NewSenior GTM Specialist , Annapurna Labs, ML Annapurna Labs (U.S.) Inc.Senior GTM Specialist , Annapurna Labs, MLCupertino, CASenior Strategic Go to Market (GTM) Specialist, role on the Amazon Annapurna Labs ML team is responsible for driving growth with Trainium and Neuron partners, ISVs and customers, This position focuses on understanding influential partners and solutions that will expand the scope and abilities of Trianium and develop strategies to on board them to AWS AI Chips. The successful candidate will be results-oriented with a big-picture vision, capable of inspiring others and working effectively across various business units, and customers They will have technical depth in AI/ML and a background working with academia and open source communities.
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66) Bank of AmericaConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)Riverside, CaliforniaKey responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Account Manager, Alternatives Investment Specialist (West Region) PIMCOAccount 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.
U.S. Private Bank - Investment Specialist (OCIO) - Executive Director JPMorgan Chase & CoU.S. Private Bank - Investment Specialist (OCIO) - Executive DirectorLos Angeles, CAThe team brings deep expertise in investment governance, investment policy, portfolio construction, manager selection, alternative investments, liquidity management, and ongoing portfolio oversight, helping clients pursue long-term objectives through a disciplined and customized investment framework. The role requires a senior investment professional who can deliver the full OCIO platform, including customized asset allocation, investment policy guidance, portfolio construction, open architecture manager access, alternatives capabilities, liquidity management, and ongoing portfolio oversight.
Hybrid | Private Equity & Venture Capital Investment Specialist — $100–$140/hour 24-MagHybrid | Private Equity & Venture Capital Investment Specialist — $100–$140/hourSan Francisco, CaliforniaWe are sharing a specialised full-time opportunity for senior private equity and venture capital professionals with deep investment experience and the ability to evaluate, structure, and improve advanced AI systems working on complex financial and investment tasks. Demonstrated progression to a senior individual-contributor or leadership position such as Vice President, Principal, Director, Managing Director, Partner, Portfolio Manager, or comparable level.
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Vice President, Investment Product SpecialistSan Francisco, CAChase 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 - Vice President, Investment Product Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President, Investment Product SpecialistSan Francisco, 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.
Investment Consultant - Portfolio Management Specialist Morgan StanleyInvestment Consultant - Portfolio Management SpecialistNewport Beach, CaliforniaOur 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. The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team.
Hybrid | Investment Banking & M&A Specialist — $90–$140/hour 24-MagHybrid | Investment Banking & M&A Specialist — $90–$140/hourSan Francisco, CaliforniaWe are sharing a specialised full-time opportunity for senior investment banking and M&A professionals with deep transaction experience and the ability to evaluate, structure, and improve advanced AI systems working on complex financial tasks. This role works closely with AI research and programme teams to improve how advanced models reason about investment banking, transaction analysis, and other professional finance workflows.
Real Estate Investment Specialist Fair Trade Real EstateReal Estate Investment SpecialistPasadena, 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.
Digital Accessibility Specialist Senior Associate - Commercial & Investment Banking JPMorgan Chase & CoDigital Accessibility Specialist Senior Associate - Commercial & Investment BankingPalo Alto, 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.
Investment Banking Expert - M&A Specialist MercorInvestment Banking Expert - M&A SpecialistSan Francisco, CaliforniaRemote$90–$100 / hour5+ years working in M&A advisory , capital markets , or leveraged finance at a bulge-bracket bank, elite boutique, or major financial institution (e.g., Goldman Sachs , Morgan Stanley , JPMorgan , Evercore , Lazard ). Fluency in investment banking tooling, valuation methodologies, and deal-process mechanics, plus understanding of how F500 board approvals , regulatory review ( SEC , antitrust), and legal/due diligence processes work.
Specialist Iii-Ic Investment Research BMO (Bank of Montreal)Specialist Iii-Ic Investment ResearchSan Francisco, CA$96,200–$179,400 / yearThe position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.
Specialist III-IC Investment Research Bank of MontrealSpecialist III-IC Investment ResearchSan Francisco, CA$96,200–$179,400 / yearThe position primarily entails experience with hedge funds, including familiarity with managers across various strategies, an ability to build strong relationships with internal and external partners, broad understanding of financial markets, critical thinking as it relates to markets and investment solutions and may have direct client contact. Initial Evaluation: Perform qualitative and quantitative analysis on prospective funds, including assessing investment strategy, team, risk management, and performance analytics.
Accounts Payable Specialist | Investment Management Firm Recruiting Resources, Inc.Accounts Payable Specialist | Investment Management FirmLos Angeles, CA$130,000–$160,000 / yearThis is for an individual who thrives in a fast-paced, high-volume environment and will play a key role in supporting a sophisticated global AP function while helping drive operational excellence, automation, and continuous process improvement. A highly regarded, thriving global financial services organization is looking for a motivated Accounts Payable professional to join its growing finance team.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los AngelesLos 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.
Portfolio Operations Support Specialist - CVC Investment Portfolio Management SK hynixPortfolio Operations Support Specialist - CVC Investment Portfolio ManagementSan Jose, CA$32–$42 / hourThis role will support the ongoing administration of completed startup and fund investments by regularly requesting required materials, organizing received documents, and updating internal files, dashboards, and systems. The role will involve email- and document-based communication with the Korea headquarters, U.S. entity, venture investment team, and portfolio companies to ensure smooth and stable execution of investment-related operational tasks.
NewPortfolio Operations Support Specialist – CVC Investment Portfolio Management SK hynixPortfolio Operations Support Specialist – CVC Investment Portfolio ManagementSan Jose, California$32–$42 / hourThis role will support the ongoing administration of completed startup and fund investments by regularly requesting required materials, organizing received documents, and updating internal files, dashboards, and systems. The role will involve email- and document-based communication with the Korea headquarters, U.S. entity, venture investment team, and portfolio companies to ensure smooth and stable execution of investment-related operational tasks.
Investment Operations Securities Specialist Senior City National BankInvestment Operations Securities Specialist SeniorLos Angeles, CaliforniaRemote$25.93–$41.43 / hourFull timePosition will serve as a liaison between City National Bank and SEI Private Trust Company for such transactions as DDA Sweeps, Notes and Liabilities, Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Provides 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.
Portfolio Operations Support Specialist - CVC Investment Portfolio Management SK Hynix America IncPortfolio Operations Support Specialist - CVC Investment Portfolio ManagementSan Jose, CA$32–$42 / hourThis role will support the ongoing administration of completed startup and fund investments by regularly requesting required materials, organizing received documents, and updating internal files, dashboards, and systems. The role will involve email- and document-based communication with the Korea headquarters, U.S. entity, venture investment team, and portfolio companies to ensure smooth and stable execution of investment-related operational tasks.