Investment Banking Associate MUFG Americas Holdings CorpInvestment Banking AssociateLos Angeles, CAAssociates work on dedicated industry groups such as Healthcare, Media, Industrials, Consumer etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Managing Director Investment Banking - Aerospace Defense Government Services MUFG Americas Holdings CorpManaging Director Investment Banking - Aerospace Defense Government ServicesLos Angeles, CA10+ years of experience in sell-side M&A advisory Minimum 5 years of industry specific M&A Deep understanding of the aerospace, defense and government services sectors Extensive record and experience of originating and executing M&A transaction in the aerospace, defense and government services sectors Outstanding academic credentials from a top tier school Team player willing to take an integral role in Intrepid's growth Excellent written and oral communications skills Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationships FINRA Series 7, 63 or 79 license, Series 24. Managing Directors are involved in all phases of origination and execution including: • Building relationships with deal referral sources and business owners • Identifying, qualifying, and generating new prospect leads • Managing the client relationship and overseeing all client and counter-party communication • Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors • Overseeing all aspects of the transaction • Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.).
Associate, Reference Data (Security Master) | Investment Management Recruiting Resources, Inc.Associate, Reference Data (Security Master) | Investment ManagementLos Angeles, CAThis is an excellent opportunity to join a highly respected investment organization where you'll work alongside experienced professionals, gain exposure to sophisticated investment products, and play an important role in supporting critical investment operations. You'll work with a wide range of fixed income, private credit, and structured products while collaborating with portfolio managers, traders, operations, and technology teams to ensure high-quality investment data.
Associate, Investments April HousingAssociate, InvestmentsLos Angeles, California$140,000–$155,000 / yearThis role is designed for a candidate with 3–5 years of real estate transaction experience who can take ownership of workstreams, operate effectively in complex partnership environments, and communicate clearly with both internal and external stakeholders. Working in partnership with Blackstone, the Investment Associate will support and execute transactions across April Housing’s investment platform, with an initial focus on our disposition workstream.
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.
Entry-Level Real Estate Agent (Investment Sales) Story Homes Inc.Entry-Level Real Estate Agent (Investment Sales)Irvine, CAWe’re a fast-growing wholesale investment brokerage built by experienced professionals who connect motivated sellers with investors looking for off-market, deeply discounted, and high-potential properties. Whether you’re an experienced agent or just breaking into real estate, if you’re passionate about sales, love building relationships, and are hungry to learn the investment side of the business—we want to meet you.
Credit Advisor, Global Wealth & Investment Management Bank of AmericaCredit Advisor, Global Wealth & Investment ManagementLos Angeles, CaliforniaThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. US - CA - Beverly Hills - 101 S Rodeo Dr (CA9801), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814).
Financial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaWe are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning . We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals.
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending SpecialistLos 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.
NewCredit Advisor - Global Wealth & Investment Management Bank of AmericaCredit Advisor - Global Wealth & Investment ManagementLos Angeles, CaliforniaThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CA leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.
NewInvestment Operations Securities Specialist Senior City National BankInvestment Operations Securities Specialist SeniorLos Angeles, CA$25.93–$41.43 / hourProvides 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. Position will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers.
Investment Banking Vice President | Commercial Services Selby Jennings LtdInvestment Banking Vice President | Commercial ServicesLos Angeles, CAThe firm has invested heavily in senior talent and is now focused on building out the team beneath a highly regarded leadership group, creating strong opportunities for growth, mentorship, and advancement. I'm representing a growing middle-market investment bank seeking a Vice President (or experienced Senior Associate) to join its Commercial Services team.
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.
Mortgage Loan Originator - Investment Real Estate New Western CorporateMortgage Loan Originator - Investment Real EstateLos Angeles, CaliforniaSherman Bridge is seeking a motivated and relationship-driven Investment Real Estate Mortgage Loan Originator to originate residential investment property loans for both New Western-sourced clients and outside real estate investors. The MLO will serve as a trusted financing advisor to real estate investors and New Western agents by structuring financing solutions, managing the loan process from application through closing, and helping clients grow their investment businesses.
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.
WAM Investment Risk Manager Franklin TempletonWAM Investment Risk ManagerPasadena, New York$175,000–$200,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
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, 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 Analytics Director - Office Division ($152,400.00 - $212,400.00) The Irvine Company LLCInvestment Analytics Director - Office Division ($152,400.00 - $212,400.00)Irvine, CA$152,400–$212,400 / yearPosition Summary: Serving as a strategic partner to the Finance, Asset Management, and Leasing teams, the Director defines the analytical approach and leads the modeling for large complex leases, tenant credit evaluations, capital investment returns, internal valuations, and potential re/developments, dispositions, and acquisitions. Furthermore, the Director assists the Asset Management team in preparing asset-level business plans, frequently interacts with and presents to Division and Corporate Executives, and maintains strong collaboration with colleagues across operations, development, tax, financing, and accounting.
Los Angeles - Investment Funds, Registered Funds/BDC Associate Kirkland & Ellis LLPLos Angeles - Investment Funds, Registered Funds/BDC AssociateLos Angeles, CA$260,000–$365,000 / yearIdeal candidates will have worked in a recognized investment funds practice, and will have significant experience with forming, structuring and advising on a variety of retail fund products, including a mix of traditional funds, such as mutual funds, ETFs and listed closed-end funds, as well as "alternative" funds, including interval/tender offer funds, business development companies (BDCs), real estate investment trusts (REITs), "holding company" and similar structures. The New York, Boston, Washington, D.C. and/or Los Angeles offices are seeking attorneys with three to five years of experience to work in the Registered Funds practice of the Investment Funds Group.