Business Analyst / Project Manager - Finance & Trading Systems HTC Global Services IncBusiness Analyst / Project Manager - Finance & Trading SystemsIrvine, CAFull timeThis role partners closely with business stakeholders, technology teams, operations, risk, compliance, and external vendors to deliver business process improvements, system enhancements, and trading-related initiatives. The ideal candidate understands the trade lifecycle, can translate business needs into clear requirements, and is comfortable managing projects from planning through execution, testing, deployment, and post-implementation support.
Bilingual Korean Investments Analyst Ultimate Staffing ServicesBilingual Korean Investments AnalystFountain Valley, California$35–$40 / hourThe position works cross-functionally with leadership, finance, procurement, and operations teams to ensure projects are completed on time, within scope, and within approved budgets. In addition, the Analyst contributes to project tracking, reporting, and continuous improvement initiatives while supporting overall capital planning and facility operations.
PDC Operations Investments Analyst Ultimate Staffing ServicesPDC Operations Investments AnalystFountain Valley, California$30–$44 / hourThe position works cross-functionally with leadership, finance, procurement, and operations teams to ensure projects are completed on time, within scope, and within approved budgets. In addition, the Analyst contributes to project tracking, reporting, and continuous improvement initiatives while supporting overall capital planning and facility operations.
Investment Analyst Pacific Hospitality Group VenturesInvestment AnalystIrvine, CaliforniaAs part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting. This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
Investment Analyst Opportunistic Credit PIMCOInvestment Analyst Opportunistic CreditNewport Beach, CaliforniaPIMCO’s opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Alternative Investment Analyst - Irvine, CA In-N-Out Burgers IncAlternative Investment Analyst - Irvine, CAIrvine, CA$97,500–$123,500 / yearAssist in management of a portfolio of private investments - Including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on-site visits with key investment and operations personnel. After maintaining two Southern California office locations for many years, the company will permanently close its Irvine office in 2029 and once again headquarter the company's western territory solely in Baldwin Park, California, where the company was founded in 1948.
Sr Investment Analyst AAASr Investment AnalystCosta Mesa, CaliforniaThis individual will play a critical role in evaluating, selecting, and monitoring external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity etc.).
Experienced Investment Banking Analyst - Consumer Group D.A. Davidson & Co.Experienced Investment Banking Analyst - Consumer GroupIrvine, CA$105,000–$115,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Investments Operational Support Analyst - Document/Data Management Pacific LifeInvestments Operational Support Analyst - Document/Data ManagementNewport Beach, CaliforniaAs a PLI Operational Support Analyst, you’ll move Pacific Life, and your career, forward by working closely with team members to provide ongoing administration of our official documents for all PLI asset classes. Ensure that loan documentation, collateral review, title insurance, loan closings, files and audits are managed and conducted consistent with both loan administration and firm policy and comply with government regulations.
Senior Analyst, Investments Education Realty Trust Inc (Inactive)Senior Analyst, InvestmentsNewport Beach, CA$87,000–$115,000 / yearContribute to the execution and the implementation of the Company's strategies and programs that drive the financial and operational performance of the Investment group through acquisitions and asset management of existing owned assets, this includes gathering and analyzing market, property, and portfolio data, identifying opportunities for improving financial and/or operational performance, managing programs that promote revenue, and performing other analytical, program management, or tasks that support the daily operation of the business. Monitors and reports on the status and progress of proposed acquisitions transactions within the assigned geographic region, establishes critical timelines and deadlines for tasks and activities related to the proposed transaction, and identifies and effectively addresses issues or problems that could otherwise adversely affect closing.
Investment Properties Analyst CBRE Group IncInvestment Properties AnalystIrvine, CACBRE 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). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the worlds largest commercial real estate services and investment firm (based on 2024 revenue).
Senior Mutual Fund/Investment Compliance Analyst II Pacific LifeCorpSenior Mutual Fund/Investment Compliance Analyst IINewport Beach, CAAs a Senior Mutual Fund/Investment Compliance Analyst II youll move Pacific Life, and your career, forward by providing expertise on a variety of compliance related functions/projects to ensure mutual fund, advisor, and insurance company separate account compliance with applicable Securities and Exchange Commission, National Futures Association, and Commodity Futures Trading Commission regulations. How youll help move us forward: Preparation and analysis of materials for regulatory filings, proactively and independently identifying, researching, and resolving complex compliance issues and exercising judgment in escalating matters to management when appropriate.
