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Bankers Life 4.5
Finance representative job in Los Angeles, CA
Build Your Own Client Base with the Support of a Fortune 500 Company 🚀
Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions.
What We Offer:
Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP .
Growth: Progressive advancement into leadership and wealth management.
Rewards: Competitive commissions, bonuses, and retirement savings programs.
If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk.
Let's connect: 👉 Schedule a call here: *****************************************
📞 Or call/text: **************
$55k-91k yearly est. 3d ago
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Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance representative job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 5d ago
Financial Reporting Associate
Dailylook 3.3
Finance representative job in Los Angeles, 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.
$85k-100k yearly 3d ago
Bilingual Japanese Programmatic Trader
MiQ 4.6
Finance representative job in Los Angeles, CA
Title: Bilingual Japanese Programmatic Trader THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands.
We are looking for a Bilingual Japanese Programmatic Trader
* based in LA
* amenable to work following Japan office hourse (GMT+9)
* Fluent in Japanese (Native/N1/N2 levels) and also speaks English
* Open to training in programmatic advertising
WHO YOU ARE
YOUR PERSONALITY
We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below.
* Passion - We love and live what we do.
* Determination - We always find a way to 'figure it out'.
* Unity - We hold each other accountable. We win and lose as a team.
* Agility - We anticipate the unexpected, embrace and adapt to change.
* Courage - We dare to think unconventionally.
WHAT YOU'LL BE DOING
* Delivery: Accomplishing tasks on time and to a high quality, managing different deadlines and priorities
* Managing a portfolio of clients and ensuring that all are performing & pacing optimally.
* Setup campaigns to succeed from day 1.
* Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals .
* Troubleshoot campaign challenges.
* Implementing campaign optimizations within the DSPs.
* Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc.
* Client Reporting & optimization commentary.
* Delivery & incremental forecasting.
* Project Management: Staying focused and contributing to projects. Organizing stakeholders and multiple milestones
* Provide avails, pricing, and strategy recommendations for new campaigns.
* Partnering with the other members of the trading team to enhance internal tools & processes.
* Feedback & test new Trading products to help drive future enhancements
* Internal Collaboration: Working with internal stakeholders, building relationships, and working across differences to find solutions
* Building great relationships with the sales & account management team on your commercial pod
* Working with other commercial teams to deliver custom client solutions
* Communication: Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes
* Explaining strategy & optimizations to internal & external partners
* Articulating to clients how MiQ's Trading technology & expertise sets us apart.
* Innovation: Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working.
* Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals.
* Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms
YOUR QUALIFICATIONS
Hard skills
* Analytical skills are essential
* Experience with large datasets in Excel and BI tools
* Experience with Xandr, DV360, The Trade Desk, or any DSP preferred
* 1+ years' experience running programmatic campaigns preferred
Soft skills
* A start-up mind-set
* Attention to detail
* Accomplished communicator
* Ability to work both independently and collaborate within a team environment
* Great time management skills
* Motivated - You bring an entrepreneurial mindset to the table
* Determined - You always find a way to 'figure it out'
* A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions.
* Energetic - You enjoy building relationships and bring passion to whatever you do
* Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new.
* Alignment with MiQ's core values
* A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm
* A dream to grow your career as the company scales
WHO WE ARE
We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places.
Our business keeps growing and our company keeps getting better because we keep hiring smart new people.
People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us.
If that sounds like you, we'd love to hear from you.
WORKING AT MIQ
OUR COMMITMENT TO INCLUSION AND DIVERSITY
Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team.
If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce.
Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential.
BENEFITS & PERKS - US MARKET
* Health benefits - covering medical, dental, vision with HSA and FSA options
* Company paid basic life, long-term disability plans and variable life insurance program
* 401k Matching Program
* An Employee Assistance Program (EAP)
* Paid maternity and paternity leave
* A Nursing Mother's Program
* Generous PTO policy in addition to paid holidays
* Tax Free Benefits (Commuter/Health/Dependent Care)
* Continuous education and training
* Flexible remote working policy with optional office use for those who need it during 2022
Apply Today
Equal Opportunity Employer
E-Verify Employer
$59k-92k yearly est. Auto-Apply 10d ago
Trader - Investment Grade Credit
Doubleline Group LP
Finance representative job in Los Angeles, CA
The Trader will be responsible for the trading of investment grade corporate bonds on behalf of a diverse base of client investment vehicles including mutual funds, UCITs, ETFs, and separately managed institutional accounts. The Trader will work in close collaboration with Portfolio Managers and Credit Analysts to ensure alignment of trading strategies with portfolio objectives and credit views.
