Private Markets Investment Associate Director / Director -EASY APPLY WILL NOT BE ACCEPTED
Investment Banker Job In Santa Monica, CA
Private Markets Investment Associate Director / Director- Job Description
Angeles Investment Advisors, LLC is an employee-owned investment advisory firm based in Santa Monica, CA. Angeles provides investment management and advisory services to institutional clients (e.g., endowments, foundations, pension plans, and select high net worth clients). Angeles' expertise includes investment research, asset allocation, investment policy development, portfolio structure, manager research & selection, and risk management. More information is available on our website at ***************************
Roles and Responsibilities
Angeles seeks an investment professional to conduct research and due diligence on fund managers and direct investments across private equity, real estate, private credit.
§ Manager Research: Source, interview, and evaluate new investment managers for Angeles' private equity, real estate, and private credit portfolios. Provide written documentation of research meetings summarizing the investment thesis and next steps.
§ Co-investment Due Diligence: Conduct due diligence on direct co-investment opportunities across private equity, real estate, and private credit.
§ Investment Committee: Present findings and analysis to Angeles' investment committee.
§ Portfolio Monitoring and Management: Conducting regular updates with investment managers, assessing results and continued suitability for Angeles portfolios.
§ Business and Operational Review: Assist with operational due diligence on investment managers.
§ Special Projects: Conduct ad-hoc projects as needed, which may include market studies, annual reviews, and other internal or client-related presentations and recommendations.
§ Perform other duties as needed.
Qualifications
Candidates must have a college degree and 4-7 years of work experience. Knowledge and experience in private equity, private real estate, or private credit is preferred. Candidates must be proactive, detail-oriented, capable of working independently, and have a passion for financial markets and investing. Strong verbal, writing, and analytical skills are required, as well as strong proficiency with Word, PowerPoint, and Excel. Angeles is an open and collegial environment where professionals have the opportunity to progress commensurate with their ability.
Compensation
Total Compensation range is $200K-$300K based on experience. Health and profit-sharing benefits, and discretionary annual bonus included.
Location
This position is located in Angeles' Santa Monica, CA office. Angeles offers work from home flexibility, but candidates must be located in or willing to relocate to the Los Angeles area.
Process
Interested parties should send a resume to ***************************. No telephone inquiries will be accepted for this position.
Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Learn more about Angeles' commitment to Diversity, Equity & Inclusion
Investment Associate
Investment Banker Job In Los Angeles, CA
About Fifth Down:
Fifth Down Capital is an investment firm that focuses on private companies and investment funds in the global internet, software, consumer and fintech industries. Our objective is to back extraordinary individuals leveraging technology/innovation to create, reimagine, or enhance the future of our society. We invest in venture and growth-stage businesses/funds and currently have an active roster of 100 private investments. Select investments include Anduril, Fishwife, Mike's Hot Honey, Peregrine and SentiLink.
Position
Fifth Down has been, and desires to remain, a nimble team. This position will entail significant responsibility and cross-collaboration. You will work directly with both the firm's senior management and broader team across all aspects of the portfolio. As a member of the investment team, your primary role will be to assist in the evaluation of potential investments and the management of our growing portfolio. You will have direct interaction with the partners, operating partners, portfolio company management teams, and key members of the unique Fifth Down network.
Specific responsibilities include:
Investment due diligence, evaluation and recommendations
Financial and operational modeling
Preparation of investment memoranda and related analyses
Investor communications
Portfolio company analysis, collaboration and hands-on support
Industry research
Maintaining key firm databases
Desired Experience
1-3+ years of professional experience in investment banking, investing (venture capital or private equity) or consulting
Positive attitude, good instincts, and self-motivation
Highly analytical and detailed oriented, with ability to evaluate financial statements and lead financial analysis
Good project management, organizational, and communication skills
Ability to handle multiple, complex and competing priorities
NOTE: Please do not message Fifth Down personnel about this opportunity. All applications will be reviewed, and candidates will be selected and e-mailed for first round interviews.
Investment Associate (Real Estate Credit)
Investment Banker Job In Los Angeles, CA
Selby Jennings is currently partnered with a Global Real Estate and Infrastructure Asset Manager, looking to bring on a junior level Real Estate Credit Associate. This role plays an integral part in the organization's Investment team, operating in a supportive, growth-driven environment. The Associate will gain valuable exposure to a wide variety of asset types, investment platforms, and components of the capital stack.
Key responsibilities include financial analytics, underwriting, due diligence, loan closing, and portfolio monitoring for the firm's real asset credit products. The position also offers opportunities to work on projects such as acquisitions or developments in areas like hotels, multifamily residences, offices, and retail spaces.
Ideal candidates possess:
At least two years of experience in finance, real estate credit investment experience (preferred)
Strong written and verbal communication skills
A professional demeanor and positive attitude
The ability to thrive in a collaborative team setting, especially with team members across various locations
Attention to detail and quantitative proficiency
Investment Banking Intern
Investment Banker Job In Santa Monica, CA
About DelMorgan
With over 150 years of combined experience and over $300 billion in successfully completed transactions, the professionals at DelMorgan provide world-class financial advice and assistance to companies, institutions, governments and individuals around the world. Our services are fundamentally centered on achieving our clients' aims to consummate strategically important transactions and to enhance shareholder value.
