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Investment Grade Credit Trader
Pacific Asset Management, LLC
Finance associate job in Newport Beach, CA
Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$62k-103k yearly est. 4d ago
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Finance Manager
KCG Search
Finance associate job in Irvine, CA
Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 3d ago
Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance associate job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 1d ago
Financial Analyst
RETS Associates
Finance associate 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%
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. 22h ago
Technical Financial Analyst
Milestone Technologies, Inc. 4.7
Finance associate job in Long Beach, CA
Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance-based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.
Our seasoned professionals deliver services based on Milestone's best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed.
Job Overview
Senior Business Intelligence Analyst - IT Application Support
Overview:
You will interface with the Clients IT staff on a regular basis. This requires you to be onsite at client location M-F.
This role provides production support for enterprise applications and databases, focusing on financial and operational reporting. This role ensures system stability, data integrity, and seamless integration across SAP Business By Design, SAP Concur, N4, N4 Billing, OAS, and Microsoft SQL Server/Oracle databases. The analyst monitors system performance, troubleshoot issues, validates data flows, and supports workflows impacting billing, tariffs, demurrage, and guarantees. By maintaining reliable systems and accurate reporting, the analyst enables informed decision-making and efficient business operations.
Key Responsibilities:
Strong analytical and problem-solving skills with attention to detail.
Excellent communication skills and ability to work collaboratively in a team environment.
· Monitor system performance using application and infrastructure dashboards, proactively resolving issues.
· Manage incidents, service requests, and changes via Jira Service Desk or similar ITSM tools, ensuring accurate documentation.
· Create and update technical documentation in Confluence, including runbooks, procedures, and system references.
· Administer applications in a Windows Server environment, including service restarts and component troubleshooting.
· Perform software upgrades, patches, and maintenance, following vendor guidance and change management procedures.
· Support processes involving terminal and line tariffs, demurrage, and guarantees, particularly as they affect billing.
· Conduct root cause analysis, log review, and post-incident reporting to improve system stability.
· Ensure reliable data flows and integrations across ERP, billing, and reporting systems.
Requirements
Bachelor's Degree required
Should be strong in BI publisher.
Experience in oracle SQL/PL SQL
Experience in writing SQL queries.
Should be able to work on Packages, Functions and Procedures.
Ability to manage client conversations and meetings
Should have 5-10 years' experience in SQL, SAP, billing
Compensation
Estimated Pay Range: 77400.00-90000.00 per year
Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location.
Our Commitment to Diversity & Inclusion
At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success.
Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees.
We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.accommodations for disabled applicants and employees.
We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.
$61k-98k yearly est. 3d ago
Relationship Banker - Central Heights Market, Bilingual Mandarin Required
Bank of America Corporation 4.7
Finance associate job in Walnut, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Bilingual Mandarin Required
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-37k yearly est. 7d ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance associate 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 Trialâ„¢ 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 29d ago
Trader - Investment Grade Credit
Doubleline Group LP
Finance associate job in Los Angeles, CA
The Trader will be responsible for the trading of investment grade corporate bonds on behalf of a diverse base of client investment vehicles including mutual funds, UCITs, ETFs, and separately managed institutional accounts. The Trader will work in close collaboration with Portfolio Managers and Credit Analysts to ensure alignment of trading strategies with portfolio objectives and credit views.
Job Functions
Trading
Ensure best execution, routing, and fair allocation
Ensure compliance with all portfolio guidelines
Allocate and ticket all trades
Maintain records (blotter & best execution)
Work with settlement team on unresolved trade issues
Collaboration with Portfolio Manager
Track and manage cash positions across portfolios
Deliver concise market intelligence updates to inform trading and portfolio decisions
Identify/generate trade ideas
Alert any changes in restricted trading lists
Collaboration with Credit Analysts
Track and manage primary calendar
Provide information & recommendation on corporate actions
Monitor/Alert market news and trends
Monitor/Alert market movements, especially outliers
External Relationships
Develop and maintain formal, strategic relationships with broker-dealer trading, sales, and syndicate teams to enhance market access, liquidity, and trade execution quality.
