Top 37414 Jobs in Encinitas, Ca

Investment Analyst - Retirement Plans
Seapoint Wealth —Del Mar, CA
- $81,265.59 - $120,000.00 a year
- Full-time
- Background check
- Microsoft Excel
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
14d
Medical Records Director
Confidential —Encinitas, CA
- $69,000 - $79,000 a year
- Full-time
- Background check
- Skilled nursing facility
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
13d
Tow Truck Dispatcher – Central Dispatch
S & R Towing —Oceanside, CA
- $23 - $28 an hour
- Full-time
- Mid-level
- Analysis skills
- Data entry
- Health insurance
- 401(k)
Quick Apply
Production Manager
ENHANCED LANDSCAPE MANAGEMENT —Oceanside, CA
- $70,000 - $80,000 a year
- Urgently hiring
- Spanish
- Clean driving record
- Pass drug screening
- Fuel card
- Paid holidays
Quick Apply
5d
Mental Health Technician for Womens Treatment Center,PT, RADT/SUD credential or intention to apply.
Villa Kali Ma - A Place for Transformation —Carlsbad, CA
- $21.00 - $21.50 an hour
- Part-time
- CPR Certification
- Vital signs
- Current TB test
- Flexible schedule
- Retirement plan
Quick Apply
5d
Custodian - RIVA
H.G. Fenton Company —Solana Beach, CA
- $21 - $23 an hour
- Sanitation
- English
- Residential
- Profit sharing
- Paid jury duty
Quick Apply
Housekeeper
Private Residence —Rancho Santa Fe, CA
- From $25 an hour
- 8 hour shift
- Background check
- Customer service
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Front Office Coordinator
SOM Aesthetics —Encinitas, CA
- $24 - $26 an hour
- Full-time
- Background check
- Mid-level
- US work authorization
- Paid training
- 401(k)
Quick Apply
14d
Dishwasher
Country Club of Rancho Bernardo —San Diego, CA
- $20 - $22 an hour
- Full-time
- Hospitality
- Clean driving record
- High school
- Employee discount
- Food provided
Quick Apply
Stocker
Walmart —Encinitas, CA
- $17 - $30 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Yard Associate
Sunbelt Rentals, Inc. —Encinitas, CA
- $18.99 - $26.11 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Server
Honor Bar —Del Mar, CA
- $16.90 an hour
- Part-time
- US work authorization
- Restaurant
- Entry level
- Health insurance
- Dental insurance
Quick Apply
14d
Dishwasher
Coffee Dose Cafe —Encinitas, CA
- $18.50 an hour
- Weekends as needed
- Inventory management
- In-person
- Health insurance
- Employee discount
Quick Apply
5d
Team Member
Panera Bread —Carlsbad, CA
- $20 an hour
- Part-time
- Serving
- 16+ years old
- Ability to stand for extended periods
- Dental insurance
- 401(k)
Quick Apply
Courtesy Clerk
Sprouts Farmers Market —Solana Beach, CA
- $17.00 - $18.75 an hour
- Part-time
- 16+ years old
- Fair chance
- In-person
- Paid parental leave
- Health savings account
3d
Stock Associate
World Market —Oceanside, CA
- $17.75 - $18.25 an hour
- Part-time
- Merchandising
- 16+ years old
- Fair chance
- Paid holidays
- Health insurance
Quick Apply
Produce Clerk
Sprouts Farmers Market —Carlsbad, CA
- $17.20 - $23.20 an hour
- Part-time
- 18 years or older
- OSHA
- Ability to walk for extended periods
- Paid parental leave
- Health savings account
Team Member
Sidecar Doughnuts and Coffee —San Diego, CA
- $17.25 - $20.75 an hour
- Part-time
- Serving
- Bakery
- Quick service & fast food restaurant
- 401(k)
- Paid time off
Quick Apply
Front Office Assistant
Miracle-Ear —Encinitas, CA
- $20 an hour
- Full-time
- Inventory management
- Mid-level
- Windows
- Health savings account
- Paid holidays
Quick Apply
3h
In-Store Shopper
Vons —Solana Beach, CA
- $17.10 - $23.60 an hour
- Part-time
- Fair chance
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
11d

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Investment Analyst - Retirement Plans

Seapoint Wealth
Del Mar, CA

Quick Apply

Job Details

Full-time
$81,265.59 - $120,000.00 a year
14 days ago

Benefits

Dental insurance
401(k)
Flexible schedule
Retirement plan

Qualifications

Statistics
Microsoft Excel
Trading
Qualitative research
Statistical analysis

Full Job Description

Investment Analyst – Retirement Plans

This position supports a Financial Advisor/Retirement Plan Consultant team by performing investment due diligence and reporting in support of our retirement plan sponsor clients.

This role is ideal for professionals experienced in institutional manager research, financial due diligence, multi-asset portfolio design, trading models and qualified retirement plan oversight.

In this role, you will:

Support the team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to applicable laws and regulations, and evaluation of retirement plan design.
Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, ETF's, CITs, etc.) consistent with established procedures using both quantitative and qualitative criteria.
Play a key role in evaluating new investment managers and ensuring process quality and integrity.
Attend and document structured ongoing investment manager reviews presented by the Retirement Plan Consultant to corporate and government clients using both qualitative and quantitative criteria.
Contribute to the implementation of investment manager changes, including coordination with internal and external partners.
Support the monitoring of Plans for adherence to guidelines, including rebalancing and liquidity raising activities as needed.
Evaluate the design and monitor the effectiveness of multi-asset portfolios.
Be a key contributor in developing, enhancing, and delivering materials for scheduled reporting and ad hoc projects to be reviewed with the Plans investment fiduciaries.

Required Qualifications:

3+ years of Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education

Desired Qualifications:

High attention to detail and accuracy.
Experience performing qualitative and quantitative analysis, including statistical andperformance analytics on investments.
Some understanding of qualified retirement plans, primarily defined contribution plans
Demonstrated experience with asset allocation and portfolio construction within a multi-asset framework. Ability to create and rebalance portfolio models.
Project management experience and proven ability to meet deadlines and objectives.
Experience with Morningstar and Microsoft Office suite, including PowerPoint and Excel is preferred
Some knowledge and experience with one or more of the following investment evaluation tools: FI360, Plan Tools, RPAG, or Zephyr Style Advisor

Work Location:

Del Mar, CA

Pay: $81,265.59 - $120,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

jobs in encinitas, ca

Investment Analyst - Retirement Plans

Medical Records Director

Tow Truck Dispatcher – Central Dispatch

Production Manager

Mental Health Technician for Womens Treatment Center,PT, RADT/SUD credential or intention to apply.

Custodian - RIVA

Housekeeper

Front Office Coordinator

Dishwasher

Stocker

Yard Associate

Server

Dishwasher

Team Member

Courtesy Clerk

Stock Associate

Produce Clerk

Team Member

Front Office Assistant

In-Store Shopper

I want to receive the latest job alert for jobs in encinitas, ca

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