Finance associate jobs in Lake Forest, CA - 1,520 jobs

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%

A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr

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.

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

Los Angeles, CA, USA (on-site, not hyrbid or remote) DailyLook, a subsidiary of Victoria's Secret & Co. (NYSE: VSCO) since being acquired in December 2022, is seeking a Financial Reporting Associate to join the finance and accounting team. Qualifications for the Position Bachelor's degree in Accounting, Finance, or a related field CPA preferred At least 2+ years of relevant experience is a must Knowledge of SOX 404 compliance & internal controls preferred Strong knowledge of GAAP and financial reporting. Experience with ERP systems (NetSuite preferred). Advanced proficiency in Microsoft Office and other financial tools. Excellent analytical, organizational, and leadership skills. Exemplary interpersonal communication skills both verbal and written Highly motivated, collaborative Experience in a Startup or Retail industry is an extra plus! An intellectually curious team player with a no-compromises approach to work quality, attention to detail, organization, and the ability to manage multiple priorities and projects in a fast-paced environment Self-motivated, detail-oriented, hands-on go-getter with the ability to build and overhaul processes, take initiative, work independently and proactively, multi-task, and remain flexible with changing priorities “I'll find a way!” mindset where you can leverage your autonomy within your role to think outside the box Demonstrated ability to communicate and collaborate effectively across global teams by adapting to diverse cultural norms, respecting time zone differences, and leveraging digital collaboration tools to maintain alignment and productivity Skilled in building trust and fostering inclusive communication styles that support clarity, empathy, and shared goals in international work environments Ability and willingness to work on-site at our office in Downtown LA office 5x a week. Responsibilities Play a key role in the month end financial statement close process by preparing month end journal entries and account reconciliations. Coordinate with internal & external auditors as needed Prepare the monthly, quarterly and annual financial statements and supporting financial reporting packages. Ensure compliance with GAAP and other financial regulations. Prepares the budgeting, forecasting, and variance analysis. Prepares various scenarios for forward looking finance requests as needed Implement and improve financial reporting processes and internal controls. Other responsibilities (i.e. special projects, ERP enhancements, system uplift procedures, internal controls, and ad hoc analyses as requested.) Collaborate with other departments and provide necessary financial information to help monitor KPI performance Prepare monthly KPI results Reports to Senior Accounting Manager Compensation & Benefits The base /pay for this position ranges from $85,000-$100,000. This is an exempt position. Pay is based on a number of factors including job-related knowledge, skills, and experience. In addition to base compensation, Adore Me offers employees the following benefits: 401(k) Access to virtual health and wellness support Medical, dental, and vision Paid holidays Sick time Paid parental leave for new parents Paid prenatal leave FSA Access to virtual family-building care platform Commuter Benefits Supplemental Life Insurance Voluntary Short & Long Term Disability Insurance DailyLook is proud to provide equal opportunity to all employees and qualified applicants without regard to race, color, religion, national origin or citizenship, age, sex, marital status, ancestry, legally protected physical or mental disability, veteran status, gender identity, sexual orientation or any other basis protected under applicable law. By applying for this position, the applicant authorizes DailyLook to check all references list on your application and/or resume.

Analyst, Corporate Strategy Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities. Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives. This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA. Salary Range: $90,000-$100,000 Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office Ability to travel up to 5% of the time What Your Day Looks Like Strategic Planning & Analysis Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan). Contribute to spotting performance challenges early and proposing practical solutions. Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation. Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals. Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives. Develop business cases, financial models, and scenario analyses to support strategic decisions. Provide regular updates and insights in presentation form on strategic projects for executive leadership. Prepare clear and compelling presentations for executive teams and board meetings. What We're Looking For Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred). 3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset. Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI) Demonstrated ability to interpret data, build models, and extract insights. Strong business acumen and understanding of corporate financial statements flows including cash flows. Understanding of corporate strategy, organizational design, and performance improvement levers. Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs. Excellent written and verbal communication skills with ability to present complex findings clearly. Experience in a fast-paced environment with exposure to executive-level decision-making. Ability to work independently and handle multiple projects simultaneously. High attention to detail, intellectual curiosity, and a collaborative mindset. What's In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.

Irvine, California;Irvine, California; Irvine, California; Irvine, California; Tustin, California; Lake Forest, California; Irvine, California; Rancho Santa Margarita, California; Laguna Niguel, California; Irvine, California; Tustin, California; Newport Beach, California; Irvine, California; Foothill Ranch, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! ****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.**** **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. **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. **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 and Loan Originators. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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.

Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities. Job Title: Financial Analyst Location: near West Hollywood Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has an onsite work status. Compensation - Salary range is $70,000/year to $90,000/year. There is a bonus offered. RESPONSIBILITIES OF THE FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. Bachelor's degree from a well-respected college or university. At least one (1) year of FP&A work experience. Proficient understanding of Key Performance Indicators (KPI's) Preferred MBA Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE FINANCIAL ANALYST Required Technical Expert-level MS Excel proficiency (pivot tables, financial modeling) Power BI or Tableau or Planful or equivalent program Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.

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.

The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making. Job Duties: Assist in the development of annual budgets, forecasts, and long-range financial plans. Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support. Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast. Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities. Design and enhance standard and custom financial reports within reporting platforms. Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs. Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information. Support continuous improvement of FP&A processes, tools, and templates. Job Qualifications: 2-3 years of experience in FP&A, corporate finance, or similar analytical role. Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas. Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.). Solid understanding of budgeting, forecasting, and variance analysis. Ability to effectively communicate financial insights to non-financial stakeholders. Hands-on experience with financial reporting or performance management software, such as: DataRails Vena Solutions Workday Adaptive Planning (or comparable tools) Schedule/Location: Hours: Monday-Friday 8:00am-5:00pm Remote - Monterey Park, CA Benefits Offered: Medical, Dental, and Vision coverage 401k Paid Time Off (PTO) Internet Stipend for remote workers And much more! About First Legal: We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.

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.

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.

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

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

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)

The Deal Management Financial Contracts Analyst will audit existing deals by reading the financial terms in the contracts and comparing them against the entries in our financial system. This role is crucial for ensuring that all agreements align with the company's financial reporting. This is a role contract and goes until the end of September 2026. Key Responsibilities Contract Review Analysis: Analyze the financial terms in contracts and compare against our financial system for accuracy Identify discrepancies and document Required Qualifications Education: Bachelor's degree in finance, Business Administration, Law, or related field. Experience: 5 or more years of progressive experience in contract review and administration, preferably within finance. Skills: Expertise in analyzing and interpreting complex contract language, especially financial and commercial terms. Strong attention to detail and organizational skills. Preferred Qualifications Working knowledge of relevant industry regulations and compliance standards. Experience in financial modeling and basic accounting principles related to contracts (e.g., revenue recognition). Rightsline and Alliant knowledge preferred.

JobID: 210695726 JobSchedule: Full time JobShift: Day Base Pay/Salary: Huntington Beach,CA $22.50-$30.29 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: **************************************************************************

The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's degree in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-JH2