Investment Manager jobs in Costa Mesa, CA
Investment Manager manages the securities, assets, and investment portfolios of a bank. Establishes investment policies to ensure financial activities are compliant with regulatory standards and requirements. Being an Investment Manager monitors and tracks financial markets, investment trends, and regulatory developments to implement successful investment strategies and recommends changes to manage risk and increase returns. Oversees and routinely assesses portfolio allocation to evaluate performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Manager requires a bachelor's degree. Typically reports to a director. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1-3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Investment Manager jobs
Client Relationship Manager
- OneDigital Investment Advisors LLC
-
Irvine, CA
FULL_TIME
- Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Our Newest Opportunity: The Client Relationship Manager provides a positive experience for clients through the development and maintenance of strong relationships with clients. This position serves as a liaison between the plan sponsor, record-keeper and retirement plan consultant in order to resolve any plan administration or participant issues. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of service. Essential Duties and Responsibilities (include but are not limited to): Act as primary plan sponsor contact for all day-to-day plan administration issues and requests. Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, Retirement Plan Consultant and client. Provide subject matter expertise and assistance for training new team members Coach and mentor new hires or less experienced employees Create and present materials for plan review meetings in conjunction with Retirement Plan Consultants Record and draft meeting minutes and ensure action items are completed timely Review underperforming investment options and prepare materials on recommended fund changes Coordinate fund changes, vendor searches, plan corrections, document changes, plan design and fee analyses Maintain and update information in CRM system according to department standards Research, follow up and resolve client inquiries and issues through effective interaction with clients, plan participants and advisors in a timely and professional manner Build relationships with clients and maintain open lines of proactive communication Assist plan sponsors with year-end compliance requirements Schedule and prepare materials for educational meetings and campaigns; may include conducting plan review meetings and presenting to participants Assist plan participants with account questions Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online) Facilitate administrative aspects of plan enhancements and fund changes including letters of instruction and participant notification Other duties may include, but not limited to: lead training sessions, documentation and improvement of client related processes and procedures, commissions administration and accounting Qualifications, Skills and Requirements: Ability to quickly form and maintain positive, productive relationships with clients. Strong business judgment Ability to work and make decisions independently and as a Team Player Types accurately for extended periods Excellent communication skills, both written and verbal; Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience Excellent customer service skills Superior attention to detail and follow-through Ability to work well independently and with minimal supervision Excellent organizational and time management skills; ability to successfully multi task and manage priorities effectively. Computer skills in Microsoft Office Suite (Word, Excel and PowerPoint). Adobe and SalesForce Judgment and problem-solving skills based on precedent Stay current on company systems and procedures Critical thinking required for process improvement Problem solving is required for time sensitive client issues arise which require a prompt decision Regular and predictable attendance is required • Primarily sedentary work, ability to move about office and make client visits Ability to move 20 pounds on a regular basis Visual acuity for computer work and written documents Ability to hear to converse via telephone and in person Access to highly confidential personnel and financial data Education, Training and Experience: College degree or equivalent financial services industry experience 3-5 years’ industry experience required FINRA Series 65 required or obtain within 90 days of employment The typical base pay range for this role nationwide is $110,000 - $135,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers Thank you for your interest in joining the OneDigital team! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital www.onedigital.com/deib/ Careers at OneDigital www.onedigital.com/careers Culture at OneDigital www.onedigital.com/blog/category/vibe/ Follow us on LinkedIn
- 2 Days Ago
Portfolio Manager
- Pacific Investment Mgt Co. LLC
-
Newport, CA
FULL_TIME
- PIMCO 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, leveragin...
- 21 Days Ago
Portfolio Manager, Commodities
- PIMCO Ltd. - Pacific Investment Management Company
-
Newport, CA
FULL_TIME
- PIMCO 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, leveragin...
- 7 Days Ago
Account Manager, Field Sales (San Jose/East Bay Area)
- PIMCO Ltd. - Pacific Investment Management Company
-
Newport, CA
FULL_TIME
- PIMCO 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, leveragin...
- 2 Months Ago
Investment Accountant
- Pacific Life
-
Newport, CA
FULL_TIME
- Job Description:acific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking...
- 4 Days Ago
US E - Tax - Senior Manager - Business Tax Services - Investment Management - Private Equity (BTS West Region)
- Deloitte US
-
Costa Mesa, CA
FULL_TIME
- Partnership agreements. Aggregate allocations. Deferral techniques. Consulting for major players. Does this describe your background? If you’re a senior leader who wants to play in the big pond and ha...
- 3 Days Ago
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0 Investment Manager jobs found in Costa Mesa, CA area
Investment Banking Analyst
- ECHELON Partners
-
Manhattan Beach, CA
- Responsibilities: As an Analyst, you will be integrally involved in all aspects of the company’s three core businesses: ...
- 5/7/2024 12:00:00 AM
Maintenance and Renovation Associate, Handy-work for Apartments
- GPK & Associates
-
Los Angeles, CA
- Job Description Job Description Residential multi-family real estate firm seeks full-time maintenance and renovation ass...
- 5/7/2024 12:00:00 AM
Receptionist / Administrative Assistant
- Kairos Investment Management Company
-
Irvine, CA
- Kairos Investment Management Company is a real estate private equity firm, whose predecessor was founded in 2005, focuse...
- 5/6/2024 12:00:00 AM
Investment Manager, Capital Raising
- Kairos Investment Management Company
-
Irvine, CA
- Kairos Investment Management Company is a real estate private equity firm, whose predecessor was founded in 2005, focuse...
- 5/6/2024 12:00:00 AM
Administrative Assistant (Newport Beach, CA)
- Pacific Investment Management Company, LLC
-
Newport Beach, CA
- PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our cli...
- 5/5/2024 12:00:00 AM
Investment Analyst
- Dorchester Capital
-
Los Angeles, CA
- Company Description Dorchester Capital Advisors, LLC (“Dorchester”) is a Los Angeles based Institutional Investment Mana...
- 5/5/2024 12:00:00 AM
Private Wealth Advisor
- GT Investment Management
-
Los Angeles, CA
- Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management pl...
- 5/4/2024 12:00:00 AM
Senior Investment Manager
- Hays
-
Long Beach, CA
- Your new company HAYS has partnered with an international real estate company looking for a Senior Investment Manager in...
- 5/3/2024 12:00:00 AM
About Costa Mesa, California
Costa Mesa (/ˌkoʊstə ˈmeɪsə/) is a city in Orange County, California. Since its incorporation in 1953, the city has grown from a semi-rural farming community of 16,840 to a primarily suburban and edge city with an economy based on retail, commerce, and light manufacturing. The population was 109,960 at the 2010 United States Census.
Costa Mesa is located 37 miles (60 km) southeast of Los Angeles, California, 88 miles (142 km) north of San Diego, California and 425 miles (684 km) south of San Francisco, Costa Mesa encompasses a total of 16 square miles (41 km2) with its southernmost border only...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$133,834 to $254,463
Costa Mesa, California area prices
were up 3.0% from a year ago
were up 3.0% from a year ago
What does an Investment Manager do?
Investment Manager in Casper, WY
For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
December 29, 2019
Investment Manager in Miami, FL
Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
December 09, 2019
Investment Manager in Colorado Springs, CO
Investment managers manage investment portfolios and operate under the government’s securities legislation.
October 08, 2019