Job Description
Internship at DelMorgan is an opportunity to participate intensively in the execution of live deals in a top-tier investment bank. There are substantial educational and career benefits of this exposure, as judged by the various bulge-bracket investment banks and world-renowned master's programs in business and finance to which our former interns have transitioned. Interns can set their own hours, but the most useful experiences involve being available full-time (approximately 40 hours per week) to ensure continuity in the transaction deal teams for our clients. The work is very hands-on and execution focused, preparing strategic, analytical presentations for M&A and capital raising assignments and interacting with clients, investors and acquirers at the most senior levels. While most interns do not become full-time Analysts, most of our Analysts were previously interns at DelMorgan.
Qualifications
· Recent college graduates or currently employed in financial services
· Major in business or business-related field preferred (but not required)
· Strong computer proficiency (Microsoft Office skills, especially Excel and PowerPoint)
· General level of financial knowledge and familiarity
· Quantitative and analytical skills
· Excellent quantitative, analytical and verbal/written communication skills
· Good judgment in confidential situations and ability to exercise discretion when handling confidential information
· Self-confidence, interpersonal skills and ability to interact effectively with clients, including senior business leaders
· Strong work ethic and teamwork skills
· Enthusiasm and drive to succeed
Investor Relations Associate
Investment Banker Job In Los Angeles, CA
American Realty Advisors, LLC (ARA) is one of the largest privately held private equity institutional real estate investment managers in the United States, with over $11.0 billion in assets under management as of March 31, 2025. ARA invests on behalf of institutional investors through core and value-add real estate funds and separate accounts, targeting industrial, office, multi-family, and retail assets nationwide through direct equity, hybrid debt, mezzanine, and preferred equity structures.
The Role
You will have primary responsibility for implementing client administration services and support for the firm's commingled fund limited partners, as well as collaborating with the firm's marketing and sales teams in providing information and input in support of ARA's capital raising efforts. In this role, you will have the opportunity to engage across the Sales, Marketing, and Investor Relations functions as a part of a dynamic team providing excellent service to our investors.
In addition, you will assist in the sales/client service functions including conference coordination, vendor and subscription management, data collection, and other administrative supporting functions.
This role is based in ARA's downtown Los Angeles office, and candidates will be expected to be Southern California residents and commute to the office.
Essential Functions
Responsible for executing investor reporting, management of capital accounts, investor relations, and maintaining contact information to support strong relationships with current and prospective investors in the firm's funds.
Manage client administration functions including onboarding, capital calls, distributions, redemptions, quarterly reporting, and other investor requests, working closely with Accounting to ensure timely and accurate communication with the firm's limited partners and their consultants.
Coordinate with the Salesforce administrator to ensure client contact and investment data is accurately reflected in the CRM system and leveraged effectively for reporting and communication.
Update Salesforce and create tools/reports to enhance Sales Team and management reporting.
Work with the Senior Director, Marketing and Corporate Communications to support the firm's marketing and branding initiatives, including the development of collateral materials.
Conduct research and competitive analysis related to funds, investor materials, and industry trends, contributing to the development of “best ideas” that enhance the firm's presentation, reporting, and client service functions.
Coordinate conference arrangements including registrations, equipment, shipping, hotel accommodations, and post-event follow-up.
Manage periodic memberships and subscriptions for the department coordinating with the sales team and external vendors.
Other client and marketing functions as requested on an on-going basis.
Candidate Qualifications
Undergraduate degree required, preferably in business administration, finance, or related field. Advanced degree in a related field recommended.
2-4 years of experience in the institutional investment industry in a similar capacity. Real estate/private asset knowledge is a plus.
Embrace the firm's goals, philosophy, process, and products, understand the firm's products and how they are positioned competitively, and employ a sales process that complies with acting as an SEC registered investment advisor and as a fiduciary under ERISA.
Competencies
The ideal candidate for this role will exhibit competency in the areas listed below. At ARA, we see possessing these traits as vital to the success of the position:
Creative Thinking - An innovative thinker who translates thoughts into actionable items.
Works Collaboratively - A team player with a commitment to achieving objectives through collective action and communication.
High Energy - Thrives in a fast-paced, dynamic environment where multi-tasking is essential.
Models Our Values - Conducts daily business and interactions with mindfulness to reflect ARA's culture and promote its values and standards.
Results Driven - Outperforms expectations and promotes the firm's competitive advantage through an analytical and context-driven approach to problem-solving.
Job Specifications
Office attendance is expected to be three days per week, with the likelihood that would increase to four days per week sometime in the future.
Expected work hours: 8:30 to 5:30, Monday through Friday, with occasional weekends.
Travel: Business trips with overnight stays may be required. Occasionally may need to drive a personal vehicle for business.
Work environment and physical demands: General office environment.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
American Realty Advisors is committed to equal employment opportunity. We do not discriminate based on an individual's race and associated traits, sex, gender, religion, color, national origin, ancestry, physical or mental disability, medical condition, marital status, registered domestic partner status, sexual orientation, gender identity and expression, age, genetic information, military, and veteran status, or any other basis prohibited by law state or federal law. This policy governs all aspects of employment at American Realty Advisors, including hiring, assignments, training, promotion, compensation, employee benefits, employee discipline and discharge, and all other terms and employment conditions.
