Investment Consultant Jobs in Newport Beach, California

126 jobs

Trade Investment Analyst WinCorp Solutions is seeking a Trade Investment Analyst to serve as a consultant for a global investment management company located in Irvine, CA. Experience in post trade and fail management is highly desired. Education and Experience: - Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree - At least 2 years of financial services expe...

Defined Benefits Actuarial Consultant (Mercer (US) Inc.) - Irvine, CA - Perform necessary calcs & anlysis on special retirement projects, incl pension products & ext mkts to transfer pension risk in U.S. Analyze impact on client's retirement plans incl assumption studies, plan design studies, plan terminations, early retirement window studies, post-retiree medical & acquisition studies. Req'ts: Ba...

Sales Consultant at National Executive Recruiting Firm Business success is rooted in people, and at Lucas Group, people are our business. In the executive recruiting industry, your ability to create relationships and connect the dots helps companies accomplish goals and professionals achieve career objectives. Tens of millions of baby-boomers are retiring, while millions of millennials are just ...

Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...

Accounting System Implementation Consultant We’re on a mission. As a fast-growing software company on the cutting-edge of technology, Plex is revolutionizing global manufacturing in the same way cloud solutions have transformed sales, marketing, and human capital management. We want manufactures to succeed. That’s why we’re on a mission to replace underperforming, on-premise enterprise resource p...

Wealth Advisor Representative Job Label:MAG_14CD8708CEB Index Fund Advisors, Inc. (IFA) is a fee-only investment advisory and wealth management firm founded in 1999, that provides risk-appropriate, globally diversified, passive investment strategies and wealth services to individuals and institutions with a fiduciary standard of care. Headquartered in Irvine, CA, IFA serves over 2,000 clients th...

The talent, dedication and spirit of PIMCO’s people are the most important factors in our success as a global investment solutions provider over the last four decades. Over 2,000 professionals in 13 global offices every day strive to deliver on our mission of managing risks and delivering returns for our clients.PIMCO’s Global Wealth Management division is currently seeking an Internal Advisor Con...

Defined Benefits Actuarial Consultant (Mercer (US) Inc.) – Irvine, CA-IRV00027 Description POSITION AVAILABLE TITLE: Defined Benefits Actuarial Consultant (Mercer (US) Inc.) – Irvine, CA DUTIES: Perform necessary calculations and analysis on special retirement projects, including pension products and external markets to transfer pension risk in the U.S. Analyze impact on client's retirement pl...

Senior Client Management & Development Consultant-IRV00022 Description Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, l...

POSITION AVAILABLE TITLE : Defined Benefits Actuarial Consultant (Mercer (US) Inc.) – Irvine, CA DUTIES : Perform necessary calculations and analysis on special retirement projects, including pension products and external markets to transfer pension risk in the U.S. Analyze impact on client's retirement plans including assumption studies, plan design studies, plan terminations, early retirement ...

POSITION AVAILABLE TITLE : Defined Benefits Actuarial Consultant (Mercer (US) Inc.) – Irvine, CA DUTIES : Perform necessary calculations and analysis on special retirement projects, including pension products and external markets to transfer pension risk in the U.S. Analyze impact on client's retirement plans including assumption studies, plan design studies, plan terminations, early retirement ...

Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better – from forging more dynamic career paths, to driving progr...

Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage...

Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage...

Our expanding Salesforce practice is looking for a Lead Business Consultant for our Salesforce practice in the Southern California market. The Lead Business Consultant will manage client engagements and the overall relationship to ensure customer success and support for follow on business. This role will provide sales support for acquiring new customers as well as driving scoping activities and SO...

Senior Financial Analyst WinCorp Solutions is seeking a Senior Financial Analyst to serve as a consultant for a global investment management company located in Irvine, CA. The ideal candidate will have strong knowledge of mutual funds and experience in the investment management industry. Education and Experience: - Bachelor’s degree in Accounting, Business Administration, Finance, or a related ...

Senior Accountant WinCorp Solutions is seeking a Senior Accountant to serve as a consultant for a global investment management company located in Irvine, CA. The ideal candidate will have strong knowledge of mutual funds and experience in the investment management industry. Education and Experience: - Bachelor’s degree in Accounting, Business Administration, Finance, or a related degree - A mi...

Marketing Analyst We are seeking a marketing professional who has (1) experience creating marketing presentations and RFP’s and (2) has knowledge of and experience with the institutional money management industry. Pathway Capital Management, LP is one of the most experienced and largest institutional private equity managers with more than $30 billion of assets under management. Pathway creates a...

GENERAL SUMMARY: The Mortgage Loan Consultant is responsible for promoting the products and services of the Credit Union in a positive manner; increasing homeownership among credit union members as well as solicit non-members; and providing professional and timely response for the sale of first mortgage lien loan products to the membership and broker community. ESSENTIAL DUTIES AND RESPONSIBILIT...

Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset – their people. If you thrive on challenge, are passionate about delivering quality service, love solving problems, and truly enjoy connecting with people, we encourage you to explore the many job opportunit...