Portfolio Manager
Portfolio manager job in Carlsbad, CA
Are you a licensed Realtor in North County San Diego who's tired of the income rollercoaster? We've built a model that helps Realtors earn stable, recurring income while continuing to sell homes.
As a Portfolio Manager with Raintree Property Management, you'll partner with a growing local property management company to build a reliable income stream through managed rental properties all while keeping your independence as an agent. You'll earn a base monthly income plus commission from the properties you bring into management, and when one of those owners decides to sell, you'll keep a favorable commission split on the transaction.
What You'll Do
Build relationships with local property owners and investors.
Introduce them to Raintree's management program and show how it protects and grows their investment.
Maintain relationships with your managed portfolio for consistent recurring revenue.
Continue representing clients on sales and purchases as opportunities arise.
Who You Are
Licensed California Realtor (required)
Self-motivated and relationship-driven
Strong communicator who enjoys connecting with people
Based in or near North County San Diego (Carlsbad, Encinitas, Oceanside, Vista, San Marcos)
Compensation & Benefits
Independent contractor position with monthly recurring income + commissions
Top performers typically earn $80,000-$120,000+ annually
Full training and systems provided
Flexible schedule and autonomy you control your income growth
Tax Manager
Portfolio manager job in Los Angeles, CA
Looking for a standout Tax Manager to join our growing team in Westwood, right by UCLA! The ideal candidate would be responsible for overseeing all tax operations in the organization, meeting with high-net-worth clients and new prospects as needed, managing a team of tax preparers and admin staff, and having a strong working knowledge of all software involved. MUST have expert working knowledge of Lacerte Tax, QuickBooks Desktop, and QuickBooks Online.
Compensation:
$175,000 - $200,000 yearly
Responsibilities:
Enjoy an efficient work environment that delivers client results quickly and accurately
Perform tax research on client scenarios as necessary
Review tax returns prepared by staff and coach staff as necessary
Identify opportunities and creative strategies to minimize client taxes
Prepare for and lead tax audits with the IRS, CA FTB, and other agencies as necessary
Keep the team up-to-date on new tax laws as necessary
Assist with additional financial projects for business clients (both recurring and non-recurring)
Qualifications:
Strong knowledge of Lacerte required
A CPA or EA license is required
Ability to be client-facing and run appointments required
Minimum 5+ years of tax preparation experience
Strong communication and analytical skills
Strong knowledge of QBD and QBO preferred
A Master's degree in taxation is preferred
Future partnership opportunities available for the right candidate
About Company
CFOmate provides a wide range of services to accommodate each client's specific tax and financial situation. Our goal is to make life easier for clients by providing a one-stop shop for preparing tax returns, starting new businesses, organizing accounting data, and, if necessary, defending audits.
By fostering a culture of continuous learning, collaboration, and community engagement, our mission is to be the leading force in shaping the future of financial and tax solutions, positively impacting clients, employees, and the communities we serve.
CFOmate strives to be the ultimate financial partner for businesses looking to scale to new heights, setting the industry standard for integrity, expertise, and innovation, driven by a relentless commitment to clients' success and financial well-being.
#WHGEN3
Compensation details: 175000-200000 Yearly Salary
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Asset Manager
Portfolio manager job in Concord, CA
RETS Associates has been retained to recruit a CRE Asset Manager in Concord, CA. We're seeking an experienced real estate professional who will be responsible for overseeing a 3M+ SF portfolio of retail, light industrial, and land assets for a privately held, vertically integrated owner/developer. Responsible for driving portfolio performance through strategic leasing, marketing, property management, and asset-level oversight.
Responsibilities:
Lead leasing and marketing initiatives to maximize occupancy and cash flow, including broker outreach, digital marketing, and deal negotiations from LOI through lease execution
Partner with ownership to establish leasing strategies, structure transactions, and ensure compliance with lender and company requirements
Oversee property management operations and personnel, including budgeting, maintenance, tenant relations, and capital improvement planning
Provide full-cycle asset management from lease-up and project delivery through long-term operations and dispositions
Direct tenant improvement and construction projects, coordinate appraisals and valuations, and manage financial forecasting, capital planning, and portfolio reporting
Serve as the point person for acquisitions, dispositions, and due diligence
Requirements:
10+ years of experience managing complex assets, teams, and leasing programs within a family-owned or similar environment
Strong negotiation, interpersonal, and leadership skills
Deep knowledge of California retail markets, construction fundamentals, and property operations
Proficiency in Yardi, CoStar, Microsoft Suite, and Adobe
California real estate license required (broker's license preferred)
Manager of Asset Management
Portfolio manager job in Chino, CA
Commercial Real Estate - Manager of Asset Management Job Description (Exempt)
About Us:
Shin Yen is a premier commercial real estate company with an extensive portfolio of properties across diverse regions. Our unwavering commitment to excellence in property management, leasing, and investment drives our continued growth and success. As we expand, we are seeking an experienced and strategic Manager of Asset Management to lead our asset management team and oversee the performance and profitability of our shopping center portfolio.