ARA considers for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance No. 184652.
Financial Representative
Investment Banker Job In Irvine, CA
Are you ready to make a meaningful impact in people's lives? As a Financial Advisor, you'll provide tailored financial guidance, build lasting relationships, and offer innovative solutions to help clients achieve their goals.
A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny, while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Our award-winning, interactive training programs and development coaches allow our team to specialize in working with career changers that often times do not have previous financial experience or in-depth knowledge. Instead, our team prioritizes the transferable skillsets that we know make successful advisors - communication and listening skills, trustworthiness, and above all, integrity.
We are actively seeking candidates with different backgrounds and work experiences, including but not limited to:
Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience)
Executive leadership
Community Influencers and Natural People Connectors
Financial Management, insurance and financial services
Former athletes
Military background
Compensation & Benefits:
1st Year Incentive Package
Accelerated Commission Structure
Renewable Income
Formalized Bonus Program
Expense Allowance
Reimbursement for insurance licensing, SIE, Series 7, CFP , and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Qualifications:
4-year degree; or equivalent professional work experience
Prior sales and/or business development experience
Legal authorization to work in the US without sponsorship
Desired Skills and Experience:
Client facing experience
Goal-oriented and driven
Self-motivated with a passion for financial success
Strong interpersonal and communication skills
High levels of integrity and trustworthiness
Associate - Corporate Restructuring Financial Advisory
Investment Banker Job In Los Angeles, CA
Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED***
(100%)
CPA license REQUIRED
Compensation: $120,000 to $140,000 base salary
(commensurate with experience)
plus competitive bonus potential and benefits
ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Los Angeles, CA):
CPA (Certified Public Accountant) license REQUIRED
; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits.
Summary: The Firm is currently hiring Associates for the Miami, FL office.
In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries.
Responsibilities of Associate, Corporate Restructuring:
Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company
Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models
Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations
Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients
Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries
Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations
Qualifications for Associate, Corporate Restructuring:
CPA license REQUIRED
Education: strong academic record from a leading undergraduate / graduate program
Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably
Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable.
Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal
Proficient with financial/data analytics
Familiarity with the US Bankruptcy code is a plus
Highly detail-oriented with strong organizational skills
Action-oriented
***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
Accounting and Financial Analysis Associate
Investment Banker Job In Garden Grove, CA
Diocese of Orange, Pastoral Center
Accounting and Financial Analysis Associate
FLSA Status: Exempt
Department/Program: Finance and Accounting
Reports To: Accounting Manager
Supervisory Responsibility: n/a
Pay Range: $70K - $90K Based on experience, education and qualifications.
Primary Purpose: To support the accounting and financial analysis for the Roman Catholic Diocese of
Orange.
Summary:
The Financial Analyst and Accountant is a key member of the organization who will assist the Accounting
Manager maintain accurate and timely records in our accounting system, NetSuite, and provide insightful
financial analysis and reporting. The candidate will assist in the preparation of monthly financials
statements in accordance with GAAP as well as various management reports. We are a highly motivated,
nimble, and collaborative organization, and strive to deliver best-in-class service.
Because all Diocese of Orange employees represent the Roman Catholic Church, they are expected to
conduct themselves according to the goals and mission of the Church in performing their work.
Essential Duties & Responsibilities:
Assists the Accounting Manager with the following:
• Prepare supporting documents and templates for JE upload to NetSuite.
• Enhance and streamline financial reports and processes in NetSuite and Excel.
• Prepare monthly and annual financial statements in accordance with GAAP and prepare related
variance analysis and reconciliations.
• Provide year-end financial audit support.
• Prepare ad-hoc analysis and executive presentations in Excel, PowerPoint, and Power BI.
• Other responsibilities and projects assigned.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities,
duties or responsibilities that are required of the employee for this job. Duties, responsibilities and
activities may change at any time with or without notice.
Qualifications & Experience:
• Bachelor's degree in Accounting or Business/Economics with emphasis or option in Accounting.
• CPA certificate or passed sections of exams highly desirable.
• Proficient in NetSuite or equivalent.
• Advanced Microsoft Excel skills performing financial and data analysis.
• Ability to convey complex information effectively in an organized and succinct manner through
charts, written narratives, and oral communication.
• Effective time management and prioritization skills.
• Accurate, detail oriented, and quick learner.
• Self-starter and proactive.
• Ability to work and respond with positive attitude under pressure.
• Provides excellent customer service.
• Strict standard of confidentiality and ethics.
• Alignment with the mission of the Catholic Church.
PREFERRED:
• Church or non-profit experience.
• Practicing Roman Catholic.
PHYSICAL REQUIREMENTS/WORK ENVIRONMENT:
• To perform duties of the job, the employee may regularly be required to stand, sit, talk,
hear/listen, reach, stoop, kneel, and use hands and fingers to operate a computer, keyboard, and
other office equipment. Close vision requirements apply due to the nature of computer work.
WORK ENVIRONMENT:
Typical Working Conditions: Office environment. This is a full-time position. Days and hours of
work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Evening and
weekend work may be required as job duties demand.
Equipment Used: Basic computer equipment, keyboard, mouse, telephone, copier,
facsimile, calculator and paper shredder.
