Financial Planner - AI Trainer ($150 per hour)
Finance advisor job in Hawthorne, CA
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab.
You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of January (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates**
Investment Consultant - Los Angeles, CA (Downtown)
Finance advisor job in Los Angeles, CA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Asset Management & Investment Associate
Finance advisor job in Chino, CA
Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)
About Us:
Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.
Position Overview:
The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.
Key Responsibilities:
Investment & Financial Analysis
Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.
Asset & Portfolio Management
Assist in developing and executing strategic asset management plans to optimize property value and returns.
Collaborate with property management on budgeting, financial reviews, and operational oversight.
Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
Provide recommendations for enhancing asset profitability and long-term performance.
Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.
Capital Markets & Debt Financing
Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
Maintain relationships with banks, insurance companies, and other capital providers.
Prepare loan packages, financial reports, and support lender due diligence processes.
Track interest rate shifts, refinancing impacts, and capital deployment scenarios.
Leasing & Occupancy
Support lease negotiations, renewals, and tenant credit assessments.
Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
Analyze market trends to improve occupancy rates and drive long-term value creation.
Reporting & Risk Management
Generate regular performance reports, portfolio analyses, and property assessments for management.
Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
Assist with crisis management planning and ensure risk mitigation strategies are in place.
Systems & Process Optimization
Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
Enhance internal workflows, reporting tools, and compliance processes.
Ensure accuracy and integrity of financial and operational data.
Qualifications:
Bachelor's degree in Finance, Real Estate, Economics, or related field (MBA preferred).
4-7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
Deep understanding of commercial real estate lending, underwriting, and asset management practices.
Excellent communication, negotiation, and presentation skills.
Ability to manage multiple projects and priorities in a fast-paced environment.
Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.
Job Type: Full-time
Pay: $80,000-$86,0000 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
No weekends
Work Location: In person
Financial Analyst
Finance advisor job in Los Angeles, CA
ABOUT SAVILLS
At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management, workforce/incentives, and workplace strategy/occupant experience, we've boosted the potential of workplaces around the corner, and around the world, for 160 years and counting.
We are seeking a driven, analytical, and meticulous professional to join our high-performing tenant-representation team. The ideal candidate is hungry to succeed, thrives in fast-paced environments, and brings a quantitative mindset to solving complex problems. This role is ideal for someone who wants to accelerate their career in commercial real estate by working alongside top producers advising leading companies on strategy, workplace, and financial optimization.
KEY DUTIES AND RESPONSIBILTIES
Develop and maintain detailed financial models in Excel, including lease comparison analyses, rent schedules, NPV/IRR evaluations, and sensitivity scenarios.
Prepare client-facing materials such as proposals, RFP responses, financial summaries, presentation decks and pitch materials.
Perform market research and competitive building analyses, including rent comps, occupancy trends, and landlord activity.
Communicate directly with multiple senior brokers, clients and landlords to solve problems and advance deals efficiently.
QUALIFICATIONS
Work Ethic: Intensely competitive with an ownership mindset, willingness to outwork the competition, and a relentless drive to get better every day.
Attention to Detail: Meticulous attention to detail regarding accuracy of numbers, writing and presentation.
Problem Solving: Resourceful, creative thinker. Must be a quick learner who thrives on complex challenges and does not require constant supervision.
Communication: Clear, confident, and persuasive writer and speaker with executive-level polish.
Analytical Ability: Strong quantitative and financial modeling skills; intuitive understanding of how real estate decisions impact business outcomes.
Technical Proficiency: Expert-level Excel user with high proficiency in PowerPoint, Word, and other MS Office tools.
PREFERRED EDUCATION AND EXPERIENCE
Must hold at least a bachelor's degree.
Preferred majors are economics, engineering, math or applied science.
Finance, accounting, or real estate concentrations are also acceptable.
1 -3 years of relevant experience is preferred but not required for exceptional candidates.
THIS JOB OPPORTUNITY PROVIDES
A meritocratic environment where initiative, precision and results are rewarded.
Exposure to high-value transactions and direct mentorship from senior brokers.
Competitive compensation structure with performance-based upside.
Access to industry-leading resources, data, and technology.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic.
Savills participates in the E-Verify program.
Part Time Client Advisor
Finance advisor job in Los Angeles, CA
This is a key customer facing role that will be responsible for assisting in the projection of the brand's culture and maintaining a level of service of the highest standard.