Job Functions
Trading
Ensure best execution, routing, and fair allocation
Ensure compliance with all portfolio guidelines
Allocate and ticket all trades
Maintain records (blotter & best execution)
Work with settlement team on unresolved trade issues
Collaboration with Portfolio Manager
Track and manage cash positions across portfolios
Deliver concise market intelligence updates to inform trading and portfolio decisions
Identify/generate trade ideas
Alert any changes in restricted trading lists
Collaboration with Credit Analysts
Track and manage primary calendar
Provide information & recommendation on corporate actions
Monitor/Alert market news and trends
Monitor/Alert market movements, especially outliers
External Relationships
Develop and maintain formal, strategic relationships with broker-dealer trading, sales, and syndicate teams to enhance market access, liquidity, and trade execution quality.
Undertake ad-hoc projects as necessary
Qualifications
Bachelor's Degree
At least 2 years of investment grade bond trading experience required, preferably on the sell side
Proficiency in Bloomberg
Credit training is a plus
Demonstrated attention to detail and collaborative
Base Salary Range
The estimated base salary range for this position is $100,000 - $150,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
$100k-150k yearly 12d ago
Trader
Signature Estate & Investment Advisors, LLC
Finance representative job in Los Angeles, CA
JOB TITLE: Trader
EMPLOYER: Signature Estate and Investment Advisors Inc
DEPARTMENT: Investment Services
REPORTS TO: Managing Senior Partner
SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills.
DUTIES AND RESPONSIBILITIES:
Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines.
Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs.
Monitor market conditions, trading workflows, and best execution practices.
Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues.
Maintain trading logs, compliance documentation, and detailed transaction records.
Support the creation and maintenance of investment models and portfolio implementation processes.
Communicate with the advisor team regarding trade status, timing, constraints, and market impacts.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's degree in Finance, Economics, or a related field preferred.
1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage.
Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows.
Experience with RIA custodians (Schwab, Fidelity) preferred.
Exceptional attention to detail, accuracy, and organizational skills.
Ability to work collaboratively with advisors and internal teams.
Strong ethical standards and commitment to a fiduciary environment.
COMPETENCIES:
Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
$63k-105k yearly est. Auto-Apply 60d ago
Bilingual Japanese Programmatic Trader
MiQ Digital
Finance representative job in Los Angeles, CA
Title: Bilingual Japanese Programmatic Trader
THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands.
We are looking for a Bilingual Japanese Programmatic Trader
- based in LA
- amenable to work following Japan office hourse (GMT+9)
- Fluent in Japanese (Native/N1/N2 levels) and also speaks English
- Open to training in programmatic advertising
WHO YOU ARE
YOUR PERSONALITY
We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below.
Passion - We love and live what we do.
Determination - We always find a way to ‘figure it out'.
Unity - We hold each other accountable. We win and lose as a team.
Agility - We anticipate the unexpected, embrace and adapt to change.
Courage - We dare to think unconventionally.
WHAT YOU'LL BE DOING
Delivery:
Accomplishing tasks on time and to a high quality, managing different deadlines and priorities
Managing a portfolio of clients and ensuring that all are performing & pacing optimally.
Setup campaigns to succeed from day 1.
Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals .
Troubleshoot campaign challenges.
Implementing campaign optimizations within the DSPs.
Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc.
Client Reporting & optimization commentary.
Delivery & incremental forecasting.
Project Management:
Staying focused and contributing to projects. Organizing stakeholders and multiple milestones
Provide avails, pricing, and strategy recommendations for new campaigns.
Partnering with the other members of the trading team to enhance internal tools & processes.
Feedback & test new Trading products to help drive future enhancements
Internal Collaboration:
Working with internal stakeholders, building relationships, and working across differences to find solutions
Building great relationships with the sales & account management team on your commercial pod
Working with other commercial teams to deliver custom client solutions
Communication:
Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes
Explaining strategy & optimizations to internal & external partners
Articulating to clients how MiQ's Trading technology & expertise sets us apart.
Innovation:
Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working.
Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals.
Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms
YOUR QUALIFICATIONS
Hard skills
Analytical skills are essential
Experience with large datasets in Excel and BI tools
Experience with Xandr, DV360, The Trade Desk, or any DSP preferred
1+ years' experience running programmatic campaigns preferred
Soft skills
A start-up mind-set
Attention to detail
Accomplished communicator
Ability to work both independently and collaborate within a team environment
Great time management skills
Motivated - You bring an entrepreneurial mindset to the table
Determined - You always find a way to ‘figure it out'
A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions.
Energetic - You enjoy building relationships and bring passion to whatever you do
Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new.
Alignment with MiQ's core values
A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm
A dream to grow your career as the company scales
WHO WE ARE
We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places.
Our business keeps growing and our company keeps getting better because we keep hiring smart new people.
People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us.
If that sounds like you, we'd love to hear from you.
WORKING AT MIQ
OUR COMMITMENT TO INCLUSION AND DIVERSITY
Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team.
If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce.
Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential.
BENEFITS & PERKS - US MARKET
Health benefits - covering medical, dental, vision with HSA and FSA options
Company paid basic life, long-term disability plans and variable life insurance program
401k Matching Program
An Employee Assistance Program (EAP)
Paid maternity and paternity leave
A Nursing Mother's Program
Generous PTO policy in addition to paid holidays
Tax Free Benefits (Commuter/Health/Dependent Care)
Continuous education and training
Flexible remote working policy with optional office use for those who need it during 2022
Apply Today
Equal Opportunity Employer
E-Verify Employer
$63k-105k yearly est. Auto-Apply 12d ago
Programmatic Trader
Daviselen Advertising 3.7
Finance representative job in Los Angeles, CA
Job Description
This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients.
Main Duties and Responsibilities
Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients
Implement best practices for bidding, budget management, and reporting
Support the documentation of optimizations and learnings
Collaborate with account and product personnel on programmatic media plans
Educate internal and external teams
Design and implement strategies to improve performance for clients, supporting recommendations with results data
Work to establish and manage existing PG, PMP, or other inventory lines with vendors
Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment
Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client
Support planning and buying teams on invoice reconciliation and buy information entry into our financial system
Requirements
At least 2 year of hands-on programmatic buying experience
Proven ability to drive programmatic performance
Proven ability to thrive in highly collaborative work environments
Advanced user of at least one DSP (TTD and Amazon preferred)
Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments
Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)
$57k-90k yearly est. 2d ago
Summer Intern, Finance & AI Process Automation
Arrowhead Pharmaceuticals 4.6
Finance representative job in Pasadena, CA
Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing.
Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates.
Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need.
The Position
We are seeking a highly motivated intern to support Finance, Treasury, and Accounting by identifying, analyzing, and helping implement opportunities to improve and automate financial processes using AI, agentic capabilities and other technologies. This role will work closely with Finance and Accounting stakeholders to define use cases, document requirements, and partner with Information Systems & Informatics (IS&I) to design and pilot potential solutions.
This internship offers hands-on exposure to strategic finance, accounting, valuation, and emerging AI-enabled automation in a collaborative, cross-functional environment.
This is an 11-week Summer Internship Program paying $26.00 per hour for students pursuing a Master's Degree. This role requires full-time, onsite work five days per week at the designated location.
Responsibilities
Process Improvement
Partner with Finance and Accounting teams to identify processes that could be improved, streamlined, or automated.
Analyze current-state processes, identify inefficiencies, and document requirements and proposed future-state solutions.
Collaborate with IS&I and vendors to help design, test, and support implementation of AI-enabled solutions and proof-of-concepts.
Develop clear documentation, business cases, and presentations for proposed improvements.
Finance, Treasury & Accounting Project Support - support Teams with various projects some of which are -
Support the formalization of the Company's Weighted Average Cost of Capital (WACC) methodology for:
Audit Committee review
Deal evaluation and strategic decision-making
Evaluate and recommend efficient and effective methods for R&D cost tracking and reporting.
Assist in developing valuation methodologies for:
Key product and program lines
Business development and deal support
Accounting and financial reporting needs
Share price and enterprise value evaluation
Analysis & Communication
Perform financial modeling, data analysis, and scenario analysis as needed.
Translate complex financial and technical concepts into clear, actionable insights for stakeholders.
Prepare supporting materials for leadership discussions and governance forums.