Undertake ad-hoc projects as necessary
Qualifications
Bachelor's Degree
At least 2 years of investment grade bond trading experience required, preferably on the sell side
Proficiency in Bloomberg
Credit training is a plus
Demonstrated attention to detail and collaborative
Base Salary Range
The estimated base salary range for this position is $100,000 - $150,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
$100k-150k yearly 14d ago
Investment Grade Credit Trader
Pacific Life 4.5
Finance associate job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office.
How you'll help move us forward:
Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.
Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.
Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.
Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.
Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.
The experience you bring:
8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.
Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).
Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.
Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.
Excellent communication, collaboration, and decision-making skills.
Upholds the highest standards of ethics and integrity.
Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$180,180.00 - $220,220.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$61k-105k yearly est. Auto-Apply 60d+ ago
Trader
Signature Estate & Investment Advisors, LLC
Finance associate job in Los Angeles, CA
JOB TITLE: Trader
EMPLOYER: Signature Estate and Investment Advisors Inc
DEPARTMENT: Investment Services
REPORTS TO: Managing Senior Partner
SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills.
DUTIES AND RESPONSIBILITIES:
Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines.
Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs.
Monitor market conditions, trading workflows, and best execution practices.
Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues.
Maintain trading logs, compliance documentation, and detailed transaction records.
Support the creation and maintenance of investment models and portfolio implementation processes.
Communicate with the advisor team regarding trade status, timing, constraints, and market impacts.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's degree in Finance, Economics, or a related field preferred.
1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage.
Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows.
Experience with RIA custodians (Schwab, Fidelity) preferred.
Exceptional attention to detail, accuracy, and organizational skills.
Ability to work collaboratively with advisors and internal teams.
Strong ethical standards and commitment to a fiduciary environment.
COMPETENCIES:
Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
$63k-105k yearly est. Auto-Apply 60d+ ago
Bilingual Japanese Programmatic Trader
MiQ Digital
Finance associate job in Los Angeles, CA
Title: Bilingual Japanese Programmatic Trader
THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands.
We are looking for a Bilingual Japanese Programmatic Trader
- based in LA
- amenable to work following Japan office hourse (GMT+9)
- Fluent in Japanese (Native/N1/N2 levels) and also speaks English
- Open to training in programmatic advertising
WHO YOU ARE
YOUR PERSONALITY
We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below.
Passion - We love and live what we do.
Determination - We always find a way to ‘figure it out'.
Unity - We hold each other accountable. We win and lose as a team.
Agility - We anticipate the unexpected, embrace and adapt to change.
Courage - We dare to think unconventionally.
WHAT YOU'LL BE DOING
Delivery:
Accomplishing tasks on time and to a high quality, managing different deadlines and priorities
Managing a portfolio of clients and ensuring that all are performing & pacing optimally.
Setup campaigns to succeed from day 1.
Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals .
Troubleshoot campaign challenges.
Implementing campaign optimizations within the DSPs.
Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc.
Client Reporting & optimization commentary.
Delivery & incremental forecasting.
Project Management:
Staying focused and contributing to projects. Organizing stakeholders and multiple milestones
Provide avails, pricing, and strategy recommendations for new campaigns.
Partnering with the other members of the trading team to enhance internal tools & processes.
Feedback & test new Trading products to help drive future enhancements
Internal Collaboration:
Working with internal stakeholders, building relationships, and working across differences to find solutions
Building great relationships with the sales & account management team on your commercial pod
Working with other commercial teams to deliver custom client solutions
Communication:
Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes
Explaining strategy & optimizations to internal & external partners
Articulating to clients how MiQ's Trading technology & expertise sets us apart.
Innovation:
Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working.
Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals.
Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms
YOUR QUALIFICATIONS
Hard skills
Analytical skills are essential
Experience with large datasets in Excel and BI tools
Experience with Xandr, DV360, The Trade Desk, or any DSP preferred
1+ years' experience running programmatic campaigns preferred
Soft skills
A start-up mind-set
Attention to detail
Accomplished communicator
Ability to work both independently and collaborate within a team environment
Great time management skills
Motivated - You bring an entrepreneurial mindset to the table
Determined - You always find a way to ‘figure it out'
A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions.
Energetic - You enjoy building relationships and bring passion to whatever you do
Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new.