As a part-time Client Advisor, you will be responsible for:
- Welcoming, guiding and providing smooth and elevated client experiences
- Achieving sales, conversion, and clienteling targets and hitting goal on an individual and group basis
- Upholding administrative procedures, as well as assisting in Visual Merchandising of the store, maintaining the appearance of the Store, and assisting managing inventory based on demand
- Retaining information based on new collections and new seasons as they come in
- Maintaining and adding to a positive work-environment
Who we are looking for:
- Excellent interpersonal and communication skills to provide clienteling and customer service
- Someone who can build and develop long-lasting relationships with clients
- Strong sense of identifying customer needs, cross-selling products, and close sales to achieve store sales targets
- Someone with customer-facing role experience
- CRM and clienteling experience preferred
Financial Analyst
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).
Acquisition Analyst/Associate
Finance advisor job in Beverly Hills, CA
Company Profile
BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution.
Position Summary
BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide.
In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities.
The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country.
Responsibilities
Underwriting & Analysis
Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles.
Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables.
Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility.
Transaction & Financing Support
Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings.
Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes.
Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.).
Assist with property inspections, market tours, and site visits as required.
Research & Market Intelligence
Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets.
Monitor housing policy developments and affordable housing incentives in relevant jurisdictions.
Internal Collaboration & Reporting
Prepare investment memoranda and presentations for internal investment committees and external partners.
Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio.
Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses.
Relationship Management
Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics.
Qualifications
Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required.
2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience.
Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models.
Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately.
High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment.
Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations.
A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability.
Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus.
Willingness to travel periodically for property tours, due diligence, and industry events.
Why BLDG Partners?
Work with a passionate team committed to delivering quality housing and positive community impact.
Exposure to complex affordable and workforce housing transactions nationwide.
Opportunities for professional growth in a dynamic, entrepreneurial firm.
Competitive compensation and benefits.
Financial Consultant - Woodland Hills, CA
Finance advisor job in Los Angeles, CA
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
Revenue Analyst III Finance
Finance advisor job in Costa Mesa, CA
Revenue Analyst III : Finance
Costa Mesa, CA, United States
Primary Duties and Responsibilities
The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects.
As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts.
Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue.
Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection.
Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting.
Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit.
Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume.
Own and maintain specific recurring reporting related to volume and revenue performance.
Performs other duties as assigned.
Qualifications
Education and Experience
Bachelor's degree in business administration, finance, accounting, or healthcare administration.
5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement
General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies
General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing).
Understanding of Accounting Principles and Hospital Financial Reporting.
About Us
Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year.
For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy.
Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes.
Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California.
To learn more about Hoag's awards and accreditations, visit: *******************************************************
Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives.
Job Info
Job Identification 126503
Job Category Finance, Accounting & Planning
Posting Date 08/14/2025, 04:22 PM
Job Shift Day
Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US
Pay Range $40.41 - $62.36/hr
Onsite
Job Schedule Full Time
Experienced Associate - Investment Banking, Industrials
Finance advisor job in Los Angeles, CA
Guggenheim Securities
The Global Industrials Group in Los Angeles is a rapidly growing and critically important strategic initiative for Guggenheim Securities (“GS”). Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. 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
Lead day-to-day project management and oversee execution on a range of advisory and financing transactions
Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities
Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities
Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives
Perform financial and valuation analysis using both industry standard and proprietary models
Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation
Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders
Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts
Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation
Help lead deal pitches including idea generation
Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers
Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge
Generate potential ideas and new business opportunities to clients to help solve problems
Preferred Qualifications
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
Sell-side advisory experience is a plus
Basic Qualifications
Requires a minimum of a Bachelor's degree and 4+ years of investment banking experience or an MBA degree
Core modeling and valuation experience in professional setting
SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment
Work Location
Currently, this role is expected to be in the Los Angeles office at least 4 days per week.
Salary
·Annual base salary between $175,000 and $225,000.
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. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To apply, please visit our website:
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 applicants applying to our California offices, we will consider for employment qualified applicants with arrest and conviction records in accordance with applicable local ordinances.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. 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.
Auto-Apply2026 Guggenheim Securities Investment Banking Summer Associate - Los Angeles Industrials
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 Industrials group, 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 an MBA or J.D. degree in December 2026 or Spring 2027
Work Location
* Currently, this role is expected to be in the Los Angeles office at least 4 days per week.
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 ************.
Auto-ApplyInvestment Banking Associate - Healthcare M&A
Finance advisor job in Los Angeles, CA
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry.
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. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Intrepid Investment Bankers is expanding nationally and seeking to hire talented and experienced professionals at the Associate level in our Healthcare Group in Los Angeles, CA.
Responsibilities:
* Organizing, reviewing, and analyzing due diligence processes and materials
* Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.)
* Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials
* Compiling prospective acquirer lists and contacting acquirers
* Performing key steps in the sale execution process
* Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients
* Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.)
Skills & Experience:
* Minimum of two years of sell-side M&A advisory and investment banking experience with record of completed transactions from pitch to close in the Healthcare sector
* Outstanding academic credentials from a top tier school
* Demonstrated critical thinking, process oriented, and strong attention to detail
* Excellent written and oral communications skills
* Highly proficient financial analysis and modeling skills
* Proactive, results oriented, can-do attitude, team player
* Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment
* Significant level of maturity and the ability to work collaboratively as part of a small team
* Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms
* FINRA Series 7, 63 or 79 license
Compensation & Benefits:
The typical base pay for this role is $170K. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. 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. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
Auto-ApplyInvestment Banking - Consumer & Retail - Associate
Finance advisor job in Los Angeles, CA
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
Auto-ApplyInvestment Banking - Consumer & Retail - Associate
Finance advisor job in Los Angeles, CA
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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Los Angeles,CA $175,000.00 - $225,000.00 / year
M&A Investment Banking Analyst / Associate
Finance advisor job in Los Angeles, CA
About the job We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values We work tenaciously to create exceptional results for our clients. We have grown significantly over the past several years and expect continued growth. As such, this is a great opportunity for a highly motivated individual. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects.
This position should expect a great deal of client exposure and this role will require demonstrated skill sets in the fundamentals of valuation, business strategy and client communication. Due to the entrepreneurial spirit of the firm, analysts are encouraged to take on as much responsibility as they can successfully handle. In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with senior bankers and client executives. This position reports directly to the Managing Director, Investment Banking.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities
Providing analytical support for financing transactions
Maintaining deal flow tracking and management system
Product and market diligence, forecasting and sensitivity analysis
Financial, business and scientific diligence from both secondary and primary sources
Supporting the senior banking team with ad hoc industry and sector analysis and screens
Information aggregation, synthesis and dissemination to team
Assisting in the development and production of proposals, presentations for clients and prospects
Ability to demonstrate deep understanding of financial statements and analysis
Ability to function at a high level as part of a small team and with intermittent direction
Ability to communicate effectively verbally and in writing and exude professionalism as a representative of our firm
Strong organizational skills, attention to detail; candidates will be internally motivated and solutions oriented
Strong project management skills and attention to detail
KEY QUALIFICATIONS & REQUIREMENTS
BA/BS degree in Finance, Business, or Economics (or a related discipline) is preferred
Minimum one (1) year investment banking, private equity, venture capital, or corporate finance experience preferred
Strong analytical and quantitative skills and experience preferred
Effective communication, presentation and writing skills
Proficient in Microsoft Office applications (i.e. Excel, Word, PowerPoint)
Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Ability to work within a team, take the initiative and show strong attention to detail is critical
Possess a positive, team-oriented attitude with a commitment to excellence and integrity
Self-driven individual with high level of motivation
COMPENSATION
We offer competitive compensation with salary and bonus. We also offer industry leading benefits including medical, dental, vision, 401k with employer match, employer paid life insurance, flexible spending accounts, employee assistant program, and employee discounts via Insperity. Work/life balance is our foundation and is supported through paid holidays, and generous paid time off.
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Los Angeles Industrials
Finance advisor job in Los Angeles, CA
Business Unit:
Corporate Finance
Industry:
Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
*Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
Possess basic knowledge of and a keen interest in finance
Excellent verbal and written communication skills
Strong work ethic and leadership skills
Preferred Qualifications
A fundamental understanding of valuation theory, methodologies, and applications
Strong analytical and computer skills (Excel)
Ability to work cooperatively with all levels of staff
Application Requirement
To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
#LI-116628
Auto-ApplyFinancial Advisor - Licensed
Finance advisor job in Newport Beach, CA
Job Description
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
Strong interpersonal skills and customer service focus
Experience working with vlients virtually
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:
Newport Beach, CA and Virtual
Global Investment Banking Summer Associate Program - 2026
Finance advisor job in Los Angeles, CA
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate.
During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.