Requirements
Currently enrolled in or recently completed a Master's degree (MS)
Strong foundation in finance, accounting, or economics (coursework or experience).
Technical aptitude with interest or experience in AI, automation, data science, or advanced analytics.
Strong analytical, problem-solving, and critical-thinking skills.
Ability to document processes clearly and communicate effectively with both technical and non-technical stakeholders.
Proficiency in Excel and/or financial modeling tools.
Preferred
Experience with Python, SQL, data visualization tools, or automation platforms.
Exposure to AI, machine learning, or agent-based systems.
Understanding of valuation methodologies (DCF, comparables, etc.).
Prior internship or project experience in finance, consulting, analytics, or technology-enabled roles.
California pay range $11,440-$11,440 USD
Arrowhead provides competitive salaries and an excellent benefit package.
All applicants must have authorization to work in the US for a company.
California Applicant Privacy Policy
$38k-56k yearly est. Auto-Apply 6d ago
Finance Intern, Summer 2026
The Walt Disney Company 4.6
Finance representative job in Burbank, CA
About the Role & Program:
As a Finance Intern, you will have the opportunity to be part of the magic as you support one of the following teams:
ABC Entertainment (Finance and Business Planning) - Primetime, Late Night and Daytime
ABC Entertainment (Marketing Finance & Business Planning)
Freeform (Marketing Finance & Business Planning)
ABC News (Marketing Finance)
This internship is a full-time, three-month commitment in the Burbank, CA area from June - August 2026.
What You Will Do:
Operating plans, forecasts, and strategic plans
P&L planning, budget, Variance, quarter, trend and acquisition analysis
Financial Planning & Analysis (FP&A), project modeling, and variance analysis
Accounting: Quarter closings, cash flows, and reconciliations
Ad hoc requests and reporting for your team and Senior Executives
Required Qualifications & Skills:
A solid skill set gained through coursework in Finance, Accounting and Business Administration
Intellectual curiosity, critical thinking, and a willingness to embrace and adapt to an ever-changing environment and work situation
Detail-oriented with the ability to manage multiple time-sensitive projects simultaneously
Collaborative mindset combined with the ability to work independently
Data analytics mindset
Ability to structure projects and handle ambiguous data
Strong written and oral communication skills
Microsoft Excel and PowerPoint skills
Education:
Junior or Senior year preferred
Major or previous coursework in Finance, Accounting, Economics, Business, or related area
Eligibility Requirements & Program Information:
Candidates for this opportunity MUST meet all of the below requirements:
Be enrolled in an accredited college/university pursuing a degree taking at least one class at time of application OR currently participating in a Disney College Program or Disney Internship.
Current Disney Interns, College, International, or Culinary Program Participants: You may only work for ONE consecutive year (12 months) in any combination of an internship and/or program.
Be at least 18 years of age
Possess unrestricted work authorization
Additional Information:
Available to work full-time (40 hours per week) for the duration of the internship
Able to provide own housing and transportation in the Burbank, CA area
The pay rate for this role is $22.50 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: ****************************************
Job Posting Segment:
DEFIN
Job Posting Primary Business:
Finance (DET)
Primary Job Posting Category:
Other
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Burbank, CA, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-11-03
$22.5 hourly Auto-Apply 60d+ ago
Financial Advisor - Los Angeles
Navy Federal 4.7
Finance representative job in Los Angeles, CA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired: Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Desired: Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desired: Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 8985 Venice Boulevard Unit C-1A, Los Angeles, CA 90034
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
$55k-75k yearly Auto-Apply 4d ago
Financial Services Representative - State Farm Agent Team Member
Derek Tsu-State Farm Agent
Finance representative job in San Marino, CA
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Ability to relate to a customer.
Goal-oriented and motivated by achieving measurable results.
$33k-52k yearly est. 29d ago
Financial Services Representative State Farm Agent Team Member
Allan Cheng-State Farm Agent
Finance representative job in Glendora, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Employee discounts
Flexible schedule
Paid time off
Training & development
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Simple IRA
Requirements
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Ability to assess customer needs and conduct effective interviews
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Bilingual - Mandarin preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$33k-52k yearly est. 29d ago
Investment Banking Vice President, Media - Los Angeles
Moelis & Company 4.9
Finance representative job in Los Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000
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.