Alignment with MiQ's core values
A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm
A dream to grow your career as the company scales
WHO WE ARE
We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places.
Our business keeps growing and our company keeps getting better because we keep hiring smart new people.
People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us.
If that sounds like you, we'd love to hear from you.
WORKING AT MIQ
OUR COMMITMENT TO INCLUSION AND DIVERSITY
Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team.
If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce.
Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential.
BENEFITS & PERKS - US MARKET
Health benefits - covering medical, dental, vision with HSA and FSA options
Company paid basic life, long-term disability plans and variable life insurance program
401k Matching Program
An Employee Assistance Program (EAP)
Paid maternity and paternity leave
A Nursing Mother's Program
Generous PTO policy in addition to paid holidays
Tax Free Benefits (Commuter/Health/Dependent Care)
Continuous education and training
Flexible remote working policy with optional office use for those who need it during 2022
Apply Today
Equal Opportunity Employer
E-Verify Employer
$63k-105k yearly est. Auto-Apply 13d ago
Programmatic Trader
Daviselen Advertising 3.7
Finance associate job in Los Angeles, CA
This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients.
Main Duties and Responsibilities
Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients
Implement best practices for bidding, budget management, and reporting
Support the documentation of optimizations and learnings
Collaborate with account and product personnel on programmatic media plans
Educate internal and external teams
Design and implement strategies to improve performance for clients, supporting recommendations with results data
Work to establish and manage existing PG, PMP, or other inventory lines with vendors
Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment
Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client
Support planning and buying teams on invoice reconciliation and buy information entry into our financial system
Requirements
At least 2 year of hands-on programmatic buying experience
Proven ability to drive programmatic performance
Proven ability to thrive in highly collaborative work environments
Advanced user of at least one DSP (TTD and Amazon preferred)
Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments
Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)
$57k-90k yearly est. Auto-Apply 60d+ ago
Summer Intern, Finance & AI Process Automation
Arrowhead Pharmaceuticals 4.6
Finance associate job in Pasadena, CA
Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing.
Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates.
Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need.
The Position
We are seeking a highly motivated intern to support Finance, Treasury, and Accounting by identifying, analyzing, and helping implement opportunities to improve and automate financial processes using AI, agentic capabilities and other technologies. This role will work closely with Finance and Accounting stakeholders to define use cases, document requirements, and partner with Information Systems & Informatics (IS&I) to design and pilot potential solutions.
This internship offers hands-on exposure to strategic finance, accounting, valuation, and emerging AI-enabled automation in a collaborative, cross-functional environment.
This is an 11-week Summer Internship Program paying $26.00 per hour for students pursuing a Master's Degree. This role requires full-time, onsite work five days per week at the designated location.
Responsibilities
Process Improvement
Partner with Finance and Accounting teams to identify processes that could be improved, streamlined, or automated.
Analyze current-state processes, identify inefficiencies, and document requirements and proposed future-state solutions.
Collaborate with IS&I and vendors to help design, test, and support implementation of AI-enabled solutions and proof-of-concepts.
Develop clear documentation, business cases, and presentations for proposed improvements.
Finance, Treasury & Accounting Project Support - support Teams with various projects some of which are -
Support the formalization of the Company's Weighted Average Cost of Capital (WACC) methodology for:
Audit Committee review
Deal evaluation and strategic decision-making
Evaluate and recommend efficient and effective methods for R&D cost tracking and reporting.
Assist in developing valuation methodologies for:
Key product and program lines
Business development and deal support
Accounting and financial reporting needs
Share price and enterprise value evaluation
Analysis & Communication
Perform financial modeling, data analysis, and scenario analysis as needed.
Translate complex financial and technical concepts into clear, actionable insights for stakeholders.
Prepare supporting materials for leadership discussions and governance forums.
Requirements
Currently enrolled in or recently completed a Master's degree (MS)
Strong foundation in finance, accounting, or economics (coursework or experience).
Technical aptitude with interest or experience in AI, automation, data science, or advanced analytics.
Strong analytical, problem-solving, and critical-thinking skills.
Ability to document processes clearly and communicate effectively with both technical and non-technical stakeholders.
Proficiency in Excel and/or financial modeling tools.
