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Jobs

Account Manager, Alternatives Investment Specialist (West Region) PIMCO

Account Manager, Alternatives Investment Specialist (West Region)
Newport Beach, CA
  • $205,000–$240,000 / year

As 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.

30+ days ago

Insurance Solutions Group Middle Office Director, Investment Operations Apollo Global Management

Insurance Solutions Group Middle Office Director, Investment Operations
El Segundo, CA
  • $215,000–$250,000 / year

This role presents an exciting opportunity to shape and scale ISG's middle office function, drive operational excellence, and partner closely with investment, front office, accounting, and technology teams in a fast-paced investment management business. The Director will report directly to the Head of ISG Middle Office Operations and will be responsible for leading a team across trade support, collateral management, portfolio rebalancing, client service, and investment funding operations.

30+ days ago

Trader, Investment Grade Credit Pacific Investment Management Co LLC

Trader, Investment Grade Credit
Newport Beach, CA
  • $205,000–$305,000 / year

This 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.

30+ days ago

Director, Quantitative Investment Modeling and Support Pacific Life

Director, Quantitative Investment Modeling and Support
Newport Beach, California

As 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.

13 days ago

Director, Quantitative Investment Modeling And Support Pacific Life

Director, Quantitative Investment Modeling And Support
Newport Beach, CA
  • $203,760–$249,040 / year

As 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.

11 days ago
Morgan Stanley logo

Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan Stanley

Private Wealth Management Investment Consultant Team Chief Operating Officer
Beverly Hills, CA
  • $68,000–$120,000 / year

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. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.

30+ days ago

Investment Consultant (External Wholesaler) City National Bank

Investment Consultant (External Wholesaler)
California, CA
Remote
  • $101,231–$172,355 / year

Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.

30+ days ago

Sr. Treasury Manager, Investments Space Exploration Technologies Corp

Sr. Treasury Manager, Investments
Hawthorne, CA
  • $170,000–$215,000 / year

This role will focus on managing corporate cash balances and investments, and is critical to optimizing our balance sheet liquidity, ensuring robust cash management practices, and driving fixed income strategies to support corporate objectives. RESPONSIBILITIES: Manage SpaceX's investable cash, focusing on fixed income securities (e.g., U.S. Treasuries, corporate bonds, and money market instruments) to maximize risk-adjusted returns while prioritizing strong liquidity and capital preservation.

30+ days ago
New

Investment Banking Associate Roth Capital Partners

Investment Banking Associate
Newport Beach, CA
  • $80,000–$85,000 / year

In addition to capital markets and M&A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, institutional sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.Roth is looking to add an Investment Banking Associate to our Consumer Team.

5 days ago

Insurance Solutions Group Middle Office Director, Investment Operations Apollo Management Holdings

Insurance Solutions Group Middle Office Director, Investment Operations
El Segundo, California
  • $215,000–$250,000 / year

This role presents an exciting opportunity to shape and scale ISG’s middle office function, drive operational excellence, and partner closely with investment, front office, accounting, and technology teams in a fast-paced investment management business. The Director will report directly to the Head of ISG Middle Office Operations and will be responsible for leading a team across trade support, collateral management, portfolio rebalancing, client service, and investment funding operations.

28 days ago
CIM Group logo

Investments Associate (Real Estate Equity Focus) CIM Group

Investments Associate (Real Estate Equity Focus)
Los Angeles, CA

You'll work in a supportive, growth-oriented environment and gain valuable exposure to a variety of projects across multiple real estate sectors, such as multifamily, office, retail, and industrial, amongst others, as well as equity investment strategies across the risk-return spectrum, including core, value-add, opportunistic, and ground-up development. WHAT WE LOOK FOR: Minimum 2 years professional experience working with an investment firm, private equity firm, investment bank or similar organization, focusing on real estate and adjacent sectors, and/or equity investment or corporate finance experience.

30+ days ago

Director, Quantitative Investment Modeling and Support Pacific LifeCorp

Director, Quantitative Investment Modeling and Support
Newport Beach, CA
  • $203,760–$249,040 / year

As 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.

30+ days ago

Investment Banking Associate - Metals & Mining Citigroup Inc.

Investment Banking Associate - Metals & Mining
Los Angeles, CA
  • $175,000–$225,000 / year

Citi is looking for an Investment Banking Associate to join our Metals & Mining coverage team, playing a key role in advising clients on mergers, acquisitions, and capital markets transactions. In this position, you will serve as a strategic advisor to corporate clients - helping them raise capital, evaluate complex transactions, and navigate significant business decisions.

20 days ago

Wealth At Work - Investment Counselor Sr. Lead - SVP Citigroup Inc.

Wealth At Work - Investment Counselor Sr. Lead - SVP
Los Angeles, CA
  • $200,720–$301,080 / year

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.

30+ days ago

Managing Director, Investment Counselor, Los Angeles Citigroup Inc.

Managing Director, Investment Counselor, Los Angeles
Los Angeles, CA

Appropriately 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. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).

30+ days ago

Citi Private Bank | Investment Counselor | Beverly Hills & Orange County Citigroup Inc

Citi Private Bank | Investment Counselor | Beverly Hills & Orange County
Costa Mesa, CA
  • $200,000–$300,000 / year

Appropriately 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.

11 days ago

Managing Director, Investment Counselor, Beverly Hills Citigroup Inc

Managing Director, Investment Counselor, Beverly Hills
Beverly Hills, CA

Appropriately 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.

30+ days ago

Managing Director, Investment Counselor, Orange County Citigroup Inc

Managing Director, Investment Counselor, Orange County
Costa Mesa, CA

Appropriately 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.

30+ days ago
Morgan Stanley logo

Investment Banking Media & Communications Senior Associate / Vice President - Los Angeles Morgan Stanley

Investment Banking Media & Communications Senior Associate / Vice President - Los Angeles
Los Angeles, CA
  • $250,000–$275,000 / year

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. Our Los Angeles office is looking for an experienced Senior Associate or Vice President the Media & Communications team, working across a broad range of high-profile transactions including M&A, strategic advisory, and capital markets.

30+ days ago

Investment Executive (Financial Advisor) Greater Los Angeles, CA Fifth Third Bank

Investment Executive (Financial Advisor) Greater Los Angeles, CA
Los Angeles, CA

Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

30+ days ago
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