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, 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.
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 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.
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.
NewInvestment 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. Acts as a liaison with SEI Private Trust Company and other internal departments for review of Corporate Actions or reorganizations (i.e., tender offers, mergers, acquisitions, conversions, redemptions, stock splits, stock dividends and litigation) related to Trust Department securities.
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 .
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.
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.
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 .
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.
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.
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.
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.
Senior Investment Adviser Associate-Client Service Virtus Investment PartnersSenior Investment Adviser Associate-Client ServiceLos Angeles, California$72,000–$95,000 / yearProvide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50billionin assets and employs more than 135 people across the United States.
Associate Director, Investments Marcus and MillichapAssociate Director, InvestmentsLos Angeles, 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+.
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.
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.