Preferred
Experience with Python, SQL, data visualization tools, or automation platforms.
Exposure to AI, machine learning, or agent-based systems.
Understanding of valuation methodologies (DCF, comparables, etc.).
Prior internship or project experience in finance, consulting, analytics, or technology-enabled roles.
California pay range $11,440-$11,440 USD
Arrowhead provides competitive salaries and an excellent benefit package.
All applicants must have authorization to work in the US for a company.
California Applicant Privacy Policy
Founded by fans, Crunchyroll delivers the art and culture of anime to a passionate community. We super-serve over 100 million anime and manga fans across 200+ countries and territories, and help them connect with the stories and characters they crave. Whether that experience is online or in-person, streaming video, theatrical, games, merchandise, events and more, it's powered by the anime content we all love.
Join our team, and help us shape the future of anime!
About the Role:
We're looking for a Deal Management Financial Contracts Analyst for a contract engagement to bridge contracts and finance by ensuring the financial terms in our agreements are accurately reflected in our financial systems. In this role, you will review contract language, validate financial data, and help maintain the integrity of financial reporting tied to content and partner deals.
Reporting to the Director, Contracts and Rights Management, you'll identify discrepancies, document findings, and partner with stakeholders to ensure deal data aligns with contractual obligations.
Key Responsibilities:
Review contracts and analyze financial and commercial terms
Compare contract terms against entries in financial systems
Identify and document discrepancies
Partner with internal teams to resolve issues and ensure data accuracy
Support reporting and compliance efforts tied to deal data
About You:
5+ years interpreting contract financial terms and validating them against financial records
Strong ability to analyze and interpret complex contract language, especially financial and commercial terms
Understanding of basic accounting principles related to contracts (e.g., revenue recognition)
Experience working with financial systems and reconciling data
Knowledge of industry regulations and compliance standards
Experience with financial modeling including advanced Microsoft Excel skills
Bachelor's degree in Finance, Business Administration, Law, or related field
High attention to detail and strong organizational skills
Experience with Rightsline and Alliant systems a plus
#LifeAtCrunchyroll #LI-Remote The Pay Range for this position is listed. Actual pay will vary based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Crunchyroll's Total Rewards offerings for employees. Other rewards may include performance bonuses, employer matched retirement savings, time-off programs, and progressive health benefits and perks.Pay Transparency - Los Angeles, CA$45.19-$56.73 USDAbout our Values
We want to be everything for someone rather than something for everyone and we do this by living and modeling our values in all that we do. We value
Courage. We believe that when we overcome fear, we enable our best selves.
Curiosity. We are curious, which is the gateway to empathy, inclusion, and understanding.
Kaizen. We have a growth mindset committed to constant forward progress.
Service. We serve our community with humility, enabling joy and belonging for others.
Our commitment to diversity and inclusion
Our mission of helping people belong reflects our commitment to diversity & inclusion. It's just the way we do business.
We are an equal opportunity employer and value diversity at Crunchyroll. Pursuant to applicable law, we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Crunchyroll, LLC is an independently operated joint venture between US-based Sony Pictures Entertainment, and Japan's Aniplex, a subsidiary of Sony Music Entertainment (Japan) Inc., both subsidiaries of Tokyo-based Sony Group Corporation.
Questions about Crunchyroll's hiring process? Please check out our Hiring FAQs:
https://help.crunchyroll.com/hc/en-us/articles/3**********2-Crunchyroll-Hiring-FAQs
Please refer to our Candidate Privacy Policy for more information about how we process your personal information, and your data protection rights: **********************************************************************************************************
Please beware of recent scams to online job seekers. Those applying to our job openings will only be contacted directly ********************* email account.
$69k-103k yearly est. Auto-Apply 2d ago
Analyst, Corporate Strategy & Development
Rxsight 3.4
Finance associate job in Aliso Viejo, CA
RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye.
OVERVIEW:
The Analyst, Corporate Strategy & Development will support RxSight's enterprise strategy and corporate development initiatives, working directly with the Senior Manager, Corporate Strategy & Development and in close partnership with senior leaders across the organization.
