Director of Investment Strategy - San Diego

We are seeking a Director of Investment Strategy to help drive future growth by identifying attractive investment opportunities through market research collaboration with internal external leaders. · ...

This role involves supporting senior advisors,assisting clients with financial planning,and implementing investment strategies,,Supporting clients with financial planning · , Analyzing investment portfolios · , Researching market trends, ...

+Eiger Wealth Management is seeking an experienced Associate Investment Advisor to join our team in San Diego, CA. · + Supporting clients with financial planning and investment strategy implementation · , Analyzing and monitoring investment portfolios · , Researching market trend ...

The Asset Manager will oversee the performance and execution of business plans for a national portfolio of retail assets, · * Lead the execution of asset-level strategies for newly acquired and existing properties, · * Oversee annual budgeting and ongoing forecasting processes, · ...

Cordance is seeking an M&A Professional to join its investment team focused on sourcing evaluating executing software acquisitions. · ...

The Asset Manager will oversee the performance and execution of business plans for a national portfolio of retail assets. · ...

Wealth Manager at Presidio Capital Management - Southern California based independent wealth management firm providing personalized guidance for individuals and businesses. · ...

The Investment Operations Analyst will support the private debt platform by coordinating loan settlements, managing capital activity, monitoring treasury functions, and assisting with day-to-day fund operations. · Allocate loans to appropriate investment vehicles in accordance wi ...

HCAP Partners LLC seeks a Senior Associate for our La Jolla CA office to conduct financial analysis and provide industry research. · ...

We are seeking a motivated and detail-oriented Real Estate Acquisitions Specialist to join our dynamic team. · The ideal candidate will possess strong negotiation skills,a keen eye for market trends,and the ability to build relationships with property owners and stakeholders. · ...

We are seeking a motivated and detail-oriented Real Estate Acquisitions Specialist to join our dynamic team. · The ideal candidate will possess strong negotiation skills, · a keen eye for market trends, · and the ability to build relationships with property owners · and stakehold ...

We are seeking an experienced Managing Director to grow our middle-market presence in San Diego.Primary responsibilities include originating and leading the execution of M&A advisory and capital raising transactions., ...

Financial Professionals help clients identify and achieve their financial goals through New York Life. · ...

Cordance is seeking an M&A Professional to join its investment team focused on sourcing evaluating and executing software acquisitions. · ...

The Asset Manager will oversee the performance and execution of business plans for a national portfolio of retail assets, with responsibility for driving operating results and long-term value. · ...

A leading investment firm is seeking a High Yield Research Analyst/Associate to join its credit research team. This role will focus on fundamental analysis of high yield corporate issuers and support investment decision-making across portfolios. · Conduct fundamental credit resea ...

Wealth Advisory has an opening for an Associate Advisor supporting Wealth Advisors in delivering comprehensive financial tax investment and estate planning solutions for high-net-worth clients.This role manages client meeting preparation conducts financial modeling prepares advan ...

The role will be managing a team of supporting high net-worth families and small businesses through financial planning, · investment management, retirement strategies, · and comprehensive tax planning.B A in Accounting · ...

Helping clients achieve their financial goals through various products and services. · Spend time listening to new and potential clients, assessing their priorities and finances, and determining suitable investment or insurance plan options that meet their individual financial ne ...

This role sits within the private debt platform and offers strong exposure to loan settlements, · capital activity, treasury, and day-to-day fund operations.Coordinating settlement of private debt co-investment loans · Managing capital calls, distributions, and liquidity monitor ...