Job Overview:
The Manager of Asset Management will lead the strategic and operational management of Shin Yen's shopping center portfolio, with a primary focus on maximizing asset value, optimizing returns, and driving portfolio growth. This leadership role involves overseeing asset management and property management departments and collaborating closely with, leasing, accounting, and executive leadership to develop and execute long-term investment and asset strategies.
The ideal candidate is both analytical and entrepreneurial - capable of identifying opportunities for improvement, developing actionable plans, and leading their team to achieve company objectives.
Key Responsibilities:
Strategic Leadership
Lead and manage the asset management team, providing direction, mentorship, and performance oversight.
Develop and implement asset-level strategies to enhance portfolio value and achieve financial objectives.
Collaborate with executive leadership to set portfolio performance goals, investment strategies, and risk management frameworks.
Identify opportunities for repositioning, redevelopment, or disposition of underperforming assets.
Financial Performance & Analysis
Oversee financial performance of all assets, including monitoring rent rolls, budgets, capital expenditures, and operating expenses.
Review and approve annual budgets and quarterly forecasts prepared by the property management team.
Analyze portfolio performance metrics and provide recommendations to improve cash flow and ROI.
Ensure accurate financial reporting, variance analysis, and benchmarking across the portfolio.
Acquisitions & Dispositions
Lead due diligence efforts for acquisitions, dispositions, and refinancing activities.
Evaluate potential investment opportunities through market research, financial modeling, and underwriting.
Prepare investment memos and present recommendations to the executive and investment committees.
Collaborate with legal, finance, and external partners to structure and close transactions.
Leasing & Tenant Relations
Oversee leasing strategy and execution to optimize occupancy and tenant mix.
Partner with leasing teams and brokers to identify tenant opportunities aligned with property positioning and company strategy.
Review, analyze, and redline key lease documents, including new leases, renewals, and amendments, to ensure alignment with asset strategy, financial objectives, and company policies.
Property & Operational Oversight
Collaborate with property management to ensure properties are well-maintained, compliant, and aligned with asset strategies.
Oversee capital improvement projects and approve significant operational expenditures.
Ensure all assets adhere to regulatory, environmental, and safety standards.
Reporting & Risk Management
Oversee the preparation of asset management reports, dashboards, and performance reviews for senior management.
Monitor market trends and assess their impact on portfolio performance.
Identify and mitigate operational and financial risks across the portfolio.
Implement and maintain crisis and contingency management plans.
Qualifications:
Bachelor's degree in Business, Finance, Real Estate, or related field (Master's degree preferred).
7+ years of progressive experience in commercial real estate and asset management, preferably with a focus on shopping centers or retail properties.
Demonstrated leadership experience managing teams and multiple assets or portfolios.
Strong financial acumen with deep experience in budgeting, underwriting, and investment analysis.
Expertise in lease negotiation, tenant relations, and portfolio strategy.
Excellent communication, negotiation, and presentation skills.
Job Type: Full Time
Pay: $120,000 - 125,000
Schedule:
Monday to Friday
No weekends
Work Location: In person
Tax Manager / Tax Director - Leadership Fast Track
Portfolio manager job in Bakersfield, CA
Tax Manager / Tax Director Leadership Fast Track
Integra Accountancy Corporation
Bakersfield, CA
$125,000 - $150,000 + Fast Track to Managing Partner
Are you a skilled Tax Manager or Tax Director who loves working with small business owners, professionals, and high-net-worth families?
Would you like to take the next step in your career leading a profitable, well-established practice, mentoring a growing team, and building equity in a future partnership?
We are Integra Accountancy Corporation, a boutique CPA firm with 30+ years of trusted relationships in Bakersfield and Kern County. We help clients with tax strategy, small business accounting, and financial consultingand yes, we proudly manage a high-volume 1040 practice that serves long-standing clients who rely on us year after year.
But this isn't just about tax season. It's about becoming the go-to advisor for the businesses and families we serve.
Why This Role Matters
Right now, our firm is at an important transition point.
We have a large, profitable individual tax base- over 1,200 returns annually- where some are tied to business relationships, others are loyal long-time clients.
We want to maintain that strong book of business while shifting our focus toward higher-value recurring services for small business clients bookkeeping, advisory, entity structuring, tax planning.
The owner is looking for a next-generation leader who can manage day-to-day tax operations, mentor staff, and eventually take the reins of the practice.
This is a rare opportunity to step into a well-run firm with strong profits, work directly with the owner, and build a future you won't find in a big firm. Our goal is to see this person become the Managing Partner within 1-3 years maximum.
What You'll Be Doing
Lead and review tax engagementsfrom complex business returns (S-Corps, partnerships, trusts) to high-volume individual returns.
Oversee staff & junior CPAs, reviewing their work, answering technical questions, and helping them grow.
