Top 215 Portfolio analyst Jobs in Irvine Ca

Senior Financial Analyst (On-Site)
Oakmont Senior Living —Irvine, CA
- $90,000 - $120,000 a year
- Full-time
- 18 years or older
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Portfolio Analyst
City National Bank —Irvine, CA
- $65,296 - $104,304 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
4d
Director of Commercial Excellence, Sales Enablement & Customer Experience
Orange Circle Studio —Irvine, CA
- $90,000 - $100,000 a year
- Email
- Analysis skills
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
Quick Apply
Lead Solutions Architect, Anaplan
Edwards Lifesciences —Irvine, CA
- $159,000 - $226,000 a year
- Full-time
- Computer science
- Computer Science
- 11+ years
Accounts Payable Specialist - CORP
Aperto Property Management, Inc —Irvine, CA
- $29 - $32 an hour
- 8 hour shift
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
INVESTMENT REPORTING ANALYST - IRVINE
Pathway Capital Management —Irvine, CA
- $75,000 - $95,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Finance
Quick Apply
Real Estate Investment Analyst
MBK Real Estate Companies —Irvine, CA
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Computer literacy
- Mid-level
- AD&D insurance
- Health insurance
10d
Training Grants Coordinator (Hybrid)
University of California, Irvine —Irvine, CA
- $75,180 - $133,770 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
- Health insurance
- Retirement plan
9d
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
Clinical Research Finance Analyst - Hybrid
University of California, Irvine —Orange, CA
- $36.89 - $56.14 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Health insurance
- Retirement plan
3d
Senior Analyst Asset Management
AvalonBay Communities —Irvine, CA
- $85,300 - $142,100 a year
- Full-time
- Mid-level
- Office
- Residential
- Paid holidays
- Health insurance
9d
Instructional Designer
MSX International —Irvine, CA
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Summer Investment Analyst R0199140 City Office Newport Newport Beach, California Full time
Greystar —Newport Beach, CA
- $33 an hour
- Seasonal
- Office
- Finance
- Fair chance
- Employee assistance program
- Paid sick time
12d
Compliance & Grants Analyst
COMMUNITY LEGAL AID SOCAL —Santa Ana, CA
- $71,000 - $96,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
2d
Analyst, Real Estate Portfolio Management
TIAA —Newport Beach, CA
- $80,000 - $100,000 a year
- Online Application
- No experience needed
- Office
- Finance
2d
Market Research & Analytics Analyst
Össur —Irvine, CA
- $28 - $35 an hour
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
4d
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
Data Applications & Analytics Analyst
LBA Logistics | LBA Properties —Irvine, CA
- $75,000 - $90,000 a year
- Full-time
- Ability to walk for extended periods
- Mid-level
- Office
Quick Apply
Summer Analyst - Investments
Healthpeak Properties, Inc. —Irvine, CA
- $30 an hour
- Seasonal
- Finance
- Analysis skills
- Math
2d
Sr. Applied Behavioral Scientist
Vesync Co. —Tustin, CA
- From $200,000 a year
- Full-time
- 5 years
- System design
- Doctor of Philosophy
- Paid holidays
- Disability insurance

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

portfolio analyst jobs near irvine ca

Senior Financial Analyst (On-Site)

Oakmont Senior Living -
Irvine, CA

Quick Apply

Job Details

Full-time
$90,000 - $120,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance
Life insurance
Paid sick time
Pet insurance

Qualifications

Mid-level
3 years
Analysis skills
Communication skills

Full Job Description

Senior Financial Analyst - Senior Living

This is a full-time, on-site position based in Irvine.

Senior Living experience is preferred.

The Senior Financial Analyst will be instrumental in budgeting, forecasting, and reporting for our communities. This role offers an exciting opportunity to contribute to the financial strategy and operational performance of our organization.

The Senior Financial Analyst, reporting directly to the Director of FP&A, will serve as a dedicated financial business partner. The role requires a highly analytical, collaborative, and results-oriented individual who can translate complex financial data into actionable insights.

Salary range: $90k-$120k

Responsibilities:

Financial Planning and Analysis

Develop and manage budgets, forecasts, and variance analysis for communities timely and accurately
Provide expense monitoring and actionable recommendations that support organizational goals
Design and manage robust financial models and KPI dashboards to monitor and enhance operational performance
Prepare insightful reports and presentations for senior management and capital partners, enabling data-driven strategy

System Implementation and Process Improvement

Support the implementation of a financial planning and forecasting tool
Review transactions for data accuracy while automating and improving reporting processes

Business Partnering and Strategic Support

Collaborate with Finance, Accounting, and Operations leadership on impactful ad hoc projects that shape company strategy
Add insight through enhanced reporting and financial analysis with guidance from FP&A management

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Real Estate, or related field.
3-5 years of progressive FP&A experience, including both corporate and segment FP&A
Advanced Excel skills
Expertise in financial systems (Anaplan is preferred); PowerBI is a plus
Strong attention to detail and accuracy
Ability to extract, analyze data, draw conclusions, and make actionable recommendations
Ability to manage and take ownership of priorities and projects, and meet deadlines in a fast-paced environment
Proactive problem-solver with continuous improvement mindset
Excellent communication skills, both written and verbal
Adaptable and quick learner, especially with new technologies and processes

Position Requirements

Must be at least eighteen (18) years of age.
Demonstrate ability to build and maintain positive working relationships at all levels across the Company.
Strong analytical and problem-solving skills; highly motivated and able to work independently or collaboratively depending upon circumstances.
Strong communication and presentation skills.
Proficient with Microsoft Office Suite or related software.
Must pass a Criminal Background check.

Why should you choose a career with Oakmont?

401k Retirement Plan & Life Insurance
Medical, Dental and Vision benefits
Vacation, Personal Day, Sick Pay, Holidays
Student Loan Refinancing
Pet Insurance
LifeCare, Employee Assistance Program
Emergency Family Fund
Career Growth, Relocation and Travel Opportunities

Oakmont Management Group, based in Irvine, California, is a recognized leader in the senior living industry that manages a portfolio of communities under the Oakmont Senior Living and Ivy Living brands. OMG serves thousands of seniors across communities in California, Colorado, Nevada, and Hawaii. At OMG, we strive to create an atmosphere of family and community among team members, residents, and resident family members. We know that caring and meaningful relationships are the foundation of a rewarding life, and our team is hand-selected for their skills, previous experience, and passion for working with the elderly. Our practice is to incorporate joy and laughter alongside our expectations of excellence. Walk into our communities and feel our pride of ownership and commitment to service.

Oakmont Management Group is an Equal Opportunity Employer.

Quick Apply

Refine Your Search

portfolio analyst jobs in irvine ca

Senior Financial Analyst (On-Site)

Portfolio Analyst

Director of Commercial Excellence, Sales Enablement & Customer Experience

Lead Solutions Architect, Anaplan

Accounts Payable Specialist - CORP

INVESTMENT REPORTING ANALYST - IRVINE

Real Estate Investment Analyst

Training Grants Coordinator (Hybrid)

Associate Trader

Clinical Research Finance Analyst - Hybrid

Senior Analyst Asset Management

Instructional Designer

Summer Investment Analyst R0199140 City Office Newport Newport Beach, California Full time

Compliance & Grants Analyst

Analyst, Real Estate Portfolio Management

Market Research & Analytics Analyst

Alternative Investment Analyst - Irvine, CA

Data Applications & Analytics Analyst

Summer Analyst - Investments

Sr. Applied Behavioral Scientist

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected