98 Results for

Investment Jobs in La Palma, CA

Jobs

New!

Los Angeles, CA5 days ago

$68,000–$150,000

Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools. To be successful in this role, we’re seeking the following: • Executive communication: Exceptional written and verbal skills; adept at toggling between deep analytical detail and high level narratives tailored to client sophistication.

New!

Irvine, CA4 days ago

$80,000–$85,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The position will focus on supporting various groups within the organization on functions including portfolio management, asset management, new property acquisitions & new developments.

Los Angeles, CA30+ days ago

$90,000

Through its consulting and advisory affiliate, Armory Strategic, LLC, Armory provides clients with a wide variety of financial and operational services, including general strategic advisory, interim management, performance improvement, cost reduction, and transaction support. Through its investment banking affiliate, Armory Securities, LLC, Armory provides clients with a wide range of financial advisory services from mergers and acquisitions, debt or equity financing, special situations and restructuring services.

Los Angeles, CA30+ days ago

The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities.

Newport Beach, CA20 days ago

$80,000–$110,000

This role offers direct exposure to all aspects of the investment lifecycle, working closely with senior leadership on portfolio monitoring, construction management, investor reporting, and complex investment situations. The Analyst will play a key role in evaluating investment performance, identifying risks and opportunities, and supporting strategic decision-making across the portfolio.

Los Angeles, CA30+ days ago

$80,000

Los Angeles, CA30+ days ago

At least 10 years industry experience or related professional role including business development or other management roles, equity research, management consulting, private equity, market research or investment banking. Ability to multi-task and thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high-quality work as a self- starter.

New!

Los Angeles, CA4 days ago

$100,000–$150,000

If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board, which includes: Exclusive roles from employers who recruit directly through Career Launch AI.

New!

Los Angeles, CA4 days ago

$100,000–$150,000

Los Angeles, California30+ days ago

$150,000–$180,000 Per Year

Newport Beach, CA30+ days ago

Located in our Newport Beach, California office, the Senior Analyst, Investment & Corporate Analytics will play an integral role by supporting the management team in financial analysis, tracking and reporting on the company’s owned multi-tenant light industrial real estate assets. Prepare property and portfolio level financial investment models using ARGUS (both DCF and Enterprise) and Excel based on information provided from various sources including the acquisitions team, asset managers, outside brokers, appraisers and other service providers.

Los Angeles, CA16 days ago

$95,000–$125,000

Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Analysts to join its Infrastructure and Public team and work hybrid (4 days in-office) from itsLos Angeles, CA office. Investment Banking Analysts provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector.

Los Angeles, CA30+ days ago

$100,000–$150,000

Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. Build, maintain, and audit detailed financial models, including operating models, valuation work, LBOs, public comps, accretion/dilution analyses, and precedent transaction analyses.

Los Angeles, CA30+ days ago

As an Associate in Santander’s Los Angeles Investment Banking coverage team, your responsibilities will span a wide range of quantitative and qualitative skills, with strong emphasis on project management, mentorship of junior staff and client interaction. Associates will develop technical mastery and deal execution skills across all investment banking products including M&A, LevFin and ECM while building a robust professional network, both internally and externally.

Newport Beach, CA29 days ago

Full-time

Skills and Attributes:Excellent analytical skills and understanding of relevant financial and accounting principles; Ability to express ideas effectively and fluently; Comfortable with client interaction; Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail; Strong proficiency in MS Office, Excel, PowerPoint, and similar software applications; Fast learner, self-motivated, organized, and willing to work within a flexible, demanding, and fast paced environment; and. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. Investment Banking Senior Analysts are an important part of deal teams, work closely with senior-level bankers, and are responsible for assisting in the execution of M&A and capital raising transactions for public and private companies.

Manhattan Beach,, CA30+ days ago

Leadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist. Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities.

Torrance,, CA30+ days ago

Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

Los Angeles, CA30+ days ago

The successful candidate will gain exposure to a wide variety of property sectors including multifamily, industrial, hospitality, office, retail, data centers, single-family rentals, manufactured housing, while also attaining fluency in all equity transaction structures including closed and open-ended funds, separate accounts, joint ventures, mezzanine debt, preferred equity and entity-level capital. The selected candidate will (i) support the firm’s top-ranked Real Estate Investment Banking and Equity Advisory business lines and serve as a key information nexus across the firm’s production in the Americas, (ii) have an opportunity to work with the industry’s premier real estate firms on institutional capital raising and advisory engagements across all property sectors and strategies, and (iii) develop an in-depth understanding of the real estate investment management industry.

Los Angeles, CA30+ days ago

As a Registered Investment Adviser (RIA), they provide wealth management and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices. Responsible for processing new account applications, any money movement requests, and account update requests as well as reviewing client correspondence for our clients.

Los Angeles, CA30+ days ago

Full-time

Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.

Los Angeles, CA30+ days ago

CBRE Investment Management is a leading global real assets investment management firm with $149 billion in assets under management*, operating in more than 30 offices and 20 countries around the world. Through its investor-operator model, the firm seeks to deliver sustainable investment solutions across real assets categories, geographies, risk profiles and execution formats so that its clients, people and communities thrive.

