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 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.
Salesforce Administrator for a Luxury Real Estate Investment and Development Firm Treehouse PartnersSalesforce Administrator for a Luxury Real Estate Investment and Development FirmLos Angeles, CAThey are seeking a Salesforce Administrator to join their team and serve as the steward of their core revenue management platform—managing the full lead-to-close lifecycle for both investors and buyers, supporting marketing automation, and identifying opportunities to unlock the system’s untapped potential. - Administer and optimize Salesforce Marketing Cloud or other integrated marketing tools, building and executing email campaigns, lead nurturing workflows, and engagement tracking.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)Los Angeles, CAYour efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.
Tax Senior Manager - Corporations - Foreign Direct Investment RSM US LLPTax Senior Manager - Corporations - Foreign Direct InvestmentLos Angeles, CA$126,100–$253,000 / yearAs a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development): Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback - approximately 10- 20% of your time. A career within RSM's Corporate Tax services will provide you with the opportunity to help our public and private multinational corporate tax clients meet their accounting for income tax reporting requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business.
Associate, Investments April HousingAssociate, InvestmentsLos Angeles, California$140,000–$155,000 / yearThis role is designed for a candidate with 3–5 years of real estate transaction experience who can take ownership of workstreams, operate effectively in complex partnership environments, and communicate clearly with both internal and external stakeholders. Working in partnership with Blackstone, the Investment Associate will support and execute transactions across April Housing’s investment platform, with an initial focus on our disposition workstream.
Alternative Investments Representative (OWN) StartEngine Crowdfunding IncAlternative Investments Representative (OWN)CARemoteIn this role, you'll engage directly with our growing base of investors-building relationships, guiding them through investment opportunities, and helping them participate in the next wave of innovative companies. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers.
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.
Investment Management Associate Attorney Scion Staffing IncInvestment Management Associate AttorneyLos Angeles, CAA Top Ranked National law firm with a fast-growing investment funds practice is seeking a mid- to senior-level associate attorney with 3+ years of experience to join a strategically important team focused on investment management and fund formation in their bustling LA Metro offices. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing.
Assistant Vice President, Corporate Actions, Investment Operations OaktreeAssistant Vice President, Corporate Actions, Investment OperationsLos Angeles, CaliforniaEnsure corporate actions events are processed accurately and timely across multiple accounts, funds, and special purpose vehicles; Confirm details of bankruptcy restructuring transactions via communication with investment professionals, accounting, tax, legal, compliance, pricing and other stakeholder groups; Analyze and process complex corporate action events to Oaktree’s Geneva accounting platform after confirming with data vendors and external agents; Ensure Oaktree is meeting requirements related to timely event processing and validating the team is following all daily procedures and audit requirements; Build effective working relationships with internal stakeholders and outside service providers (attorneys, agents, custodians); Identify opportunities to increase operational efficiency, minimize risk and implement improvements; Resolve position and cash reconciliation breaks related to corporate actions; Capture and analyze valuable data to build upon established Key Performance Indicators; Provide supporting materials for auditors as requested; Perform other various tasks and projects as necessary; Experience required. The Assistant Vice President, Corporate Actions position will be responsible for ensuring all corporate action events, including complex bankruptcy restructuring, private transactions, bank debt amendments, and proxy voting are processed timely and accurately to Oaktree’s books and records.
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.
Financial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaWe are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning . We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals.
Credit Advisor, Global Wealth & Investment Management Bank of AmericaCredit Advisor, Global Wealth & Investment ManagementLos Angeles, CaliforniaThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. US - CA - Beverly Hills - 101 S Rodeo Dr (CA9801), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814).
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending SpecialistLos 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.
NewCredit Advisor - Global Wealth & Investment Management Bank of AmericaCredit Advisor - Global Wealth & Investment ManagementLos Angeles, CaliforniaThe Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CA leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.
Client Manager, Emerging Middle Market Investment Banking Coverage -Managing Director JPMorgan Chase Bank, N.A.Client Manager, Emerging Middle Market Investment Banking Coverage -Managing DirectorLos Angeles, CAFull timeOur 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.
Associate - Private Investment Funds Advocates Legal RecruitingAssociate - Private Investment FundsLos Angeles, CaliforniaAnnual base compensation range: $310,000 to $420,000, plus discretionary performance bonus and comprehensive benefits including health care, retirement, paid time off, parental leave, life insurance, and FSAs. If you fit the profile and want a stronger platform for sponsor-side fund work, c lick below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:
Mortgage Loan Originator - Investment Real Estate New Western CorporateMortgage Loan Originator - Investment Real EstateLos Angeles, CaliforniaSherman Bridge is seeking a motivated and relationship-driven Investment Real Estate Mortgage Loan Originator to originate residential investment property loans for both New Western-sourced clients and outside real estate investors. The MLO will serve as a trusted financing advisor to real estate investors and New Western agents by structuring financing solutions, managing the loan process from application through closing, and helping clients grow their investment businesses.
WAM Investment Risk Manager Franklin TempletonWAM Investment Risk ManagerPasadena, New York$175,000–$200,000 / yearWe also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
Vice President, Investments & Portfolio Management RCLCOVice President, Investments & Portfolio ManagementLos Angeles, New YorkRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Institutional client and investor relationship management; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and. Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation; Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy; Experience managing junior team members on projects; Experience and ability to manage multiple projects at any given time under various time frames and constraints; and.