Investment Analyst, Asset Management

1 week ago


Laguna Beach, California, United States Sagard Holdings Full time

Join Our Team as an Investment Analyst


At Sagard Holdings, we are a dynamic multi-strategy alternative asset management firm with a global presence, including professionals across North America, Europe, and the Middle East.

With a diverse investment portfolio spanning four key asset classes—Venture Capital, Private Equity, Private Credit, and Real Estate—we have experienced significant growth since our inception, currently managing over US$25 billion in assets under management (AUM) and employing over 300 dedicated professionals.

Our entrepreneurial spirit is at the core of our operations, fostering a culture built by entrepreneurs for entrepreneurs. We are committed to delivering attractive returns by aligning investment opportunities with adaptable capital solutions, while connecting entrepreneurs with teams that possess extensive industry expertise.

At Sagard, we prioritize the development of long-term partnerships, empowering the growth of our investments through a unique global network that includes portfolio companies, limited partners, advisors, and other valued stakeholders.

As a signatory of the UN Principles for Responsible Investment (PRI), we are dedicated to measuring and assessing the social and economic impact of our activities on the individuals and businesses within our network, as well as on society at large.



  • Laguna Beach, California, United States Sagard Full time

    About the CompanySagard Real Estate is a leading real estate investment advisor and operator, providing comprehensive investment management services across the United States. With a significant presence in key markets, our clients invest through separately managed accounts and commingled funds, totaling $5.3 billion in assets under management.Our...


  • Newport Beach, California, United States Compak Asset Management Full time

    Compak Asset Management provides comprehensive wealth management services tailored to meet the unique needs of its clients. The firm's core mission is to enrich the lives of its clients through personalized financial solutions.As a result of expanding operations, Compak is seeking to add a dedicated professional to the role of Wealth Management Associate.Key...


  • Newport Beach, California, United States Pacific Investment Management Company Full time

    Company OverviewPIMCO stands as a premier entity in active fixed income, showcasing profound expertise across both public and private markets. Our mission revolves around managing our clients' investments across a spectrum of fixed income and credit avenues, utilizing our extensive experience in navigating intricate debt landscapes.Organizational...


  • Newport Beach, California, United States Pacific Life Full time

    Position Overview: At Pacific Life, we are dedicated to attracting talented, diverse individuals who can help us innovate and enhance our customer experience. We are currently looking for a Senior Analyst of Investment Operations to join our Fixed Income Operations team. This position offers flexibility with options for on-site, hybrid, or fully remote work...


  • Newport Beach, California, United States Pacific Life Full time

    Position Overview: At Pacific Life, we are dedicated to attracting talented, diverse individuals who can help us innovate and enhance our customer experience. We are currently looking for a Senior Analyst in Investment Operations to become a vital member of our Fixed Income Operations team. This position offers flexibility with options for on-site, hybrid,...


  • Newport Beach, California, United States Pacific Life Full time

    About the RolePacific Life is seeking a highly skilled Senior Investment Operations Analyst to join our Fixed Income Operations team. This role will play a critical part in our company's growth and success by ensuring the efficient and accurate execution of investment operations.Key ResponsibilitiesCoordinate with broker-dealers, custodian banks, agents, and...


  • Newport Beach, California, United States Pacific Investment Management Company Full time

    Company OverviewPIMCO is a prominent global entity in active fixed income, showcasing profound expertise across both public and private markets. We strategically invest our clients' capital in a diverse array of fixed income and credit opportunities, drawing upon our extensive experience in navigating intricate debt markets. Our robust capital foundation and...


  • Manhattan Beach, California, United States ECHELON Partners Full time

    Investment Banking Analyst Role at ECHELON PartnersAs an Investment Banking Analyst at ECHELON Partners, you will immerse yourself in a vibrant setting that integrates investment banking, advisory services, and financial assessment. Your primary duties will encompass:Identifying and executing financial transactionsAssessing and evaluating investment...


