NewSr. Director of Multi-Site Development & Market Expansion JobotSr. Director of Multi-Site Development & Market ExpansionManhattan Beach, CA$200,000–$250,000 / yearThe ideal candidate combines healthcare expansion experience, operational leadership, project management expertise, and a track record of building scalable systems that improve speed, visibility, accountability, and execution. This executive-level leader will be responsible for evaluating expansion opportunities, identifying new markets, overseeing site development initiatives, and ensuring successful location launches.
NewDirector of Strategic Partnerships & Revenue Growth Amada franchise incDirector of Strategic Partnerships & Revenue GrowthIrvine, CA$120,000–$150,000 / yearThis position works cross-functionally with Operations, Sales, Marketing, Training, Finance, and Executive Leadership to build scalable partnership programs that enhance franchise performance, increase brand value, and contribute to overall organizational profitability. In addition to partnership development responsibilities, this role provides leadership, strategic planning, and collaboration to support system-wide expansion initiatives and strengthen enterprise relationships throughout the senior care industry.
Director, Brand PR (Onsite - Boca Raton, FL) BraintrustDirector, Brand PR (Onsite - Boca Raton, FL)Los Angeles, CAThe right candidate will bring deep consumer PR and earned media experience, strong people leadership, in-house brand-side experience, and the ability to translate brand priorities into earned media impact across traditional media, culture outlets, social-first news channels, partnerships, experiential moments, product launches, and consumer storytelling. This leader will serve as the day-to-day owner of Brand PR performance across the U.S. portfolio, partnering closely with the SVP of Communications, Brand Marketing leaders, and external agency partners to ensure each brand shows up in culture with relevance, credibility, and consistency.
NewCommunity Development Investment Director Fifth Third BancorpCommunity Development Investment DirectorLos Angeles, CA$96,500–$207,500 / yearGENERAL FUNCTION: Develop relationships with developers (for profit & not-for-profit) of low income housing tax credit projects and historic tax credit projects which will lead to investment opportunities in all Fifth Third markets; this position is accountable for monitoring the underwriting of the investment, presentation of the investment to Loan Committee, and closing the investment. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Must have 5 to 7 years commercial lending, real estate lending, small business lending or a combination thereof; or, 3 to 5 years of proven low income housing tax credit investment experience.
Client Manager, Emerging Middle Market Investment Banking Coverage -Managing Director JPMorgan Chase & CoClient Manager, Emerging Middle Market Investment Banking Coverage -Managing DirectorLos Angeles, CAJPMorganChase, 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. Our 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.
Associate Director of Knowledge Management, Investment Funds McDermott Will & Emery LLPAssociate Director of Knowledge Management, Investment FundsCA$193,000–$301,000 / yearEvaluate current KM infrastructure for IFG and work to improve the ability to capture and disseminate information and research, identify and prioritize new projects to enhance the efficiency of IFG Attorneys in partnership with the Chief Knowledge Officer, Senior Director of Knowledge Management and advisory partners designated by IFG Attorneys. Lead the redevelopment and ongoing curation of the IFG market terms database, which includes supervising both automated and manual extraction of fund formation data, validating, analyzing and visualizing that data and enabling regular thought-leadership reflecting current fund terms, trends and outcomes.
Managing Director Investment Banking – Aerospace Defense Government Services Mitsubishi UFJ Financial GroupManaging Director Investment Banking – Aerospace Defense Government ServicesLos Angeles, CaliforniaAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
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.
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.
Insurance Solutions Group Middle Office Director, Investment Operations Apollo Management HoldingsInsurance Solutions Group Middle Office Director, Investment OperationsEl Segundo, CaliforniaThis 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.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesLos Angeles, 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 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.
Insurance Solutions Group Middle Office Director, Investment Operations Apollo Global Management IncInsurance Solutions Group Middle Office Director, Investment OperationsEl Segundo, CAThis role presents an exciting opportunity to shape and scale ISGs 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.