Mutual Fund/Investment Compliance Analyst Pacific LifeCorpMutual Fund/Investment Compliance AnalystNewport Beach, CA$33.58–$41.04 / hourAs a Mutual Fund/Investment Compliance Analyst, you'll play a key role in Pacific Life's growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and cross-train with our Variable Products Team. The experience you will bring: 0 to 2 years' experience with mutual funds, investment advisors, variable insurance products and/or applicable federal statutes (extensive training will be provided).
Trader, Investment Grade Credit Pacific Investment Management Co LLCTrader, Investment Grade CreditNewport Beach, CA$205,000–$305,000 / yearThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Account Manager, Alternatives Investment Specialist (West Region) Pacific Investment Management Co LLCAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CA$205,000–$240,000 / yearAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO's alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates-who own the advisor relationships-to help scale PIMCO's alternatives distribution strategy in the West Region.
Investment Valuation and Quantitative Modeling Director Pacific LifeInvestment Valuation and Quantitative Modeling DirectorNewport Beach, CaliforniaAs an Investment Valuation and Quantitative Modeling Director you’ll move Pacific Life, and your career, forward by advancing the organization’s ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments to support the quarterly asset valuation process. Experience modeling and valuing corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, and derivatives including swaps, options, futures, forwards, and other hedging instruments.
Director, Quantitative Investment Modeling and Support Pacific LifeDirector, Quantitative Investment Modeling and SupportNewport Beach, CaliforniaAs a Director, Quantitative Investment Modeling & Support, you’ll move Pacific Life, and your career, forward by advancing the organization’s ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Investments Operational Support Analyst - Document/Data Management Pacific LifeCorpInvestments Operational Support Analyst - Document/Data ManagementNewport Beach, CA$36.95–$45.17 / hourHow you'll help us move forward: Ensure that loan documentation, collateral review, title insurance, loan closings, files and audits are managed and conducted consistent with both loan administration and firm policy and comply with government regulations. As a PLI Operational Support Analyst, you'll move Pacific Life, and your career, forward by working closely with team members to provide ongoing administration of our official documents for all PLI asset classes.
R-781540 Front-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River Development State Street CorpR-781540 Front-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River DevelopmentIrvine, CA$100,000–$167,500 / yearJava and C# programming Windows and Unix (Linux) Knowledge of ETL tools such as Kettle and Talend Familiarity with at least one SCM (Perforce would be a plus) XML and XSLT Understanding of ERDs Tomcat configuration and optimization N-tier application architecture SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server Perl Self-motivated and Self-driven BS/MS in Computer Science or equivalent field. We truly believe our employees diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Investment Analytics Manager - Office Division ($124,200.00 - $162,300.00) The Irvine Company LLCInvestment Analytics Manager - Office Division ($124,200.00 - $162,300.00)Irvine, CA$124,200–$162,300 / yearParticipate in preparing asset-level business plans and monitoring asset performance (trends and budget variances); help drive analytical insights around operating and financial performance; help identify risks, and identify opportunities for revenue enhancement, cost and capital efficiency, and potential loan refinance implications. Position Summary: The Manager supports the Finance, Asset Management, and Leasing teams by building financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making.
Investment Consultant - COO Morgan StanleyInvestment Consultant - COONewport Beach, CA$68,000–$120,000 / yearClosely coordinates with analysts and Financial Advisors / Private Wealth Advisors to oversee client investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources Leads client onboarding including implementing the appropriate investment strategy and determining the correct client placement within the Financial Advisors / Private Wealth Advisor team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Trader, Investment Grade Credit PIMCOTrader, Investment Grade CreditNewport Beach, CaliforniaThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Director, Quantitative Investment Modeling and Support Pacific LifeCorpDirector, Quantitative Investment Modeling and SupportNewport Beach, CA$203,760–$249,040 / yearAs a Director, Quantitative Investment Modeling & Support, you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments. The experience you will bring: 5-10+ years of direct experience modeling complex and illiquid assets such as corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, etc.
Investment Valuation and Quantitative Modeling Director Pacific LifeCorpInvestment Valuation and Quantitative Modeling DirectorNewport Beach, CA$203,760–$249,040 / yearAs an Investment Valuation and Quantitative Modeling Director you'll move Pacific Life, and your career, forward by advancing the organization's ability to develop, validate, and quantify cashflow models for complex and illiquid asset classes and publicly traded investments to support the quarterly asset valuation process. Experience modeling and valuing corporate credit, residential and commercial loans, private and public ABS, CMBS, RMBS, CFOs, CLOs, and derivatives including swaps, options, futures, forwards, and other hedging instruments.
Account Manager, Alternatives Investment Specialist (West Region) PIMCOAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CaliforniaAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO’s alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates—who own the advisor relationships—to help scale PIMCO’s alternatives distribution strategy in the West Region.
Investment Analytics Senior Director - Office Division ($184,300.00 - $260,200.00) The Irvine Company LLCInvestment Analytics Senior Director - Office Division ($184,300.00 - $260,200.00)Irvine, CA$184,300–$260,200 / yearTo ensure success, the role requires strong leadership, people development, strategic thinking, compelling messaging, a deep understanding of real estate finance, and excellent communication skills, all while working in close collaboration with colleagues across leasing, asset management, finance, operations, development, tax, financing, and accounting. Additional Skills: Experience building, developing, and leading high-performing teams in fast-paced environments with strong project management skills, leading a high volume of deliverables, often multiple projects simultaneously, in high-pressure situations working under tight deadlines.
Investment Banking Associate, Consumer Group D.A. Davidson & Co.Investment Banking Associate, Consumer GroupIrvine, CA$160,000–$170,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed.
Managing Director, Investment Counselor, Orange County Citigroup IncManaging Director, Investment Counselor, Orange CountyCosta Mesa, CAAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Citi Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange County Citigroup IncCiti Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange CountyCosta Mesa, CA$200,000–$300,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships.
Associate, Alternative Investments CorientAssociate, Alternative InvestmentsNewport Beach, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Job Description: Finance and Accounting Responsibilities: Fund Accounting & Operations: Work closely with Fund Treasurer on newly launched Corient Registered Alternatives Fund (CoRA)Help create and improve internal procedures to enhance investment experience and reduce operational risk.
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.
Client Manager, AVP Investment Trading - Charles River Development State StreetClient Manager, AVP Investment Trading - Charles River DevelopmentIrvine, CaliforniaAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Senior Investment Professional – Private Corporate Strategies PIMCOSenior Investment Professional – Private Corporate StrategiesNewport Beach, New YorkStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantIrvine, CA$122,400–$244,800 / yearAs an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Developer, Investment Accounting PIMCOSenior Developer, Investment AccountingNewport Beach, CaliforniaRun 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.
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.
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 -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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesOrange County, 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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Advisor, Wealth & Retirement NFP CorpInvestment Advisor, Wealth & RetirementAliso Viejo, California$70,000–$110,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
NewInvestment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Real Estate Investment - Acquisition Associate HomeWayReal Estate Investment - Acquisition AssociateOrange, CAIn 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.
U.S. Private Bank - Investment Professional - Associate JPMorgan Chase & CoU.S. Private Bank - Investment Professional - AssociateIrvine, CAOur 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. 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.
NewSenior Investment Solutions Sales – United Kingdom Lynceus PartnersSenior Investment Solutions Sales – United KingdomRiverside, LondonDriven by entrepreneurial spirit and fuelled by innovation, Lynceus Partners is the next -generation Structured Products provider, combining derivatives knowledge from our team of experts and latest technological developments to create a comprehensive ecosystem for Institutional and Wealth clients. You are natural at building human relationships with clients and colleagues alike, you have an entrepreneurial and self -starting mindset, you are a team -player with an effective communication towards colleagues and clients alike.
NewInvestment Solutions Sales – United Kingdom Lynceus PartnersInvestment Solutions Sales – United KingdomRiverside, CaliforniaDriven by entrepreneurial spirit and fuelled by innovation, Lynceus Partners is the next -generation Structured Products provider, combining derivatives knowledge from our team of experts and latest technological developments to create a comprehensive ecosystem for Institutional and Wealth clients. You are natural at building human relationships with clients and colleagues alike, you have an entrepreneurial and self -starting mindset, you are a team -player with an effective communication towards colleagues and clients alike.
J.P. Morgan Wealth Management - Executive Director, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Investment Product SpecialistIrvine, CAFull timeChase 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CAIrvine, CAFull timeAid 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 Advisor MassMutual PacificInvestment AdvisorCity of Industry, CA$65,000–$250,000 / yearWe’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.
Director Investment Sales Berkadia Proprietary Holding LLCDirector Investment SalesIrvine, CARemoteStay informed about commercial real estate and market trends by reviewing industry literature and attending conventions, seminars, and association meetings. The Director will facilitate the representation of clients in the buying and selling of commercial properties, providing essential support in negotiations between buyers and sellers.