This role supports RxSight's most important strategic and growth initiatives, providing direct exposure to enterprise strategy development and cross-functional execution. The Analyst will deliver rigorous analysis, financial and strategic modeling, and executive-ready materials that inform senior leadership decision-making.
The position is well-suited for an early-career professional with a consulting or investment banking mindset who is seeking accelerated responsibility, broad strategic exposure, and hands-on experience supporting both long-term strategy and transaction-related initiatives within a growing MedTech company.
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Corporate Development
Support the end-to-end lifecycle of corporate development initiatives.
Assist in the evaluation of partnerships, licensing opportunities, collaborations, and other growth initiatives across U.S. and international markets.
Conduct detailed commercial, market, and strategic analyses, including market sizing, unmet need, competitive dynamics, and strategic fit assessments.
Coordinate and support cross-functional diligence efforts in partnership with Legal, Finance, R&D, Commercial, Regulatory, and external advisors.
Build financial models and business cases to assess valuation, ROI, risk, and strategic impact of potential opportunities.
Support preparation of internal materials, decision memoranda, and executive updates used in investment and partnership decisions.
Corporate Strategy
Support RxSight's enterprise and functional strategic planning processes, including enterprise strategy development, market entry evaluation, and portfolio expansion initiatives.
Provide high-leverage analytical and execution support to the Senior Manager and senior executives on high-priority strategic initiatives.
Partner cross-functionally with Commercial, R&D, Finance, and Operations teams to drive alignment and execution of strategic priorities.
Coordinate and synthesize cross-functional inputs to support executive decision-making, including preparation of executive and Board of Directors strategy materials related to enterprise strategy and corporate development initiatives.
Build dashboards and track progress, key milestones, risks, and interdependencies across strategic initiatives to support execution discipline and accountability.
Conduct structured analyses of industry trends, competitive dynamics, and strategic opportunities relevant to RxSight's long-term objectives.
Build financial, strategic, and scenario models to support prioritization, resource allocation, and strategic decision-making.
Synthesize complex qualitative and quantitative insights into clear, concise, executive-ready presentations for senior leadership.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
Strong analytical and problem-solving skills with the ability to structure ambiguous, open-ended strategic problems.
Solid understanding of core business, strategy, and finance concepts, including market analysis, valuation, ROI, and scenario modeling.
Ability to synthesize complex information into concise, executive-level recommendations.
Strong financial acumen and comfort building and interpreting financial models.
Excellent written and verbal communication skills, particularly in developing high-quality PowerPoint presentations.
High attention to detail, strong ownership mindset, and ability to manage multiple workstreams simultaneously.
Strong interpersonal skills and comfort working cross-functionally with senior leaders.
Professional judgment and discretion when handling sensitive strategic and transactional information.
SUPERVISORY RESPONSIBILITIES:
This role does not supervise others but works closely with senior leaders and cross-functional teams across the organization.
EDUCATION, EXPERIENCE, and TRAINING:
Bachelor's degree in Business, Economics, Finance, Engineering, Life Sciences, or a related analytical discipline, with a strong academic record demonstrating analytical rigor.
1-4 years of relevant experience in management consulting, investment banking, corporate strategy, corporate development, equity research, or related analytical roles (including internships or rotational programs).
Healthcare, MedTech, or life sciences experience preferred but not required.
Demonstrated leadership, initiative, and intellectual curiosity through academic, professional, or extracurricular activities.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
COMPUTER SKILLS:
Advanced proficiency in Microsoft Excel, including financial modeling and scenario analysis.
Advanced proficiency in Microsoft PowerPoint
Proficiency in Microsoft Word.
Familiarity with data visualization or analytics tools (e.g., Tableau, Power BI) a plus.
PERFORMANCE METRICS:
Quality, rigor, and timeliness of strategic and corporate development analyses.
Accuracy and clarity of financial models and investment analyses.
Quality and effectiveness of executive-level presentations and written materials.
Contribution to evaluation and execution of corporate strategy and development initiatives.
Ability to manage multiple priorities while maintaining high standards of work quality.
Effectiveness of cross-functional collaboration and responsiveness to leadership needs.
Demonstrated growth in strategic thinking, judgment, and ownership over time.
Notice to Staffing Agencies and Search Firms:
RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.