Maintain strong relationships with our small business & individual clients, being their trusted advisor all yearnot just tax season.
Help us streamline and improve our 1040 practice, keeping it profitable and efficient.
Identify opportunities for business clients to expand into monthly recurring services (bookkeeping, advisory, planning).
Partner with the owner on succession planning, growth strategy, and the firm's future direction.
What Success Looks Like
Clients get proactive, clear tax guidance they truly value.
The owner spends less time reviewing work and more time growing the firm.
Our team becomes stronger & more self-sufficient under your mentorship.
We maintain the profitability of the 1040 practice while growing advisory revenue by $150K$200K annually.
You position yourself as a future partner within the next 13 years.
What You'll Bring
CPA license (preferred) or EA with strong small-business & individual tax experience
5+ years in public accounting- comfortable with high-volume tax seasons but also with complex business planning
Ability to review and mentor staff while maintaining efficiency & quality
Entrepreneurial mindset- someone who wants more than just a job and is ready to step into a leadership role
Solid communication skills- you can explain tax concepts clearly to business owners and individuals alike
What's In It For You
$125,000 $150,000 base salary
Performance incentives for growth & leadership
Path to partnership for the right person
Well-organized, tech-enabled practice with loyal long-term clients
Balanced lifestyle- intense during tax season, but reasonable hours outside of it
Mentorship directly from the owner, plus the opportunity to shape the next generation of the firm
Who This Is Perfect For
A Tax Manager or experienced Senior Tax Director who wants more client connection, leadership responsibility, and a fast track to managing partner (1-3 years).
Someone who appreciates stability and profitability but also wants to help shape the future.
A CPA or EA who enjoys helping small business owners & individuals and values long-term relationships over transactional work.
About Us
We're not a faceless mega-firm. We're a tight-knit team of professionals who:
Help our clients legally minimize their taxes
Serve as business consultants & advisors, not just compliance processors
Value personalized service- we know our clients by name, not by file number
Are looking for the next great leader to join us for the long term
If you want to be more than just another manager in a big firm, this is your chance to make a real impactfor our clients, for our team, and for your career.
Ready to take the next step toward leadership? Apply now.
Senior Asset Manager
Portfolio manager job in Los Angeles, CA
Your new company
A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles.
This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value.
Your new role
As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction.
You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors.
What you'll need to succeed
15+ years of senior-level asset management experience in hospitality, retail, and multifamily
Skilled in solving complex operational issues and driving performance
Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI
Excellent communicator with proven stakeholder management
Highly organized with the ability to juggle multiple priorities
Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred
What you'll get in return
Competitive compensation package and benefits
Leadership role in one of LA's most prestigious mixed-use developments
Direct influence on strategic decisions and long-term asset performance
Collaborative environment with high-level stakeholders and ownership
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Treasury Portfolio Lead
Portfolio manager job in Cupertino, CA
Imagine what you could do here. At Apple, new ideas have a way of becoming great products, services, and customer experiences very quickly. Bring passion and dedication to your job and there's no telling what you could accomplish. Do you love thinking analytically? Are you passionate about using your financial knowledge to navigate complex challenges? Just as our customers find value in Apple products, the Finance group finds value for both Apple and its shareholders.
As part of this group, you'll play an integral role in ensuring our day-to-day financial health.
You and your team will support Apple's growth, both top and bottom line, by applying the same level of innovation toward financial matters as we do toward our products and services.
You'll also collaborate with Apple teams across the world to develop more effective investment strategies and risk management.
Finance is essential to upholding our global commitment to excellence, and it is directly responsible for shaping the company's future.
Join us, and you'll have a significant role in continuing Apple's legacy of efficiency and success.
Manage foreign currency risk for a dynamic, multi-program (cash flow hedging, balance sheet hedging, net investment hedging) FX hedge portfolio.
Utilize conceptual and working knowledge of options and their application in a risk management context.
Perform macro-economic research and analysis.
Identify currency exposures and develop appropriate hedge strategies.
Execute FX spot, forward and options transactions.
Interact with FX banking partners.
Analyze FX forecasts and results and optimize hedging costs, hedge ratios, and hedge structures.
Perform extensive analysis of derivative hedging instruments and evaluate the impact on the portfolios and our performance.
Work with the team to develop analytical tools to support portfolio management.
Participate in quarter-end accounting close activities and ensure compliance with hedge accounting standards.
Ensure maintenance of and compliance with an effective control environment including participation in Sarbanes-Oxley efforts.
Work with cross-functional teams including Tax and Financial Planning u0026 Analysis to support both broad corporate and Treasury specific initiatives.
Lead/assist with ad hoc projects.
Array
Senior VC Investor
Portfolio manager job in San Francisco, CA
Benefits:
401(k) matching
Bonus based on performance
Dental insurance
Free food & snacks
Health insurance
Paid time off
Parental leave
Signing bonus
Vision insurance
Wellness resources
Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups.