Managing Director, Investment Banking Corporate Finance Fifth Third BancorpManaging Director, Investment Banking Corporate FinanceLos Angeles, CA$155,100–$333,500 / yearKey objectives of the role and the respective group include: Identification and development of capital markets opportunities within the middle market regions of Fifth Third Bank Winning new bank and Fifth Third Securities relationships in the middle market Enhancing and deepening existing Fifth Third relationships Supporting Fifth Third commercial bankers and regional teams with capital markets and advisory education, training, knowledge, solutions, perspectives, and capabilities Organizational development and leadership of a relatively new, mission critical, growing group. GENERAL FUNCTION: Investment banking coverage role providing corporate finance advice and strategic insights across broad spectrum of industry and capital markets solutions with the objective of deepening client relationships and enhancing commercial opportunities.
Managing Director Investment Banking - Aerospace Defense Government Services MUFG Americas Holdings CorpManaging Director Investment Banking - Aerospace Defense Government ServicesLos Angeles, CA10+ years of experience in sell-side M&A advisory Minimum 5 years of industry specific M&A Deep understanding of the aerospace, defense and government services sectors Extensive record and experience of originating and executing M&A transaction in the aerospace, defense and government services sectors Outstanding academic credentials from a top tier school Team player willing to take an integral role in Intrepid's growth Excellent written and oral communications skills Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment Ability to engage with prospects and intermediaries, develop relationships, and work seamlessly as a bridge for introducing other senior bankers into these relationships FINRA Series 7, 63 or 79 license, Series 24. Managing Directors are involved in all phases of origination and execution including: • Building relationships with deal referral sources and business owners • Identifying, qualifying, and generating new prospect leads • Managing the client relationship and overseeing all client and counter-party communication • Leading a specific practice or product area, as applicable, and developing thought leadership in target sectors • Overseeing all aspects of the transaction • Assisting other bankers in firm building activities (training, recruiting, mentoring, etc.).
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.
U.S. Private Bank - Head of Investments - Managing Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Head of Investments - Managing DirectorLos Angeles, CAFull timePartner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.). Our 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.
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.
Managing Director, Investment Counselor, Beverly Hills Citigroup IncManaging Director, Investment Counselor, Beverly HillsBeverly Hills, 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.
Managing Director, Investment Counselor, Los Angeles Citigroup IncManaging Director, Investment Counselor, Los AngelesLos Angeles, 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. 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).
VP, Managing Director, Integrated Investment Horizon Media LLCVP, Managing Director, Integrated InvestmentLos Angeles, CA$165,000–$220,000 / yearWe provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement. They should be highly visible and a representation (both internally and externally) of the best HMI has to offer, providing agency POVs and providing clients with thought leadership on the latest, most relevant topics.
Director – Sovereign Wealth & Institutional Capital (Global Infrastructure & Energy Investments) BaRupOn LLCDirector – Sovereign Wealth & Institutional Capital (Global Infrastructure & Energy Investments)Irvine, CAAs the company prepares for major capital deployment and long-term global expansion, Barupon is actively building strategic relationships with sovereign wealth funds, pension funds, and institutional investors to support large-scale project financing and infrastructure investment. The ideal candidate is a globally connected institutional capital leader who already maintains trusted relationships with sovereign wealth funds and has successfully raised hundreds of millions of dollars for major investment platforms.
Ascent Director of Investments U.S. BancorpAscent Director of InvestmentsLos Angeles, CA$139,230–$163,800 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Plays supporting role for investment function on regional team and will have some client exposure alongside more senior members of the team.
Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region Citigroup IncWealth at Work, Managing Director, Investment Counselor Team Lead, West RegionLos Angeles, CAFor those clients covered directly by the candidate, 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). They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.
Executive Director, AI Data Scientist (Fixed Income & Investment Banking) TWG Global AIExecutive Director, AI Data Scientist (Fixed Income & Investment Banking)Santa Monica, CaliforniaOur decentralized structure enables each business unit to operate autonomously, supported by a central AI Solutions Group, while strategic partnerships with leading data and AI vendors fuel game-changing efforts in marketing, operations, and product development. . You will partner closely with traders, bankers, risk leaders, and senior executives to align data science solutions with the firm's commercial priorities, ensuring advanced AI and quantitative methods are adopted responsibly and at scale.
