Finance planner jobs in Thousand Oaks, CA - 555 jobs

Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors Position Summary: Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives. Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives. This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry. Qualifications / Requirements: 2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports Experience in executing private equity and/or debt real estate investments Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment Personal qualities of integrity, reliability, and strong professional judgment Strong attention to detail, organizational skills, and the ability to proactively manage deadlines What We Offer Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and genuinely enjoy working with one another . The company offers a compelling benefits package, including: Strong team culture set in a favorable “work hard, play hard” environment Competitive compensation package, commensurate with relevant prior work experience Health insurance (Medical + Dental + Vision) 401(k) + company matching Unlimited Paid Time Off (PTO) program Mentorship/rigorous training by industry veterans Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.

Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside. The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role. Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions. Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment. Investment Real Estate Expertise Supporting the valuation process, creating spreadsheets and preparing financial analysis Conducting research on comps and similar data Creating pitch presentations for new listings Scheduling inspections and managing due diligence Drafting letters of intent / purchase and sales agreements Drafting correspondence Overseeing transactions through to closing including reviewing written agreements Showing properties Sales Making introduction calls (Cold Calls and Warm Calls) to potential new clients Supporting the Senior Vice President with his pipeline of potential new clients Managing marketing processes to support the sales process Project Management Managing deal-flow in Salesforce Ensuring that deadlines are met Tracking and monitoring negotiations Seeing tasks through to completion Core daily functions will include: Project Management Sales Operations Support Required Skills and Experience ~ 4 Year Bachelor's Degree ~ Mastery of Microsoft Office, especially Outlook, Word, and Excel ~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one. Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.

RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA. Responsibilities Underwrite acquisition and development opportunities using complex Excel based financial models Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities. Support due diligence, investment memoranda, and Investment Committee materials Assist with transaction execution and closings Asset manage existing portfolio investments including recapitalizations and dispositions Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes Prepare monthly and quarterly portfolio reporting and cash flow projections Partner with internal teams to integrate budgets and schedules into financial models Qualifications 1 to 4 years of real estate investments / acquisitions experience Bachelor's degree required; Real Estate or Finance preferred Strong financial modeling and underwriting skills Detail oriented, self motivated, and team focused

JOB IS IN LOS ANGELES, PLEASE DO NOT APPLY UNLESS YOU ARE LOCATED IN THE LOS ANGELES AREA We are seeking a SKILLED Multifamily Real Estate Analyst deeply EXPERIENCED with AFFORDABLE Multifamily Housing assets to join our elite brokerage division. (Please do not apply if you do not have specific experience in this sector). This is a high-impact opportunity to join a team that has successfully closed $3 billion in affordable housing transactions. You will report directly to the Vice President of Affordable Housing, an industry veteran who developed over $200 million of affordable housing prior to joining our firm to lead this division. In this role, you will work on high-stakes affordable housing assignments where you will be responsible for structuring a disposition strategy on behalf of our clients targeting our proprietary buyer pool seeking Project Based Section 8 and LIHTC deals. These include Year 15 deals and troubled assets with complex layers of soft subordinate debt. You will be at the center of the industry, analyzing assets owned by the most prominent for-profit and non-profit affordable housing owners in the country. Responsibilities Evaluate financial performance of complex affordable housing real estate assets, with a focus on Year 15 dispositions and recapitalization strategies. Collaborate with the team to assess potential acquisitions and dispositions for assets with expiring compliance periods or those in need of a strategic exit. Analyze loan processing and underwriting procedures specific to affordable housing finance, including LIHTC debt and equity structures. Utilize financial acumen to interpret and present data effectively to high-level stakeholders and sophisticated ownership groups. Collect, organize, and maintain data related to affordable housing investments, regulatory agreements, and HAP contracts. Generate reports and presentations on financial analysis findings for the Vice President and our national client base. Experience The ideal candidate MUST possess the following skills: Experience analyzing, evaluating, and underwriting affordable multifamily properties (essential). Deep knowledge of LIHTC (Low-Income Housing Tax Credit) programs. Experience with Project-Based Section 8 (HAP contracts) is a significant plus. Strong mathematical skills and proficiency in quantitative research techniques. Advanced Microsoft Excel skill set (modeling complex waterfalls and regulatory tiers). Familiarity with underwriting processes from the brokerage side (debt and/or acquisition experience is a plus). Solid financial acumen and understanding of affordable housing financial concepts. Ability to collect and analyze data for informed decision-making in highly regulated markets. Joining our team offers an unparalleled opportunity to work on the industry's most complex and high-profile affordable housing transactions under proven leadership. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Work Location: In person, Los Angeles

Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales

Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis. This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams. Key Responsibilities Develop and maintain detailed Excel-based financial models for underwriting and investment analysis Analyze market trends, rent comps, and deal performance across multifamily and commercial assets Prepare investment memos and assist with internal presentations to senior leadership Conduct due diligence reviews including lease audits, financial statements, and market research Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field 1+ years of experience in financial analysis, real estate, or investment environments Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models Exceptional attention to detail, analytical thinking, and organizational skills Understanding of real estate financial metrics, entitlements, and valuation principles Strong written and verbal communication skills Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws. All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).

Financial Aid Advisor Neihulé Academy of Beauty - Los Angeles Come grow with us at Neihulé Academy of Beauty, where education, creativity, and student success come first. As a Financial Aid Advisor, you will play a vital role in guiding current and prospective students through the financial aid process and helping them create a clear plan to achieve their career goals in the beauty industry. This position is ideal for someone who is detail-oriented, student-focused, and passionate about helping individuals transform their lives through education. BRIEF SUMMARY OF JOB DUTIES Under the direction of the School Director, the Financial Aid Advisor serves as a coordinator of major financial aid programs and performs operational-level responsibilities across all areas of financial aid administration. Duties include need analysis, awarding, packaging, and revisions to financial aid packages. The Financial Aid Advisor exercises professional judgment to make necessary adjustments when standard need analysis methodology is not appropriate. This role advises students and parents regarding the financial aid application process, available funding options, and alternative financing. The advisor may also assist with financial aid workshops, orientations, and informational presentations as needed. WHAT YOU'LL DO • Meet with prospective and enrolled students to explain cost of attendance, financial aid options, and payment plans • Assist students and parents with FAFSA, FSA IDs, MPNs, and Entrance/Exit Counseling • Review ISIRs and resolve C-codes, conflicting information, and verification requirements • Perform need analysis, packaging, and revisions to financial aid awards • Exercise professional judgment in compliance with federal, state, and institutional regulations • Ensure documentation is accurate, complete, and properly maintained in electronic student files • Maintain compliance with Title IV and other applicable regulatory requirements • Provide in-person financial aid counseling when online completion is not possible • Support audits, reporting, and other financial aid operational needs • Deliver excellent customer service with professionalism, empathy, and integrity REQUIRED QUALIFICATIONS • Bachelor's degree or equivalent combination of education, training, and experience • Proven adaptability and ability to manage multiple deadlines and priorities • Strong organizational skills with high attention to detail and accuracy • Ability to work efficiently in a fast-paced, student-centered environment PREFERRED QUALIFICATIONS • Financial aid administrative experience, preferably in a postsecondary or vocational institution • Basic knowledge of federal financial aid programs and application processes • Familiarity with financial aid policies, regulations, and awarding practices • Understanding of institutional policies, processes, and compliance requirements • Knowledge of advising and counseling techniques • Ability to apply policies and regulations to individual student situations • Strong analytical, problem-solving, and critical-thinking skills • Ability to calculate and review financial aid awards accurately • Excellent written and verbal communication skills with active listening abilities • Strong customer service orientation and interpersonal skills • Ability to assess workflows and recommend process improvements • Proficiency with standard office software, internet, and email applications • Experience working with student information systems and complex databases ELIGIBILITY REQUIREMENTS • Must not be in default on any federal student loan SCHEDULE & LOCATION • Onsite position at our Downtown Los Angeles campus • Tuesday-Friday Part Time hours TBD Compensation: $25-$30/hour base on experience

