Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr Portfolio Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis.
Responsibilities:
Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Additional Skills:
Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required
Experience with financial statement analysis and a strong understanding of corporate finance concepts
Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
$70k-124k yearly est. 17h ago
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Investment Associate
RETS Associates
Finance advisor job in Los Angeles, CA
RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA.
Responsibilities
Underwrite acquisition and development opportunities using complex Excel based financial models
Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities.
Support due diligence, investment memoranda, and Investment Committee materials
Assist with transaction execution and closings
Asset manage existing portfolio investments including recapitalizations and dispositions
Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes
Prepare monthly and quarterly portfolio reporting and cash flow projections
Partner with internal teams to integrate budgets and schedules into financial models
Qualifications
1 to 4 years of real estate investments / acquisitions experience
Bachelor's degree required; Real Estate or Finance preferred
Strong financial modeling and underwriting skills
Detail oriented, self motivated, and team focused
$93k-166k yearly est. 2d ago
Associate, Investments
Clairmont Capital Group
Finance advisor job in Los Angeles, CA
Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors
Position Summary:
Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives.
Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives.
This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry.
Qualifications / Requirements:
2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role
Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models
Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports
Experience in executing private equity and/or debt real estate investments
Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research
Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely
Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment
Personal qualities of integrity, reliability, and strong professional judgment
Strong attention to detail, organizational skills, and the ability to proactively manage deadlines
What We Offer
Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and
genuinely
enjoy working with one another
.
The company offers a compelling benefits package, including:
Strong team culture set in a favorable “work hard, play hard” environment
Competitive compensation package, commensurate with relevant prior work experience
Health insurance (Medical + Dental + Vision)
401(k) + company matching
Unlimited Paid Time Off (PTO) program
Mentorship/rigorous training by industry veterans
Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
$93k-166k yearly est. 1d ago
Financial Services Professional
Bankers Life 4.5
Finance advisor job in Los Angeles, CA
Build Your Own Client Base with the Support of a Fortune 500 Company 🚀
Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions.
What We Offer:
Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP .
Growth: Progressive advancement into leadership and wealth management.
Rewards: Competitive commissions, bonuses, and retirement savings programs.
If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk.
Let's connect: 👉 Schedule a call here: *****************************************
📞 Or call/text: **************
$55k-91k yearly est. 1d ago
Client Advisor, South Coast Plaza
Rimowa
Finance advisor job in Costa Mesa, CA
The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand.
Job Responsibilities
Sales
Achieve personal sales goals
Educate clients with company history and the most current product knowledge
Keep an active client book to cultivate new/existing client relationships
Support team members to achieve store sales goals
Customer Service
Always present yourself in a friendly and professional manner
Ensure prompt follow up with client purchases, repairs and inquires
Provide the best experience for customers by continuously building knowledge of company history, new product and competitors
Operations
Understanding of store POS system
Opens and closes the register
Process payment/return of merchandise
Conduct inventory counts and adheres to company loss prevention policy
Maintain/execute store merchandising standards
Maintain store readiness and housekeeping duties
Profile
High school Diploma or equivalent
Luxury sales experience ideal
Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books
Professional presentation, excellent communication skills both verbal and written
Excellent problem-solving skills, positive attitude, team player
Ideal candidate has knowledge of fashion, design trends and love of travel
Ability to work varied hours/days, including nights, weekends and holidays
Must be able to lift large boxes up to 20lbs repeatedly
$61k-114k yearly est. 2d ago
Wealth Advisor - Greater Irvine/Orange County Area
Banktalent HQ
Finance advisor job in Irvine, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.
We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/Southern California marketplace. We are open to advisors within the greater Orange County Area. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:
Retail Bankers
Community/Business Bankers
Private Bankers
Commercial Bankers
Investment Management Portfolio Managers/Advanced Planning Professionals
As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients.
Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients.
Qualifications:
To excel in this role, candidates should meet the following criteria:
Requires a Bachelor's degree
A minimum of 5 years of directly related experience, 10+ years preferred.
A combination of education and experience may meet the requirements.
Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
A CFP certification is highly preferred.
Exhibit proficiency in using computers and relevant software.
Display excellent verbal and written communication abilities.
Showcase exceptional analytical and presentation skills.
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
Process a keen understanding of financial planning.