$250k yearly Auto-Apply 60d+ ago
Financial Aid Specialist - Financial Aid and Student Financial Services
Join Our Team of Difference Makers
Finance representative job in Azusa, CA
APU is seeking employees who desire to engage in our thriving culture by cultivating community through professional interactions, demonstrating a posture of lifelong learning, and modeling Christ-like character. Working together, employees at APU commit to establishing a university atmosphere that is pleasing to God and edifying to one another.
This position is responsible for determining students' financial aid eligibility and processing Federal, State, Institutional, and outside aid for graduate and professional students through the analysis of financial aid data and student documents.
Required Education
Bachelor's Degree.
Required Experience
Five to seven years of general business experience, preferably in a related field or a field that is highly regulated.
Financial Aid Experience preferred.
PeopleSoft Campus Solution experience preferred.
Primary Duties/Essential Functions
Reviews federal needs analysis documents for accuracy and follows up for income documentation for federal verification.
Understands basic federal tax law to evaluate the accuracy of FAFSA data entry and completes verifications for families that are selected based on the Department of Education's 30% rule.
Awards and revises all federal, state, and institutional aid as well as private student loans for graduate and professional students within federal, state, and institutional guidelines.
Communicate with other SFS staff and departments across campus in a timely manner regarding adjustments needed to students' financial aid award packages and other individual student circumstances.
Review and analyze various daily, weekly and monthly reports to ensure accuracy, discern errors, and maintain high level of student service through the financial aid process.
Monitor and review student's academic progress to ensure ongoing eligibility for financial aid.
Processes required “Return to Title IV” program funds for students officially or unofficially withdrawing from the university.
Review, interpret and apply complex federal and state regulations to remain in compliance by attending conferences, workshops, webinars and other available forms of training as applicable.
Use PeopleSoft Campus Solutions, Windows interface and Microsoft products, Archiving, COD, ELM-ONE, IFAP, NSLDS, FAA Access, Webgrants and various other financial aid websites to complete tasks.
Required to work one Saturday commencement event (Winter or Spring) each calendar year.
Committed to a Christ-centered, multicultural community that values diversity.
Support, affirm, and sustain the beliefs, values, and mission of the university in all facets of one's role and through the university's daily living expectations.
Responsible for daily electronic timekeeping as it applies to the scope of this position.
Regular, punctual attendance as required by the supervisor based on department needs.
Performs other duties related to job description as assigned by supervisor.
Skills
Proficiency in Microsoft Office products, primarily Excel and Word.
Ability to communicate effectively in writing and verbally.
Good command of the English language with good organizational skills and attention to detail.
Ability to plan details of procedures and methods to obtain definite objectives.
Mental Demands
Ability to work under pressure, exuding a mature demeanor while multi-tasking in a deadline oriented environment with accuracy and consistency.
Ability to work independently and meet deadlines.
Ability to work collaboratively with a team, as well as an independent contributor.
Ability to exercise good judgment and discretionary skills in determining when to act independently and when to consult management prior to taking action.
Self-starter with a positive attitude.
In agreement with the purpose and goals of Azusa Pacific University in providing a Christian-based higher education for its students.
Physical Demands
Requires repetitive motions and sitting at computer keyboard.
Hearing and speaking on the telephone.
Able to conduct business at other offices on campus.
Able to lift, bend, grasp, reach, lift up to 20 lbs. occasionally.
Visual Demands
Computer monitor and reading.
Environment
Pleasant office, comfortable temperatures.
Technologies
.
Proficient in Google Apps., Microsoft Office, Word, and Excel.
Compensation
Grade 8: $21.44 to $24.44 is the hourly compensation OR annual salary for this role and reflects what Azusa Pacific University reasonably expects to pay for this position. Actual compensation may vary based on the qualifications, experience, and internal equity. In addition to compensation, APU offers a competitive benefits package.
Azusa Pacific University is a Christ-centered, multicultural community that values and seeks faculty and staff who are committed to diversity, work effectively with diverse populations, and engage others in ways that honor our rich cultural mosaic and biblical foundation. Please click the links to learn more about 'what we believe', our 'mission statement', and our 'statement of faith'.
You can learn more about APU by watching the stories of faculty, staff, and alumni as they carry out our mission here: ****************************
Azusa Pacific University will conduct a background check on all final candidates.