Firm Profile Ducera Partners is a leading, independent investment banking and strategic advisory firm. We take a collaborative, partnership-based approach to deliver superior results to our clients across a variety of advisory verticals, including mergers and acquisitions, strategic advisory, restructuring and liability management, capital solutions, and risk solutions. Ducera leverages its extensive experience with an execution-focused approach to advise clients through pivotal moments where judgment, creativity, and precision are critical. Founded in 2015, Ducera has advised on over $850 billion in transactions across a variety of industries and has offices in New York, Los Angeles, San Francisco, and Stamford. Role Overview Ducera Partners is seeking to expand its team in its Los Angeles office with investment banking team members to assist in deal execution and commercial activities across the broad range of products Ducera offers. Assignments may include mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital, and frequently involve exposure to new issue advisory services (including ABS related issuances), strategic advisory assignments associated with contingent financial risk and natural disaster, government and public-sector clients. Team members can expect exposure to assignments focused on the western market, integration on assignments with teams in Los Angeles (primary), San Francisco and New York, and activity driven exposure to advisory opportunities in topical industries and products. Recent power, utility, government and public policy assignments have included advising elected officials and regulators on wildfires/natural disasters, liability frameworks and capital markets implications, and new issuance advisory assignments including achieving the lowest cost on new security issuances. This role provides experienced investment banking professionals the opportunity to operate at the intersection of corporate finance, strategic advisory, public policy, and capital markets, applying rigorous financial analysis and transaction execution skills to assignments. Responsibilities Team members are expected to work on a wide range of assignments across active products and industries (including those identified above). Work will include, but is not limited to: Working closely with senior bankers and clients in a lean team setting, demonstrating initiative, ownership, judgment, and professionalism while managing multiple priorities and deadlines. Coordinating complex, time-sensitive workstreams across internal teams and external parties, including clients, legal advisors, and other transaction participants. Actively participating in transaction execution, developing and reviewing financial analyses and models, developing and reviewing transaction structures, financing alternatives, implementation paths, and scenario analyses as well as supporting senior bankers in client-facing interactions, commercial activities and deal execution. Preparing, reviewing, and presenting client materials, including pitch books, strategic advisory presentations, transaction presentations, recommendations, and review of capital markets, ratings and credit perspectives to support discussions with clients and other stakeholders. Work involves developing and presenting perspectives, informed by reviewing substantial amounts of content, third party perspectives and recommendations, legislative and regulatory documents, credit and equity research, market reference points and internal experience. Monitoring, tracking, interpreting and informing team on market activity and industry activity, including tracking and maintaining database of comparable transactions, fundamental credit and cost of capital implications, alternative approaches to execution, investor lists, and developments which will inform strategies, future activity, and client recommendations. Maintain internal transaction and pipeline tracking tools, ensuring accuracy and organization in a fast-paced, multi-mandate environment, tracking news, legislative and regulatory activity and monitoring for potential opportunities. Over time, take an active role in covering clients and developing business development efforts. Manage day-to-day transaction execution workstreams, including senior banker and clients requests and analysis on time with strong attention to detail. Providing mentorship, training, and guidance to junior team members. Qualifications Ducera Partners seeks to hire individuals who are highly motivated, self-starting, team-oriented, intelligent and have excellent academic, leadership and extracurricular records. Successful candidates will demonstrate a strong background in finance, accounting, economics as well as possess excellent verbal and written communication skills, outstanding project management skills, and exceptional attention to detail. Additional qualifications include but are not limited to: Experience in investment banking with strong technical and corporate finance foundation. Strong organizational and process-management skills, with the ability to utilize technology and data tools to build and maintain databases, investor and lender relationships, market comps, and transaction pipeline tracking. Demonstrated proficiency in preparing client presentations and analyzing company and transaction comparables. Highly collaborative and team-oriented professional with a strong work ethic, attention to detail, and the maturity to interface directly with clients, investors, and senior deal bankers. Proactive self-starter with an entrepreneurial spirit that is comfortable operating within a lean organization and a desire to play an integral role in business development efforts / strategies across topical industries and products. Completion of a profile on Suited to further assist in an evaluation of your candidacy: Creating a Suited Profile Additional Information Expected annualized base salary range: $200,000 - $250,000. The annual base salary range reflects the low and high targets of the estimated base salary range for this position. The actual base salary an employee in this role receives may vary depending on a variety of factors, including but not limited to: work location, job-related knowledge, and prior experience. The range listed reflects base salary only, and the total compensation package may include other components. Ducera Partners is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Ducera Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. Investment Banking Candidates: Ducera Partners uses the Suited Assessment as part of our candidate evaluation and recruitment process to expand our consideration of candidates beyond traditional hiring metrics. Information on what is measured by the assessment, Suited's data retention policies, and how to request a reasonable accommodation may be found here: Resource Guide for Investment Banking Candidates. Completing the Suited assessment is a mandatory part of our recruiting process; however, should you believe that even with appropriate reasonable accommodations enabled you require an alternative selection procedure, please email us at *****************************. To see the results of our AEDT bias audit required under New York City Local Law 144, please click here: IB Assessment - Predictor 13A.

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.

