Sr. Analyst

2 months ago

Irvine, United States First Foundation Full time

Summary: The Sr. Analyst is responsible for defining and executing investment strategies for clients of First Foundation Advisors. This position is responsible for security selection, idea generation, research, financial analysis/modeling valuation, and portfolio construction. Serve as a member of the Investment Committee, primary responsibility is work on Strategic Core Equity Strategy with secondary responsibility to Fixed Income, Disc Growth & Dividend Income.

Salary Range: The salary range in CA for this role is $116,000 to $145,000 and represents the Company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, experience, and location.

Duties And Responsibilities

Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates Understand and comply with requirements of all laws and regulations applicable to the position Oversee and manage the firm’s Disciplined Growth Equity Strategy as well as co-manages with Strategic Core Equity Strategy. Educate and inform relationship managers about portfolio strategies, investment processes, and individual equities. Partner with the Investment Committee on the investment suggestions, opinions, and actions including overall asset allocations and specific investment recommendations. Assist in shaping the firm’s economic and market outlook and overarching investment strategy Perform other duties as assigned

Supervisory Responsibilities: This position may have direct supervisory responsibilities

Qualifications: 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 essential functions.

Education And/or Experience

Master’s degree required Chartered Financial Analyst (CFA) certification required Minimum of 10 to 15 years of related experience in the financial industry

Skills

Must have strong equity research skills Excellent organizational, interpersonal, and verbal/written communication skills Strong ability to prioritize and handle multiple tasks Solid problem-solving and conflict-resolution aptitude PC proficiency, including Advanced Excel Must have the ability to deliver solid presentations Must possess strong and effective oral and written communication, and client service skills Relies on experience and judgment to plan and accomplish goals

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. #J-18808-Ljbffr

  • Sr. Project Analyst

    1 day ago

    Irvine, United States APN Software Services Inc Full time

    Job DescriptionJob DescriptionPOSITION SUMMARY: The Sr. Project Analyst Value Management is responsible for supporting the implementation of initiatives that are focused on delivering strategic value to Hoag. Under the guidance of the Vice President or a Project Manager, they will leverage their analytical skills to support metrics development and...

  • Sr. Project Analyst

    2 days ago

    Irvine, United States Global IT Resources Inc. Full time

    Job DescriptionJob DescriptionSr.  Project Analyst 6+Month Contract Hybrid Local in  Irvine, CA. (JD Attached)Potential TTH opportunity depending on volume of work.  Department:   ENTERPRISE PROJECT MANAGEMENT  Schedule: M-F 8am-5pm or some variation Remote available - Must be 1 hour drive of Irvine (not negotiable). Required to be onsite for initial...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • 10436 - Sr Business Systems Analyst

    1 week ago

    Irvine, United States Hyundai Autoever America Full time

    Job DescriptionJob Description10436 – Sr Business Systems Analyst PurposeThe Sr. Business Systems Analyst will analyze business issues, define requirements, design computer programs, and recommend automated system controls and protocols to solve organizational information issues. Determine operational objectives, gather information, and evaluate output...

  • Sr. Oracle HCM Analyst

    3 months ago

    Irvine, United States 1872 Consulting Full time

    Sr. Oracle HCM Analyst Irvine, CA - Onsite 3 days per week Position Summary: In this role you would lead high profile complex projects by working with key stakeholders to evaluate the HR business needs and propose comprehensive solutions that will improve organizational efficiency, increased automation opportunities, and reduce organizational risk in a...

  • Sr Analyst, People Analytics

    3 months ago

    Irvine, United States Kore 1 Full time

    Compensation depends on experience but is typically $125-133K plus 10% bonus. THIS JOB IS FULLY ONSITE IN IRVINE, CA. KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Sr Analyst, People Analytics / Data: Workday matrix / composite reports (60%) / data visualization (40% / Power BI...

  • Senior Financial Planning Analyst

    2 weeks ago

    Irvine, United States Randstad USA Full time

    We are hiring a contract Sr. Financial Planning Analyst - Hybrid position in Irvine, CA!Job Details:Client: Major Financial Services Duration: 12 monthsLocation: Irvine, CATitle: Sr. Financial Planning AnalystPay Rate: $60 to $70/ HrDescription:3 days a week on-site in IrvineOBJECTIVES/PURPOSEOur client is looking to hire a Senior Financial Planning Analyst...