Director, Investment Accounting Apollo Global Management IncDirector, Investment AccountingEl Segundo, CA$190,000–$250,000 / yearApollo is seeking a Director of Investment Accounting to help lead investment related analytics for Athene and Apollo's third-party managed accounts, with primary responsibility for forecasting and analyzing net investment income (NII), book yield, and spread across a diversified portfolio including mortgage loans, fixed income, equities, and alternatives. Support the investment accounting close by translating accounting results into investment-related drivers of volatility, investigating and resolving unexpected results, and implementing process improvements to strengthen the accuracy and timing of the close.
Real Estate Investment Officer Impact Housing US LLCReal Estate Investment OfficerLos Angeles, CA$350,000–$400,000 / yearThe Chief Investment Officer (CIO) will be a key member of the executive team responsible for overseeing all investment activities and strategies related to our new multi-family developments and our existing and expanding multi-family portfolio (104 units in asset management, 324 units under construction, 483 units in final stages of construction financing, and an expanding pipeline with current pipeline deals totaling 1500 units). Develop and execute the companys capital strategies, focusing on expanding debt and equity sources while building relationships with joint venture partners, investors, family offices, direct institutional investors, and financial institutions.
Experienced Associate - Investment Banking, Industrials Guggenheim Partners LLCExperienced Associate - Investment Banking, IndustrialsLos Angeles, CA$175,000–$225,000 / yearAnalyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Salesforce Administrator for a Luxury Real Estate Investment and Development Firm Treehouse PartnersSalesforce Administrator for a Luxury Real Estate Investment and Development FirmLos Angeles, CA$90,000–$100,000 / yearThey 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.
Experienced Associate - Investment Banking, Industrials Guggenheim SecuritiesExperienced Associate - Investment Banking, IndustrialsLos Angeles, CaliforniaAnalyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
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.
NewInvestment Banking Analyst - Healthcare Mitsubishi UFJ Financial GroupInvestment Banking Analyst - HealthcareLos Angeles, CaliforniaIntrepid’s Healthcare and Life Sciences team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the healthcare industry including healthcare services, mental/behavioral health, life sciences tools and diagnostics, pharma services, medical products/devices and HCIT. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
NewInvestment Banking Analyst - Software & Services Mitsubishi UFJ Financial GroupInvestment Banking Analyst - Software & ServicesLos Angeles, CaliforniaIntrepid’s Software & Services team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the technology industry including Compliance Tech, Cybersecurity, Data & Analytics, Energy & Industrials Tech, GovTech, HCIT, HCM, PropTech, SalesTech, Supply Chain & Logistics, Vertical Software + AI, and Tech-enabled Services. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Analyst Mitsubishi UFJ Financial GroupInvestment Banking AnalystLos Angeles, CaliforniaIntrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
Investment Banking Associate Keller Executive SearchInvestment Banking AssociateLos Angeles, CA$100,000–$150,000Founded by a team of seasoned middle market bankers with deep roots in the LA investment banking community, this firm is in an exciting early growth phase — assembling a lean, high-caliber team to execute on a growing pipeline of transactions. This is a genuine ground-floor opportunity at a firm being built by experienced, credentialed bankers who are committed to doing things the right way — and who are looking for a sharp, hungry Associate to grow with them.
Treasury Manager, Investments Space Exploration Technologies CorpTreasury Manager, InvestmentsHawthorne, CA$135,000–$185,000 / yearThis 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.
Sr. Treasury Manager, Investments Space Exploration Technologies CorpSr. Treasury Manager, InvestmentsHawthorne, CA$170,000–$215,000 / yearThis 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.
NewSupervisor, Media Investment Quigley-SimpsonSupervisor, Media InvestmentLos Angeles, CAAs the ideal candidate, you will have a firm understanding of developing media plans, making mediabuys that support client business objectives, understand how to manage campaigns, and be able to mentor and assist in managing team members and projects. Reallocate spending by station/network/publisher, as needed, and work closely with associates, buyers, directors, and other supervisors to proactively manage spending and pacing across media campaigns .
Investment Banking Vice President: Capital Markets GLC Advisors & Co.Investment Banking Vice President: Capital MarketsLos Angeles, New YorkThe firm’s senior professionals collectively have advised on 900+ completed transactions totaling more than $800 billion in aggregate transaction value, with prior experience at the world’s most selective bulge-bracket and elite boutique investment banks. The firm operates under a senior-led execution model, partnering closely with boards of directors, management teams, and financial sponsors on critical corporate decisions.
