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Investment Banker Jobs in Glendale, CA

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  • Financial Services Representative II

    Enterprise Bank and Trust 4.6company rating

    Investment Banker Job 32 miles from Glendale

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title:Financial Services Representative IIJob Description: Summary: Financial Services Representative II serves as the bank's more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets. As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships. Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution. Actively participates in training programs to maintain and acquire additional job knowledge and skills. Complies with all department and company policies, procedures, audit guidelines, and regulations. Assists in opening and closing the branch, following procedures set by corporate security. Other duties as required. Qualifications: Excellent interpersonal, customer service, and sales skills. Present professional appearance and demeanor including excellent phone etiquette. Strong work ethic with the ability to think through and rationalize decisions. Team-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment. Strong oral and written communication skills. Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained. Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently. Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation. Familiar with consumer loan applications, products, and process if applicable. Must be willing to travel up to 10% of the time to assist coverage with other local branches. Supervisory Responsibilities: None Education and/or Experience: High School diploma or equivalent Associates degree in business related field or two years related experience Minimum of two years banking experience required Experience working in an environment with individual and team goals preferred Customer service experience required Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word and Excel. Google Suite IBS Salesforce Certificates, Licenses and Registrations: Notary License as needed by the branch COMPENSATION Salary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.
    $22.5-27 hourly 11d ago
  • Investor Relations Associate

    Endeavor Agency

    Investment Banker Job 45 miles from Glendale

    Endeavor (************ CRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a national portfolio of commercial and multifamily assets The Investor Relations Associate who will play an active role in supporting the Investor Relations Team. This role requires a smart, organized individual with a strong work ethic, ability to multi-task and willingness to learn. There will be a client facing component to this role once the Associate has proven their ability to take ownership of the following responsibilities. This role will report to the Vice President of Investor Relations. Job Responsibilities: Manage CRM and Investor Portal, including client onboarding and account management Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents Work with internal and external compliance teams to ensure investor communication is compliant Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules Qualifications & Competencies: Bachelor's degree in business, finance or related field. 2-4 years of experience in investor relations. Commercial real estate experience required. Juniper Square experience a plus Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment Ability to work well under pressure and respond to shifting priorities Excellent judgment and the ability to handle confidential information with complete discretion Self-motivated, creative problem solver, with great time management skills Ability to work in Irvine, CA office 5 days a week
    $92k-165k yearly est. 7d ago
  • Investment Banking Intern

    Delmorgan & Co

    Investment Banker Job 15 miles from Glendale

    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
    $63k-114k yearly est. 17d ago
  • Financial Representative

    Modern Woodmen Fraternal Financial 4.5company rating

    Investment Banker Job 20 miles from Glendale

    Salary: $40000 - $120000/year Experience: 1 Year(s) Modern Woodmen of America, California Region is looking to expand our team of Financial Representative's. As a Financial Representative you will help clients achieve their financial goal by creating a tailored written financial plan including but not limited to financial protection, life insurance, security investments, retirement planning, retirement distribution, estate planning, business planning and or employee benefits. You will meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You will help achieve sales goals and be rewarded with expense-paid trips. You will design your business work schedule, so you can be home for the moments that matter most. In addition, you can host and take part in fraternal community events. Trivia nights, food drives and fundraisers are just a sampling of the fraternal events you can be a part of to raise funds for nonprofits, individuals and families in our community. You can also expect to be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. #GPTWcertified Check out what our employees say makes working here so great: ********************************************************** What Modern Woodmen offers Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing full-time benefits package includes: Company-paid retirement plan Matching 401(k) Plan Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents' premiums. Group Term Life Insurance Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you are joining an organization on a mission to provide you with the best technology in our industry. What we need: Bachelor's degree or working towards obtaining a BA/BS. Ability to communicate & network effectively with different audiences. Community oriented. Target driven mindset. Strong diligence and adhere to confidentiality Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees . PM24 PIae8c84072581-26***********2
    $29k-36k yearly est. Easy Apply 11d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 25 miles from Glendale

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! Note: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust. From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $50k-70k yearly 12d ago
  • Financial Representative

