Top 421 Finance Jobs in Vista 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
Finance and Insurance Specialist - West
JM Family Enterprises —California
- $49,920 - $124,163 a year
- Full-time
- Dealership
- Mid-level
- Travel
- Profit sharing
- Health insurance
Financial Advisor - (Sales Role, Training provided)
Northwestern Mutual La Jolla —La Jolla, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
Cost Optimization Analyst - FinOps
ASML —San Diego, CA
- $89,250 - $148,750 a year
- Full-time
- Hybrid work
- Azure
- 5 years
- Writing skills
- Paid holidays
- Dental insurance
Finance Manager
Aaron Ford of Escondido —Escondido, CA
- $13,000 - $20,000 a month
- Full-time
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
Quick Apply
Remote Financial Accountant - AI Trainer
DataAnnotation —Carlsbad, CA
- $50 - $60 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Associate Financial Advisor
Edward Jones —Carlsbad, CA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Financial Management Assistant
Community Interface Services —Vista, CA
- $23 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Office
- Paid training
- Paid holidays
Quick Apply
8d
Associate Financial Analyst
Alphatec Spine —Carlsbad, CA
- $70,000 - $78,000 a year
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
Financial Planning Analyst II
Bachem Holding AG —Vista, CA
- $72,652 - $99,896 a year
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
3d
Financial Analyst
TaylorMade Golf Company —Carlsbad, CA
- $74,000 - $85,000 a year
- Extended hours
- Oracle
- Mid-level
- Office
- Paid holidays
- Health insurance
Sr Financial Analyst - Clinical Sequencing Division (CSD)
Thermo Fisher Scientific —Carlsbad, CA
- $103,100 - $150,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Commuter assistance
- Paid parental leave
Financial & Strategic Planning Analyst
The Upper Deck Company —Carlsbad, CA
- $75,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
10d
Part Time Associate Banker North County (30 hours)
JPMorganChase —Carlsbad, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
3d
Analyst, Financial Planning & Analysis
Vistage Worldwide —San Diego, CA
- $90,000 - $101,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
Advisor, Financial Planning and Analysis - Data and Analytics
Cardinal Health —Carlsbad, CA
- $90,600 - $129,400 a year
- Hybrid work
- Computer Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
9d
Financial Analyst
KYOCERA AVX —San Diego, CA
- Full-time
- Mid-level
- Office
- Microsoft Office
Fraud and Internal Controls Specialist
The Upper Deck Company —Carlsbad, CA
- $30 - $32 an hour
- Full-time
- Office
- Finance
- Bachelor's degree
Quick Apply
10d
Finance Manager & Administrator
Mossy Volkswagen Escondido —Escondido, CA
- $60,000 - $120,000 a year
- Part-time
- Background check
- Dealership
- Customer service
- Paid training
- Paid holidays
Quick Apply
11d
Financial Analyst
Avezta —San Diego, CA
- Microsoft Access
- 6 years
- CPA

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finance jobs near vista ca

Investment Analyst - Retirement Plans

Seapoint Wealth
Del Mar, CA

Quick Apply

Job Details

Full-time
$81,265.59 - $120,000.00 a year

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

finance jobs in vista ca

Investment Analyst - Retirement Plans

Finance and Insurance Specialist - West

Financial Advisor - (Sales Role, Training provided)

Cost Optimization Analyst - FinOps

Finance Manager

Remote Financial Accountant - AI Trainer

Associate Financial Advisor

Financial Management Assistant

Associate Financial Analyst

Financial Planning Analyst II

Financial Analyst

Sr Financial Analyst - Clinical Sequencing Division (CSD)

Financial & Strategic Planning Analyst

Part Time Associate Banker North County (30 hours)

Analyst, Financial Planning & Analysis

Advisor, Financial Planning and Analysis - Data and Analytics

Financial Analyst

Fraud and Internal Controls Specialist

Finance Manager & Administrator

Financial Analyst

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