Top 104 Crm analyst Jobs in Irvine, 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
8d
BUSINESS SYSTEMS ANALYST
MVP Technologies —Irvine, CA
- Email
- Microsoft Access
- Mid-level
- SQL
Business Process & Automation Analyst
PIMCO —Newport Beach, CA
- $90,000 - $100,000 a year
- Online Application
- Sales
- Research
- Mid-level
14d
PLM Data Analyst
Samsara —Irvine, CA
- $62,772 - $94,950 a year
- Computer Science
- Schematics
- CAD
- Health insurance
- Parental leave
9d
QA Engineer I
EBizCharge —Irvine, CA
- Full-time
- Computer Science
- Bachelor of Science
- ERP systems
- Paid holidays
- Health insurance
4d
Revenue Operations Manager
Profiles —Irvine, CA
- Contract
- SQL
- Analysis skills
- Mentoring
Quick Apply
Senior Analyst, Loyalty Promotions & Activations
Yum! Brands —Irvine, CA
- Year round work
- Hybrid work
- Mid-level
- Office
- APIs
- Health insurance
- Dental insurance
1d
Analyst, Applications and Automations
SEGERSTROM CENTER FOR THE ARTS —Costa Mesa, CA
- $89,017 - $111,272 a year
- Full-time
- Computer science
- Computer Science
- System design
- Disability insurance
- Bereavement leave
Quick Apply
11d
Senior Business Strategy Analyst
Navien, Inc. —Irvine, CA
- $36 - $40 an hour
- Full-time
- Microsoft Outlook
- Marketing
- Mid-level
- Paid holidays
- Health insurance
Online Marketing Analyst - Newport Beach, CA
GoldenComm —Newport Beach, CA
- $50,000 - $70,000 a year
- Mid-level
- Office
- 3 years
Senior Sales Operations Analyst
Stryker —Irvine, CA
- $79,900 - $127,500 a year
- Full-time
- Marketing
- Mid-level
- Office
- Health savings account
- AD&D insurance
Sales Implementation Analyst
PINNACLE CLAIMS MANAGEMENT INC —Irvine, CA
- $70,978.23 - $92,271.29 a year
- Full-time
- Remote
- 7 years
- HIPAA
- Ability to lift 50 pounds
Quick Apply
2d
Career Center Engagement and Operations Lead (Administrative Analyst/Specialist Non-Exempt)
California State University —Fullerton, CA
- Online Application
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Dental insurance
9d
Incentives Revenue Operations Analyst
Qcells —Irvine, CA
- $72,000 - $103,700 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Quick Apply
7d
Business Reporting Analyst - CCSB
PINNACLE CLAIMS MANAGEMENT INC —Irvine, CA
- $61,719.12 - $80,234.24 a year
- Full-time
- Bachelor of Science
- Basic math
- HIPAA
Quick Apply
2d
Sr. Business Systems Analyst - Order Management / Order Management (O2D)
Ventura Foods —Irvine, CA
- $103,685.00 - $134,453.55 a year
- Oracle
- Inventory management
- Engineering
- Profit sharing
- Paid holidays
10d
Originations Analyst, CoreVest
Redwood Trust Inc —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Employee stock purchase plan
Quick Apply
11d
Revenue Operations Analyst
loanDepot —Irvine, CA
- $66,000 - $104,500 a year
- Mid-level
- Finance
- SQL
- Wellness program
- Health insurance
Quick Apply
Marketing Analytics Senior Analyst
Pacific Life Insurance Company —Newport Beach, CA
- $113,490 - $138,710 a year
- Full-time
- 6 years
- Bachelor of Science
- Research
- Paid parental leave
- Paid holidays
Quick Apply
Business Systems Analyst, Marketing Systems
Kia Motors America —Irvine, CA
- $74,859 - $100,227 a year
- Customer service
- Office
- SQL
- Paid holidays
- Health insurance

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crm analyst jobs near irvine, ca

Portfolio Analyst

Apella Wealth
Costa Mesa, CA

Quick Apply

Job Details

Full-time
$80,000 - $90,000 a year
8 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

crm analyst jobs in irvine, ca

Portfolio Analyst

BUSINESS SYSTEMS ANALYST

Business Process & Automation Analyst

PLM Data Analyst

QA Engineer I

Revenue Operations Manager

Senior Analyst, Loyalty Promotions & Activations

Analyst, Applications and Automations

Senior Business Strategy Analyst

Online Marketing Analyst - Newport Beach, CA

Senior Sales Operations Analyst

Sales Implementation Analyst

Career Center Engagement and Operations Lead (Administrative Analyst/Specialist Non-Exempt)

Incentives Revenue Operations Analyst

Business Reporting Analyst - CCSB

Sr. Business Systems Analyst - Order Management / Order Management (O2D)

Originations Analyst, CoreVest

Revenue Operations Analyst

Marketing Analytics Senior Analyst

Business Systems Analyst, Marketing Systems

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