THE ROLE.
The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners.
This position is based in San Francisco, requiring attendance in the office four days per week.
RESPONSIBILITIES.
Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure.
Investment Sourcing: Identify AI enterprises and technologies that align with the company's strategic goals.
Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment.
Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio.
Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time.
Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support.
Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs).
Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders
REQUIREMENTS.
Minimum of 7 years of relevant work experience in institutional investment management.
Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods.
Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments.
Experience with Notion or other investment performance reporting software is a plus.
Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments.
Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas.
Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners.
PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred.
Willingness and ability to travel.
Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future. Compensation: $200,000.00 - $250,000.00 per year
Hanwha Asset Management Founded in 1988, Hanwha Asset Management has grown into a comprehensive asset management company offering a full range of financial instruments, including stocks, bonds, MMFs, fund of funds, social overhead capital, derivatives, real estate, ETFs, special assets and PEFs in both domestic and overseas capital markets. Our professional staff have unparalleled expertise in operating highly organized systems across all areas, including product development, research, compliance and risk management. All of our products and services cater to customer needs because we strictly adhere to the principle and management philosophy of placing customers above all else. Building on our capabilities in South Korea, we are growing into a global asset management company by operating local subsidiaries in the US, Singapore and China.
At the end of 2022, we were one of South Korea's top asset management companies with USD 78.63 billion in assets under management (AUM). By demonstrating our outstanding expertise in both alternative investment and traditional investment, we achieved the No. 1 position among comprehensive asset management companies in the overseas infrastructure investment fund category. In 2021, as part of expanding into digital finance, we launched the PINE app, a platform for direct sales of funds for individual investors. The app has gained recognition from investors, particularly Millennials and Generation Z, for its user-friendly interface, low sales commission, and valuable investment information. Additionally, we have obtained a REITs AMC license from South Korea's Ministry of Land, Infrastructure and Transport, and entered the REITs business in the first quarter of 2023.
These diverse efforts earned us the Best Overseas Equity Fund at the 2022 Korea Fund Awards by Money Today news media, the Top Prize in global bonds at the 2021 KG Zeroin Korea Fund Awards and the Grand Prize in real estate funds at the 2021 Herald Fund Awards of the Korea Herald news media. Looking ahead, we will continue to build the foundation for future growth with a focus on the retirement plan market and alternative investments. We are also actively promoting global businesses and digital financial platforms as we become a comprehensive asset management solutions provider and top-tier asset management company in Asia.
Talent Is Our Most Important Asset We go to great lengths to attract and nurture highly motivated people who share our core values of challenge, dedication and integrity. In an environment of trust and loyalty, we support our talent every step of the way, cultivating world-class leaders for an ever brighter future.
Hanwha is looking for talented people, who share our core values such as a challenging spirit, dedication and integrity, and can act on those values.
Auto-ApplyPrivate Markets Investment Due Diligence Senior Analyst - US LBO
Portfolio manager job in San Francisco, CA
The Company:
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
Please click here to view Albourne America's privacy policy.
The Role:
Albourne Partners is seeking a highly motivated Private Markets IDD Senior Analyst to join our US LBO team in San Francisco. The successful candidate will provide support for manager selection, investment due diligence (IDD), and related Private Markets (PM) services. This role will contribute to the development of Albourne's Private Markets Funds initiatives.
Key Responsibilities:
Strategy Coverage:
Conduct Fund Investment Due Diligence.
Generate and maintain manager review and due diligence focus lists for assigned strategies and regions.
Rate managers and articulate the rationale for ratings through active debate within the PM IDD Teams.
Produce clear and concise investment due diligence reports and recommendations for clients.
Provide ongoing monitoring of funds in client portfolios or on fund lists.
Assist clients with accessing managers and building relationships.
Engage with managers providing high-quality co-investment opportunities and refer these to the internal Customized Investments team.
Collaborate with the new funds team.
Strategy Analysis and Communication:
Produce an up-to-date and accurate Forward Calendar for the assigned strategy.
Develop strategy forecasts for assigned strategies within PM and HF.
Create and maintain research on the extranet, outlining key attributes, trends, and drivers of a given strategy.
Identify tools or analytics to enhance the accuracy of ratings and fund selection.
Communicate Albourne's house opinions on strategies or funds to clients via phone or email.
Team Management:
Manage assigned team members, including work allocation, task/time management, report review, mentoring, and administrative responsibilities.
Conduct screening, interviewing, and selection for open positions within the team.
Evaluate team members through performance appraisals and regular meetings.
Additional Responsibilities:
Ensure the internal database is maintained with up-to-date information.
Meet deadlines imposed by management and clients and communicate any delays effectively.
Participate in applicable internal group calls to transfer knowledge of PM.
Support business development activities, including client marketing and portfolio construction.
Undertake ad hoc projects as requested by the Head of Private Markets IDD or daily line manager.
Represent Albourne at industry events.
Report potential conflicts to Compliance and ensure conflict disclosures appear on written research reports.
What we're looking for:
University graduate
4 to 7 years' experience in investment due diligence and private markets, with a focus on venture capital.
Excellent written and oral communication skills
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook)
Travel (frequent)
(Optional) Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
Regulatory registration (dependent on regional requirements)
Benefits & Perks:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness - onsite monthly fitness & mental health activities
30 days paid time off each year including Vacation and Holidays
Job Type: Full-time
Job Pay: $150,000 - $190,000/year
Location: San Francisco, CA/Hybrid
Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position.
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco's Fair Chance Ordinance.
Senior Investor Relations Analyst
Portfolio manager job in San Francisco, CA
Lambda, The Superintelligence Cloud, builds Gigawatt-scale AI Factories for Training and Inference. Lambda's mission is to make compute as ubiquitous as electricity and give every person access to artificial intelligence. One person, one GPU.
If you'd like to build the world's best deep learning cloud, join us.
*Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
Proficient in Excel and Google Suite; experience with financial research tools is a plus
Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
Experience with AI, SaaS, or consumption-based business models
Comfort handling ambiguity and working with minimal supervision
Experience working with pre-IPO companies
Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, ~400 employees (2025) and growing fast
We offer generous cash & equity compensation
Our investors include Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, US Innovative Technology, Gradient Ventures, Mercato Partners, SVB, 1517, Crescent Cove.
We are experiencing extremely high demand for our systems, with quarter over quarter, year over year profitability
Our research papers have been accepted into top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Health, dental, and vision coverage for you and your dependents
Wellness and Commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible Paid Time Off Plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Auto-ApplySenior Investment Analyst, Carbon Projects
Portfolio manager job in San Francisco, CA
Company
Rubicon Carbon is a next-generation carbon solutions provider. Led by a world-class management team, Rubicon is an innovative platform that channels capital to unlock at-scale decarbonization projects and delivers trusted, enterprise-grade solutions for carbon credit purchasers. Rubicon strives to deliver greater scale, confidence, and innovation across all facets of the carbon market and meet the growing demand for end-to-end, high-integrity emissions reduction solutions.
Position Overview
The Project Investment Analyst will be a key member of the Supply team, providing modeling, analytical, and transaction support to the investment team. Key responsibilities will include assessing, documenting, and tracking project investment opportunities and managing portfolio investments. This is a role for an ambitious candidate seeking to apply their existing experience in infrastructure or project finance to carbon projects, with developmental opportunities to build a career as a carbon project investor.
This is a hybrid position - candidates must be based within one hour of our New York City, Los Angeles, or San Francisco office
Key Responsibilities
Support senior investment team members in the assessment and due diligence of project and portfolio investment opportunities (including green-field development and operating assets).
Assist with data collection, research, and analysis of financial, industry, and market information relevant to new investments.
Prepare and update financial models and investment committee presentations.
Participate in the preparation of portfolio tracking documents and performance evaluations.
Contribute to the drafting of industry and sector analysis reports, presentations, and investment memos.
Aid in the documentation of transaction execution and compliance-related tasks.
Maintain internal databases and ensure that all investment materials are complete and organized.
Monitor market, regulatory, and industry trends relevant to portfolio assets and future investment opportunities.
Perform other analyst duties as assigned to provide well-rounded exposure to the investment process.
Required Skills and Attributes
2-4 years of experience in project finance related to ideally related to carbon projects, renewable energy, or other sustainable infrastructure
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field.
Strong analytical and quantitative skills, with familiarity in financial modeling and Excel.
Demonstrated interest in infrastructure, renewable energy, sustainability, or investments.
Detail-oriented with the ability to manage multiple projects simultaneously, while maintaining accuracy and meeting deadlines.
Effective written and verbal communication abilities; able to present information clearly and concisely.
Eagerness to learn from senior team members and accept constructive feedback as part of an ongoing development process.
Ability to gather, organize, and interpret large amounts of data.
Team-oriented mindset, collaborative approach, and willingness to support various project and administrative tasks.
High level of integrity, professionalism, and discretion when handling confidential information.
Proactive work ethic and readiness to take initiative within clearly defined responsibilities.
Compensation
The approximate annual base compensation range for this position is $100,000-$135,000, commensurate with experience. The actual offer will reflect a total rewards package, including long-term incentives and excellent benefits, determined by a variety of factors including the applicant's experience, knowledge, skills, and equity considerations.
Auto-ApplyPGIM Real Estate - Sr. Investment Analyst, Debt Originations
Portfolio manager job in Los Angeles, CA
Job Classification:
Investment Management - Investments
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you!
We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role
(depending on experience)
supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans.
This position will be based in Los Angeles, where the team is working in the office 4 days a week.
What you can expect:
Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US.
Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities.
Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks.
Analyze economic, market, legal, and political conditions within an investment's geography.
Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team.
Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group.
Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers.
What you will bring:
Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting
Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types.
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.
Advanced knowledge of Microsoft Excel and Argus.
Experience underwriting stabilized and proforma cash flows across property types.
What will set you apart:
Strong writing and quantitative skills and demonstrated analytical ability.
Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously.
Self‐motivated with perseverance, and a hands‐on, proactive style.
*We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplySenior Investment Performance Analyst
Portfolio manager job in Los Angeles, CA
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
* Manage the daily, monthly and quarterly reporting of investment performance
* Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
* Run and analyze performance attribution, providing commentary and insights on observations
* Calculate and analyze portfolio fundamental characteristics
* Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
* Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
* Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
* Participate and lead special initiative projects as needed
* Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
* Bachelor's degree in economics, finance, statistics or equivalent
* Progress towards CIPM, CFA is a plus
* At least 5-7 years' relevant experience
* Knowledge of GIPS and performance measurement concepts
* Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
* Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
* Microsoft Office Proficiency (Word, Excel, Outlook)
* Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
* Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
* Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
* Effective organizational skills; with the ability to focus on details within the context of the overall goals
* Self-starter with motivation to develop new insights, and ideas to enhance current procedures
* Strong leadership skills with the ability to train and motivate junior team members
* Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
* Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
* Competitive Pay
* Medical, Dental, and Vision Insurance
* Life and Disability Insurance
* Health Savings Account with a Company Match
* Flexible Spending Accounts including Dependent Care
* Wellness Program
* Tuition Reimbursement
* 24-Hour Employee Assistance Program
* Adoption Assistance
* Paid Family Care Time
* Paid Volunteer days
* Gym onsite
* Paid Parking -LA Office
* Lunch provided
* Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplyStaff Portfolio Insights & Analytics Lead
Portfolio manager job in San Mateo, CA
Why PlayStation?
PlayStation isn't just the Best Place to Play - it's also the Best Place to Work. Today, we're recognized as a global leader in entertainment producing The PlayStation family of products and services including PlayStation 5, PlayStation 4, PlayStation VR, PlayStation Plus, acclaimed PlayStation software titles from PlayStation Studios, and more.
PlayStation also strives to create an inclusive environment that empowers employees and embraces diversity. We welcome and encourage everyone who has a passion and curiosity for innovation, technology, and play to explore our open positions and join our growing global team.
The PlayStation brand falls under Sony Interactive Entertainment, a wholly-owned subsidiary of Sony Group Corporation.
Staff Portfolio Insights & Analytics Lead San Mateo, CA
The Portfolio Insights & Analytics Lead will elevate the Platform Business organization's Portfolio Management capabilities by turning data into strategic insights. This role will develop predictive analytics and forward-looking insights that shape portfolio investment decisions across the Platform Business organization. Acting as a bridge between raw data and executive decision-making, this role will influence how the Platform Business allocates resources to maximize long-term value and transformation.
Responsibilities
Translate complex data sets into clear, actionable insights that support portfolio prioritization, rebalancing, and long-term planning.
Build and maintain financial and operational models to forecast portfolio outcomes under various scenarios, helping leadership evaluate trade-offs.
Develop and maintain resource utilization and capacity models to inform portfolio planning, workforce allocation, and investment optimization decisions.
Prepare high-impact presentations and briefings for Platform Business executives that communicate portfolio health, risks, and opportunities in a clear narrative.
Partner with Finance, Corp Planning, PFB Office, and business units to align on investment principles, metrics, and decision-making frameworks.
Drive analysis for quarterly portfolio reviews, surfacing insights that inform pivot, pause, or double-down recommendations.
Incorporate external data - technology trends, competitor moves, macroeconomic factors - into portfolio outlooks to ensure future-proofing.
Champion the evolution of portfolio management methods (e.g., prioritization frameworks, KPI design, outcome measurement) to raise decision-making rigor across SIE.
Provide analytical guidance to peers and influence broader organizational adoption of data-informed decision-making.
Act as a thought partner to senior leaders, ensuring the portfolio strategy is supported by evidence and foresight.
Collaborate with the Staff Portfolio Data Analyst to align data definitions, ensure quality inputs, and validate analytical assumptions supporting decision models.
Qualifications
Bachelor's degree in Finance, Business Analytics, Economics, or related field; MBA or advanced degree preferred.
7-10 years of experience in portfolio analysis, strategic finance, or corporate strategy in a technology-driven environment.
Proven expertise in financial modeling, ROI frameworks, and outcome-based investment analysis.
Strong skills in data analysis tools (Excel, SQL, Tableau/PowerBI).
Experience in workforce or resource capacity modeling to inform strategic planning and prioritization.
Exceptional communication skills with ability to influence executives through clear storytelling and data-driven recommendations.
Demonstrated ability to collaborate cross-functionally with data, finance, and program delivery teams to integrate analysis into operational decisions.