This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$75k-125k yearly 1d ago
Financial Analyst
Omninet Capital
Finance advisor job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 2d ago
Financial Aid Advisor / Admissions
Neihule Academy of Beauty
Finance advisor job in Los Angeles, CA
Financial Aid Advisor
Neihulé Academy of Beauty - Los Angeles
Come grow with us at Neihulé Academy of Beauty, where education, creativity, and student success come first. As a Financial Aid Advisor, you will play a vital role in guiding current and prospective students through the financial aid process and helping them create a clear plan to achieve their career goals in the beauty industry.
This position is ideal for someone who is detail-oriented, student-focused, and passionate about helping individuals transform their lives through education.
BRIEF SUMMARY OF JOB DUTIES
Under the direction of the School Director, the Financial Aid Advisor serves as a coordinator of major financial aid programs and performs operational-level responsibilities across all areas of financial aid administration. Duties include need analysis, awarding, packaging, and revisions to financial aid packages.
The Financial Aid Advisor exercises professional judgment to make necessary adjustments when standard need analysis methodology is not appropriate. This role advises students and parents regarding the financial aid application process, available funding options, and alternative financing. The advisor may also assist with financial aid workshops, orientations, and informational presentations as needed.
WHAT YOU'LL DO
• Meet with prospective and enrolled students to explain cost of attendance, financial aid options, and payment plans
• Assist students and parents with FAFSA, FSA IDs, MPNs, and Entrance/Exit Counseling
• Review ISIRs and resolve C-codes, conflicting information, and verification requirements
• Perform need analysis, packaging, and revisions to financial aid awards
• Exercise professional judgment in compliance with federal, state, and institutional regulations
• Ensure documentation is accurate, complete, and properly maintained in electronic student files
• Maintain compliance with Title IV and other applicable regulatory requirements
• Provide in-person financial aid counseling when online completion is not possible
• Support audits, reporting, and other financial aid operational needs
• Deliver excellent customer service with professionalism, empathy, and integrity
REQUIRED QUALIFICATIONS
• Bachelor's degree or equivalent combination of education, training, and experience
• Proven adaptability and ability to manage multiple deadlines and priorities
• Strong organizational skills with high attention to detail and accuracy
• Ability to work efficiently in a fast-paced, student-centered environment
PREFERRED QUALIFICATIONS
• Financial aid administrative experience, preferably in a postsecondary or vocational institution
• Basic knowledge of federal financial aid programs and application processes
• Familiarity with financial aid policies, regulations, and awarding practices
• Understanding of institutional policies, processes, and compliance requirements
• Knowledge of advising and counseling techniques
• Ability to apply policies and regulations to individual student situations
• Strong analytical, problem-solving, and critical-thinking skills
• Ability to calculate and review financial aid awards accurately
• Excellent written and verbal communication skills with active listening abilities
• Strong customer service orientation and interpersonal skills
• Ability to assess workflows and recommend process improvements
• Proficiency with standard office software, internet, and email applications
• Experience working with student information systems and complex databases
ELIGIBILITY REQUIREMENTS
• Must not be in default on any federal student loan
SCHEDULE & LOCATION
• Onsite position at our Downtown Los Angeles campus
• Tuesday-Friday Part Time hours TBD
Compensation: $25-$30/hour base on experience
$25-30 hourly 17h ago
Financial Analyst - Real Estate Acquisitions & Asset Management
La Placa Group
Finance advisor job in Newport Beach, CA
La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets.
We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters.
The Role
We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly.
As a Financial Analyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals.
Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential.
This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business.
