Investment Operations Securities Specialist Senior City National BankInvestment Operations Securities Specialist SeniorLos Angeles, CARemote$25.93–$41.43 / hourPosition will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as DDA Sweeps, Notes and Liabilities, Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Provides 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.
Administrative Assistant, Investment Operations OaktreeAdministrative Assistant, Investment OperationsLos Angeles, California$85,000–$125,000 / yearAs a part of Brookfield’s $416B credit platform, Oaktree is a premier credit manager emphasizing an opportunistic, value-oriented, and risk-controlled approach to investing across credit, equity, and real estate. Meeting coordination and planning including scheduling, preparing meeting materials (copying, scanning, prepare conference room setup, meals, etc.), coordinating with IT on audio/visual meeting requirements and troubleshooting technical issues.
Investment Banking Associate Selby Jennings LtdInvestment Banking AssociateLos Angeles, CAFor description, see this url: https://www.selbyjennings.com/en-gb/job/investment-banking-associate-pr607509_1787754357 .
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.
VP, Corporate Technical Accounting | Global Investment Firm Recruiting Resources, Inc.VP, Corporate Technical Accounting | Global Investment FirmLos Angeles, CA$275,000–$350,000 / yearWill serve as the firm's technical accounting expert and strategic business partner by: Advising executive leadership, legal, finance, and investment professionals on the accounting implications of acquisitions, investments, new products, and strategic initiatives. The successful candidate will possess a unique combination of technical expertise, business acumen, and executive presence and enjoy working in a fast-paced, entrepreneurial environment and highly collaborative environment.
Senior Vice President, Investments Bridge33 CapitalSenior Vice President, InvestmentsLos Angeles, CAProven ability to source, structure, negotiate, finance, and close leveraged real estate transactions, including structures well beyond straight equity acquisitions (JVs, preferred equity, structured/mezz, note and entity-level deals). Collaborate closely with other company divisions such as Leasing, Asset Management, Property Management, and Tenant Coordination teams, to gather feedback, leverage their experience on prospective acquisitions, and ensure they have the necessary support to onboard the applicable asset.
Principal, Consumer Finance Investment Strategy Apollo Global ManagementPrincipal, Consumer Finance Investment StrategyWoodland Hills, CAIdentify and implement opportunities to apply machine learning and AI techniques to consumer finance workflows-including borrower-level credit scoring and segmentation, alternative data integration, automated loan tape analysis, early warning systems for portfolio deterioration, and prepayment/default prediction-ensuring applied AI is grounded in the analytical infrastructure that supports how the firm invests. Consistent with Global Investment Insights' vision of embedding analytics and AI directly into investment workflows, the successful candidate will be expected to actively explore and integrate machine learning and AI techniques-such as borrower-level credit scoring, alternative data integration, and automated collateral surveillance-into the consumer finance analytical toolkit.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsIrvine, 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+.
Alternative Investments Representative (OWN) StartEngine Crowdfunding IncAlternative Investments Representative (OWN)CARemoteIn this role, you'll engage directly with our growing base of investors-building relationships, guiding them through investment opportunities, and helping them participate in the next wave of innovative companies. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers.
Senior Investment Advisor, Business Development - California True Link Financial, Inc.Senior Investment Advisor, Business Development - CaliforniaCAWe are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions - people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. This person will leverage True Link's strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Los Angeles, CAYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Tax Senior Manager - Corporations - Foreign Direct Investment RSM US LLPTax Senior Manager - Corporations - Foreign Direct InvestmentLos Angeles, CA$126,100–$253,000 / yearAs a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback - approximately 10- 20% of your time. A career within RSM's Corporate Tax services will provide you with the opportunity to help our public and private multinational corporate tax clients meet their accounting for income tax reporting requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los AngelesLos 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.
Administrative Assistant - Global Corporate and Investment Banking - LA Bank of America CorpAdministrative Assistant - Global Corporate and Investment Banking - LALos Angeles, CA$25–$52.34 / hourWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail.
Financial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaBy partnering with the right firm, you can: Retain the majority of your earnings while gaining access to top-tier support Reduce administrative burdens so you can focus on clients and business growth Scale your practice faster through acquisitions, marketing, and operational backing Plan for the future with structured succession planning and exit strategies Join a well-respected firm offering world-class resources, office space, and technology. Registered Investment Advisor (RIA) or Wealth Advisor Minimum $30M AUM under management Located in North America No recent terminations, non-compete, or non-solicit restrictions Looking for a better support structure, growth strategy, or succession plan .
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.
Client Manager, AVP Investment Trading Software - Charles River Development State StreetClient Manager, AVP Investment Trading Software - Charles River DevelopmentIrvine, California$90,000–$157,500 / yearAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Tax Managing Director, Alternative Investments BDO USA PCTax Managing Director, Alternative InvestmentsCosta Mesa, 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.
J.P. Morgan Wealth Management - Private Client Investment Associate-Vietnamese Speaking Preferred- Westminster, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate-Vietnamese Speaking Preferred- Westminster, CAWestminster, CAFull timeAid 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 Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CALa Habra, CAFull timeAid 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.