Essential Physical Tasks: Verbal communication, movement around the office, remaining
stationary, reaching, and occasionally carrying materials as needed weighing up to 30 lbs
PGIM Private Capital: Senior Investment Associate -- Corporate Finance (Hybrid/San Francisco or Los Angeles)
Investment Banker Job In Los Angeles, CA
Job Classification: Investment Management - Investments PGIM Private Capital Senior Investment Associate - Corporate Finance, Los Angeles or San Francisco A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
PGIM Private Capital's Corporate Finance team is seeking a Senior Investment Associate who will play a critical role in sourcing, underwriting and management of investments. In this role, the Senior Investment Associate will have the opportunity to leverage existing background and career experiences, while also developing a unique blend of skills involving financial analysis spanning the capital structure, direct transaction sourcing, structuring, and negotiating new senior debt, subordinated debt and structured equity transactions. PPC's clients range from large multi-national public companies to smaller privately held companies.
What you can expect
* Business development/transaction origination: Generating new deal flow through direct calling on CEOs, CFOs and Treasurers, intermediaries and sponsors.
* Collaborating with other professionals to make investment decisions in companies and projects
* Negotiating terms of investments and assisting in structuring and documentation of new transactions
* Willingness to travel as needed
What you will bring
* Strong analytical, writing, interpersonal and communication skills
* 4+ years of investment, investment banking or similar experience or project/structured finance preferred
* An MBA or relevant graduate degree, or in pursuit of an MBA or relevant graduate degree, with a focus/major within Finance, Investments or other quantitative subjects is a plus
* Participation in the Chartered Financial Analysts (CFA) program is a plus
About PGIM Private Capital
At PGIM Private Capital (PPC), expertise, analysis, and experience drive everything we do. We strategically target select global markets to offer unique deal flow to investors and prospective issuers. Our team is comprised of bright, focused professionals who collaborate at all levels to manage originations and a private debt portfolio across investment grade, high yield and mezzanine investments. We invest in the potential of our employees by offering them large-scope, small-team emphasis on collaboration, and commitment to a healthy balance between a professional and personal life. We challenge you as an individual so you can make real contributions while you grow your capabilities.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Investment Associate
Investment Banker Job In Orange, CA
Job Description
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
We are seeking a highly motivated and entrepreneurial Investment Associate to join our dynamic team in Orange County. This is a hands-on role that offers exposure across the full real estate investment lifecycle, including acquisitions, dispositions, asset management, deal sourcing, underwriting, and lease execution. The ideal candidate will be a self-starter with exceptional communication skills, a strong analytical mindset, and a passion for real estate. This role is best suited for someone who thrives in a collaborative, fast-paced environment, and is eager to contribute to strategic decision-making while growing their own industry network and influence.
Responsibilities:
Acquisitions & Dispositions: Assist in sourcing, analyzing, and executing investment opportunities, including preparing investment memos, market research, and due diligence.
Underwriting: Build and maintain detailed financial models to evaluate the feasibility and return potential of investment opportunities.
Asset Management: Support the ongoing performance tracking of assets, including operating metrics, leasing activity, and capital improvement planning.
Deal Sourcing: Identify and pursue new investment opportunities through broker relationships, market outreach, and off-market strategies.
Lease Execution: Work alongside asset management and legal teams to support leasing efforts, review LOIs, and track lease performance.
Market Analysis: Conduct macro- and micro-level market research to support investment strategies and identify growth markets.
Investor Reporting: Assist in preparing investor reports, presentations, and updates on existing and prospective deals.
Collaboration: Work closely with senior leadership, external partners, brokers, and consultants to drive successful investment outcomes.
Desired Competency, Experience, and Skills:
Experience: 2–5 years of experience in commercial real estate investment, asset management, private equity, or related field.
Financial Acumen: Strong proficiency in financial modeling, valuation, and real estate underwriting.
Communication: Excellent written and verbal communication skills with the ability to present to internal and external stakeholders.
Entrepreneurial Drive: Proactive, self-motivated, and eager to take initiative in a lean and dynamic team environment.
Market Knowledge: Familiarity with the Orange County commercial real estate market and a growing network of industry contacts.
Technology Skills: Advanced proficiency in Excel and PowerPoint; familiarity with ARGUS, CoStar, and real estate CRM platforms is a plus.
Relationship Builder: Strong interpersonal skills with the ability to cultivate and maintain industry relationships.
Education: Bachelor's degree in Finance, Real Estate, Economics, or related field. MBA or Master's in Real Estate is a plus but not required.
This is an outstanding opportunity for an ambitious investment professional to grow their career while making a significant impact on deal execution and portfolio performance. If you're looking to work with a collaborative team where your contributions matter, we'd love to hear from you.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
Pay Range$90,000—$125,000 USD
About Lincoln Property Company
Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.
Investment Strategist Intern, application via RippleMatch
Investment Banker Job In Los Angeles, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers such as eBay and Teach For America leverage RippleMatch to build diverse, high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
Basic understanding of investment concepts, financial markets, and asset management strategies.
Familiarity with financial modeling, quantitative analysis, and investment research techniques.
Ability to assist in the analysis of market trends, economic data, and investment opportunities.
Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models.
Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, for working with investment teams and presenting findings.
Eagerness to learn and stay updated with advancements in investment strategies and market conditions.
Hands-on experience in creating and interpreting financial reports and investment portfolios.
Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.
