assistance (GGA), every day is an opportunity to help people explore the world with confidence. We're not just in the business of protectionwe're in the business of adventure and peace of mind. Whether it...Temporary workInternshipWork at officeWork from homeMonday to Friday2 days per week3 days per week$41.71k - $69k
...preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients...Part timeImmediate startDay shift$26 - $33 per hour
Senior Relationship Banker Have you decided that you want to take the next step in your financial institution career and get onto the management track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships...- ECARX is seeking a skilled professional for the investor relations department based in San Diego, California. The role involves managing daily operations, preparing earnings materials, and ensuring compliance with SEC regulations. Candidates should have 1.3 to 8 years of...
$25 - $27.88 per hour
...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and... ...handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$107k - $130k
...: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC...
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