Top 29 Investment analyst Jobs in Thousand Oaks Ca

Analyst, Portfolio Management
Wilshire Advisors LLC —Santa Monica, CA
- $70,350 - $78,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Analyst, Portfolio Management (Equities)
Dimensional Fund Advisors —Santa Monica, CA
- $82,500 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
8d
Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
Wilshire Advisors LLC —Santa Monica, CA
- $65,000 - $82,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Portfolio Analyst
Crescent Capital Group LP —Los Angeles, CA
- $100,000 a year
- Full-time
- Microsoft Word
- Mid-level
- Office
- Parental leave
Analyst/Associate, Investments & Portfolio Management
RCLCO —Santa Monica, CA
- $70,000 - $115,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Dental insurance
Quick Apply
14d
Analyst, Development (Affordable Housing/LIHTC)
Lincoln Avenue Communities —Santa Monica, CA
- $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
Senior Actuarial Analyst - Hybrid
DW Simpson —California
- $160,000 a year
- 5 years
- SQL
- Senior level
Quick Apply
Consulting Group Analyst
Morgan Stanley —Westlake Village, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Senior Royalty Analyst - Business Management & Family Office
CITRIN COOPERMAN ADVISORS LLC —Woodland Hills, CA
- $70,000 - $125,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Acquisitions Analyst Associate
Gsi —Sherman Oaks, CA
- $55,885.07 - $67,302.45 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- SQL
- Health insurance
Quick Apply
13d
Finance Analyst
FIGS —Santa Monica, CA
- $85,000 - $92,000 a year
- CPA
- Mid-level
- Office
- Employee stock purchase plan
- Paid holidays
Quick Apply
Financial Strategy Analyst
Ascent Developer Solutions —Encino, CA
- $85,000 - $100,000 a year
- Overtime
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
9d
Wealth Management Analyst Planner
One Capital Management —Westlake Village, CA
- $70,000 - $90,000 a year
- Email
- Office
- Bachelor's degree
- Quality control
- Wellness program
- Health insurance
Analyst
Ascent Developer Solutions —Encino, CA
- $80,000 - $95,000 a year
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
3d
Senior Analyst
Ascent Developer Solutions —Encino, CA
- $100,000 - $120,000 a year
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
1d
FINANCIAL ANALYST 1
VSolvit —Oxnard, CA
- $28.85 - $36.30 an hour
- Full-time
- English
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Financial Analyst, Mid
Booz Allen Hamilton —Port Hueneme, CA
- $55,300 - $126,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Mid-level
- Disability insurance
- Health insurance
9d
Director: Commercial Real Estate-Loan Analyst
BCREM Capital —Calabasas, CA
- Online Application
- Bachelor of Science
- Mid-level
- Office
FINANCIAL SYSTEMS ANALYST II
VSolvit —Oxnard, CA
- $36.54 - $42.67 an hour
- Full-time
- English
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Structured Credit - Analyst, Vice President
Guggenheim Partners —Santa Monica, CA
- $175,000 - $185,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Research
13d

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investment analyst jobs near thousand oaks ca

Analyst, Portfolio Management

Wilshire Advisors LLC -
Santa Monica, CA

Quick Apply

Job Details

Full-time
$70,350 - $78,000 a year
13 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Research

Full Job Description

Company Description

As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.

Wilshire advises on over $1 trillion in assets for some of the world’s largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.

Job Description

Wilshire is expanding its portfolio management team, dedicated to delivering customized solutions for multi-asset and multi-alternative strategy portfolios. You will be an integral part of the portfolio management group, providing a team of senior portfolio managers with technical and analytical support.

What you'll do:

Assist with the construction of investment allocation models using both traditional and alternative mutual funds, ETFs and other SEC-registered investment vehicles
Generate, and improve upon, ongoing and ad-hoc investment analysis of risk and performance attribution on mutual funds and institutional separate account strategies using proprietary and non-proprietary analytic software
Produce standard monthly and quarterly fund and portfolio level reports, including performance updates, risk statistics, style exposures, and performance attribution
Schedule and participate in due diligence meetings and conference calls with investment managers; contribute to meeting notes

Qualifications

BA/BS in finance, economics, or related studies with strong academic credentials desired
0 to 1 years of work experience in financial, accounting or investment industries
Interest in becoming a CFA charter holder
Keen attention to detail and accuracy
Excellent written, oral, and interpersonal communication skills
Collaborative team player with a passion for investment management
Interest in leveraging approved AI-enabled tools to streamline research, analysis, reporting, and other workstreams, while applying sound judgment, attention to detail, and adherence to firm policies
Proficiency with Microsoft Excel and interest in expanding quantitative and problem-solving skills

Additional Information

This position will work on a hybrid model out of our Santa Monica office
We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.

The pay range for this position is $70,350-$78,000. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.

Visit www.wilshire.com for additional company information.

Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.

We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.

If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at [email protected] or 310-584-6011.

Quick Apply

Refine Your Search

investment analyst jobs in thousand oaks ca

Analyst, Portfolio Management

Analyst, Portfolio Management (Equities)

Analyst/Sr. Analyst, Alternatives – Client Solutions & Research

Portfolio Analyst

Analyst/Associate, Investments & Portfolio Management

Analyst, Development (Affordable Housing/LIHTC)

Senior Actuarial Analyst - Hybrid

Consulting Group Analyst

Senior Royalty Analyst - Business Management & Family Office

Acquisitions Analyst Associate

Finance Analyst

Financial Strategy Analyst

Wealth Management Analyst Planner

Analyst

Senior Analyst

FINANCIAL ANALYST 1

Financial Analyst, Mid

Director: Commercial Real Estate-Loan Analyst

FINANCIAL SYSTEMS ANALYST II

Structured Credit - Analyst, Vice President

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