2025 Associate Banker Emerging Talent Summer Experience Internship
Investment Banker Job In Los Angeles, CA
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team and will have exposure to several aspects of running a banking office.
As an Associate Banker Intern within JPMorganChase, you will serve as the representative of our brand, providing outstanding service to our existing and prospective clients. Your role will involve engaging with customers, addressing their banking requirements, and contributing significantly to the success of the branch by cultivating enduring relationships and directing customers to our licensed bankers. This role presents a distinctive chance to acquire practical experience in a top-tier global financial institution, hone skills in customer service, relationship management, and banking operations, and be a part of a team that prizes growth, innovation, and excellence. As an Associate Banker you will work on a rotating part-time schedule, which may include one weekend day.
The program is designed to provide a fixed-term on the job experience for up to 3 months. You will gain hands-on experience in a leading global financial institution, develop skills in customer service, relationship building, and banking operations, and be part of a team that values growth, innovation, and excellence. This internship is perfect for those looking to kickstart their careers in the financial industry with a company that offers both heritage and innovation. Join us and be part of a team that shapes the future of banking.
Job Responsibilities
Engage clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/cancelling client meetings.
Help clients with everyday transactions such as reordering a debit card, setting up a direct deposit or helping update their address while maintaining established control standards.
Ensure financial transactions are completed accurately and efficiently while complying with all policies, procedures and regulatory and banking requirements.
Educate clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want.
Assist clients and the branch team by helping with new account openings when needed.
Engage and partner with team members and other lines of business to offer the most appropriate products and tools to help clients meet their financial goals.
Showcasing our portfolio of "One Chase" products to clients and potential clients will also be a core aspect of your role.
Required qualifications, capabilities, and skills
Minimum 6 months of customer service experience
High School diploma or GED equivalent required
Participants must be 18 years or older
Must be able to work up to 30 hours a week
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment
Professional, thorough, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Excellent interpersonal communication skills, as well as strong attention to detail and time management
Ability to quickly and accurately learn products, services, and procedures
Preferred qualifications, capabilities, and skills
Cash handling experience preferred
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Investment Banking Internship - Los Angeles
Investment Banker Job In Los Angeles, CA
div class="col col-xs-7 description" id="job-description"
h3strongInvestment Banking Intern/strong/h3pWe are seeking a motivated undergraduate, recent graduate, or career changer with a strong passion for investment banking. This internship offers hands-on experience in market analysis, financial modeling, valuation techniques, and deal structuring./pp This opportunity is ideal for individuals looking to build a career in finance, whether they are students, recent graduates, or professionals transitioning from other industries. A strong interest in financial markets and investment banking is essential./ph3strongResponsibilities:/strong/h3ulliConduct market research and develop discounted cash flow (DCF) models./lili Prepare in-depth valuations and perform financial analyses./lili Calculate key financial metrics and support annual business planning and budgeting./lili Construct financial statements in Excel and assist in preparing Mamp;A reports./lili Develop underwriting models to assess asset performance and market changes./lili Analyze financial and business data to identify trends and insights./lili Communicate financial findings, patterns, and discrepancies effectively./li/ulh3strongQualifications:/strong/h3ulliOpen to undergraduates, graduates, and professionals transitioning into finance./lili Cross-cultural work experience is a plus./lili Proficiency in Excel, PowerPoint, and Word./lili Strong analytical and problem-solving skills./lili Excellent communication and presentation abilities./li/ulh3strongBenefits:/strong/h3ulliRemote opportunities available./lili One-on-one mentorship from experienced professionals./lili Early exposure to investment banking processes and advanced financial analysis./lili Paid opportunity for the right experience. /li/ulstrong Salary:/strongbr/br/Up to Up to £7,000 / €8,000 / $8,200 depending on experience and role type. /div
Investment Internship Opportunity in Bali
Investment Banker Job In Los Angeles, CA
Are you ready to embark on a journey that will elevate your career while soaking in Bali's breathtaking beauty? EX Venture Academy is thrilled to offer a unique Investment Internship that combines hands-on experience with the stunning cultural backdrop of Indonesia. This 4 to 6-month unpaid internship is ideal for ambitious individuals eager to dive into the world of investment. Scholarships are available for exemplary candidates looking to make their mark! ✨
What You'll Do:
📊 Conduct investment research and financial analysis to support dynamic client engagements.
🤝 Collaborate with seasoned investment professionals to develop strategic investment plans that drive impactful results.
🎤 Participate in client meetings and presentations, gaining firsthand exposure to effective investment methodologies.
📑 Assist in preparing comprehensive investment reports, proposals, and engaging presentations.
🚀 Contribute to project management efforts to ensure we achieve client investment goals in a timely manner.
💡 Bring innovative ideas to enhance investment service delivery and boost client satisfaction.
What We're Looking For:
🎓 Currently enrolled in or recently graduated from a degree program in Finance, Economics, Business, or a related field.
🧠 Strong analytical and problem-solving skills, ready to tackle real-world challenges.
💬 Excellent interpersonal and communication skills to engage effectively with team members and clients.
💻 Proficiency in Microsoft Office Suite; familiarity with investment analysis tools is a plus.
🌟 Enthusiastic, adaptable, and driven to learn in a fast-paced environment.
🌍 Fluency in English is required; additional languages are advantageous.