Please refer to our Candidate Privacy Notice for more information about how we process your personal information, and your data protection rights.
At SIE, we consider several factors when setting each role's base pay range, including the competitive benchmarking data for the market and geographic location.
Please note that the base pay range may vary in line with our hybrid working policy and individual base pay will be determined based on job-related factors which may include knowledge, skills, experience, and location.
In addition, this role is eligible for SIE's top-tier benefits package that includes medical, dental, vision, matching 401(k), paid time off, wellness program and coveted employee discounts for Sony products. This role also may be eligible for a bonus package. Click here to learn more.
The estimated base pay range for this role is listed below.$188,600-$283,000 USD
Equal Opportunity Statement:
Sony is an Equal Opportunity Employer. All persons will receive consideration for employment without regard to gender (including gender identity, gender expression and gender reassignment), race (including colour, nationality, ethnic or national origin), religion or belief, marital or civil partnership status, disability, age, sexual orientation, pregnancy, maternity or parental status, trade union membership or membership in any other legally protected category.
We strive to create an inclusive environment, empower employees and embrace diversity. We encourage everyone to respond.
PlayStation is a Fair Chance employer and qualified applicants with arrest and conviction records will be considered for employment.
Auto-ApplySenior Investment Performance Analyst
Portfolio manager job in Los Angeles, CA
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplySenior Fixed Income Investment Operations Analyst
Portfolio manager job in Newport Beach, CA
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 and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration.
How you'll help move us forward:
Perform daily reconciliation of Security Master data across internal and external systems.
Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms.
Research and resolve discrepancies between trading and accounting systems.
Leverage querying tools to extract and analyze targeted security details.
Run automated validation checks to identify and address data quality issues.
Create and maintain reports to identify missing or inconsistent data.
Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy.
Produce timely and accurate 'gold-copy' investment data across assigned domains.
Execute and analyze daily and periodic data quality control queries.
Troubleshoot and resolve data feed issues, escalating when necessary.
Support regulatory and internal reporting requirements.
Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
Conduct root cause analysis of data errors and implement corrective actions.
Develop deep knowledge of assigned funds and securities to support global operational processes.
Participate in system testing, monitoring, and project-related activities.
Create, maintain, and enhance procedures and workflows to support data integrity and compliance.
Monitor end-of-day processing to ensure accurate data flow to downstream systems.
Provide support for ad hoc requests and coverage for team responsibilities as needed.
The experience you bring:
5+ years of experience in investment operations or other investment-related role
Hands on experience maintaining and reconciling Security Master data
College degree in finance, accounting, or equivalent work experience.
Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite
Proficiency in data querying tools (e.g., SQL, Python, Excel).
Substantial experience with trading platforms, investment accounting systems, and custodian data feeds.
Excellent analytical, problem-solving, and organizational skills.
Strong communication and interpersonal skills with the ability to collaborate across teams.
Demonstrate ownership and accountability for data accuracy and integrity.
Work effectively across departments and with external partners.
Manage multiple priorities and adapts to changing business needs.
Ensure high-quality outputs and thorough analysis.
What will make you stand out:
Experience with data governance frameworks and data quality initiatives.
Familiarity with regulatory reporting requirements.
Knowledge of data visualization tools (e.g., Power BI, Tableau).
Project management experience including documenting requirements
Expertise in Corporate Action Events
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
#LI-hybrid
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$48.33 - $59.07
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Auto-ApplySenior Investment Analyst (Irvine, CA.)
Portfolio manager job in Irvine, CA
Beyond International is a fast-growing alternative investment platform managing private real estate credit and equity through Beyond Global Management, LLC (formerly Transcend Capital, LLC), an SEC Registered Investment Advisor.
Find out more about us by following us on our social media accounts: ***********************************
The Role:
We are looking for a high-caliber Senior Investment Analyst experienced in helping global investors realize their potential while improving his or her own capacities. The ideal candidate has a demonstrated career in real estate investment, experience with high-net-worth investors, and the ability to play a senior role in the full-lifecycle of alternative investment for our global clients.
The work location is in Irvine, CA.
What You'll do:
The Senior Investment Analyst is responsible in coordinating with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments.
Essential duties and responsibilities:
Research and identify investment opportunities along with the investment team
Analyze the track record and performance of investment manager or sponsor and recommend the most suitable investment partners
Structure private equity and debt to address commercial, legal, accounting, tax, and regulatory considerations for cross-border investors
Negotiate commercial and legal agreements with investment partners
Prepare, organize and maintain deal-related marketing materials and analyses
Market investment opportunities to clients
Work with marketing and sales teams to present investment opportunities to global clients
Participate in deal underwriting, syndication approval, and closing processes
Track post-investment progress and prepare analyses/updates
Who You are:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in business or related field, Master's degree preferred
Two to three years of prior work experience in real estate investment
Strong quantitative, analytical, and problem-solving skills
Strong knowledge of financial and credit analysis, valuation and primary research, performance analysis, and their application in investment decisions and transaction structuring
Excellent communication (written & verbal) and interpersonal skills, preferably with exposure to family office or EB-5 investors and other high net worth individuals.