  • Manhattan Beach, California, United States ECHELON Partners Full time

    Investment Banking Analyst Opportunity at ECHELON PartnersAs an Investment Banking Analyst at ECHELON Partners, you will immerse yourself in a vibrant atmosphere that integrates investment banking, advisory services, and financial assessment. Your primary duties will encompass:Identifying and executing financial transactionsAssessing and analyzing business...

  • Portfolio Associate

    2 days ago


    Newport Beach, California, United States Pacific Investment Management Company, LLC Full time

    About Pacific Investment Management Company, LLCPIMCO 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.Key ResponsibilitiesMonitor and analyze investment...


  • Manhattan Beach, California, United States K1 Full time

    Job OverviewPosition Summary:K1 is in search of a Private Equity Investment Analyst to enhance our growing Investment team. We are looking for an individual with exceptional analytical capabilities and strong communication skills, who can effectively manage multiple tasks and collaborate within a team environment.The ideal candidate will be curious, highly...


  • Newport Beach, California, United States Acord (association For Cooperative Operations Research And Development) Full time

    Job DescriptionCompany OverviewAcord, a leading association for cooperative operations research and development, is seeking a highly skilled Quantitative Research Analyst to join our Alternatives Investment team in Newport Beach. Our Alternatives business has continued to expand fund offerings and remains a key driver of growth for the firm, investing in...


  • Newport Beach, California, United States PIMCO Full time

    About the Company: PIMCO is a renowned global authority in active fixed income, showcasing expertise across both public and private markets. Established in 1971, PIMCO has built a reputation as an innovator and a trusted advisor within the financial sector.Position: Senior Credit Investment AnalystLocation: Newport Beach, CACompensation: $360,000.00Position...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a premier organization in the investment management industry, recognized for its commitment to excellence and integrity. We empower our clients by providing them with exceptional investment insights and solutions across various asset classes. Our culture promotes inclusivity and diverse perspectives, fostering an environment where innovative...


  • Newport Beach, California, United States Pacific Life Full time

    Position Overview: At Pacific Life, we are dedicated to attracting talented, innovative, and diverse individuals to enhance our mission of transforming our business and delivering exceptional customer experiences. We are currently looking for a skilled Senior Analyst in Investment Operations to join our Fixed Income Operations team. This position offers...

  • Investment Consultant

    2 weeks ago


    Long Beach, California, United States FirstBank Full time

    Position OverviewThe Investment Consultant plays a crucial role in achieving personal production targets and enhancing customer service standards across all designated branches and/or client portfolios. This position is centered on cultivating meaningful relationships with clients and prospects, identifying their financial requirements, and providing...


  • Newport Beach, California, United States Pacific Investment Management Company Full time

    Company OverviewPIMCO is a prominent global entity in active fixed income, possessing extensive expertise across both public and private markets. We strategically allocate our clients' capital into a diverse array of fixed income and credit opportunities, utilizing our years of experience in navigating intricate debt markets. Our robust capital base and...


  • Newport Beach, California, United States CFA Institute Full time

    CFA Institute is a renowned organization in the field of investment management, providing extensive expertise across various financial markets. We are dedicated to managing our clients' assets through a diverse range of investment opportunities, utilizing our profound knowledge of complex financial environments. Our commitment to excellence and strong...


  • Newport Beach, California, United States Pacific Life Full time

    About the RolePacific Life is seeking a highly skilled Derivative Operations Manager to join our Investment Operations Team in Newport Beach, CA. This role can be on-site or hybrid, with the possibility of fully remote work for the right candidate.Key ResponsibilitiesOversee operational activities for derivatives in various systems, including derivative...


  • Newport Beach, California, United States Pacific Life Full time

    About the RolePacific Life is seeking a highly skilled Derivative Operations Manager to join our Investment Operations Team in Newport Beach, CA. This role can be on-site or hybrid, with the possibility of fully remote work for the right candidate.Key ResponsibilitiesOversee operational activities for derivatives in various systems, including derivative...