Why Join Us at EX Venture Academy?
🌟 Scholarships for outstanding applicants.
🌊 Experience the vibrant culture of Bali while gaining invaluable real-world insights.
🔗 Network with industry professionals and leaders committed to your growth and development.
🛠 Access to personalized mentorship and professional development workshops.
🌱 Potential for a full-time position upon successful completion of the internship.
How to Apply:
Ready to ignite your investment career? Submit your resume and a cover letter detailing your passion and experience. Don't forget to put "Investment Internship Application" in the subject line!
Join us at EX Venture Academy in breathtaking Bali, where you'll gain unparalleled experience and help shape the future of investment. We can't wait to see how you'll make an impact! 🚀🌺
For more information, please visit our websites: **************** and *********************** Connect with us on social media:
Instagram: @exventureacademy
TikTok: @exventureacademy1
Private Banker
Investment Banker Job In Irvine, CA
Summary: This position is responsible for generating new deposits, loan sales volume, and First Foundation Advisors (FFA) investment management revenue through new and existing individual relationships in a dynamic fast- paced, goal-oriented sales environment. Role will focus on serving the ultra-high-net-worth (UHNW) client market. May serve as the client's relationship manager or as a specialist/member of a broader relationship management team. Responsible for attaining established individual sales and referral goals through active sales efforts as specified in the business plan. A significant percentage of the position's compensation is derived from sales incentives.
Salary Range: The salary range budgeted for this position is $116,100/yr to $174,200/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Duties and Responsibilities:
* Understand and comply with requirements of all laws and regulations applicable to the position
* Generate profitable individual sales volume derived from the Bank and FFA's client base, new clients and other referral sources
* Ensure clients meet the requirements of inclusion in First Foundation's Private Bank program
* Identify, acquire, and grow new personal and business deposit balances and loans, and expand existing relationship opportunities
* Generate new client opportunities by presenting and providing our full-balance sheet of services and solutions, including deposit, credit, wealth management, trust and planning.
* Facilitate a seamless client experience across First Foundation Bank and First Foundation Advisors
* Focus on UHNW individuals who have larger deposits, and more sophisticated wealth management needs
* Coach and lead other Relationship Bankers, retail branch staff and affiliates on generating new client acquisition opportunities
* Assess, profile, and analyze structures and negotiate terms and prices for Deposit and Credit requests
* Present for credit approval loans that meet the Bank's financial and risk guidelines based on risk and value of the relationship to the Bank
* Propose to all clients customized packages of financial products and services to enhance our product and services penetration across clients' full balance sheet
* Manage each client's personal and/or business requests efficiently from origination through booking
* Work in a proactive manner with all First Foundation Affiliates, Bank Affiliates and Bank staff to identify referrals to affiliates of First Foundation to accomplish its goal of meeting clients' needs with multiple products and services from all Affiliates
* Partner closely with First Foundation Advisors Relationship Managers in the new client acquisition process and ongoing client relationship management
* Plan long-term and short-term business objectives, including preparing and updating business plans
* Assist as coach to bankers; assist the team with planning long term & short-term business objectives
* Perform other duties as assigned
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
* High School Diploma or equivalent required; higher degree preferred; or combination of education and experience
* Minimum of 7 to 10 years of financial services sales experience to individuals and businesses with a proven track record of exceeding sales expectations
* Experience in a Private Banking environment preferred
* Certified Financial Planner (CFP) or equivalent certification preferred
Skills:
* Must be able to solicit change/conversion of significant prospective banking relationships
* Must be able to use centers of influence where needed particularly in multiple decision maker situations
* Must possess critical strategic and conceptual sales skills
* Must have exceptional analytical and business development skills
* Must possess exceptional verbal and written communication skills
* Working knowledge of interpretation of personal financial statements with an emphasis on the UHNW individual
* Working knowledge of basic credit underwriting principles
* Knowledge of banking products/services required
* Knowledge of wealth management products and services
* Excellent interpersonal relationship, presentation, and communication skills
* Proficient in Windows based software
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand, walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
First Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
Specialty Deposits Banker
Investment Banker Job In Irvine, CA
This is a business development role responsible for developing and managing deposit relationships within designated market segments (e.g. Fiduciary, Title, Escrow, Law, Nonprofit, etc.) and fostering the Bank's relationship management culture by actively pursuing new deposit opportunities from prospective and current customers.
Responsibilities:
Serve as a dedicated relationship manager resource in the Specialty Deposit group, responsible for new deposit origination. Ideal candidate will have a track record of generating over $20MM in new deposit origination annually. Deposit customer base ranges from $1MM to $50MM in average deposits per customer.
Prospects, markets, structures, and originates new deposit products such as:
Title and Escrow Services
Third Party Escrow Services
RE Investments Entities (DSTs/REITs/TIC)
Property and Community Management
Legal Fiduciaries and Service Plans
Unions and other Public Service Organizations
Schools and School Districts
Non-Profit Organizations
Government Agencies including Cities, Municipalities, and Water Districts
Insurance Company Custodian Accounts
Medical Groups including Hospitals, Medical Service Plans, and Medical Billing
Employment Agencies and Payroll Companies
Qualifications:
Business development/sales in the financial industry: 5 years +
Specialty Deposit Business Development Origination: 2 years +
Track record of generating over $20MM in new deposit origination
Must be able to work out of one of our locations #orangecounty #LosAngeles #SanDiego
#LI-onsite
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $93,570.40 to $140,355.60. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 1% per loan and 0%-2% per deposit, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit
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CA (Los Angeles applicants): Applicants are notified that the Company is an insured depository institution subject to the restrictions and requirements of Section 19 of the Federal Deposit Insurance Act (12 CFR 303) (“Section 19”). In accordance with Section 19, the Company will consider an applicant's criminal history after an applicant is made a conditional offer of employment. Qualified applicants with criminal conviction records will be considered for employment in accordance with the Los Angeles Fair Chance Ordinance. Section 19 may prohibit the Company from employing an applicant with criminal conviction(s) for fraud, breach of trust, embezzlement, mishandling of money or any crime of violence may have a direct impact on the job duties as set forth in the job description and such convictions may result in withdrawal of a conditional offer of employment in accordance with the Los Angeles Fair Chance Ordinance. Because of the nature of our business, a review of your criminal history is necessary to comply with Section 19 and to avoid substantial risk to our business operations and licensing.
Bank Security - Rosemead
Investment Banker Job In Rosemead, CA
Are you interested in working for us! Join our team at Customized Guard Services & Systems (CGSS) and advance your career with a fast-growing, privately-owned & operated company. Our hiring team will invest all of the necessary time and resources to ensure a perfect job placement is identified for you. Our commitment is our employees, and our entire business infrastructure is built for your career advancement and success. We are looking forward you to meet you and hope to welcome you to our “Customized” family in the very near future!
Job Skills / Requirements
We are currently seeking a professional and customer-oriented individual to join our team as a Bank Security Guard. In this role, you will play a crucial part in providing exceptional customer service while ensuring the safety and security of our bank premises. Your responsibilities will include customer service duties, greeting customers, opening doors, monitoring bank areas, patrolling the facility, and maintaining general security.
Responsibilities:
Customer Service:
Welcome and greet customers in a friendly and professional manner, ensuring a positive and welcoming atmosphere.
Assist customers with general inquiries, providing information about bank services, products, and policies.
Offer support and address customer concerns or questions promptly and courteously.
Direct customers to the appropriate bank personnel for further assistance when necessary.
Access Control and Door Monitoring:
Monitor and control access to the bank premises, ensuring only authorized individuals enter restricted areas.
Check identification of customers and visitors, verifying their credentials before granting access to secured areas.
Open doors for customers and assist individuals with disabilities or special needs.
Maintain a vigilant presence at the entrance, deterring any potential security threats or unauthorized access.
Bank Outlay Monitoring:
Monitor the bank's public areas, including the lobby, waiting areas, and teller stations, to ensure a safe and secure environment.
Report any suspicious behavior, potential security risks, or unusual activities to the appropriate bank personnel.
Maintain the cleanliness and organization of the public areas, ensuring a professional and welcoming atmosphere.
Patrolling:
Conduct regular patrols within the bank premises, including both indoor and outdoor areas, to deter and detect any security breaches.
Monitor surveillance systems, alarm systems, and other security devices to identify and respond to any irregularities or emergencies.
Report any security incidents, accidents, or safety hazards promptly, following established protocols and procedures.
Collaborate with local law enforcement agencies as needed, providing necessary assistance and information.
General Security Duties:
Enforce bank security policies and procedures, ensuring compliance and maintaining a secure environment.
Respond to emergencies, including medical incidents or alarms, following established protocols and providing necessary assistance until help arrives.
Assist in the implementation of security measures and initiatives to enhance the overall safety and security of the bank.
Participate in ongoing training and professional development to stay updated on security practices and procedures.
Additional Information / Benefits
Weekly Pay: We offer competitive weekly pay, ensuring timely compensation for your work.
Uniforms Provided: We provide uniforms to maintain a professional appearance and ensure your comfort during working hours.
Exclusive App Access: Our dedicated app provides easy access to features such as direct deposit, clock in and out functionalities, W1 forms, day off request submissions, and any other resources or support needed.
Full Support: We provide comprehensive support to address any questions or concerns you may have, ensuring your smooth integration into the team.
Benefits: Medical Insurance, Paid Sick Days
This is a Full-Time position
Banker Positions
Investment Banker Job In Long Beach, CA
Full-time Description
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III:
The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II:
The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III:
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III:
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II:
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR III:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Essential Duties: New Accounts/CSR II:
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III: None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III:
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The work environment is typically quiet to a moderate noise level.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $20.00-$28.60/hour DOE
Community Banker
Investment Banker Job In Riverside, CA
Founded in 1956 by Gordon Blunden, Provident Savings Bank was built on the vision of creating a lasting business that would serve the community for generations. Our mission is to empower and support our community by offering exceptional financial services with integrity and a personalized touch. We foster a positive, supportive work environment for our employees, providing opportunities for professional growth, competitive benefits, and a culture of respect and collaboration. By investing in our team, we ensure they can deliver the best service to our customers. Together, we focus on building enduring relationships, supporting local growth, and contributing to the overall prosperity of our community.
Overview:
The Community Banker is responsible for providing superior customer service at the retail banking center, receiving and processing funds as required, balancing out all daily transactions, and successfully cross-selling services and products of the Bank.