  • Senior Financial Planning Analyst

    2 weeks ago

    Irvine, United States Randstad USA Full time

    We are hiring a contract Sr. Financial Planning Analyst - Hybrid position in Irvine, CA!Job Details:Client: Major Financial Services Duration: 12 monthsLocation: Irvine, CATitle: Sr. Financial Planning AnalystPay Rate: $60 to $70/ HrDescription:3 days a week on-site in IrvineOBJECTIVES/PURPOSEOur client is looking to hire a Senior Financial Planning Analyst...

  • Sr Workday Analyst: gather reqs, config

    3 days ago

    Irvine, United States Kore 1 Full time

    Compensation depends on experience but is typically $75-135K plus 10% bonus. THIS JOB IS FULLY ONSITE IN IRVINE, CA KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Sr Workday Analyst: gather reqs, config (BPF / EIB), support, reporting, w/ Core HCM / HR required The primary purpose and...

  • Sr Workday Analyst: gather reqs, config

    2 weeks ago

    Irvine, United States Kore 1 Full time

    Compensation depends on experience but is typically $75-135K plus 10% bonus. THIS JOB IS FULLY ONSITE IN IRVINE, CA KORE1, a nationwide provider of staffing and recruiting solutions, has an immediate opening for a Sr Workday Analyst: gather reqs, config (BPF / EIB), support, reporting, w/ Core HCM / HR required The primary...

  • Sr Analyst, Sales Finance

    3 days ago

    Irvine, United States loanDepot Full time

    Description Position at loanDepot Position Summary: Responsible for the calculation of ongoing semi-monthly and monthly commissions. Works closely with Compensation and internal business unit leaders to ensure that incentive calculations are aligned with compensation plans and compliant with established policies and procedures. Plays an essential role in the...

  • Supply Chain Analyst

    2 weeks ago

    Irvine, United States Intellectt Inc Full time

    Role: Sr Supply Chain AnalystLocation: Irvine, CA - 92606Duration: 09 Months Summary:The main function of a supply chain analyst is to assess and ensure compliance, its Vendors and entities, all government import or export laws within assigned countries and regions.Key Responsibilities:• Execute processes and procedures (e.g., SOPs, work instructions) and...

  • Supply Chain Analyst

    2 weeks ago

    Irvine, United States Intellectt Inc Full time

    Role: Sr Supply Chain AnalystLocation: Irvine, CA - 92606Duration: 09 Months Summary:The main function of a supply chain analyst is to assess and ensure compliance, its Vendors and entities, all government import or export laws within assigned countries and regions.Key Responsibilities:• Execute processes and procedures (e.g., SOPs, work instructions) and...

  • #10276-Sr. Business Systems Analyst-Oracle- Manufacturing

    2 weeks ago

    Irvine, United States Interactive Resources - iR Full time

    Sr. BSA - Oracle Manufacturing & Supply Chain PlanningContract-to-hire (6 months) Bonus: 10% Annual BonusRSUs Offered: Around $20,000Position Overview:As a Senior Business Systems Analyst specializing in Manufacturing and Supply Chain Forecast Planning, you will be responsible for implementing and supporting key Manufacturing and Supply Chain applications....

  • #10276-Sr. Business Systems Analyst-Oracle- Manufacturing

    2 weeks ago

    Irvine, United States Interactive Resources - iR Full time

    Sr. BSA - Oracle Manufacturing & Supply Chain PlanningContract-to-hire (6 months) Bonus: 10% Annual BonusRSUs Offered: Around $20,000Position Overview:As a Senior Business Systems Analyst specializing in Manufacturing and Supply Chain Forecast Planning, you will be responsible for implementing and supporting key Manufacturing and Supply Chain applications....

  • Sr. Business Systems Analyst

    3 weeks ago

    Irvine, United States Beacon Hill Full time

    Job Summary: We are seeking an experienced Business Systems Analyst (BSA) with expertise in Guidewire PolicyCenter to join our team. This is a contract-to-hire opportunity, with plans to convert to a full-time role.Key Responsibilities:Act as the Subject Matter Expert (SME) for Guidewire PolicyCenter, focusing on commercial auto, umbrella, and property...

  • Sr. Financial Analyst

    3 months ago

    Irvine, United States Akumin Full time

    The Senior Financial Analyst provides analytical support in preparing regional financial budgets, forecasts and variance analysis for Regional and Executive management for the imaging division. In conjunction with the region Vice President, Finance and Senior Vice President of Operations, serve as a financial advisor to provide operational financial...