Strong organizational skills with the ability to own and see projects to completion.
Embrace the entrepreneurial journey, focus on what matters and build something meaningful while meeting tough deadlines.
Solid work ethic, high level of self-motivation, and excellent attention to detail
Advanced Excel (creating databases and related analyses) and PowerPoint skills
Fluency in English and Mandarin Chinese a plus
Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
Strong sense of teamwork, proactive, and confident.
Self-motivated and constantly improving on soft skills to meet job requirements.
Demonstrated commitment to excellence and social consciousness.
Employee Benefits and Perks:
We offer a comprehensive benefits package:
Opportunities for professional development and growth within an inclusive team environment.
Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents
PTO (vacation and sick)
401(k) with Enhanced Employer Safe Harbor match
10 paid holidays in a year.
Professional membership reimbursement
Cell phone/technology reimbursement
Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws.
Compensation:
The starting base pay range for this position is $80,000 - $95,000 annually (DOE).
Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.
Senior Investment Performance Analyst
Portfolio manager job in Los Angeles, CA
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplySenior Investor, LocalOne Investment
Portfolio manager job in Los Angeles, CA
Who We Are
Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms. We are headquartered in New York City, with offices in Los Angeles and Toronto. A leader in driving business solutions for marketers, Horizon is known for its highly personal approach to client service. Renowned for its incredible culture, Horizon is consistently named to all the prestigious annual Best Places to Work lists published by Fortune, AdAge, Crain's New York Business and Los Angeles Business Journal. Together we are building a place of belonging.
At Horizon, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together.
Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow.
What You'll Do
60%- Negotiation
10%- Networking
15% - Training & development
15% Guide/Mentoring
Executing quality media campaign through the negotiation & allocation of media schedules that meet and/or exceed the client's marketing & promotional objectives.
Responsible for delivering cost effective quality schedules in assigned local markets or accounts
Accountable for the stewardship & maintenance of all buys
Negotiate, maintain & monitor best pricing in assigned markets and accounts
Embraces new and emerging technologies to pioneer first-to-market campaign activations
Identifies and fosters strategic partnerships with key vendors to drive innovation and create value
Provide accurate cost projections based on current marketplace conditions & historical data in assigned markets/accounts
Full understanding of market landscape and trends, marketplace intel & competitive
Full understanding of buying guidelines; client's goals & objectives
Adhere to buying guidelines & provide strong rationale for any deviations
Implement work-related goals established by Managers on behalf of clients
Secure, maintain & track added value activity associated with buy placements
Capable of evaluating, negotiating & positioning multi-platform proposals & providing a strong POV
Establish & maintain business relationships with vendor partners
Ensure all buys are pre-posted & rerated & secure bonus/compensatory weight if necessary
Post on a quarterly basis & provide rationale for an under-delivery & secure compensatory weight for any shortfalls
Ensure Assistants are reconciling invoices according to billing timeline
Ensure Assistant is evaluating and reporting accurate Post Log Data in a timely manner
Train & mentor assistants & investors
Who You Are
Negotiation skills
Strong math skills
Detail oriented, strong organizational skills, ability to multi-task & prioritize workload responsibilities
Effective communication skills, anticipate next steps & can recognize problems & identify solutions
Willingness to learn, grow & mentor
Ability to interact with other departments
Strong interpersonal skills
Team player with a positive attitude
A supporter of and advocate for diversity, equity and inclusion
Preferred Skills & Experience
4-year college degree
Minimum 10 years' experience at the senior investor level
Microsoft Word, Excel & PowerPoint; Strata View & SBMS
Certificates, Licenses and Registrations
No requirements for certificates, licenses, and registrations.
Physical Activity and Work Environment
There are no requirements for physical activity in this work environment.
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
#LI-LT1 #LI-Hybrid
Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
Salary Range
$85,000.00 - $100,000.00
A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role.
As an organization, we take an aptitude and competency-based hiring approach.
We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.
Auto-ApplySenior Investment Operations Analyst, Customer Support
Portfolio manager job in San Ramon, CA
Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.
As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.
At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls.
Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform.
Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.
What we look for:
Bachelor's degree in Finance, Economics, Accounting, or a related field.
3-5 years of experience in investment operations or a related middle/back-office function.
Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
Strong attention to detail with a commitment to accuracy and timeliness.
Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
Excellent written and verbal communication skills for working with customers and internal teams.
Proficiency with Google Apps or MS Office, especially spreadsheets.
Curiosity about new technologies, including AI-driven tools, and willingness to learn.
Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.
Bonus:
Experience with enterprise SaaS or fintech platforms.
Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
Exposure to APIs, AWS, or other cloud-based architectures.
CFA or CPA designation (or progress towards one).
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
#LI-Hybrid
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