Los Angeles, CA30+ days ago

$185,000–$200,000 Per Year

A leading global investment management firm is seeking an experienced Senior Manager to lead early talent program management and campus recruiting across the U.S. This is a high-impact role responsible for shaping Analyst, Associate, and Summer Internship programs while partnering closely with investment teams and senior stakeholders. This individual will play a critical role in building diverse, high-performing talent pipelines and delivering best-in-class candidate and employee experiences.

Los Angeles, California10 days ago

Remote

$71,869–$114,797 Per Year

Financial Advisors by providing day to day client support and operational service on all CNS Investment 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, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service.

Los Angeles, CA30+ days ago

The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.Corporate We work with companies providing professional and technology-related services acrossa number ofend markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients.

Los Angeles, CA17 days ago

$285,000–$340,000 Per Year

This is a unique VP role within a leading private equity platform to hire a senior finance professional who will operate well beyond traditional fund accounting—partnering directly with executive leadership and touching everything from reporting and valuations to liquidity, tax, and fund operations. You’ll oversee multiple complex fund structures end-to-end—owning quarterly and annual GAAP reporting, reviewing administrator and audit deliverables, and digging into key areas like management fees and waterfall calculations.

Danvers, MA30+ days ago

We are currently assisting a top hospice agency with a need for a Critical Care and/or Hospice experienced RN interested in working in a Hospice House setting. Community Health Network (CHN) has been placing experienced nurses and therapists in Home Care, Hospice, Case and Care Management for over 30 years.

Los Angeles, CA30+ days ago

Full-time

Due to increasing demand for such analysis, A&M has invested globally in building a team of valuation experts to provide a full suite of valuation services in the areas of financial reporting and tax compliance, mergers and acquisitions, complex financial instruments, illiquid securities, and private equity and real-estate portfolios. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

Los Angeles, CA30+ days ago

Full-time

New!

Los Angeles, CA4 days ago

$140,000–$185,000

This Investment Associate – Private Capital opportunity is an example of the real roles featured on the Career Launch AI private job board – a members-only marketplace of high-paying, early-career jobs in finance, consulting, tech, and strategy. A lower middle-market private equity firm (representative of the firms in our network) is seeking a highly motivated, analytically strong Entry-Level Private Equity Associate.

West Los Angeles, CA30+ days ago

Assist in servicing and maintaining the existing book of business Establish and maintain new and existing accounts including account features (bank information, standing instructions and householding) and client information. Attend and participate in Wealth Management conferences, home office learning opportunities, technology additions & enhancements & portfolio reviews.

Irvine, CA30+ days ago

As the company prepares for major capital deployment and long-term global expansion, Barupon is actively building strategic relationships with sovereign wealth funds, pension funds, and institutional investors to support large-scale project financing and infrastructure investment. The ideal candidate is a globally connected institutional capital leader who already maintains trusted relationships with sovereign wealth funds and has successfully raised hundreds of millions of dollars for major investment platforms.

Orange, CA30+ days ago

$70,000–$180,000

In today's fast-changing world, where degrees hold less value, good jobs are scarce, and truly great companies are even rarer, it's no surprise that many feel like it's getting harder to get ahead. This position is best suited for individuals who understand sales, real estate transactions, or investment analysis and want to directly control their income.

Los Angeles, CA30+ days ago

$71,869–$114,797 Per Year

Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment 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, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service.

Irvine, CA30+ days ago

$200,000–$350,000

We’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. Our agents are the heart of the operation—helping homeowners move on, helping investors find their next project, and helping themselves build a career with no ceiling.

Irvine, CA30+ days ago

$200,000–$350,000

We’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.

City of Industry, CA15 days ago

$65,000–$250,000 Per Year

We’re seeking seasoned professionals and entrepreneurs who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.

Los Angeles, CA30+ days ago

Full-time

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. 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.

Pasadena, California23 days ago

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. Overview: The Tax Investment Manager is responsible for underwriting, modeling, executing, and managing a diversified portfolio of tax credit investments, including Low-Income Housing Tax Credits (LIHTC), Investment Tax Credits (ITC), and other federal and state tax credit programs.

Manhattan Beach,, CA30+ days ago

In addition to traditional assurance and tax services, They also provide numerous advisory services, including risk advisory; transaction advisory; IT advisory; forensic accounting; litigation support; international; property tax; state and local tax; and wealth management services. Our client serves a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities.

Los Angeles, CA30+ days ago

Thriving real estate investment firm in Los Angeles is seeking a sharp Senior Accountant to play a pivotal role on the Corporate Accounting team and will strengthen controls, and support key financial decisions across a growing real estate portfolio. This role will partner closely with senior leadership, including the Controller and Chief Accounting Officer, to ensure accurate reporting, maintain GAAP compliance, and continuously improve operations.