This is a prime-time position, which typically involves working between 35 and 38 hours per week. The role is also eligible for a comprehensive benefits package, including medical, dental, and vision insurance, as well as accrued vacation, sick leave, and personal time.
Your potential work schedule will be as follows:
Monday through Thursday: Approximately 8:30 a.m. to 5:30 p.m.
Friday: Approximately 8:30 a.m. to 6:30 p.m.
Saturday: Approximately 9:30 a.m. to 2:30 p.m. (half-day shift)
The hourly pay for this position is $19.00
Reports to / Supervision Received
Manager: Branch Service/Operations Manager
Next-Level Manager: Community Banking Manager
Senior Manager: Senior Vice President, Retail Banking
Essential Functions:
Will meet or exceed all established goals and objectives for this position.
Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance with Regulation CC.
Maintain and ensure that approved cash drawer limits are adhered to as outlined in the cash control procedure, and maintains proper records of all transactions; balancing of cash drawer on a daily basis in a timely manner; when required, may assist in proofing daily transactions.
Responsible for designated duties, which may include completion of money order, or cashier checks, and processing of loan payments; ensuring proper identification of customer is received and collects service fees, as applicable; and merchant transactions as required.
Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions.
Ensures that all security procedures are adhered to. These procedures include opening and closing procedures, cash drawer limits, dual control functions, elder abuse reporting, and compliance with BSA regulations.
Actively generates new business relationships and participates in outside sales activities including: cold calling, prospecting, community events, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branches. Requires flexibility to participate in offsite business development endeavors and will maintain a business pipeline.
Arranges for transfers between accounts; and handles loan payment transactions. Accurately prepares documents, i.e., allotment visa debit card applications, visa debit card lost/stolen, as well as filing of various records relating to accounts.
Assists in the handling of daily mail, including the processing of deposits and loan payments, Responsible for the proper control of cash, as well as protection of confidential financial information, to include non-disclosure of password and teller number, and control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers.
Maintains inventory of supplies, forms and equipment at the banking center at a satisfactory level; makes recommendations for additions and/or deletions to the Community Banking Manager.
Establishes and maintains the necessary records and files for the banking operation; records and directs pick-up, opening, delivery and depositing of mail for the Center, as necessary.
Ensures that all credit card cash advance transactions are handled in accordance with established policies and procedures with proper identification and approval.
Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service. Maintains a prospect log and follows up with potential relationships and responds to customer inquiries in a professional, courteous, and timely manner.
Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals.
Supervisory Responsibility
This position generally does not supervise other staff members.
Required Education and/or Experience
High school diploma or equivalent.
Successful completion of in-house training program or other approved training program.
Skills
Must maintain working knowledge of all federal and state banking regulations as they relate to tasks being performed.
Must have ability to work well with customers and staff, both in person and by telephone; good interpersonal skills.
Sales skills a plus.
Certificates, Licenses, Registrations
Must have a valid California driver's license and carry current auto insurance that meets or exceeds the minimum requirements of the California DMV.
2025 Associate Banker Emerging Talent Summer Experience Internship
Investment Banker Job In Los Angeles, CA
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team and will have exposure to several aspects of running a banking office.
As an Associate Banker Intern within JPMorganChase, you will serve as the representative of our brand, providing outstanding service to our existing and prospective clients. Your role will involve engaging with customers, addressing their banking requirements, and contributing significantly to the success of the branch by cultivating enduring relationships and directing customers to our licensed bankers. This role presents a distinctive chance to acquire practical experience in a top-tier global financial institution, hone skills in customer service, relationship management, and banking operations, and be a part of a team that prizes growth, innovation, and excellence. As an Associate Banker you will work on a rotating part-time schedule, which may include one weekend day.
The program is designed to provide a fixed-term on the job experience for up to 3 months. You will gain hands-on experience in a leading global financial institution, develop skills in customer service, relationship building, and banking operations, and be part of a team that values growth, innovation, and excellence. This internship is perfect for those looking to kickstart their careers in the financial industry with a company that offers both heritage and innovation. Join us and be part of a team that shapes the future of banking.
**Job Responsibilities**
+ Engage clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/cancelling client meetings.
+ Help clients with everyday transactions such as reordering a debit card, setting up a direct deposit or helping update their address while maintaining established control standards.
+ Ensure financial transactions are completed accurately and efficiently while complying with all policies, procedures and regulatory and banking requirements.
+ Educate clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want.
+ Assist clients and the branch team by helping with new account openings when needed.
+ Engage and partner with team members and other lines of business to offer the most appropriate products and tools to help clients meet their financial goals.
+ Showcasing our portfolio of \"One Chase\" products to clients and potential clients will also be a core aspect of your role.
**Required qualifications, capabilities, and skills**
+ Minimum 6 months of customer service experience
+ High School diploma or GED equivalent required
+ Participants must be 18 years or older
+ Must be able to work up to 30 hours a week
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment
+ Professional, thorough, and organized with follow-up skills
+ Strong desire and ability to influence, educate, and connect customers to technology
+ Excellent interpersonal communication skills, as well as strong attention to detail and time management
+ Ability to quickly and accurately learn products, services, and procedures
**Preferred qualifications, capabilities, and skills**
+ Cash handling experience preferred
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Los Angeles, CA $25.00 - $25.00 / hour