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Financial Consultant Financial Services Financial Analyst

Senior Investment Operations & Analytics Lead – Irvine

Job in Irvine, Orange County, California, 92713, USA
Listing for: Pocketbook Agency
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Analyst
  • Business
    Financial Analyst
Job Description & How to Apply Below
A financial services firm in Irvine, CA, is looking for a Senior Investment Operations Analyst. This role involves overseeing various investment operations, managing relationships with high-net-worth clients, and providing personalized investment advice. Candidates must have a BA/BS degree in Business or Finance, along with 10+ years of experience in finance, investment, or wealth management. Proficiency in tools like Microsoft Office and Addepar, along with strong customer service and communication skills, is essential.

The position is onsite from Monday to Friday.
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Position Requirements
10+ Years work experience
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