Jobs
>
Irvine

    Senior Investment Analyst - Irvine, United States - Beyond Holding US, LLC

    Beyond Holding US, LLC
    Beyond Holding US, LLC Irvine, United States

    3 weeks ago

    Default job background
    Description

    Job Description

    Job DescriptionSalary: 80k - 95k

    Beyond International is a fast-growing alternative investment platform managing private real estate credit and equity through Beyond Global Management, LLC (former Transcend Capital, LLC), an SEC Registered Investment Advisor.

    The Role:

    We are looking for a high-caliber Senior Investment Analyst experienced in helping global investors realize their potential while improving his or her own capacities. The ideal candidate has a demonstrated career in real estate investment, experience with high-net-worth investors, and the ability to play a senior role in the full-lifecycle of alternative investment for our global clients.

    The work location is in Irvine, CA.

    What You'll do:

    The Senior Investment Analyst is responsible in coordinating with different departments to gather and analyze data, conduct extensive research and analysis to find ideal investment opportunities, study the performance of stocks and markets, prepare progress reports and presentations, and conduct risk assessments.

    Essential duties and responsibilities:

    • Research and identify investment opportunities along with the investment team
    • Analyze the track record and performance of investment manager or sponsor and recommend the most suitable investment partners
    • Structure private equity and debt to address commercial, legal, accounting, tax, and regulatory considerations for cross-border investors
    • Negotiate commercial and legal agreements with investment partners
    • Prepare, organize and maintain deal-related marketing materials and analyses
    • Market investment opportunities to clients
    • Work with marketing and sales teams to present investment opportunities to global clients
    • Participate in deal underwriting, syndication approval, and closing processes
    • Track post-investment progress and prepare analyses/updates

    Who You are:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Bachelor's degree in business or related field, Master's degree preferred
    • Two to three years of prior work experience in real estate investment
    • Strong quantitative, analytical, and problem-solving skills
    • Strong knowledge of financial and credit analysis, valuation and primary research, performance analysis, and their application in investment decisions and transaction structuring
    • Excellent communication (written & verbal) and interpersonal skills, preferably with exposure to family office or EB-5 investors and other high net worth individuals.
    • Strong organizational skills with the ability to own and see projects to completion.
    • Embrace the entrepreneurial journey, focus on what matters and build something meaningful while meeting tough deadlines.
    • Solid work ethic, high level of self-motivation, and excellent attention to detail
    • Advanced Excel (creating databases and related analyses) and PowerPoint skills
    • Fluency in English and Mandarin Chinese a plus
    • Excellent organizational, interpersonal and communication skills, able to cope with complex situations.
    • Strong sense of teamwork, proactive, and confident.
    • Self-motivated and constantly improving on soft skills to meet job requirements.
    • Demonstrated commitment to excellence and social consciousness.

    Employee Benefits and Perks:

    We offer a comprehensive benefits package:

    • 100% company-paid employee medical, dental, vision, and life insurance (spouse and dependents are subsidized at 50%)
    • Flexible Spending Account
    • PTO (vacation and sick)
    • 401(k) with Enhanced Employer Safe Harbor match
    • 10 paid holidays in a year.
    • Free Gym Pass (Irvine-based employees)
    • Professional membership reimbursement
    • Cell phone/technology reimbursement

    Compensation:

    The starting base pay range for this position is $80,000 - $95,000 annually (DOE).

    Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA.

    NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

    Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

  • Shopoff Realty Investments, LP

    Investment Analyst

    1 week ago

    Shopoff Realty Investments, LP Irvine, United States

    Shopoff Realty Investments is looking for the absolute best and brightest to join our team of dedicated professionals as an **Investment Analyst **at our home office in Irvine, California. · **What you will do**: · **Responsibilities**: · - Conduct financial analysis and modeling ...

  • Canterbury Consulting Incorporated

    Investment Analyst

    3 weeks ago

    Canterbury Consulting Incorporated Newport Beach, United States

    Location · Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays. · Investment Analyst at Canterbury Consulting · When you join Canterbury as ...

  • Soka University of America

    Investment Analyst

    5 days ago

    Soka University of America Aliso Viejo, United States

    Date Posted: 4/25/2024 · Under the general supervision of the Investment Manager, the Investment Analyst will join SUA's investment office to support and advance the work of the investment office. The Investment Analyst directly works on various projects to help with the day-to-d ...

  • Soka University of America

    Investment Analyst

    1 week ago

    Soka University of America Aliso Viejo, United States

    Date Posted: 4/25/2024 · Under the general supervision of the Investment Manager, the Investment Analyst will join SUA's investment office to support and advance the work of the investment office. The Investment Analyst directly works on various projects to help with the day-to-d ...

