5 investment operations analyst jobs found in Irvine, CA

We are looking for a detail-oriented and driven Junior Financial Data Analyst to join our finance team with a focus on pricing, accounting, and ad hoc financial projects. This entry-level role is ideal for recent graduates or early-career professionals eager to build hands-on experience in corporate finance, pricing strategy, and data analysis. You will work closely with experienced team members and leadership to support key business functions such as budgeting, forecasting, variance analysis, and special projects. Strong communication, analytical thinking, and a willingness to learn are essential for success in this role. This is a hybrid role in our Irvine, CA office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Financial Modeling & Reporting Assist in the preparation of financial models, forecasts, and reports to support strategic decision-making. Analyze and interpret financial data to uncover trends and identify areas for improvement. Contribute to ERP...

The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years' experience in an analytic role, business or financial, is preferred.  Qualified candidates will have a college degree from a four-year accredited college/university.  A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Conduct comprehensive financial analysis...

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a n Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. PRIMARY RESPONSIBILTIES: Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines Update and generate weekly reports utilizing the CRM and MS Office Maintain/update CRM and Department tracking sheets on a real time basis Data gathering for surveys Offer additional support in facilitating...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are currently seeking a talented personal injury Legal Assistant for our Irvine, CA staff counsel law office. As a dedicated personal injury Legal Assistant, you will provide assistance with legal work which is reviewed and approved by the supervising attorney. This includes but is not limited to research, contract administration, document preparation, and trial preparation. The legal work performed differs by practice area and area of specialty such as insurance, banking, investments, financial services,...

We have an exciting opportunity for a Data Scientist within our data product space. This individual will be focused on designing, building, and deploying machine learning models and data products that support our enterprise initiatives. This role focuses on developing scalable, production ready solutions by translating complex business problems into data-driven approaches and model-based outputs. Working closely with product managers, engineering teams, and business stakeholders, this position contributes to the development of data products from concept through deployment, ensuring solutions are reliable, performant, and aligned with real world use cases. The role includes hands on model development, feature engineering, and integration into production systems within cloud environments. The ideal candidate has experience building and operationalizing machine learning models and is comfortable working with modern AI techniques, including large language models (LLMs) and...