Technology & Media Investment Banking, Associate, LA, Global Advisory RothschildTechnology & Media Investment Banking, Associate, LA, Global AdvisoryLos Angeles, CA$175,000–$225,000 / yearOur Technology clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include enterprise software, media and entertainment, technology services, consumer / internet, automotive, legal, government, education, supply chain, IoT, insurance, and more. Operating as an integral part of our expansive global Technology franchise, our North American Technology team of 40 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 85 deals valued at over $200bn since inception.
WAM Investment Risk Manager Franklin TempletonWAM Investment Risk ManagerPasadena, New York$175,000–$200,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
Vice President, Investments & Portfolio Management RCLCOVice President, Investments & Portfolio ManagementLos Angeles, New YorkRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Institutional client and investor relationship management; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and. Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation; Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy; Experience managing junior team members on projects; Experience and ability to manage multiple projects at any given time under various time frames and constraints; and.
Technology & Media Investment Banking, Vice President, LA, Global Advisory RothschildTechnology & Media Investment Banking, Vice President, LA, Global AdvisoryLos Angeles, CA$250,000–$275,000 / yearOperating as an integral part of our expansive global Technology franchise, our North American Technology team of 40 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 90 deals valued at over $200bn of transaction value since the US group's inception a decade ago. Our Technology clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include enterprise software, media and entertainment, technology services, consumer / internet, automotive, legal, government, education, supply chain, IoT, insurance, and more.
Investment Banking Vice President | Commercial Services Selby Jennings LtdInvestment Banking Vice President | Commercial ServicesLos Angeles, CAThe firm has invested heavily in senior talent and is now focused on building out the team beneath a highly regarded leadership group, creating strong opportunities for growth, mentorship, and advancement. I'm representing a growing middle-market investment bank seeking a Vice President (or experienced Senior Associate) to join its Commercial Services team.
Investment Banking Director Selby Jennings LtdInvestment Banking DirectorLos Angeles, CAIdeal candidates are current Investment Banking Senior Vice Presidents and Investment Banking Directors with strong M&A execution reps, and are currently focused on leading M&A execution, business development, and networking (open to industry), to build up a book of business focused on mergers and acquisitions. This group recently onboarded ex-Elite Boutique and Bulge Bracket bankers, and is looking to quickly expand their Directors ranks with path to Managing Director.
NewInvestment Operations Securities Specialist Senior City National BankInvestment Operations Securities Specialist SeniorLos Angeles, CA$25.93–$41.43 / hourProvides consultative support and acts as a resource for internal and external business partners; Responsible for processing investment transactions and reconciling account information; Coordinates information and trade instructions among various trade desks and operational areas. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers.
Financial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaWe are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning . We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals.
Credit Advisor, Global Wealth & Investment Management Bank of AmericaCredit Advisor, Global Wealth & Investment ManagementLos Angeles, CaliforniaThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. US - CA - Beverly Hills - 101 S Rodeo Dr (CA9801), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814).
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending SpecialistLos Angeles, CAHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
NewCredit Advisor - Global Wealth & Investment Management Bank of AmericaCredit Advisor - Global Wealth & Investment ManagementLos Angeles, CaliforniaThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CA leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.
Senior Associate, Video Investment Omdus Omd UsaSenior Associate, Video InvestmentLos Angeles, New YorkOmnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Overview: The Senior Associate, Video manages day-to-day activities of all buying needs – negotiate, implement and monitor buys for clients.
Investment Banking Associate/VP, M&A, Consumer & Retail (Multi-Unit Franchise) Citizens Financial Group IncInvestment Banking Associate/VP, M&A, Consumer & Retail (Multi-Unit Franchise)Los Angeles, CA$200,000–$250,000 / yearSupporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm's corporate and sponsor clients achieve their financial and strategic objectives. The associate will work closely with the team's junior and senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market.
NewExecutive Director, Enterprise Investment Lead Omdus Omd UsaExecutive Director, Enterprise Investment LeadLos Angeles, CaliforniaServe as the key point of contact for the client/s, internal Hearts and Science teams, creative agencies, OMG center and external media/data partners to drive integration, delivery and best in class performance media activation. As the Executive Director, Enterprise Investment Lead, you will play a critical role in leading strategies across planning and activation that deliver on client business objectives but also push them into new territories.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentEncino, CACompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Reference Data Associate Apollo Management HoldingsInvestment Reference Data AssociateEl Segundo, CaliforniaGiven the breadth of Apollo’s platform and the complexity of private credit and structured products, this role requires strong operational judgment, attention to detail, and an understanding of end-to-end investment workflows. The Associate will be responsible for interpreting governing documents, validating key economic terms, and maintaining the integrity of security data that supports trading, accounting, risk, and reporting functions.
Client Manager, Emerging Middle Market Investment Banking Coverage -Managing Director JPMorgan Chase Bank, N.A.Client Manager, Emerging Middle Market Investment Banking Coverage -Managing DirectorLos Angeles, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Associate, Reference Data (Security Master) | Investment Management Recruiting Resources, Inc.Associate, Reference Data (Security Master) | Investment ManagementLos Angeles, CAThis is an excellent opportunity to join a highly respected investment organization where you'll work alongside experienced professionals, gain exposure to sophisticated investment products, and play an important role in supporting critical investment operations. You'll work with a wide range of fixed income, private credit, and structured products while collaborating with portfolio managers, traders, operations, and technology teams to ensure high-quality investment data.
Tax Experienced Manager, Alternative Investments BDO USA PCTax Experienced Manager, Alternative InvestmentsLos Angeles, CA$136,000–$165,000 / yearJob Summary: As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Managing Director, Alternative Investments BDO USA PCTax Managing Director, Alternative InvestmentsLos Angeles, CA$190,000–$335,000 / yearJob Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.