As a summer associate, your key tasks and responsibilities may include but are not limited to:
* Developing and maintaining complex financial models
* Performing various financial analyses, including valuations and merger consequences
* Conducting comprehensive and in-depth company and industry research
* Preparation of presentation and other materials for clients
* Participation in due diligence sessions, communications and interaction with deal team members
* Management of several projects at once and work effectively as an individual and as part of a team
Qualifications
* Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027
* Must have a track record of superior performance in extracurricular and professional activities
* Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the investment banking industry
* Minimum of 2 years of work experience post undergraduate degree
Bank of America does not complete third party forms from colleges, universities, or other parties.
2026 Investment Banking Summer Associate Program (California) - Early Careers
Finance advisor job in Los Angeles, CA
2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500.
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients.
The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment.
What to Expect
The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.
Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:
* Building valuation models and supporting transaction execution
* Conducting company and industry research
* Preparing client materials and pitch presentations
* Participating in diligence sessions, client meetings, and internal discussions
* Collaborating with senior bankers on engagements across sectors and geographies
* Supporting the development of junior team members
Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.
Is This Program Right for You?
We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.
Required Qualifications
* 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
Desired Qualifications
* MBA with an expected graduation date of December 2026 to June 2027
* Strong verbal and written communication skills
* Ability to operate effectively both independently and in teams
* Advanced Microsoft Office (Excel, PowerPoint, Word) skills
* Track record of leadership or involvement in professional or academic initiatives
Program Locations
Positions are available in San Francisco, with limited Los Angeles.
Pay Range:
CA (San Francisco, Los Angeles): $175,000 Yearly
This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$138,500.00 - $287,600.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
31 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
[WEBTOON] Corporate Finance/PMO Finance Support (Independent Contractor)
Finance advisor job in Los Angeles, CA
WEBTOON Entertainment is a leading global entertainment company and home to some of the world's largest storytelling platforms. As the global leader and pioneer of the mobile webcomic format, WEBTOON Entertainment has transformed comics and visual storytelling for fans and creators.
With its CANVAS UGC platform empowering anyone to become a creator, and a growing roster of superstar WEBTOON Originals creators and series, WEBTOON Entertainment's passionate fandoms are the new face of pop culture. WEBTOON Entertainment adaptations are available on Netflix, Prime Video, Crunchyroll, and other screens around the world, and the company's content partners include Discord, HYBE and DC Comics, among many others.
The Finance team is seeking an independent contractor to provide critical support during quarterly earnings release periods, when workloads increase significantly. The role focuses on gathering and validating financial data from the FP&A and Accounting teams, as well as supporting investor relations deliverables. The contractor will assist in reviewing and refining presentations, ensuring data accuracy, and improving communication materials for quarterly disclosures.
This role is especially important to ensuring timely, accurate, and effective financial reporting to the market-a critical element in supporting investor confidence and stock price management.Key Responsibilities
Support the Finance team during quarterly earnings release cycles by validating financial data and ensuring accuracy of deliverables.
Partner with FP&A and Accounting teams to gather, double-check, and reconcile financial data used for investor relations reporting.
Review, refine, and improve PowerPoint presentations and related materials for earnings calls and disclosures.
Ensure database updates and data transition processes are accurate and investor-ready.
Communicate effectively across teams to support timely completion of financial deliverables.
Provide ad hoc support to Corporate Finance and Investor Relations as needed.
Potentially assist in light budget management and coordination with external vendors.
Requirements:
Minimum of 5 years' corporate finance or related experience in a public company environment.
Bilingual - Korean/English
Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Excellent communication and collaboration skills.
Ability to work under tight deadlines with a high level of accuracy.
Solid understanding of basic financial concepts, public company reporting requirements, and quarterly disclosure processes.
Bachelor's degree in finance, Accounting, Business, or related field required.
Preferred Qualifications:
Experience supporting Nasdaq-listed companies or other public companies.
Prior exposure to investor relations or earnings release processes.
Strong attention to detail with a proactive, problem-solving mindset.
Ability to adapt quickly and add value in a fast-paced team environment.
With approximately 155 million monthly active users, WEBTOON Entertainment's IP & Creator Ecosystem of aligned brands and platforms include WEBTOON, Wattpad--the world's leading webnovel platform--WEBTOON Productions, Studio N, Studio LICO, WEBTOON Unscrolled, LINE MANGA, and eBookJapan, among others.
Join us and work with some of the biggest artists, IP, and fandoms in comics!#WEBTOON
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