Executive Assistant, Investment Banking Guggenheim Partners LLCExecutive Assistant, Investment BankingLos Angeles, CAThe ideal candidate must exercise excellent judgment, have exceptional communication skills, demonstrate strong customer service and professionalism, and handle numerous projects and a heavy workflow with a high level of accuracy. The successful candidate will have experience supporting senior level executives and be comfortable interacting with other high-level members of the team and external clients in a fast paced, ever-changing environment.
Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid) Accenture PlcTrading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)Culver City, CAIt fits the candidate who can create structure in a startup-like environment with access to resources from the world's largest professional services organization, stay close to code, architecture and infrastructure, build attractive and effective interfaces for expert users, and seamlessly work with enterprise constraints part of the design rather than an afterthought. Key Responsibilities: Spearhead the full-stack productization path for QuantAI assets, turning quantitative and agentic prototypes into applications, interfaces, workflow tools, services, and packaged products that can hold up with internal senior leaders, expert users, and client stakeholders.
NewSenior Associate, Investments Aligned Climate Capital LLCSenior Associate, InvestmentsLos Angeles, CA$140,000–$160,000 / yearASP is one of Aligned's core investment strategies which involves acquiring, financing, constructing, and operating middle market solar, energy storage, and other clean energy infrastructure projects in the United States. Support the day-to-day negotiations, execution, diligence, and ongoing management of key contracts and engagements relating to project acquisition, debt and tax equity placement, and all third-party stakeholders.
Executive Assistant, Investment Banking Guggenheim SecuritiesExecutive Assistant, Investment BankingLos Angeles, CaliforniaThe ideal candidate must exercise excellent judgment, have exceptional communication skills, demonstrate strong customer service and professionalism, and handle numerous projects and a heavy workflow with a high level of accuracy. The successful candidate will have experience supporting senior level executives and be comfortable interacting with other high-level members of the team and external clients in a fast paced, ever-changing environment.
Investment Banking Analyst - Healthcare MUFG Americas Holdings CorpInvestment Banking Analyst - HealthcareLos Angeles, CAIntrepids Healthcare and Life Sciences team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the healthcare industry including healthcare services, mental/behavioral health, life sciences tools and diagnostics, pharma services, medical products/devices and HCIT. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Investment Banking Analyst MUFG Americas Holdings CorpInvestment Banking AnalystCAAnalysts work on dedicated industry groups such as Healthcare, Media, Industrials etc. to execute M&A transactions as well as our Special Situations group which specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
NewInvestment Banking Analyst - Software & Services MUFG Americas Holdings CorpInvestment Banking Analyst - Software & ServicesLos Angeles, CAIntrepid's Software & Services team specializes in delivering expert M&A advisory and capital-raising services tailored to the unique needs of the technology industry including Compliance Tech, Cybersecurity, Data & Analytics, Energy & Industrials Tech, GovTech, HCIT, HCM, PropTech, SalesTech, Supply Chain & Logistics, Vertical Software + AI, and Tech-enabled Services. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience.
Wealth Director (Business Development Officer) Franklin Resources IncWealth Director (Business Development Officer)Pasadena, CA$180,000–$225,000 / yearKey Responsibilities: • Pursue prospective new business situations with high-net-worth individuals and families; • Lead segment new business strategies for the Los Angeles market; • Maintain active contact with known referral source relationships and prospective clients; • Maintain contact with existing clients to identify where additional opportunities may exist for the firm to market its services; • Coordinate presentations of the firm's capabilities to prospective clients and their advisors (e.g. lawyers, accountants, consultants); • Contribute to the development and enhancement of prospect presentations and on-going marketing material; • Participate in the development of new ideas, planning and execution of HNW business development issues with senior management; • Participate in conferences, seminars, and other gatherings attended by existing and potential referral sources and prospective clients; • Manage new clients from prospecting stage to onboarding.
Director of Family Finance Lollipop Pediatric Dentistry & OrthodonticsDirector of Family FinanceTustin, CaliforniaThe ideal candidate brings both strong technical financial acumen and sound judgment, with the ability to simplify complexity, anticipate needs, and ensure seamless execution across a network of advisors and investments. Overview:We are seeking a highly capable and discreet finance leader to serve as a strategic partner to the Founder/CEO of a multi-entity healthcare organization.