Top 107 Erp analyst Jobs in Costa Mesa, Ca

Portfolio Analyst
Apella Wealth —Costa Mesa, CA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Engineering
- Paid parental leave
- Health savings account
Quick Apply
9d
Senior EDI Analyst
Worldwide Golf —Santa Ana, CA
- $33 - $43 an hour
- Full-time
- Computer Science
- System design
- HIPAA
- Health savings account
- Health insurance
10d
Sr. Applications Functional Analyst- Order to Cash
Ventura Foods —Irvine, CA
- $110,953.00 - $144,461.10 a year
- Hybrid work
- Computer science
- Oracle
- Computer Science
- Profit sharing
- Paid holidays
Quick Apply
Senior SAP Analyst (PP/QM)
ITT Inc. - English US —Irvine, CA
- $140,400 - $209,800 a year
- Analysis skills
- Bachelor's degree
- Team management
Quick Apply
Cost Accountant/ Financial Analyst
Manufacturer of Electronic Components —Lake Forest, CA
- $25 an hour
- Full-time
- Background check
- ERP systems
- Mid-level
Quick Apply
2d
Sr. Financial Analyst Consultant
Vaco by Highspring —Irvine, CA
- $55 - $70 an hour
- Contract
- Hybrid work
- Microsoft Excel
- Oracle
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Senior Financial Analyst
Vaco by Highspring —Irvine, CA
- $55 - $65 an hour
- Contract
- Microsoft Excel
- Oracle
- SharePoint
Quick Apply
Senior Financial Analyst
Vaco by Highspring —Irvine, CA
- $110,000 - $124,500 a year
- 5 years
- ERP systems
- Finance
- Health insurance
- Dental insurance
Quick Apply
6d
Senior Financial Planning & Analyst (FP& A) - Japanese Bilingual
PASONA N A, INC. —Irvine, CA
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- Oracle
- Office
- 3 years
- Paid holidays
- Health insurance
Business System Analyst - Japanese Bilingual
PASONA N A, INC. —Irvine, CA
- $80,000 - $90,000 a year
- Full-time
- Computer Science
- English
- Research
- Health insurance
- Dental insurance
ERP Developer and Analyst
Precision Castparts Corp. —Irvine, CA
- $85,300 - $140,000 a year
- Full-time
- Remote
- Computer Science
- 5 years
- SQL
- Paid holidays
- Health insurance
SAP Data Analyst
Eaton —Santa Ana, CA
- $71,000 - $105,000 a year
- Background check
- Mid-level
- Microsoft Office
- Retirement plan
12d
ERP Analyst, M&A
Anduril Industries —Costa Mesa, CA
- $129,000 - $171,000 a year
- Email
- Oracle
- Computer Science
- Up to 50% travel
Quick Apply
5d
Business Analyst
MarginPoint —Laguna Hills, CA
- Azure
- Computer Science
- Mid-level
Budget Analyst
Full Cycle Services —Irvine, CA
- $50 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
SAP Business Systems Analyst
Sungrow USA Corporation —Costa Mesa, CA
- $100,000 - $120,000 a year
- Full-time
- Computer Science
- Engineering
- Mid-level
Quick Apply
Principal Applications Functional Analyst (Source to Pay & EPM)
Ventura Foods —Irvine, CA
- $130,874.00 - $171,772.65 a year
- Hybrid work
- Computer science
- Computer Science
- Finance
- Profit sharing
- Paid holidays
2d
ERP - PTC Product Analyst
Anduril Industries —Costa Mesa, CA
- $129,000 - $171,000 a year
- Email
- 7 years
- Oracle
- System design
Quick Apply
11d
ERP Data Analyst
INTERCONNECT SOLUTIONS COMPANY LLC —Fountain Valley, CA
- $95,000 - $105,000 a year
- Full-time
- Computer Science
- ERP systems
- Mid-level
Product Data Analyst
Senra Systems —Cypress, CA
- $130,000 - $175,000 a year
- Computer Science
- Mid-level
- Office
- Free parking
- Disability insurance
Quick Apply
5d

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erp analyst jobs near costa mesa, ca

Portfolio Analyst

Apella Wealth
Costa Mesa, CA

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Job Details

Full-time
$80,000 - $90,000 a year
9 days ago

Benefits

Paid parental leave
Health savings account
AD&D insurance
Disability insurance
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Pet insurance