    Proverbs Financial & Insurance Services

    Investment Banker Job 45 miles from Glendale

    Financial Professional - Proverbs Financial & Insurance Services Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job? Consider becoming a part of the Guardian Network as a Financial Professional where you can help people reach their financial objectives. You'll show clients where they are today and help guide their decisions tomorrow while providing the appropriate financial tools and support. This may sound exciting and scary all at the same time. Don't worry, we don't expect you to know everything from day one. That's why you'll receive in-depth ‘training and work with industry experienced professionals until you're ready to be on your own. We're looking to grow our team with those who share our passion and values. You Possess... • A Passion for helping others and making a positive impact in your community. • An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms. • A lifelong learner mentality with a desire to continue growing professionally • Self-motivation, a confident personality, high integrity, and a strong desire to succeed. What you'll be doing... • Working with clients to understand their goals, concerns, and current financial information. • Analyzing information to create a strategy with appropriate products and services. • Developing and maintaining a base of clients who value your input and guidance. • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years. What we provide... • Tools and technology to help you appropriately gather, manage, and service your clients. • Development and training-locally, virtually, and nationally-to support your educational needs. • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. • Mentorship and joint-work opportunities. • Superior service and support. • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. • The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. Requirements • Must be a US citizen or permanent resident • A four‐year college degree • Obtain appropriate licensing Who we are... Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Please visit our website to learn more about us: ********************************* The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Guardian is a registered trademark of The Guardian Life Insurance Company of America. Copyright © 2023 The Guardian Life Insurance Company of America Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, / SIPC. OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, Ph: **************. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Proverbs Financial and Insurance Services is not an affiliate or subsidiary of PAS or Guardian. 2024-180660 Exp 9/26
    $28k-46k yearly est. 6d ago
  • Financial Sales Representative

    Confidential Financial Services Company

    Investment Banker Job 13 miles from Glendale

    A natural-born sales professional, you're out-performing your current earnings and yearn for more. You owe it to yourself to explore bigger and better. Our client, a Fortune 100 leader in financial services, trains highly driven self-starters with proven sales successes to help individuals and businesses solve their most critical financial challenges. It's not a job…it's a highly lucrative and fulfilling career opportunity! They provide world class training and support, fantastic benefits and - best of all - unlimited earning potential. Prior financial services experience is NOT required. Hard work and dedication are. So ask yourself this: if not now, when? Click the 'Apply' button and start building your new career. Equal Opportunity Employer Keywords: financial sales, financial services, outside sales, business development, sales representative, sales rep, entrepreneur, financial advisor, direct sales. teacher, teacher's aide, military, diversity, coach, education, manager, supervisor, financial advisor
    $49k-80k yearly est. 19d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Investment Banker Job 35 miles from Glendale

    Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in sales, athletics, military, client services, or client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 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 Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion3 (retail investment client assets held or managed) 1. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021. 2. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 3. Combined client assets of NMIS and NMWMC as of June 30, 2021 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
    $31k-46k yearly est. 1d ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 13 miles from Glendale

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting 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. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.
    $148k-228k yearly est. 22d ago
  • Investor Relations Associate

    Invitro Capital 3.8company rating

    Investment Banker Job 45 miles from Glendale

    InVitro Capital is seeking a dynamic and highly personable Investor Relations Associate to join our team in the USA. This client-facing role is pivotal in managing investor relationships, crafting compelling narratives, and representing the company in high-stakes interactions. As the primary point of contact for investors, you will be responsible for building trust, fostering networks, and ensuring clear and impactful communication of InVitro Capital's vision, performance, and opportunities. This is an ideal position for someone with exceptional communication skills, a knack for networking, and the ability to manage complex projects while providing polished presentations and insights. Key Responsibilities: Investor Relationship Management: Build and nurture relationships with existing investors, ensuring trust and transparency. Networking: Identify and connect with new investors; UHNWI, HNWI & Family Offices to create interest in our offering. Deck and Storyline Development: Create compelling investor presentations, storylines, and materials that communicate the company's strategy, vision, and performance effectively. Market and Portfolio Updates: Deliver regular updates to investors, including performance highlights, market trends, and opportunities. Reporting and Analysis: Prepare accurate and timely financial reports, performance summaries, and investment updates. Event Representation: Represent the company at industry events, conferences, and investor meetings. Requirements Preferred Qualifications: Experience in venture capital, private equity, or investment banking. Proven ability to build trust and relationships in high-pressure environments. Benefits Why Join Invitro Capital? Work on cutting-edge AI and B2B technologies: We are at the forefront of AI and B2B innovation. Our employees have the opportunity to work on the latest and greatest technologies, and to make a real impact on the world. Help build and grow successful startups: We are committed to helping our portfolio companies succeed. Our employees play a vital role in building and growing these companies. Work with some of the best minds in the industry: You will be part of a team of highly motivated and talented people who are passionate about making a difference. You will have the chance to learn from some of the best minds in the industry. Supportive and collaborative work environment: We believe in creating a supportive and collaborative work environment where our employees can thrive. Competitive Salary and benefits package: We offer a competitive compensation package, health insurance, dental, vision, and 401(k) benefits.
    $91k-130k yearly est. 29d ago
  • 2026 Summer Internship, Early Careers - Investment Banking (California)

