Equity Analyst
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Select how often (in days) to receive an alert: The Equity Analyst position is part of the Company's Investment Division. Activities specificto this role include: supporting Sr. Equity Analysts; evaluating equity investments;performing sector and company‐specific research; preparing written investment reports;providing timely investment recommendations; building financial and valuation models;performing special projects; and maintaining in‑depth knowledge of economic, market, andindustry trends. This is an in‑office, team‑oriented position that encourages rapid growth throughintensive training, mentoring, and collaboration. Support Sr. Equity Analysts with sector‑specific coverage responsibilities Analyze existing and prospective investment opportunities Prepare and produce well‑researched and well‑reasoned analyses Build and maintain financial and valuation models Prepare materials and exhibits for senior management meetings Monitor news and developments for assigned companies and sectors Interface with portfolio management & accounting systems to produce custom reports Complete time‑sensitive projects and ad hoc analyses Minimum Qualifications / Other Expectations: Education: Bachelor’s degree in finance, economics, business, or related field Experience: At least 1 year of experience in an equity research role at a buy‑side or sell‑side firm Experience using Bloomberg terminal and Excel plug‑in Experience using Enfusion or similar investment management system Knowledge, Skills and Abilities: Proficiency in financial modeling, equity valuation, and GAAP accounting Strong analytical, quantitative, and communication skills, with exceptional attention to detail Expertise in Microsoft Excel Compatible investment philosophy and a genuine passion for investing Intellectual curiosity and humility; willingness to collaborate and be mentored Problem solver with the ability to prioritize tasks and meet firm deadlines Positive attitude and team player Strong work ethic, high moral integrity Proficiency in VBA or other programming languages Licenses and Certificates: Passed CFA Level I exam About Us: Irvine Company is a privately held real estate investment company and master‑planner committed to creating and sustaining communities that thrive for generations. Irvine Company is respected for its master planning and environmental stewardship of the Irvine Ranch in Orange County, including diversified operations throughout coastal California. Irvine Company brings to life neighborhoods and sustainable communities with a full range of housing, jobs, retail centers, schools, parks and open space. We take as much pride in our employee community as we do the communities we create. It’s an environment populated with talented and experienced people, a collaborative spirit and abundant opportunities. Irvine Company is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, compensation, termination, and training, without regard to race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship status, marital status, pregnancy, age, medical condition, genetic information, military and veteran status, disability, or any other basis protected by federal, state, and local law. Reasonable accommodation is available for qualified individuals with disabilities, upon request. #J-18808-Ljbffr
$135k - $215k
An investment firm in Newport Beach seeks an Analyst / Associate specializing in Equities and Asset Allocation. The role involves macro equity tracking, portfolio management, and developing automation tools. Candidates should have a degree in Finance or related fields,...Suggested$75k
...a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading... ...the U.S. Roth is looking to add an Investment Banking Analyst to our Consumer Team. Our entrepreneurial culture provides Analysts...SuggestedFull timeInternshipWork at office$30 per hour
...development, construction, investment, accounting, and other lines of business. JOB DESCRIPTION As an Investment Management Summer Analyst, you'll help execute investment strategies by analyzing market, property, and portfolio data, building financial models, and preparing...SuggestedTemporary workSummer workInternshipSummer internshipLocal areaImmediate start- Budget Manager We are a private, faith-based institution committed to academic excellence and spiritual formation. We are a Christ-centered learning community that seeks to cultivate intellectual curiosity, cultural engagement, and a life of purpose. Our Finance Office...SuggestedWork at office
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$203.76k - $249.04k
...claims experience, reserve movements, and key financial risk drivers. Lead and develop actuarial professionals and rotational analysts by setting clear priorities, reviewing work, strengthening technical capabilities, and creating meaningful development opportunities...Temporary workWork from homeRelocation packageFlexible hours1 day per week$90k - $105k
## Portfolio Analyst/Associate - Credit DeskApply: Newport Beach, CA USA: Full time: Posted Today: R107009PIMCO 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...Full timeWork experience placementFlexible hours- Pacific Life in Newport Beach, CA is seeking a Sr Insurance Administration Analyst I to support the administration and compliance monitoring of property and casualty insurance for our commercial real estate loan portfolio. You will review coverage against loan requirements...
