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.
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.
Salesforce Administrator for a Luxury Real Estate Investment and Development Firm Treehouse PartnersSalesforce Administrator for a Luxury Real Estate Investment and Development FirmLos Angeles, CAThey are seeking a Salesforce Administrator to join their team and serve as the steward of their core revenue management platform—managing the full lead-to-close lifecycle for both investors and buyers, supporting marketing automation, and identifying opportunities to unlock the system’s untapped potential. - Administer and optimize Salesforce Marketing Cloud or other integrated marketing tools, building and executing email campaigns, lead nurturing workflows, and engagement tracking.
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.
Associate, Investments April HousingAssociate, InvestmentsLos Angeles, CaliforniaThis 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.
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.
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 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).
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.
Asset & Wealth Management Regulated Investment Company (RIC) - Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - ManagerLos Angeles, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC 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 .
Asset & Wealth Management Regulated Investment Company (Ric) - Manager PwCAsset & Wealth Management Regulated Investment Company (Ric) - ManagerLos Angeles, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC 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 .
Senior Associate, Video Investment Omdus Omd UsaSenior Associate, Video InvestmentLos Angeles, New YorkOmnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Overview: The Senior Associate, Video manages day-to-day activities of all buying needs – negotiate, implement and monitor buys for clients.
Investment Banking Associate/VP, M&A, Consumer & Retail (Multi-Unit Franchise) Citizens Financial Group IncInvestment Banking Associate/VP, M&A, Consumer & Retail (Multi-Unit Franchise)Los Angeles, CA$200,000–$250,000 / yearSupporting junior and senior team members in developing new business ideas, pitch strategies, or transaction structuring scenarios (inclusive of equity, debt and/or M&A) to help the firm's corporate and sponsor clients achieve their financial and strategic objectives. The associate will work closely with the team's junior and senior professionals preparing, analyzing, and executing banking related transactions, primarily within the U.S. middle market.
NewExecutive Director, Enterprise Investment Lead Omdus Omd UsaExecutive Director, Enterprise Investment LeadLos Angeles, CaliforniaServe as the key point of contact for the client/s, internal Hearts and Science teams, creative agencies, OMG center and external media/data partners to drive integration, delivery and best in class performance media activation. As the Executive Director, Enterprise Investment Lead, you will play a critical role in leading strategies across planning and activation that deliver on client business objectives but also push them into new territories.