    Wells Fargo 4.6company rating

    Investment Banker Job 13 miles from Glendale

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo is seeking talent to join the 2026 Investment Banking Summer Internship in Corporate and Investment Banking. Learn more about the career areas and lines of business at wellsfargojobs.com. Investment Banking Overview The Investment Banking group, which is organized by industry or product, is dedicated to understanding the unique competitive and operating environments of our clients. The group combines strong relationships and industry knowledge with superior capital markets and advisory capabilities that includes debt and equity underwriting, mergers and acquisitions, and loan syndications. The team maintains active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering exceptional execution. You may be placed in an Industry Coverage or a Product Group. Investment Banking Industry Coverage Teams Provides a full range of investment banking and advisory services to clients in the following industries: * Healthcare * Mid-Cap Investment Banking * Technology, Media & Telecommunications Investment Banking Product Teams Provides a full range of execution capabilities and services to clients in the following products: * Mergers and Acquisitions WHAT THE PROGRAM OFFERS The IB Summer Internship is designed to provide undergraduate students an in-depth understanding of the day-to-day responsibilities of a full-time employee. Summer Interns receive a comprehensive professional and educational experience through on-the-job training by joining a business group and working alongside team members who are experts in their fields. In addition, the program offers organized activities that allow Summer Interns to receive analytical training, meet senior executives, and network with other participants across business lines. IB Summer Interns, depending on the group to which they are assigned, assume significant responsibilities that may include: * Developing and maintaining models to depict projected financial results and to value companies * Working closely with senior bankers to prepare presentations and other materials for clients * Performing comprehensive and in-depth company and industry research * Participating in strategic planning and assisting in the execution of advisory services * Conducting financial and credit analysis, preparing credit packages, and monitoring existing deals * Participating in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers Program duration: 10 weeks Program Locations: Los Angeles and San Francisco Pay Range: * Los Angeles: $53 Hourly * San Francisco: $53 Hourly REQUIRED QUALIFICATIONS: * 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education DESIRED QUALIFICATIONS: IB Summer Interns must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes: * Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment * Ability to work effectively, as well as independently, in a team environment * Ability to work in a fast paced deadline driven environment * Strong analytical skills with high attention to detail and accuracy * Excellent verbal, written, and interpersonal communication skills * Demonstrated interest in finance and the financial markets * Proven ability to take on significant responsibility * Energetic self-starter who is flexible, organized, conscientious, and proactive * An individual who demonstrates a sense of personal accountability and urgency for achieving results * Dedication to building a career in the financial services industry * Relevant internship experience * Bachelor's degree with an expected graduation in December 2026 or May/June 2027 * Strong academic achievement Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $18.00 - $65.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 22 Aug 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $53 hourly 28d ago
  • Investment Strategist Intern, application via RippleMatch

    Ripplematchinterns

    Investment Banker Job 13 miles from Glendale

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch 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.
    $63k-114k yearly est. 13d ago
  • Intern - Rotational Banking

    California Bank & Trust 4.4company rating

    Investment Banker Job 45 miles from Glendale

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students. California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy. Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans. The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events. The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience. Former interns have gained exposure to areas such as: * Commercial Banking * Finance * Real Estate Minimum Qualifications: * Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter). * Interests in business and banking/finance * Broad application of general business practices * Ability to meet deadlines, possess creative thinking and solve problems * Self-confidence and willingness to make recommendations * Intermediate knowledge of Windows and the Microsoft Office Suite Products * Effective customer service and communication skills * Local California candidates preferred Please apply no later than February 21st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout February and early March. California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. This position is eligible to earn a base rate of $20/hr.
    $20 hourly 15d ago
  • Intern - Rotational Banking

