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.
Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Los Angeles, CAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Los Angeles, CAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Los Angeles, CAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Los Angeles, CAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Sr. Investment Officer Northern TrustSr. Investment OfficerLos Angeles, CA$236,555–$414,115 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
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.
Senior Associate- Investment Advisory Trimont LLCSenior Associate- Investment AdvisoryEl Segundo, CA$95,000–$115,000 / yearOverview: Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. Job Summary: The Senior Associate, Investment Advisory will oversee a diversified portfolio of complex commercial real estate debt transactions, including whole loans, syndicated loans, and Commercial Mortgage Backed Securities (CMBS) across stabilized, construction, and transitional loans.
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.
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.
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 Banking Associate Leerink PartnersInvestment Banking AssociateSanta Monica, CaliforniaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The successful candidate will provide support to senior bankers in executing M&A and financing transactions for clients across the life sciences tools and diagnostics vertical.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentEncino, 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.
Asset & Wealth Management Regulated Investment Company (Ric) - Senior Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - Senior ManagerLos Angeles, CA$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Community Development Investment Director Fifth Third BankCommunity Development Investment DirectorLos Angeles, CA$96,500–$207,500 / yearGENERAL FUNCTION: Develop relationships with developers (for profit & not-for-profit) of low income housing tax credit projects and historic tax credit projects which will lead to investment opportunities in all Fifth Third markets; this position is accountable for monitoring the underwriting of the investment, presentation of the investment to Loan Committee, and closing the investment. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Must have 5 to 7 years commercial lending, real estate lending, small business lending or a combination thereof; or, 3 to 5 years of proven low income housing tax credit investment experience.
Investment Relationship Officer City National BankInvestment Relationship OfficerBeverly Hills, CaliforniaRemote$71,869–$114,797 / yearFull timeAssist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, RBC Securities Investment Operations and City National Bank (CNB) Trust Operations to open, fund, and provide ongoing support and service.