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Investment Associate

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Date: Mar 8, 2019

Location: Newport Beach, CA, US, 92660

Company: The Irvine Company

Position Summary:

The Investment Associate position is part of the Company’s fast-paced Investment Division.  Responsibilities will include serving as the primary point of contact for investment operations including trade processing, account administration, and compliance; interfacing with portfolio accounting and reporting systems; performing general market research; assisting with equity and fixed income analysis; and performing various administrative duties as required.

Primary Responsibilities:

  • Serve as the daily point of contact with custodians and brokers for all operational matters
  • Ensure timely and accurate trade processing and reporting
  • Maintain investment guidelines, account authorization, and compliance checklists
  • Perform general market research
  • Assist in equity and fixed income valuation and analysis
  • Assist in preparation of materials and exhibits for senior management meetings
  • Perform various administrative duties as necessary

Essential Job Functions:

  • Coordinate with Treasury to process trades, and with Accounting, Tax, Security Administration, Internal Audit, and third parties to ensure proper controls are met
  • Prepare investment account opening documents and instruction letters  
  • Maintain, update, and circulate investment guidelines and account authorization as required
  • Monitor weekly/quarterly compliance to investment guidelines and legal requirements
  • Work with custodians, brokers, and Accounting to reconcile daily cash balances
  • Utilize portfolio accounting and reporting systems to ensure trades, wires, market pricing data, corporate actions, and other transactions are complete and accurate
  • Summarize Wall Street analyst reports, conference calls, and presentations
  • Serve as backup to the Executive Assistant to the CIO as needed; responsibilities include: maintaining team calendars, coordinating meetings & meals, preparing expense reports, ordering office supplies, and printing, scanning, and faxing documents upon request

Minimum Qualifications / Requirements

  • Bachelor's degree
  • Proficiency in Microsoft Excel
  • Prior work experience in investments helpful
  • Strong organizational skills with exceptional attention to detail
  • Highly motivated, solves problems independently and able to meet firm deadlines
  • Strong writing and communications skills
  • Ability to maintain a positive attitude and constructively collaborate with colleagues in a fast-paced environment
  • Highly dependable with utmost integrity and the ability to protect confidential information
  • Ability to focus on work and avoid distractions
  • Flexibility to work hours/schedule as needed


About Us:
Irvine Company is a privately held real estate investment company and master-planner committed to creating and sustaining communities that thrive for generations.

With diversified operations throughout coastal California, Irvine Company plans and brings to life balanced, sustainable communities with a full range of housing, job and retail centers, schools, recreation and permanently preserved open space.

We take as much pride in our employee community as we do the communities we create. It’s an environment populated with talented and experienced people, a collaborative spirit and abundant opportunities.

Apply today to join our employee community, and learn more about Irvine Company, our legacy and our guiding principles.


The Irvine Company is committed to providing equal opportunity in all of our employment practices, including selection, hiring, promotion, transfer, compensation, termination, and training, without regard to race, religion, color, sex, sexual orientation, gender, gender identity, national origin, ancestry, citizenship status, marital status, pregnancy, age, medical condition, genetic information, military and veteran status, disability, or any other basis protected by federal, state, and local law. Reasonable accommodation is available for qualified individuals with disabilities, upon request.


Nearest Major Market: Orange County
Nearest Secondary Market: Los Angeles

Job Segment: Real Estate, Sales

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