Irvine, CA30+ days ago

$100,000–$300,000

We’re a fast-growing, investor-focused brokerage operating across California, and we’re looking for driven Real Estate Agents ready to grow their business, close deals, and make an impact. 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.

Los Angeles, CA30+ days ago

Full-time

Knowledge : • Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios and provide oversight to Investment partners. 3. 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.

Irvine, California18 days ago

$71,600–$85,550 Per Year

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. The Center offers leadership and serves as a resource for financial education with goals of increasing financial literacy, minimizing financial instability for the benefit of society, and training the next generation of financial industry leaders.

Los Angeles, CA30+ days ago

CBRE IA&R is the only 100% dedicated Real Estate Fund and Property accounting business supporting Global and Pan-European coordination for clients providing Fund & SPV Accounting, Investor Reporting, and Performance Measurement services to real estate investment companies, sovereign wealth funds, and other institutional investors in key financial markets. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development).

Los Angeles, CA30+ days ago

$200,000–$350,000 Per Year

As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team, you will play a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. + Establishing an annual strategic plan, maintaining regular contact with key client representatives, including field consultants, delivering very clear and concise account reviews, including thoughtful interpretations of near term economic and other relevant external events.

La Canada, CA30+ days ago

$23.52–$34.37 Per Hour

Aid 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Westminster, CA30+ days ago

$23.52–$34.37 Per Hour

Aid 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.

South Pasadena, CA30+ days ago

Full-time

Irvine, CA30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.

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Investment Jobs in La Palma, CA

Jobs

Vice President, Client Service Lead - Investment Performance and Risk ServicesBNY

Financial Analyst (Real Estate)Jobot

Investment Banking / M&A / Financing / Restructuring Senior AnalystArmory Group, LLC

M&A Investment Banking Analyst / AssociateRegal Executive Search

Asset & Investment Management Analyst - Multifamily Private EquityBluecrest Residential

Investment Banking AnalystArmory Group, LLC

Managing Director - Investment BankingRegal Executive Search

Investment Banking AnalystCareer Launch AI

Investment Banking Summer AnalystCareer Launch AI

Manager – Investment Fund AccountingLatham & Watkins LLP

Senior Analyst, Investment & Corporate AnalyticsBKM Capital Partners

Infrastructure and Public Finance - Investment Banking AnalystSiebert Williams Shank

Investment Banker #1508Keller Executive Search

Investment Banking Associate – Los Angeles Generalist (Financial Sponsors, REGAL, Industrials)Santander US

Investment Banking Senior AnalystRoth Capital Partners

Tax Manager, Investment Funds GroupRegal Executive Search

Investment Advisor Associate:Regal Executive Search

Analyst, Real Estate Investment BankingJones Lang LaSalle Incorporated

Client Services Specialist - Registered Investment Adivsor (RIA)Regal Executive Search

Associate, Investment BankingPalm Tree

Strategic Partners Analyst, CBRE Investment ManagementCBRE

AVP, Early Career Recruitment & Talent Strategy | Global Investment ManagementRecruiting Resources, Inc.

Investment Relationship OfficerCity National Bank

2026 Investment Banking Summer Associate (Class of 2027) – Los Angeles Business ServicesHoulihan Lokey

VP, Fund Accounting & Finance-Leading Global Investment Management FirmRecruiting Resources, Inc.

Hospice House Registered Nurse-NightsCHN Healthcare Group

Senior Associate, Valuation Services Alternative Investment ServicesAlvarez & Marsal Valuation Services, LLC

Associate, Valuation Services Alternative Investment ServicesAlvarez & Marsal Valuation Services, LLC

Investment Associate – Private CapitalCareer Launch AI

Investment Associate- West Los AngelesRK Partners

Director – Sovereign Wealth & Institutional Capital (Global Infrastructure & Energy Investments)BaRupOn LLC

Real Estate Investment Acquisition AssociateHomeWay

Investment Relationship Officer (Sales Support) - City National SecuritiesCity National Bank

Investment Real Estate Agent - AcquisitionsStory Homes Inc.

Entry-Level Real Estate Agent (Investment Sales)Story Homes Inc.

Investment AdvisorMassMutual Pacific

Investment Banking - Consumer & Retail - AssociateJPMorgan Chase Bank, N.A.

Tax Credit Investment ManagerEast West Bank

Audit Senior - Alternative Investments / FundsRegal Executive Search

Senior Corporate Accountant | Real Estate InvestmentRecruiting Resources, Inc.

Investment Real Estate AgentStory Homes Inc.

Senior Investment OfficerNorthern Trust

Program Director, Todd and Lisa Halbrook Center for Investment & Wealth ManagementUniversity of California, Irvine

Investment Accounting Summer Intern 2026 (IA&R)CBRE

Asset Management - Real Estate Investment Specialist West Coast - Executive DirectorJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Investment Associate - LaCanada, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Investment Associate - Westminster, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Investment Associate- South Pasadena, CA- Mandarin SpeakingJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Executive Director, Investment Product SpecialistJPMorgan Chase Bank, N.A.

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