Qualifications

Customer communication
Investment advisory support
Wealth management
Investment operations
Research
Tax-efficient investing
Bachelor's degree
Asset allocation strategy
ETFs analysis
Portfolio rebalancing strategy

Full Job Description

About Apella

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

The Role

As an Apella Portfolio Analyst, you’ll serve in a key investment portfolio architect roleto HNW/UHNW clients in close collaboration with Apella Advisors and the broader Investments & Research team. This position is responsible for executing portfolio trading, monitoring cash flows, rebalancing client accounts, analyzing portfolios, and implementing tax-aware investment recommendations that align with the firm's evidence-based investment philosophy. The ideal candidate combines strong analytical and technical skills with exceptional attention to detail, thrives in a fast-paced and collaborative environment, and is passionate about using data, technology, and sound investment principles to help clients achieve their financial goals.

This role is an outstanding opportunity for someone looking to build a long-term career in wealth management and investment operations while gaining direct exposure to portfolio construction, trading strategy, financial markets, and advisor collaboration. As Apella continues to expand its national footprint, the Portfolio Analyst will have the opportunity to develop deep expertise across investment management, client service, and financial technology while working alongside experienced professionals in a highly collaborative culture. Individuals who are intellectually curious, enjoy solving complex problems, and are motivated by continuous learning will find this position to be an excellent launching point for future growth within portfolio management, investment research, trading, operations leadership, or financial advisory services.

This is a rare opportunity to step into a well-supported, critical investment role within a national, fee-only RIA. You’ll receive unparalleled training and education into the best practices of investment portfolio analysis and how to leverage all the technological and financial resources that comes with being an Apella employee.

Where you’ll work:

This role will be located on our Costa Mesa, CA - based team and be expected to be available for in-office meetings with some remote work flexibility as determined by your specific team leadership.

What you’ll be responsible for:

Manage day-to-day portfolio trading for multiple offices/financial advisors using trading software
Monitor daily portfolio cash inflows/outflows and reallocate capital deposits as necessary
Analyze existing client and new prospect portfolios to form diversification recommendations aligned with Apella’s investment philosophy
Recommend tax efficient portfolio adjustments aligned with Apella’s investment philosophy
Utilize portfolio management and trading software daily to create trade allocation recommendations
Create manual trade recommendations without the use of trading software when needed
Provide independent, researched insight on financial market conditions and forecasts
Deliver operational and administrative support to Apella Advisors as needed
Ensure all client touchpoints are addressed with an exceptional client service mentality and detail
Establish and maintain organized files and records in adherence with compliance requirements
Prepare agenda materials and attend meetings as requested by the Advisory team or firm leadership

What qualifications we’re looking for:

A four-year degree in business, engineering, finance, economics or similar analytical field required
3+ years of investment management or trading operations experience
Series 65 is preferred (not required)
Knowledge of various investment vehicles & asset classes (i.e. ETFs, Mutual Funds, Derivatives, etc)
Experience determining and mitigating tax consequences as it relates to trading strategies
Exceptional critical thinking abilities and attention to detail
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment
Ability to work independently and as part of a team
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $80-$90K with discretionary bonus and the opportunity to gain exposure to HNW/UHNW portfolio construction while building a career path within investment management.

A comprehensive benefits package including:

Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
401(k) retirement plan with company match to help you achieve your financial goals
Unlimited Paid Time Off (PTO) policy to ensure you have time to rest and recharge when needed
Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
Continuing education and certification fee reimbursement for professional development
Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
Most importantly: The chance to help shape the future of a growing regional team and firm

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

Pay: $80,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

Work Location: Hybrid remote in Costa Mesa, CA 92628

Quick Apply

Refine Your Search

erp analyst jobs in costa mesa, ca

Portfolio Analyst

Senior EDI Analyst

Sr. Applications Functional Analyst- Order to Cash

Senior SAP Analyst (PP/QM)

Cost Accountant/ Financial Analyst

Sr. Financial Analyst Consultant

Senior Financial Analyst

Senior Financial Analyst

Senior Financial Planning & Analyst (FP& A) - Japanese Bilingual

Business System Analyst - Japanese Bilingual

ERP Developer and Analyst

SAP Data Analyst

ERP Analyst, M&A

Business Analyst

Budget Analyst

SAP Business Systems Analyst

Principal Applications Functional Analyst (Source to Pay & EPM)

ERP - PTC Product Analyst

ERP Data Analyst

Product Data Analyst

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