  • Provenio Capital

    Analyst, Investment Operations

    1 week ago

    Provenio Capital Newport Beach, United States

    Job Description: Analyst, Investment Operations · About Provenio Capital · Provenio Capital is based in Newport Beach, California and is a registered investment advisor specializing in institutional quality alternative investments. As a boutique investment firm, we serve a limite ...

  • Canterbury Consulting Incorporated

    Investment Analyst

    1 week ago

    Canterbury Consulting Incorporated Newport Beach, United States

    Job Description · Job DescriptionLocation · Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays. · Investment Analyst at Canterbury Consultin ...

  • Canterbury Consulting Incorporated

    Investment Analyst

    1 week ago

    Canterbury Consulting Incorporated Newport Beach, United States

    Job Description · Job DescriptionLocation · Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays. · Investment Analyst at Canterbury Consultin ...

  • Provenio Capital

    Analyst, Investment Operations

    6 days ago

    Provenio Capital Newport Beach, United States

    Job Description: Analyst, Investment Operations · About Provenio Capital · Provenio Capital is based in Newport Beach, California and is a registered investment advisor specializing in institutional quality alternative investments. As a boutique investment firm, we serve a limi ...

  • Pacific Life

    Sr Investment Operations Analyst II

    8 hours ago

    Pacific Life Newport Beach, United States

    Job Description: · Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sr Investment Operations Analyst II to join our Fixed Income Op ...

  • Pacific Investment Management Company, LLC

    Analyst, Investment Guideline Compliance

    3 weeks ago

    Pacific Investment Management Company, LLC Newport Beach, United States

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex deb Investment, Compliance, Analys ...

  • PIMCO

    Analyst, Investment Guideline Compliance

    3 weeks ago

    PIMCO Newport Beach, CA, United States

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capita ...

  • Nothgate market

    Senior Real Estate Investment Analyst

    4 weeks ago

    Nothgate market Anaheim, United States

    POSITION SUMMARY: · The Senior Real Estate Investment Analyst will apply their financial and analytic skills to the asset management, leasing, development, budgeting, forecasting, and overall financial performance of the Northgate Real Estate properties throughout the Western St ...

  • Pacific Life

    Sr Investment Operations Analyst II

    1 week ago

    Pacific Life Newport Beach, United States

    Job Description: · Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sr Investment Operations Analyst II to join our Fixed Income Op ...

  • Platinum Resource Group

    HYBRID - Investment Operations Analyst (Mutual Funds and ETFs)

    3 weeks ago

    Platinum Resource Group Newport Beach, United States

    HYBRID - Investment Operations Analyst (Mutual Funds and ETFs) · Location; Newport Beach, CA · JOB DESCRIPTION · The position will assist with responsibilities around PLFA operational matters including Fund-of-Fund trade rebalances, foreign markets oversight, and general opera ...

  • Nothgate market

    Senior Real Estate Investment Analyst

    3 weeks ago

    Nothgate market Anaheim, United States

    POSITION SUMMARY : · The Senior Real Estate Investment Analyst will apply their financial and analytic skills to the asset management, leasing, development, budgeting, forecasting, and overall financial performance of the Northgate Real Estate properties throughout the Western S ...

  • DJM Financial | Northwestern Mutual Private Client Group

    Private Wealth Analyst

    4 weeks ago

    DJM Financial | Northwestern Mutual Private Client Group Irvine, United States

    DJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in life's planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial. ...

  • Bryce Poynt Consulting

    Senior Analyst, Energy Markets

    2 weeks ago

    Bryce Poynt Consulting Irvine, United States

    About the job Senior Analyst, Energy Markets · This is a newly established renewable energy company focused on investing, developing, owning and operating utility-scale battery energy storage systems and solar projects.As an affiliate company of a FORTUNE Global 500 company driv ...

  • Sagient - A Subsidiary Mass Mutual

    Licensed Life And Health Agent

    1 week ago

    Sagient - A Subsidiary Mass Mutual Irvine, United States

    Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb ma ...

  • Hyundai Capital America

    Manager, Infrastructure Technical Analyst

    3 weeks ago

    Hyundai Capital America Irvine, United States

    Who We Are: Through our service brands Hyundai Motor Finance, Genesis Finance*, and Kia Motors Finance, we provide financial products tailored to meet the needs of Hyundai, Genesis, and Kia dealerships nationwide, including dealer inventory and facility financing. And, through th ...

  • Addison Group

    Senior Financial Analyst

    3 weeks ago

    Addison Group Irvine, United States

    Job Description: The Senior Financial Analyst is a highly visible role that is responsible for supporting the budgeting and forecasting processes, preparing monthly management reporting, leading annual long-range strategic plans, and supporting key strategic initiatives to drive ...