Investment Analyst SAN Manuel Band Of Mission IndiansInvestment AnalystHighland, CADevelops and maintains the investment risk management-monitoring program, analyzes investment manager strategy and portfolio results, assists in the ongoing monitoring of managers, and performs asset allocation studies while is also the primary party responsible for data collection, management and analysis for the total portfolio, underlying investment managers, and general market research. Visual acuity that meets the requirements of the position: The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading and visual inspection of employees, visitors or facility.
Public Finance Investment Banking Director - Senior Living Piper Sandler CompaniesPublic Finance Investment Banking Director - Senior LivingLadera Ranch, CA$150,000–$200,000 / yearWe are open to candidates from a variety of professional backgrounds, including: Public finance or investment banking; Municipal advisory or financial advisory; Senior living or long-term care operations; Chief financial officer, finance, or development roles at nonprofit senior living organizations; Healthcare finance or real estate finance; Strategic, management, or capital-planning consulting; or. Origination & Business Development: Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
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.
Investment Banking Vice President FIG Selby Jennings LtdInvestment Banking Vice President FIGDana Point, CALead both sell-side and buy-side transactions, including financial modeling, due diligence, buyer/seller outreach, deal structuring, negotiation, and process management through close. This individual will play a lead role in executing and originating advisory engagements, with a focus on M&A, valuations, due diligence, and broader financial consulting within the wealth advisory space.
Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumRiverside, CaliforniaThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Investment Real Estate Agent Fair Trade Real EstateInvestment Real Estate AgentRancho Cucamonga, CAWHAT PERKS YOU CAN EXPECT AT FAIR TRADE REAL ESTATE: - Access to industry leading coaching, training, and tools to fast track your success - Growing with an organization that is rapidly expanding - No desk fees or brokerage fees- Fair Trade covers E&O insurance - Access to multiple offices in the greater Southern California area Fair Trade Real Estate is more than just a name to us - it’s our mission. Fair Trade Real Estate is looking for a Sales Agent who is interested in enhancing their sales skills with the opportunity to sell off market, exclusive properties to investors.
Real Estate Sales Agent (Investment Properties) New WesternReal Estate Sales Agent (Investment Properties)Corona, CANew Western is the original and largest private marketplace for investment real estate. At New Western, we give motivated individuals cutting edge tools and access to build high-.
Financial Analyst II EsriFinancial Analyst IIRedlands, California5+ years of progressive experience in Financial Planning & Analysis (FP&A), corporate finance, or a closely related financial role, including direct responsibility for budgeting, forecasting, financial modeling, performance-to-plan analysis, and business partnership with non-financial stakeholders. This requires moving beyond reporting what happened, to explaining why results changed, anticipating future financial implications, and helping business partners align investments and resource decisions with strategic priorities.
NewFinancial Analyst Santa Margarita Water DistrictFinancial AnalystRancho Santa Margarita, CA$114,839.87–$158,307.83 / yearCollects monthly, quarterly and year-end financial reporting packages and provides analytical support to be included in presentations to the Board; identifies relevant business Key Performance Indicators (KPIs) ensuring they are reflected in monthly financial reporting; analyzes the District's balance sheet, net position, and cash flow position; assumes responsibility for analyzing and preparing other financial reports as required for District special projects. Creates reports for departments using financial reporting software or specialized report writers; provides complex technical assistance, training and staff support including answering questions on the use of, or resolving problems with, the financial reporting software or report writers; coordinates with internal staff and vendor support to resolve problems with financial software.