10 investments jobs found in Irvine, CA

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,...

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.  Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.  Help with portfolio construction and monitoring, including gathering data, updating performance and...

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...

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 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 RESPONSIBILITIES: Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan. Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts     Conduct participant education...

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...

We are seeking an experienced Price Analyst II with 3-5+ years of experience in pricing analysis, market research, and strategic pricing initiatives. This mid-level role focuses on developing pricing strategies, conducting advanced market analysis, and supporting revenue optimization efforts. The ideal candidate demonstrates proven analytical expertise, strong business acumen, and the ability to translate complex pricing data into actionable business insights.  Experience in Workers' Compensation pricing and analysis is required. This role is ideal for a strategic, data-driven finance professional, who values accuracy , as well as quality over quantity , and thrives in environments that demand insightful analysis and independent ownership .  This position is open to remote and hybrid.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Develop and execute comprehensive analyses to support strategic pricing decisions Lead competitive intelligence initiatives and...

This is an exciting opportunity for a blended role for Manager, Data Science within our Data Product space. The Manager Data Science is responsible for architecting, building, and deploying production-grade machine learning models, AI solutions, and data products while leading a team of advanced data professionals. This is a highly technical, hands-on role that requires a combination of strong experience developing scalable solutions and zero to one product launch moving them from concept through production. This role requires hands-on technical contribution and is not solely an oversight function. The ideal candidate has demonstrated experience building data products and operationalizing machine learning within a cloud environment such as Azure, AWS, or similar platforms. This role requires comfort working with modern data architectures, integrating data pipelines, and managing the full lifecycle of models and AI applications. This individual has expertise in machine learning,...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in Orange County, CA.   Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

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...