Finance
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-30
Listing for:
Edge Case Research, Inc
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
FINANCE Wealth Management Analyst (Irvine, CA)
Perform fin'l analysis to help clients build wealth.
Qualifications:
- Master's deg in Applied Economics, Math, Finance, Bus Admin, or rltd.
- Strong ability to analyze mkt data & portfolio performance.
- Effective written & oral communication skills.
- Strong understanding of applicable compliance rules, regs & firm policies.
- Proficiency in comp skills, incl Microsoft office.
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