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Account Associate – Fixed Income & Client Services

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading investment firm is seeking an Account Associate to support institutional clients in Newport Beach, CA. Responsibilities include analyzing market trends, creating client reports, and collaborating with account managers. Ideal candidates have 2-4 years of experience in financial services and a strong educational background in finance or economics.

This role offers significant career growth potential and the opportunity to pursue CFA certification.
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Position Requirements
10+ Years work experience
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