$68k - $120k
Job Description POSITION SUMMARY The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This...Full timeTemporary workWork experience placement$80k - $85k
...a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading... ...issues for senior banker review Review and guide the work of Analysts, providing feedback on modeling, formatting, and analytical...Work at office- Job Description:Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate...Full timeWork at officeRelocation packageFlexible hours
$152.37k - $186.23k
...will fill a new role that sits on a team of 20 people in the Consumers Market division. Your colleagues will include actuaries and analysts who have a wide range of expertise. The Life Pricing team works in a fast paced and evolving market space, and we value...Work at officeWork from homeRelocation packageFlexible hours1 day per week$205k - $292k
...strategies and intellectual rigor to drive alpha in markets for over 30 years. We are seeking an experienced Quantitative Equity Research Analyst for our rapidly growing systematic equity business to accelerate alpha research, broaden our equity signal set beyond single...Full timeFlexible hours- ...of reinsurance business insights, determining key risks and reporting results.Guide junior reinsurance actuarial modelers or data analysts in evaluating reinsurance cash flow projections and data.The experience you bring:6+ years actuarial experience4-year degree or equivalent...Full timeWork at officeRelocation packageFlexible hours
- ...Description We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis... .... Assist CAO in administering Carta, which is an enterprise equity management software. Become skilled in all aspects of Carta and...Local area
$36 - $38 per hour
...If you thrive in a start-up feel environment where no two days are the same, let's talk about your next job as a Senior Financial Analyst for a rapidly growing consumer services company. As the Senior Financial Analyst, your job duties will include: Modeling commission...Full timeWork at office- ...deliver high-quality living experiences and that starts with an exceptional team. We’re currently seeking a Senior Financial Analyst for our corporate office. Job Overview: The Senior Financial Analyst is responsible for providing advanced financial analysis...Work at officeLocal area
$77k - $102k
...contested war-fighting domain. ABOUT THE JOB As a Program Financial Analyst, you will be responsible for EAC budgeting and maintenance,... ...skills, and/or business considerations. Highly competitive equity grants are included in the majority of full time offers; and are...Full timeContract workWork experience placement$90k - $100k
...00 depending on experience. Summary Serve as finance business partner to the various departments of our organization. A successful analyst must be customer service oriented, systems savvy, possess strong communication/relationship skills, and able to work collaboratively...Work at officeLocal area$120k - $150k
...culture that is conducive to creative thinking, empowerment, and collaboration. We are currently looking to fill a full-time Financial Analyst position in our Newport Beach office. The Financial Analyst will assist the Investments team in evaluating and analyzing new...Full timeTemporary workWork at officeRemote work$77k - $102k
...contested war-fighting domain. ABOUT THE JOB As a Program Financial Analyst, you will be responsible for EAC budgeting and maintenance,... ...skills, and/or business considerations. Highly competitive equity grants are included in the majority of full time offers; and are...Full timeContract workFor contractorsWork experience placementFor subcontractorWork at office$203.76k - $249.04k
Job Description: Pacific Life is seeking an Actuary & Director, Model Risk Management to join our team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA,Omaha, NE, or Charlotte, NC. If you are not currently located near...Work from homeRelocation packageFlexible hours1 day per week$152.37k - $186.23k
**Job Description:**We’re actively seeking a talented **S****enior Actuary to join our Annuity Inforce Management in Newport Beach, CA, Omaha, NE or Charlotte, NC.** This role follows a **hybrid schedule of four days in the office (on-site)**. If you are not currently located...Work at officeRelocation packageFlexible hours- PIMCO, a global leader in active fixed income, seeks a Portfolio Analyst/Associate to support Portfolio Managers and collaborate with internal teams in Newport Beach, CA. You will monitor portfolios, assist in risk measurement, and help develop tools and reports for portfolio...
- Pacific Life Insurance Company is seeking a Sr Business Analyst to join the Product Development team in Newport Beach, CA or Omaha, NE. You will support governance, portfolio management, and execution of Product Development initiatives, coordinating across Life and Annuity...
- PIMCO in Newport Beach, CA is seeking a Portfolio Analyst/Associate to directly support Portfolio Managers. You will monitor portfolio positions, measure risk, and ensure alignment with client guidelines in collaboration with Compliance and Operations. This role offers...
- PIMCO in Newport Beach, CA seeks a Portfolio Analyst/Associate who supports Portfolio Managers, monitors portfolios, and helps manage risk and client assets. You will collaborate with Account Managers, Product Managers, Legal, Compliance, and Operations to implement investment...
- ...Actuary you’ll play a key role in Pacific Life’s growth and long-term success by leading a team of actuaries, including students and analysts, to develop, price, and support the launch of new annuity products that deliver high value for our customers and align with...Work at officeImmediate startRelocation packageFlexible hours
- CalPrivate Bank in Newport Beach is seeking a Senior Accounting Specialist to manage monthly fixed assets, prepaid accounts, and support close processes. You will ensure accuracy in general ledger entries, reconciliations, and regulatory reporting with attention to detail...Work at office
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