Review of applications will begin immediately, and the position will remain open until filled unless otherwise stated. Azusa Pacific University does not discriminate on the basis of race, color, national origin, sex, age, disability, or status as a veteran in any of its policies, practices, or procedures. Women and minorities are encouraged to apply.
$21.4-24.4 hourly 60d+ ago
Concierge Banker - Float
Midfirst Bank 4.8
Finance representative job in Los Angeles, CA
Essential Duties and Responsibilities:
This role will perform a variety of sales and service functions using a high degree of personal service skills. A Concierge Banker is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those service, to include, but not limited to deposit accounts, cash requests, funds transfers, wire transfers and stop payments. This individual must be able to work in a fast paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues.
Duties will include, but are not limited to the following:
Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures.
Greeting customers and facilitating a welcoming and customer- focused environment.
Responding to customer inquiries and concerns; researching and identifying solutions.
Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual
Building customer loyalty by developing relationships and always offering exceptional service.
Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions.
Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities.
Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary.
Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms.
*This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
As a Float Concierge Banker, a designated banking center will be assigned at the location stated. This posiion requires the flexibility to drive to and from different branches with the region. Employee will be required to have a reliable transportation to drive to various banking locations and as such, will receive mileage reimbursement.
Required Skills:
Minimum of 2 years of cash handling responsibilities
Excellent customer-service skills, including oral and written communication
Ability to effectively contribute to a positive team environment and work toward achieving goals
Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations
Strong work ethic and high integrity
Strong computer and 10 key skills
Outgoing, assertive, confident, and enthusiastic personality
Preferred Skills:
Knowledge of banking products and procedures
Successful sales record in a sales or banking environment
Proficiency with all Microsoft applications (Word, Outlook, Excel etc.)
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
Salary Range: $22.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.
$22-25 hourly 48d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Santa Monica, CA
College FinancialRepresentatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financialrepresentatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time FinancialRepresentative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College FinancialRepresentative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time FinancialRepresentative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 20d ago
Trader
Signature Estate & Investment Advisors, LLC
Finance representative job in Los Angeles, CA
JOB TITLE: Trader
EMPLOYER: Signature Estate and Investment Advisors Inc
DEPARTMENT: Investment Services
REPORTS TO: Managing Senior Partner
SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills.
DUTIES AND RESPONSIBILITIES:
Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines.
Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs.
Monitor market conditions, trading workflows, and best execution practices.
Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues.
Maintain trading logs, compliance documentation, and detailed transaction records.
Support the creation and maintenance of investment models and portfolio implementation processes.
Communicate with the advisor team regarding trade status, timing, constraints, and market impacts.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's degree in Finance, Economics, or a related field preferred.
1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage.
Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows.
Experience with RIA custodians (Schwab, Fidelity) preferred.
Exceptional attention to detail, accuracy, and organizational skills.
Ability to work collaboratively with advisors and internal teams.
Strong ethical standards and commitment to a fiduciary environment.
COMPETENCIES:
Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
$63k-105k yearly est. 2d ago
Programmatic Trader
Daviselen Advertising 3.7
Finance representative job in Los Angeles, CA
This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients.
Main Duties and Responsibilities
Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients
Implement best practices for bidding, budget management, and reporting
Support the documentation of optimizations and learnings
Collaborate with account and product personnel on programmatic media plans
Educate internal and external teams
Design and implement strategies to improve performance for clients, supporting recommendations with results data
Work to establish and manage existing PG, PMP, or other inventory lines with vendors
Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment
Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client
Support planning and buying teams on invoice reconciliation and buy information entry into our financial system
Requirements
At least 2 year of hands-on programmatic buying experience
Proven ability to drive programmatic performance
Proven ability to thrive in highly collaborative work environments
Advanced user of at least one DSP (TTD and Amazon preferred)
Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments
Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)
$57k-90k yearly est. Auto-Apply 60d+ ago
Investment Banking Vice President, Media - Los Angeles
Moelis 4.9
Finance representative job in Los Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: * Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
* Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
* Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
* Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
* Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
* Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
* Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
* Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
* Ability to effectively adapt to and address changing client and firm needs
Education:
* An MBA from a top-tier business school or equivalent investment banking experience
* Five or more years of relevant work experience
Expected Salary: $250,000
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.
How much does a finance representative earn in Lancaster, CA?
The average finance representative in Lancaster, CA earns between $22,000 and $56,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in Lancaster, CA