NewInvestment Banking Associate | Aerospace & Defense Houlihan LokeyInvestment Banking Associate | Aerospace & DefenseLos Angeles, CaliforniaWith uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our transaction quality and client work benefit from our company culture, where financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for over a decade, which has given our professionals valuable exposure to a variety of situations and challenges.
Strategic Investments Program Manager III Mitchell MartinStrategic Investments Program Manager IIILos Angeles, CA$56.49–$70 / hourThe ideal candidate will have experience in healthcare community investment and provider capacity building, utilizing generic technology tools for reporting and presentations. This role involves managing strategic investments and community partnership programs in the healthcare sector.
Assistant Vice President, Corporate Actions, Investment Operations Oaktree Capital ManagementAssistant Vice President, Corporate Actions, Investment OperationsLos Angeles, CA$125,000–$185,000 / yearEnsure corporate actions events are processed accurately and timely across multiple accounts, funds, and special purpose vehicles; Confirm details of bankruptcy restructuring transactions via communication with investment professionals, accounting, tax, legal, compliance, pricing and other stakeholder groups; Analyze and process complex corporate action events to Oaktree's Geneva accounting platform after confirming with data vendors and external agents; Ensure Oaktree is meeting requirements related to timely event processing and validating the team is following all daily procedures and audit requirements; Build effective working relationships with internal stakeholders and outside service providers (attorneys, agents, custodians); Identify opportunities to increase operational efficiency, minimize risk and implement improvements; Resolve position and cash reconciliation breaks related to corporate actions; Capture and analyze valuable data to build upon established Key Performance Indicators; Provide supporting materials for auditors as requested; Perform other various tasks and projects as necessary; Experience required. The Assistant Vice President, Corporate Actions position will be responsible for ensuring all corporate action events, including complex bankruptcy restructuring, private transactions, bank debt amendments, and proxy voting are processed timely and accurately to Oaktree's books and records.
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.
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 - 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.
Client Manager, Emerging Middle Market Investment Banking Coverage -Managing Director JPMorgan Chase & CoClient Manager, Emerging Middle Market Investment Banking Coverage -Managing DirectorLos Angeles, CAJPMorganChase, 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. Our 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.
NewJ.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.
NewTax Investment Manager East West Bancorp IncTax Investment ManagerPasadena, CAThe Tax Investment Manager is responsible for leading the underwriting, financial modeling, execution, and ongoing asset management of a diversified portfolio of tax credit investments, with a primary focus on Investment Tax Credit (ITC) transactions, renewable energy project finance investments, Low-Income Housing Tax Credits (LIHTC), and other federal and state tax credit programs. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
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.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentLos Angeles, 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.
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.
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.
Associate, Capital Markets - Investment Banking StoutAssociate, Capital Markets - Investment BankingLos Angeles, New YorkBoth our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Responsible for the coordination and production of various investment banking projects and tasks, including: Underwrite, structure, and place live transactions using strong credit expertise.
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, CA$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.
Analyst/Associate, Investments & Portfolio Management RCLCOAnalyst/Associate, Investments & Portfolio ManagementLos Angeles, WashingtonRemote$70,000–$115,000 / yearUnderwriting 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; 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, and.