Top 1067 Sr portfolio Jobs in Irvine, Ca

Senior Associate, Capital Markets - CA
Phoenix Energy One, LLC —Irvine, CA
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Sr Client Relationship Manager, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
Portfolio Manager I - Middle Market, Leveraged & Syndications
City National Bank —Irvine, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Portfolio Manager II - Business Banking
City National Bank —Irvine, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Property Manager
Allview Real Estate —Newport Beach, CA
- $80,000 - $85,000 a year
- Full-time
- Mid-level
- Residential
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Sr. Portfolio Risk Associate
Hyundai Capital America —Irvine, CA
- $88,000 - $132,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Office
- Health savings account
- Disability insurance
10d
Sr. Manager - Portfolio
ZO Skin Health, Inc —Irvine, CA
- 8 hour shift
- Hybrid work
- Research
- Office
- Bachelor's degree
Quick Apply
Sr. Real Estate Portfolio Operations Analyst I
Pacific Life Insurance Company —Newport Beach, CA
- $93,600 - $114,400 a year
- Full-time
- Microsoft Outlook
- Customer service
- Bachelor of Science
- Paid parental leave
- Paid holidays
Quick Apply
Associate - Portfolio Management, Real Estate Equity
BlackRock Investments —Newport Beach, CA
- $115,000 - $155,000 a year
- Hybrid work
- Mid-level
- Office
- Residential
- Health insurance
- Tuition reimbursement
Sr Portfolio Advisor
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 8 years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Portfolio Manager
Cerity Partners —Irvine, CA
- $120,000 - $170,000 a year
- Email
- Hybrid work
- 7 years
- Microsoft Outlook
- CPA
- Commuter assistance
- Dental insurance
4d
Join Our Team! Senior Portfolio Community Manager - Orange County
Action Property Management —Irvine, CA
- $90,000 - $95,000 a year
- Urgently hiring
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Executive Assistant / Real Estate
Shopoff Realty Investments, LP —Irvine, CA
- $95,000 - $120,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Sr Investment Analyst
Auto Club Of Southern Calif —Costa Mesa, CA
- $160,500 - $214,100 a year
- Full-time
- Microsoft Excel
- Office
- Finance
- Paid parental leave
- Health insurance
Trading & Portfolio Implementation Associate
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Asset Management Associate
MBK Real Estate Companies —Irvine, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- English
- Mid-level
- Office
- AD&D insurance
- Health insurance
Creative Producer
TP-Link Systems Inc. —Irvine, CA
- $130,000 - $150,000 a year
- Full-time
- In-person
- Senior level
- Negotiation
- Health insurance
- Dental insurance
Quick Apply
3d
Commercial Property Manager (Retail)
Investment Concepts, Inc. —Orange, CA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
5d
Residential Senior Interior Designer
Laura Brophy Interiors —Newport Beach, CA
- $80,000 - $130,000 a year
- Full-time
- Management
- Office
- Residential
- Health insurance
- Dental insurance
Quick Apply
Electrical Engineer – Consulting Engineering
Legence —Irvine, CA
- $115,000 - $150,000 a year
- Full-time
- Hybrid work
- Mentoring
- US work authorization
- In-person
- AD&D insurance
- Disability insurance
Quick Apply

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sr portfolio jobs near irvine, ca

Senior Associate, Capital Markets - CA

Phoenix Energy One, LLC
Irvine, CA

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess the following licenses: SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Irvine, CA 92612 (Required)

Work Location: In person

Quick Apply

Refine Your Search

sr portfolio jobs in irvine, ca

Senior Associate, Capital Markets - CA

Sr Client Relationship Manager, Employee Benefits - IAS, West

Portfolio Manager I - Middle Market, Leveraged & Syndications

Portfolio Manager II - Business Banking

Property Manager

Sr. Portfolio Risk Associate

Sr. Manager - Portfolio

Sr. Real Estate Portfolio Operations Analyst I

Associate - Portfolio Management, Real Estate Equity

Sr Portfolio Advisor

Portfolio Manager

Join Our Team! Senior Portfolio Community Manager - Orange County

Executive Assistant / Real Estate

Sr Investment Analyst

Trading & Portfolio Implementation Associate

Asset Management Associate

Creative Producer

Commercial Property Manager (Retail)

Residential Senior Interior Designer

Electrical Engineer – Consulting Engineering

I want to receive the latest job alert for sr portfolio in irvine, ca

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