What You'll Be Doing
Acquisitions & Underwriting
Underwrite and screen a high volume of incoming deals across multiple sources
Identify which opportunities fit our buy box and warrant offer submission
Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities
Perform scenario analysis to evaluate risk, returns, and execution strategy
Audit, maintain, and continuously improve the company's proforma and underwriting models
Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners
Deal Flow & Relationship Management
Proactively follow up with wholesalers, brokers, and agents who provide deal flow
Build rapport and maintain strong relationships with key deal sources
Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel
Take a hunter mentality toward keeping the pipeline full and relevant
Asset Management & Reporting
Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets
Track project timelines, budgets, and execution milestones
Provide weekly reporting to senior management on project status, priorities, and risks
Ensure momentum and accountability across the lifecycle of each investment
Any ad-hoc reporting / analysis requested from senior management
What We're Looking For
Bachelor's degree in Finance, Real Estate, Business, or related field
1-2+ years of real estate financial analysis or underwriting experience
Multifamily underwriting experience is a plus
Strong Excel & financial modeling skills
Ability to move quickly while maintaining accuracy
Highly organized with strong follow-through
Get-it-done mentality with a strong sense of responsibility
Ownership mindset-you treat the work like it's your own capital
Coachable, team-oriented, and adaptable in a fast-paced environment
What We Offer
Competitive pay: $60,000-$72,000/year (DOE)
Health insurance
401(k)
Paid time off
Opportunities for career growth and leadership within a rapidly expanding real estate group
Collaborative, supportive environment where your work has a direct and visible impact
Schedule & Location
Full-Time, Monday-Friday
8-hour in-person schedule
Newport Beach office
$60k-72k yearly 2d ago
Luxury Fashion Client Advisor
Reallist
Finance advisor job in West Hollywood, CA
Compensation: $65,000-$80,000 base salary + uncapped commission
On-Target Earnings: $100,000+
About the Role
We are a Los Angeles-based, high-end archival and vintage fashion business seeking an experienced Client Advisor to drive revenue through thoughtful, relationship-led sales. This role is designed for a seasoned luxury professional who understands discretion, long-term client cultivation, and selling at a high price point without compromising brand integrity.
This is not a volume or transactional sales role. It is a relationship-driven position for someone who values trust, taste, and long-term client relationships.
The ideal candidate is already operating within the luxury ecosystem (such as a stylist, personal shopper, or senior luxury sales associate) and brings an existing book of clients and strong industry relationships aligned with our product, clientele, and price point. This person will also inherit select existing clients and manage qualified inbound inquiries.
This role offers meaningful autonomy, direct ownership of client relationships, and the opportunity to grow alongside a scaling business.
What You'll Do
Own client relationships end-to-end, from initial inquiry through close and post-sale follow-up
Sell high-AOV luxury, archival, vintage designer pieces with confidence and discretion
Deliver a highly personalized client experience while consistently meeting and exceeding sales targets
Activate and grow your existing client book in alignment with brand positioning and pricing integrity
Manage qualified inbound leads and inherited VIP clients with consistency, care, and professionalism
Identify and pursue new revenue opportunities, including:
Private fittings and in-home appointments
Trunk shows and private shopping events
Strategic partnerships with stylists, collectors, and aligned businesses
Navigate longer sales cycles with patience, persistence, and sound judgment
Maintain clear boundaries around pulls, holds, pricing, and exceptions
Track and manage your sales pipeline and CRM with discipline and accuracy
Capture and maintain detailed client data to support long-term relationship development and future opportunities
Act as a brand ambassador, consistently conveying and upholding the company's philosophy, values, and standards
Provide exceptional client service supported by strong product knowledge and genuine passion for the archive
Meet or exceed individual, category, and overall sales goals
Remain informed on company updates, product releases, and relevant competitive landscape
Execute initiatives and projects with professionalism
Adhere to company policies, procedures, and operational standards
Represent the brand with polish and professionalism, maintaining appropriate dress, grooming, and presentation standards
Be available for weekend appointments and key client moments as needed
What We're Looking For
Proven luxury sales professional with an existing client book and/or strong personal network aligned with our offering
Background as a stylist, personal shopper, or senior luxury sales associate strongly preferred
Demonstrated ability to sell high-value items through relationship-based selling
Consistent track record of meeting and exceeding sales targets in a fast-paced, high-touch environment
Comfort with long sales cycles, quiet periods, and patient follow-up
Strong taste level and emotional intelligence
Self-directed, organized, and accountable with sound independent judgment
Excellent written and verbal communication skills
Ability to say no gracefully while preserving client trust and relationships
Sales mindset with interest in growing alongside the business
Growth & Opportunity
Meaningful autonomy
Opportunity to grow your client book and earning potential without a ceiling
Long-term potential to expand into senior sales, client development, or leadership roles as the business scales
Ability to shape your role around strengths in relationships, events, private sales, or partnerships
Compensation & Benefits
Competitive base salary plus uncapped commission
Health benefits
Paid training and onboarding
401(k)
Opportunity for growth and advancement within the company
How Success Is Measured
Quality and consistency of sales
Revenue generated
Health and accuracy of the sales pipeline
Strength and longevity of client relationships
$65k-80k yearly 3d ago
Assistant to Financial Advisor
Cathay Bank-Headquarters 4.4
Finance advisor job in Arcadia, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
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Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Assist FinancialAdvisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to FinancialAdvisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing FinancialAdvisor's calendar, and other projects as assigned. Act as a liaison between the client, FinancialAdvisor, and back office.
ESSENTIAL FUNCTIONS
Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
Manage FinancialAdvisor's calendar and schedule appointments.
Arrange customer seminars and branch employee training.
Assist in coordinating activities, prepare presentation materials, and support FinancialAdvisor for business-related functions.
Prepare requested reports.
Process documents, open client account, and upload to Smartworks Docupace.
Assist FinancialAdvisor in marketing activities, use MarketingCentral and maintain client relationship management database.
Establish and maintain customer files.
Help FinancialAdvisor prepare for auditing.
QUALIFICATIONS
* Education: College degree with business classes preferred but not mandatory.
* Experience: 2-5 years of applicable administrative experience required.
* Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.
OTHER DETAILS
Without License: $20.00 - $21.63 / hour
With License: $21.64-$25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$20-21.6 hourly 1d ago
Quantitative Analyst - Risk Research, Analysis, and Measurement
Capital Group 4.4
Finance advisor job in East Los Angeles, CA
The Risk Research, Analysis, and Measurement team (RAM) provides independent quantitative investment risk measurement and analysis at Capital Group, globally and across asset classes. RAM plays a pivotal role in supporting investment results and risk management processes and shaping the use of risk analytics at Capital Group.
"I can shape the future of risk analytics at Capital Group as a Quantitative Analyst"
As a member of the Quantitative Research and Analytics group (QRA) at Capital Group (CG), you'll conduct rigorous peer-reviewed, quantitative research and analysis. As an Analyst in RAM, you will work in a highly collaborative team to drive our investment risk research, strengthen our risk assessment framework, enhance scenario analysis capabilities, and provide actionable risk insights that empower investment leaders. You'll act as a leader within the QRA team and share in the responsibility for developing the QRA organization and guiding others within the team.
In this role you will:
Drive Risk Research & Analysis - Develop and enhance risk methodologies and frameworks, monitoring processes, and portfolio risk assessments across equity, fixed income, and multi-asset strategies.
Deliver Actionable Insights - Conduct quantitative and qualitative analyses to inform investment risk decisions, proactively identifying new ways to evaluate risk.
Influence Risk Oversight & Investment Process- Work closely with investors and investment governance bodies to understand and incorporate risk metrics and methodologies in the Capital System TM.
Drive Innovation & Collaboration - Partner with business management teams, client group, and technology teams to develop tools, frameworks, and strategic initiatives that advance risk capabilities.
Enhance Risk Transparency & Alignment - Represent Capital Group's risk practices in internal and external meetings, educate stakeholders on risk methodologies, and ensure alignment with industry standards.
Grow as a Leader - Act as a thought leader within RAM and the larger Quantitative Research & Analytics group (QRA), stay up to date with academic and industry research, mentor colleagues and drive organizational growth.
"I am the person Capital Group is looking for."
You have a minimum of 10 years relevant experience in investment risk research, analysis and modeling.
You hold an advanced degree (MFE, MSc, PhD) in Economics, Finance/Financial Engineering, Statistics, Mathematics or a related quantitative discipline.
You are an expert researcher with a track record of innovation around quantitative risk research, who is comfortable exploring unsolved questions and exploring in new directions with discipline of thought and clarity of purpose.
You have demonstrated strong risk modeling experience and empirical skills using investment risk analytical platforms (e.g. MSCI BarraOne, BlackRock Aladdin), statistical packages (e.g. R) and coding languages (e.g. Python).
You are a clear and strategic thinker who can anticipate emerging risks and translate complex analysis into clear, actionable recommendations.
You are a collaborative leader who thrives in agile cross-functional teams and can influence stakeholders at all levels.
You are a creative problem solver with a proactive approach, always looking for new ways to enhance risk analysis.
You are a strong and open communicator who can distill complex risk insights into compelling narratives for investment and oversight teams.
You will take time to invest in our culture and core values.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
$103k-148k yearly est. 1d ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance advisor job in Monterey Park, CA
The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.
Job Duties:
Assist in the development of annual budgets, forecasts, and long-range financial plans.
Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
Design and enhance standard and custom financial reports within reporting platforms.
Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
Support continuous improvement of FP&A processes, tools, and templates.
Job Qualifications:
2-3 years of experience in FP&A, corporate finance, or similar analytical role.
Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
Solid understanding of budgeting, forecasting, and variance analysis.
Ability to effectively communicate financial insights to non-financial stakeholders.
Hands-on experience with financial reporting or performance management software, such as:
DataRails
Vena Solutions
Workday Adaptive Planning (or comparable tools)
Schedule/Location:
Hours: Monday-Friday 8:00am-5:00pm
Remote - Monterey Park, CA
Benefits Offered:
Medical, Dental, and Vision coverage
401k
Paid Time Off (PTO)
Internet Stipend for remote workers
And much more!
About First Legal:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
$62k-85k yearly est. Auto-Apply 20d ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Los Angeles Industrials
Guggenheim Partners 4.2
Finance advisor job in Los Angeles, CA
Guggenheim Securities ("GS") is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond.
Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
* Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
* Assist in the design and development of complex financial models and valuation analysis
* Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
* Perform client due diligence, prepare information memoranda and other transaction-related documentation
* Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
* Conduct competitive research, including identifying sector and industry trends
* Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
* Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus
* Familiarity with MS Excel, MS PowerPoint and MS Word
* Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
* Highly organized, with the initiative and ability to work with limited supervision
* Excellent analytical skills and attention to detail
* Strong written and oral communication skills
* Effective process management abilities
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Work Location
* Currently, this role is expected to be in the Los Angeles office at least 4 days per week.
Salary
* A salary based on an annual rate of $110,000 per year
* The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team
As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role
Bachelor's Degree required, preferably in accounting, finance, economics or a related field
Strong quantitative and financial analysis skills required
Understanding of the transaction cycle and the steps in the process and is execution oriented.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
$104k-155k yearly est. Auto-Apply 60d+ ago
Corporate Finance Analyst, Capital Markets
Faraday Future 3.9
Finance advisor job in Gardena, CA
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
Your Role:
The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications:
Bachelor's degree in Finance, Accounting, Business, or related field.
2+ years of experience in capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
Preferred Qualifications:
CPA, CFA, or MBA preferred.
Annual Salary Range:
($85K-$95K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Relocation assistance + reimbursement
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$85k-95k yearly Auto-Apply 49d ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Finance advisor job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$34.6 hourly Auto-Apply 60d+ ago
Financial Analyst
RETS Associates
Finance advisor job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
$59k-88k yearly est. 2d ago
Financial Planning Analyst, Multifamily
Omninet Capital
Finance advisor job in Los Angeles, CA
Omninet Capital is seeking a detail-oriented FP&A Analyst to join the multifamily real estate finance team. This is ideal for someone eager to learn how portfolio performance, budgeting, and forecasting drive strategic decisions in real estate.
You will support financial planning and reporting across multiple multifamily assets, partnering with property management, accounting, and investment teams to help improve operational efficiency and financial performance.
Key Responsibilities
Assist in the annual budgeting and quarterly forecasting process for a portfolio of multifamily properties
Prepare and analyze monthly financial reports, identifying variances between actuals, budget, and forecast
Develop and maintain financial models and dashboards to monitor key performance indicators (KPIs), occupancy trends, rent growth, and expense drivers
Partner with property management and accounting teams to ensure timely and accurate financial reporting
Support cash flow forecasting, capital expenditure tracking, and ROI analysis for renovation or improvement projects
Conduct market benchmarking and expense analysis to support decision-making on rent pricing, operating costs, and capital allocations
Assist in preparing materials for senior management and investors, summarizing financial results and performance insights
Qualifications
Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field
Strong analytical and quantitative skills with proficiency in Excel and financial modeling
Excellent attention to detail and ability to synthesize complex financial data
Understanding of key financial metrics (NOI, operating margins, cash flow, capex, etc.)
Strong communication and organizational skills; comfortable collaborating with multiple departments
Eagerness to learn about the multifamily real estate industry and its financial drivers
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
How much does a finance advisor earn in Corona, CA?
The average finance advisor in Corona, CA earns between $32,000 and $119,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Corona, CA
$62,000
What are the biggest employers of Finance Advisors in Corona, CA?
The biggest employers of Finance Advisors in Corona, CA are: