Investment Valuation and Quantitative Modeling Director Pacific LifeCorpInvestment Valuation and Quantitative Modeling DirectorNewport Beach, CA$203,760–$249,040 / yearAs an Investment Valuation and Quantitative Modeling Director you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments to support the quarterly asset valuation process. Experience modeling and valuing corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, and derivatives including swaps, options, futures, forwards, and other hedging instruments.
Director, Quantitative Investment Modeling and Support Pacific LifeCorpDirector, Quantitative Investment Modeling and SupportNewport Beach, CA$203,760–$249,040 / yearAs a Director, Quantitative Investment Modeling & Support, you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. The experience you will bring: 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Managing Director, Investment Counselor, Orange County Citigroup IncManaging Director, Investment Counselor, Orange CountyCosta Mesa, CAAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
NewCiti Private Bank | Investment Counselor | Beverly Hills & Orange County Citigroup IncCiti Private Bank | Investment Counselor | Beverly Hills & Orange CountyCosta Mesa, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Investment M&A Finance Lead Consultant Roth Staffing CompaniesInvestment M&A Finance Lead ConsultantFoothill Ranch, California$90–$104 / hourYou will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management across the company. As a Finance Lead, you will lead and participate in efforts that provide insight and deep financial analysis to our business partners, driving cross-functional business strategy.
J.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Mission Viejo, CAMission Viejo, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CANewport Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate-Huntington Beach, CAHuntington Beach, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Senior Investment Professional – Private Corporate Strategies PIMCOSenior Investment Professional – Private Corporate StrategiesNewport Beach, New YorkStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Senior Investment Professional - Private Corporate Strategies PIMCOSenior Investment Professional - Private Corporate StrategiesNewport Beach, CA$265,000–$360,000 / yearStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Manager, Industry Solutions, Investment Management - Aladdin DeloitteManager, Industry Solutions, Investment Management - AladdinCosta Mesa, CAFull timeOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateIrvine, CAOur 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.
Head of Trade Floor Operations, Investment Accounting and Performance Technology PIMCOHead of Trade Floor Operations, Investment Accounting and Performance TechnologyNewport Beach, New YorkStrong understanding of end-to-end functions of a full-service asset manager OR deep expertise in one Middle Office/Operations/Investment Accounting, including: Lifecycle event and transaction processing. Our ideal candidate will have end-to-end functional knowledge of an asset manager, from attracting new clients, aligning their needs to investments and the ongoing activities of managing their portfolio.
Head Of Trade Floor Operations, Investment Accounting And Performance Technology PIMCOHead Of Trade Floor Operations, Investment Accounting And Performance TechnologyNewport Beach, CA$204,000–$305,000 / yearStrong understanding of end-to-end functions of a full-service asset manager OR deep expertise in one Middle Office/Operations/Investment Accounting, including: Lifecycle event and transaction processing. Our ideal candidate will have end-to-end functional knowledge of an asset manager, from attracting new clients, aligning their needs to investments and the ongoing activities of managing their portfolio.
Senior Developer, Investment Accounting PIMCOSenior Developer, Investment AccountingNewport Beach, California$168,000–$240,000 / yearRun technology pro bono programs that help the non-profit community and give our engineering community opportunities to volunteer and participate. Consider our people to be our greatest asset—we will help you learn what PIMCO Technology has to offer so you can participate in activities that benefit your career while delivering impactful technology solutions.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentIrvine, CAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Acquisitions Associate- Multifamily Investments Bluecore ResidentialAcquisitions Associate- Multifamily InvestmentsNewport Beach, CAYou have at three-seven years of experience in multifamily real estate finance, specifically real estate private equity, multifamily acquisitions, real estate investment banking and credit/preferred equity investing. With the launch of our new pension fund partnership and dedicated acquisition fund, we are expanding our pipeline of preferred equity investments and acquisitions, with a primary focus on Class A multifamily assets in the Sunbelt.
Investment Consultant - Portfolio Management Specialist Morgan StanleyInvestment Consultant - Portfolio Management SpecialistNewport Beach, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team.
Investment Banking Vice President FIG Selby Jennings LtdInvestment Banking Vice President FIGDana Point, CALead both sell-side and buy-side transactions, including financial modeling, due diligence, buyer/seller outreach, deal structuring, negotiation, and process management through close. This individual will play a lead role in executing and originating advisory engagements, with a focus on M&A, valuations, due diligence, and broader financial consulting within the wealth advisory space.