Top 260 Investment performance analyst Jobs in Long Beach, Ca

Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
Investment Performance Analyst - KAR
Virtus Investment Partners, Inc. —Los Angeles, CA
- $80,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Wellness program
- Health savings account
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Analyst Client Solutions
PIMCO —Newport Beach, CA
- $90,000 - $100,000 a year
- Online Application
- Writing skills
- English
- Office
Alternative Investment Analyst - Irvine, CA
In-N-Out —Irvine, CA
- $97,500 - $123,500 a year
- Full-time
- CPA
- Customer service
- Research
- Profit sharing
- Relocation assistance
Development Operations Analyst
Hilton —Los Angeles, CA
- $60,000 - $85,000 a year
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Business development
- Paid parental leave
- Employee stock purchase plan
Operations Analyst
Causeway Capital Management —Los Angeles, CA
- $85,000 - $110,000 a year
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Investment Banking Analyst - Healthcare
MUFG —Los Angeles, CA
- $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Financial Analyst II - Sales
Pinterest —Los Angeles, CA
- $81,921 - $168,660 a year
- Hybrid work
- Mid-level
- Office
- 3 years
4d
Analyst, Strategy & Data Analytics
Wedbush Securities —Los Angeles, CA
- $70,000 - $90,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Paid jury duty
FP&A Analyst
Payabli —Los Angeles, CA
- Full-time
- Remote
- 5 years
- Mid-level
- Finance
- Paid parental leave
- Health savings account
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
1d
Analyst/Associate, Investments & Portfolio Management
RCLCO —Santa Monica, CA
- $70,000 - $115,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Dental insurance
Quick Apply
Investment Banking Analyst (Experienced)
MUFG —Los Angeles, CA
- $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Distressed Debt Analyst - AI Trainer
DataAnnotation —Los Angeles, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Consumer Credit Analyst - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Venture Capital Analyst - AI Trainer
DataAnnotation —Beverly Hills, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Assistant Vice President, Asset Management
Griffin Capital Company —El Segundo, CA
- $135,000 - $165,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 6 years
- Research
- Paid holidays
- Disability insurance
Investment Analyst - AI Trainer
DataAnnotation —California
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Doctor of Philosophy
- Master of Business Administration
Quick Apply
VP, ALM Officer
Cathay Bank —El Monte, CA
- $148,700 - $175,000 a year
- Full-time
- 5 years
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply

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investment performance analyst jobs near long beach, ca

Senior Client Service Associate- Bel Air Investment Advisors

HighTower Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Customer communication
Research

Full Job Description

Your Future Team
Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow.

What You’ll Do

Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.
Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
Performs other necessary duties and participates in Firm projects as assigned.

What You’ll Bring
The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
Strong understanding of standard concepts, practices, and procedures within the industry.
Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment.
Ability to solve problems, anticipate needs and provide superior service.
High energy with ability to handle pressure and meet deadlines.
Detail-oriented with ability to prioritize and organize workflow
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
BA/BS degree in finance or related field preferred

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $125,000- $150,000 plus annual performance and profit-sharing bonuses (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

investment performance analyst jobs in long beach, ca

Senior Client Service Associate- Bel Air Investment Advisors

Investment Performance Analyst - KAR

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Analyst Client Solutions

Alternative Investment Analyst - Irvine, CA

Development Operations Analyst

Operations Analyst

Investment Banking Analyst - Healthcare

Financial Analyst II - Sales

Analyst, Strategy & Data Analytics

FP&A Analyst

Associate Trader

Analyst/Associate, Investments & Portfolio Management

Investment Banking Analyst (Experienced)

Distressed Debt Analyst - AI Trainer

Consumer Credit Analyst - AI Trainer

Venture Capital Analyst - AI Trainer

Assistant Vice President, Asset Management

Investment Analyst - AI Trainer

VP, ALM Officer

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