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. · ...

Position Title: Wealth Advisor · The Wealth Advisor role presents an opportunity to engage with ultra high-net-worth clients, requiring a proactive approach to business development and relationship building. This position necessitates a strong commitment to cultivating a personal ...

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, · ...

Position Overview · Cordance is seeking an M&A Professional to join its investment team focused on sourcing, evaluating, and executing software acquisitions. This role functions at the intersection of M&A, technology, and corporate strategy, offering exposure to diverse business ...

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 ...

Company Description · Key Real Estate Capital empowers individuals, investors, and entrepreneurs to achieve time, financial, and location freedom through innovative real estate financing and investment solutions. By offering creative options such as DSCR loans, fix & flip funding ...

Direct Hire, Green Card or US Citizens · No C2C · This is corporate financial management, not investment performance analytics. · Looking for candidates who can- · Evaluate investment-level realized and unrealized returns · Calculate and validate IRR, TVPI, DPI, RVPI · Build hist ...

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 stakehold ...

Accountabilities & Responsibilities · Strategy and Leadership: · Strategy and Executive Leadership · Serve as a key strategic advisor, collaborating with C-suite executives, senior leaders, customers, and external stakeholders to shape and drive application strategies at an enter ...

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. · ...

Pontus Capital is seeking an Analyst to join our growing private real estate investment firm. · This role offers broad exposure across acquisitions, portfolio management, operations, and financial reporting, · with a primary focus on Acquisitions.You will provide analytical suppo ...

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 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 ...

Financial Professionals help clients identify and achieve their financial goals through various financial products and services. · ...

We are seeking a Paraplanner to serve as a key point of contact between clients, external professionals, and the advisory team. The role integrates financial analysis, tax compliance, estate administration and planning. · The Paraplanner will facilitate the implementation of comp ...

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 ...

Company Overview · Maverick Trading, a 26-year old roprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders. We are a global team, united by the common goal of financial excellence. Our culture? Relaxed but ambitious. Our passion ...