Salary Description $85,000 To $120,000 Per Year
$85k-120k yearly 7d ago
Private Client Banker - Hermosa Ave and Pier - Hermosa Beach, CA
Jpmorganchase 4.8
Finance associate job in Hermosa Beach, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$72k-134k yearly est. Auto-Apply 23h ago
Corporate Finance Crypto Analyst, Capital Markets
Faraday Future 3.9
Finance associate 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.
The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including 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 crypto and 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 crypto, 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 interface 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. CPA, CFA, or MBA preferred.
5+ years of experience in crypto, 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
A genuine fascination for the crypto field and a commitment to global change
Annual Salary Range:
($86K - $105K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
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.
$86k-105k yearly Auto-Apply 23d ago
Finance Intern, Summer 2026
The Walt Disney Company 4.6
Finance associate job in Burbank, CA
About the Role & Program:
FX Financial Planning & Analysis (FP&A) team is seeking a highly motivated undergraduate intern to provide comprehensive financial support across the FX suite of networks-FX, FXX, and FXM-as well as FX original content on Hulu. This internship offers an excellent opportunity to contribute to critical financial processes, including the Annual Operating Plan (AOP), Forecasting, and Long-Range Planning (LRP). This internship is a full-time, three-month commitment in the Burbank, CA area from May/June - August 2026.
What You Will Do:
Support the preparation and maintenance of FX Networks' financial models and files used for budgeting, forecasting, and Long-Range Planning (LRP).
Contribute to the preparation of the Marketing forecasts, Annual Operating Plans (AOP), and LRP by preparing Marketing-related analysis and supplemental schedules.
Prepare and assist in overhead Profit & Loss statements for budgeting and forecasting. Develop detailed supplemental schedules for overhead and labor to support senior management decision-making.
Conduct ad-hoc financial analyses and special projects as requested by senior leadership. Prepare clear, insightful decks and presentations for executive-level meetings and reviews.
Required Qualifications & Skills:
Intermediate to advanced level proficiency in Microsoft Excel, as well as fluent working knowledge of Outlook, Power Point & Word
Strong relationship-building skills, clear and effective communication, and sharp analytical abilities
Demonstrated proficiency with financial systems
Excellent time management and an acute attention to detail to thrive in a fast-paced environment.
Education:
Junior or Senior year preferred
Major or previous coursework in Finance, Accounting, Economics, Business, or related area
Eligibility Requirements & Program Information:
Candidates for this opportunity MUST meet all of the below requirements:
Be enrolled in an accredited college/university pursuing a degree taking at least one class at time of application OR currently participating in a Disney College Program or Disney Internship.
Current Disney Interns, College, International, or Culinary Program Participants: You may only work for ONE consecutive year (12 months) in any combination of an internship and/or program.
Be at least 18 years of age
Possess unrestricted work authorization
Additional Information:
Available to work full time (40 hours per week) during traditional business hoursfor the duration of the internship
Provide own housing and transportation in the Burbank, CA area
The pay rate for this role is $22.50 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: ****************************************
Job Posting Segment:
DEFIN
Job Posting Primary Business:
DETV Finance
Primary Job Posting Category:
Other
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Burbank, CA, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-11-03
$22.5 hourly Auto-Apply 59d ago
Corporate and Private Side FX Sales - Analyst
JPMC
Finance associate job in Los Angeles, CA
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research, Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
Model, structure, and market foreign exchange products to corporate clients
Price and execute live foreign exchange spot, forward, and option trades
Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
Collaborate on analytical work and presentation materials for discussions with clients on currency risk management
Present hedging solutions to new clients and prospects
Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange
Work with trading, middle and back-office functions to support client trading activity
Operate as part of a team, collaborating across offices and resources
Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business
Required qualifications, capabilities, and skills
1+ year of experience in FX
Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
Ability to develop and manage client relationships
A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading
Critical thinker and problem solver. Clear, logical, solution-oriented approach to challenges with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
Ability to pursue analytical project work with a view assisting clients with their risk management programs
Strong understanding of fundamental product knowledge and market structure
Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
How much does a finance associate earn in Alhambra, CA?
The average finance associate in Alhambra, CA earns between $38,000 and $132,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.