    Zions Bancorporation 4.5company rating

    Investment Banker Job 45 miles from Glendale

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students. California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy. Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans. The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events. The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience. Former interns have gained exposure to areas such as: + Commercial Banking + Finance + Real Estate Minimum Qualifications: + Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter). + Interests in business and banking/finance + Broad application of general business practices + Ability to meet deadlines, possess creative thinking and solve problems + Self-confidence and willingness to make recommendations + Intermediate knowledge of Windows and the Microsoft Office Suite Products + Effective customer service and communication skills + Local California candidates preferred Please apply no later than February 21st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout February and early March. California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility. This position is eligible to earn a base rate of $20/hr. Req ID: 066420 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.
    $20 hourly 13d ago
  • Private Client Banker - PCH and Crenshaw - Torrance CA

    144780-Payments_Us

    Investment Banker Job 23 miles from Glendale

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $40k-81k yearly est. 60d+ ago
  • Investment Fee Associate

    Pacific Investment Management Co 4.9company rating

    Investment Banker Job 46 miles from Glendale

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Are you a highly motivated and intellectually curious professional looking to make a significant impact? PIMCO's Client Billing department is seeking a dynamic Associate to join our team of revenue experts. Our department specializes in three key areas: Billing, Reporting, and Cash Applications, and is responsible for calculating, invoicing, and collecting separate account revenue across all entities. As a Associate, you will have the unique opportunity to: Play a Meaningful Role: Provide superior service to our clients and identify high-impact process improvements that drive business results. Utilize Analytical Skills: Utilize your analytical skills to handle intricate billing scenarios and leverage data to make informed billing decisions. Innovate with Technology: Work on cutting-edge technology projects to develop best-in-class solutions. We value integrity, the ability to thrive under pressure, and a collaborative approach. This opportunity offers an engaging experience where you can immerse yourself in diverse and bespoke tasks with increasingly progressive responsibilities. As PIMCO continues to evolve, you may encounter new revenue-generating opportunities, allowing you to grow and potentially develop into a subject matter expert within the team. Location Newport Beach, CA. About You If the following qualities describe you, we want to hear from you! Strong quantitative, analytical, and problem-solving skills. Ability to deliver on assigned responsibilities with attention to detail and effective interpersonal and communication skills. Flexibility to adapt to shifting priorities, manage deadlines, and support initiatives in a fast-paced environment. A curious self-starter with the ability to quickly learn new processes, concepts, and skills. Ability to balance attention to details with an understanding of the bigger picture. Openness to feedback and a commitment to continuous personal and professional development. High level of responsiveness to inquiries, ensuring clear and timely communication with team members and management. Capable of understanding scenarios and conveying them in a simplified manner to both internal and external teams. Demonstrates initiative in personal and professional development by participating in internal and external learning opportunities such as workshops, training programs, and independent research. Committed to PIMCO's values: Collaboration. Openness, Responsibility, and Excellence that allow us to bring the best to our clients and each other. Responsibilities The key responsibilities include, but are not limited to: Calculate and produce specialized fixed and incentive investment management fee invoices according to the terms of legal agreement(s) of medium to high complexity, approximately 300 per quarter, ensuring impeccable accuracy against established KPIs. Provide accurate monthly revenue calculations to our accounting partners for booking into the company's general ledger under tight deadlines and deliver comprehensive variance analysis on month-over-month net accruals for accounts that fall out of tolerance. Collect and analyze internal management reports for accuracy and completeness, performing independent and comprehensive analysis on delta reports. Support our clients by responding to and resolving inquiries (both written and verbal) with urgency and precision. Maintain a strong knowledge base of our operational processes and procedures, applying them independently and consistently to ensure high quality and efficiency in the work. Resolve billing issues promptly and efficiently in collaboration with Management. Continuously improve the accuracy and efficiency of the billing process through automation and workflow redesign, leveraging technology for scalable solutions. Coordinate with global colleagues in Legal, Account Management, Finance, and other parties to resolve billing issues promptly and efficiently. Independently manage and prioritize tasks with minimal guidance; demonstrate ability to handle multiple responsibilities and deliverables simultaneously. Identify, escalate, or resolve potential risks. Position Requirements Minimum of a bachelor's degree in mathematics, Finance, or Accounting. Minimum of 3 years of progressive experience in accounts receivable, accounting and/or operations. Applied knowledge of accounting fundamentals and/or Investment Management Industry knowledge. Possess intellectual curiosity and strong analytical and critical thinking skills, including the ability to effectively and autonomously problem-solve and resourcefully research. Apply a sense of urgency and ability to work under pressure in a fast-paced and demanding environment, balancing numerous priorities, and challenging deadlines. Strong written and verbal communication skills with the ability to engage professionally and succinctly with all levels, across the firm. Works with an elite sense of accountability, integrity, ownership, mentoring and sharing best practices with team members. Proficiency in Microsoft Office Suite, including Excel and Outlook. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate Range: $ 31.25 - $ 38.46 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $31.3-38.5 hourly 7d ago
  • Community Banker (Teller)

