Last updated: 2025-05-22

10 Investment Finance jobs in San Diego.

Hiring now: Financial Advisor @ Citizens, Trust Portfolio Mgr @ Umpqua Ban, Sr Associate Appraiser @ Cushman Wa, Avp Sba Underwriter @ Enterprise, Asst Portfolio Mgr San Di @ Rexford In, Investment Valuation Anal @ Midland Cr.Explore more at at kaamvaam.com

🔥 Skills

Wealth Management (4) Portfolio Management (4) Financial Planning (3) financial analysis (3) Asset Management (3) Financial Advisor (3) Private Banking (2) Investment Strategies (2) Risk Assessment (2) Regulatory Compliance (2)

📍 Locations

San Diego (10)
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Citizens

Financial Advisor San Diego
Skills & Focus: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full-time

Umpqua Bank

Trust Portfolio Manager San Diego
Skills & Focus: trust management, investment relationships, fiduciary objectives, financial analysis, portfolio management, compliance regulations, accounting principles, team collaboration, business development, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits including healthcare cover…

Cushman & Wakefield

Senior Associate Appraiser San Diego
Skills & Focus: real estate valuation, appraisal, commercial, data collection, market research, cash flow estimation, analytical skills, problem-solving, team collaboration, professional development
About the Company: Cushman & Wakefield is a global leader in real estate services, providing comprehensive solutions across a full spectrum of commercial real estate valuation.
Experience: 0-2 years of experience appraising commercial real estate
Salary: $58,344 - $68,640
Type: Full-time
Benefits: Cushman & Wakefield provides eligible employees with health, vision, and dental insurance, flexible spending accounts, …

Citizens

Wealth and Asset Management San Diego
Skills & Focus: Wealth Management, Asset Management, Financial Advisor, Investment Assistant, Portfolio Management, Client Relationships, Financial Planning, Risk Management, Regulatory Compliance, Performance Analysis
About the Company: Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive world.
Type: Full Time
Financial Advisor San Diego
Skills & Focus: Financial Advisor, Wealth Management, Asset Management, Client Relationships, Investment Strategies, Financial Planning, Portfolio Management, Risk Assessment, Customer Service, Financial Analysis
About the Company: Citizens is a leading financial institution that focuses on community support, innovation in banking solutions, and a commitment to diversity and inclusion.
Experience: Professional Level
Type: Full-time
Benefits: Citizens offers a variety of benefits including wellness programs, professional growth opportunities, and community sup…

Enterprise Bank & Trust

AVP, SBA Underwriter San Diego
Skills & Focus: SBA Underwriter, financial analysis, loan applications, credit decisions, cash flow, liquidity, debt service coverage, GAAP, risk analysis, customer service skills
About the Company: Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company t…
Experience: 5 years of relevant experience. Experience should consist of financial analysis.
Salary: $91,300 - $95,000 plus commissions
Type: Full-time
Benefits: Annual paid volunteer time off, charitable-matching opportunities, array of benefits including professional growth oppo…

Citizens

Private Client Financial Advisor - Hanover, MA San Diego
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time

Umpqua Bank

Trust Portfolio Manager San Diego
Skills & Focus: Trust Portfolio Manager, investment management, fiduciary objectives, investment portfolios, compliance regulations, trust software, financial analysis, asset allocation, accounting literature, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k) with employer match, employee assistance program, life insurance, disability …

Rexford Industrial Realty, Inc.

Assistant Portfolio Manager - San Diego San Diego
Skills & Focus: Property Management, Budgeting, CAM Reconciliation, Tenant Relations, Lease Compliance, Vendor Management, Property Inspection, Financial Reporting, Tenant Notifications, Capital Upgrades
About the Company: Rexford Industrial Realty, Inc. is a leading, publicly traded industrial real estate investment and management company operating a $13 billion industrial real …
Experience: 2+ years of commercial property management experience
Salary: $65,000 to $80,000 annually (equivalent to $31.25 to $38.87 hourly) plus bonuses and stock incentives
Type: Full-time
Benefits: Comprehensive Benefits Package Including Medical, Dental, Vision, and Life Insurance; Bonus Eligibility & Long-Term Inc…

Midland Credit Management, Inc.

Investment Valuation Analyst San Diego
Skills & Focus: valuation, portfolio, SQL, analysis, Financial services, NPV, IRR, performance, databases, ad-hoc analysis
About the Company: A division of Encore Capital Group, focused on debt recovery and credit management services.
Experience: 1-2 years in analytical/quantitative role
Salary: $72,900 - $94,899 annually
Type: Full-time
Benefits: Comprehensive healthcare, paid time off, retirement plans, tuition assistance, wellness programs, family support, and m…