Guggenheim Securities ("GS") is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Essential Job Functions * Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants * Assist in the design and development of complex financial models and valuation analysis * Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks * Perform client due diligence, prepare information memoranda and other transaction-related documentation * Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm * Conduct competitive research, including identifying sector and industry trends * Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership Preferred Qualifications * Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus * Familiarity with MS Excel, MS PowerPoint and MS Word * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Work Location * Currently, this role is expected to be in the Los Angeles office at least 4 days per week. Salary * A salary based on an annual rate of $110,000 per year * The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

JobID: 210682426 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $175,000.00-$225,000.00 We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team Job Summary As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities * Develop content for strategic meetings with clients regarding M&A or capital market transactions * Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives * Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses * Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations * Provide leadership, mentorship and supervision to Associates and Analysts * Participate in graduate recruiting Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office role * Bachelor's Degree required, preferably in accounting, finance, economics or a related field * Strong quantitative and financial analysis skills required * Understanding of the transaction cycle and the steps in the process and is execution oriented. * Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. * Self-directed, highly motivated, and able to work independently

We are seeking a highly skilled and experienced Analyst to join our dynamic Consumer & Retail team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst in the Consumer & Retail in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills Minimum 1 year work experience in an investment banking front office, or related, role. Strong accounting, finance, quantitative and business writing skills. Bachelors' degree in Finance, Economics, Business Administration, or a related field Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.

About the job We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values We work tenaciously to create exceptional results for our clients. We have grown significantly over the past several years and expect continued growth. As such, this is a great opportunity for a highly motivated individual. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. This position should expect a great deal of client exposure and this role will require demonstrated skill sets in the fundamentals of valuation, business strategy and client communication. Due to the entrepreneurial spirit of the firm, analysts are encouraged to take on as much responsibility as they can successfully handle. In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with senior bankers and client executives. This position reports directly to the Managing Director, Investment Banking. ESSENTIAL DUTIES AND RESPONSIBILITIES Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities Providing analytical support for financing transactions Maintaining deal flow tracking and management system Product and market diligence, forecasting and sensitivity analysis Financial, business and scientific diligence from both secondary and primary sources Supporting the senior banking team with ad hoc industry and sector analysis and screens Information aggregation, synthesis and dissemination to team Assisting in the development and production of proposals, presentations for clients and prospects Ability to demonstrate deep understanding of financial statements and analysis Ability to function at a high level as part of a small team and with intermittent direction Ability to communicate effectively verbally and in writing and exude professionalism as a representative of our firm Strong organizational skills, attention to detail; candidates will be internally motivated and solutions oriented Strong project management skills and attention to detail KEY QUALIFICATIONS & REQUIREMENTS BA/BS degree in Finance, Business, or Economics (or a related discipline) is preferred Minimum one (1) year investment banking, private equity, venture capital, or corporate finance experience preferred Strong analytical and quantitative skills and experience preferred Effective communication, presentation and writing skills Proficient in Microsoft Office applications (i.e. Excel, Word, PowerPoint) Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Ability to work within a team, take the initiative and show strong attention to detail is critical Possess a positive, team-oriented attitude with a commitment to excellence and integrity Self-driven individual with high level of motivation COMPENSATION We offer competitive compensation with salary and bonus. We also offer industry leading benefits including medical, dental, vision, 401k with employer match, employer paid life insurance, flexible spending accounts, employee assistant program, and employee discounts via Insperity. Work/life balance is our foundation and is supported through paid holidays, and generous paid time off.

Guggenheim Securities (“GS”) is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities (“GS”). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Essential Job Functions Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants Assist in the design and development of complex financial models and valuation analysis Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks Perform client due diligence, prepare information memoranda and other transaction-related documentation Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm Conduct competitive research, including identifying sector and industry trends Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership Preferred Qualifications Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus Familiarity with MS Excel, MS PowerPoint and MS Word Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management Highly organized, with the initiative and ability to work with limited supervision Excellent analytical skills and attention to detail Strong written and oral communication skills Effective process management abilities Basic Qualifications Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Work Location Currently, this role is expected to be in the Los Angeles office at least 4 days per week. Salary A salary based on an annual rate of $110,000 per year The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

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.

We are currently seeking an experienced Associate to join our Media & Consumer & Retail (will act as a Generalist) financial advisory practice in Los Angeles. Moelis & Company's Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: $175,000- 225,000 USD We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role Bachelor's Degree required, preferably in accounting, finance, economics or a related field Strong quantitative and financial analysis skills required Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications: Bachelor's degree in Finance, Accounting, Business, or related field. 2+ years of experience in capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting Preferred Qualifications: CPA, CFA, or MBA preferred. Annual Salary Range: ($85K-$95K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Relocation assistance + reimbursement Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.