    Provident Savings Bank 4.3company rating

    Investment Banker Job 46 miles from Glendale

    The Community Banker (Teller) 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. We have a current opening for a Community Banker at our location Corona, CA. This is a prime-time position, typically working between 35-38 hours a week. Essential duties and responsibilities include the following: 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. Professionally and effectively maintain a level of communication throughout all customer interaction including the need to explain various decisions made on transactions. 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 Branch Service/Operations 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. 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. 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. Physical and Mental Demands The physical and mental demands described here are representative of those that must be met by the employee to successfully perform the essential duties and responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties and responsibilities. This position is set in a quiet, office environment. The position is generally regarded as light work. Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of forced constantly to lift, carry, push, pull or otherwise move objects. While performing the duties of this job, the employee may be required to alternately stand, walk, sit, reach with arms, talk or hear and use hands to write, type, and handle or feel objects, tools or controls. The employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Employee must possess the ability to read, write, perform basic math functions, understand basic communication and instructions, carry out instructions, complete basic problem-solving and analyzing information, and make independent decisions within the scope of responsibility. EEO Statement Provident Savings Bank, F.S.B. ("Provident" or "Bank"), is an Equal Opportunity Employer and makes employment decisions on the basis of merit. We want to have the best available persons in every job. Provident policy prohibits unlawful discrimination based on race, creed, gender (including gender identity and gender expression), religion, marital status, registered domestic partner status, age, national origin, ancestry, physical or mental disabilities, medical condition, sex (including pregnancy, childbirth, lactation requirements, or related medical condition), genetic information, sexual orientation, military or veteran status or any other consideration made unlawful by Federal, State, or local laws. Provident is an "at-will" employer. Pay Rate Starting Pay Rate :$19.00 NO PHONE CALLS PLEASE EOE M/F/D/V
    $19 hourly 30d ago
  • Financial Representative

    Modern Woodmen Fraternal Financial 4.5company rating

    Investment Banker Job 30 miles from Glendale

    Salary: $40000 - $120000/year Experience: 1 Year(s) Modern Woodmen of America, California Region is looking to expand our team of Financial Representative's. As a Financial Representative you will help clients achieve their financial goal by creating a tailored written financial plan including but not limited to financial protection, life insurance, security investments, retirement planning, retirement distribution, estate planning, business planning and or employee benefits. You will meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You will help achieve sales goals and be rewarded with expense-paid trips. You will design your business work schedule, so you can be home for the moments that matter most. In addition, you can host and take part in fraternal community events. Trivia nights, food drives and fundraisers are just a sampling of the fraternal events you can be a part of to raise funds for nonprofits, individuals and families in our community. You can also expect to be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. #GPTWcertified Check out what our employees say makes working here so great: ********************************************************** What Modern Woodmen offers Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing full-time benefits package includes: Company-paid retirement plan Matching 401(k) Plan Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents' premiums. Group Term Life Insurance Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver, Hawaii, and Switzerland await you. And finally, you are joining an organization on a mission to provide you with the best technology in our industry. What we need: Bachelor's degree or working towards obtaining a BA/BS. Ability to communicate & network effectively with different audiences. Community oriented. Target driven mindset. Strong diligence and adhere to confidentiality Modern Woodmen is an equal opportunity employer. We strive to maintain a culture of respect and are committed to diversity and inclusion for all employees . PM24 PI13858c4c0031-26***********6
    $29k-36k yearly est. Easy Apply 11d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 40 miles from Glendale

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $50k-70k yearly 9d ago
  • 2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 45 miles from Glendale

    JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting 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. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.
    $148k-227k yearly est. 22d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Glendale, CA?

The average investment banker in Glendale, CA earns between $87,000 and $281,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Glendale, CA

$157,000
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