Investment banker jobs in Lake Forest, CA

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale 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.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. 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. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

Job DescriptionPosition Title: Investment Funds Associate Salary Range: $225,000-$235,000 About the Opportunity Excellent entry point into a premier funds practice, gaining exposure to private equity and institutional investor work at one of the nation's most prestigious firms. Key Requirements 0-2 years of law firm experience Items Needed to Apply: Resume, Cover Letter, Law School Transcript. Confidentiality For confidentiality reasons, the client's name is not disclosed at this stage. Qualified candidates will receive full details upon initial screening.

About Us About the Company: Pacific Urban Investors (‘PUI') is an industry-leading multi-family investment firm and pension fund manager. Headquartered in Northern California's innovative Silicon Valley, PUI is focused exclusively on the multi-family rental space. The firm has successfully deployed well-timed strategies to the benefit of its institutional partners and stakeholders throughout the United States. Since its inception in 1998, PUI has completed over $16 billion in apartment transactions on behalf of its own account and those of its strategic institutional partners. Today, PUI has six offices, with over eighty professionals and an owned apartment portfolio in excess of $9 billion. More information can be found at ****************************** Position Overview Job Description: We are currently hiring a Multifamily Investment Associate to join our Southern California team. Qualified candidates will have the analytical skills to accurately underwrite prospective multifamily investments throughout the Southern California markets, along with excellent verbal and written communication skills. Additionally, strong interpersonal abilities are needed to interface with brokers, owners, and internal executives. This position reports to the SVP, Investments, and is best suited for candidates with long-term aspirations of becoming an Investment Officer with direct sourcing responsibilities. Experience with multifamily investment properties is essential. This is an in-office position and works from our Los Angeles office, 5 days per week. Primary Responsibilities & Duties: Create and prepare valuations for potential multifamily acquisitions utilizing Microsoft Excel - using our internal models to incorporate market data and property operating history into each valuation Research and analyze numerous submarkets, both from the desk and “in the field," to gain intimate knowledge of targeted opportunities Track rent, sales, and new development activities through the assigned markets Conduct and coordinate due diligence activities involving the audit of leases and financial operations, analysis of market competitors, synthesis of third-party reports, assessment of physical deficiencies, and renovation opportunities Prepare and present materials to PUI's Investment Committee Participate in various analytical projects as required in the Investments Department Some travel within the Southern California area will be required May perform other duties as needed Education, Skills & Qualifications: Bachelor's degree required 3 - 5 years of relevant experience, including a sound fundamental knowledge of real estate financial analysis, due diligence, and market analysis; direct experience with multifamily real estate valuations is required Strong proficiency in Microsoft Excel required, as well as proficiency with MS Word & PowerPoint Demonstrated ability in interpersonal and business communications; excellent writing skills required Please Note: For consideration, please reply to this job posting No phone calls or emails to members of the firm PUI would like to thank you for applying; however, due to the volume of responses received, only qualified candidates will receive a response Local candidates only, no relocation expenses provided Benefits Overview: The compensation plan for this role will be commensurate with the skills required for the position. As such, it will be comprised of a base salary and an annual performance-based incentive, which is determined upon individual and portfolio performance. The Company offers a comprehensive benefits package to include: Paid Time Off + Paid Holidays Paid Sick Time 401k + Employer Contribution Medical (H.S.A./HDHP option w/ Employer Contribution) Dental Vision Flexible Spending Accounts Group Term Life/AD&D Voluntary Life/AD&D Long-Term Disability Buy-Up Long-Term Disability Employee Assistance Program Fitness & Wellness Program Other Voluntary Plans Depending on the role, other benefits such as commissions, an educational assistance program (tuition reimbursement), a referral program, and/or a car allowance may be applicable.

Qualifications: Bachelor's degree in Finance or related field; More than a year experience in investor relations or related field; Has knowledge of an alternative investment industry particularly in investor relations; Knowledge of AML/KYC compliance for United States and/or Cayman Islands preferred but not required; Strong written and verbal communication skills.

Reporting to: Kevin Gasque (COO, CFO, CCO) Greycroft is a multi-stage, multi-strategy venture capital firm that partners with entrepreneurs building category-defining companies across software, consumer brands, and sustainability. Founded in 2006, Greycroft has raised over $3 billion in capital and has made over 400 investments since inception, including Acorns, MERIT Beauty, Bumble, Fetch, Anine Bing, Thrive Market, Goop, Seed Health, Scopely, and The RealReal. For more information, please visit ***************** OBJECTIVE We are seeking an experienced individual to support the investor relations and fundraising processes at Greycroft. The position will require collaboration with our investment, finance, compliance and legal teams, as well as preparing high-quality fundraising materials reflecting Greycroft's brand voice and strategic messaging, serving our limited partner base, and assisting in managing the fundraising sales cycle. This individual will play a crucial role in supporting investor needs related to sharing fund performance, investment strategy, and other firm and portfolio updates with relevant stakeholders. The ideal candidate is highly analytical, organized, and a self-starter, with outstanding written and verbal communication skills, and is passionate about technology and venture capital. The candidate will provide ample leverage to Greycroft leadership in telling Greycroft's story and providing outstanding relationship management. RESPONSIBILITIES Own project management and coordination of fundraising pipeline from LP diligence to investment closes, updating firm leadership on highest-priority leads in the sales funnel and associated action items Prepare high-quality materials on Greycroft fund products, keeping data up-to-date across fund performance, team statistics, and sharing across fundraising data rooms Partner with the finance, legal, compliance, marketing and investment teams in providing excellent LP relationship management. This will involve prioritizing and responding to questions, proactively sharing information like quarterly performance, near-term fundraising plans, and co-investment opportunities Respond to requests for information (RFPs, DDQs, ad-hoc questions), collaborating across functional teams where necessary, to answer requests promptly Keep fully abreast of the firm's investment themes, deal flow, and fund performance Assist in planning and executing AGM and other LP in-person and digital engagement activities Support special projects such as coinvest and special purpose vehicle opportunities, outreach strategy to investment team members during travel, and provide case study needs for data rooms and marketing materials QUALIFICATIONS 3-4+ years of working experience, including a combination of investor relations and/or fundraising experience within venture capital, private equity, or an investment management firm Preference for 1-2+ years of experience within investment banking, management consulting, private equity, technology, or startups (preferably in an analytical capacity) Comfortable interfacing with Firm leadership, senior team members and relevant stakeholders Proficiency with Excel and PowerPoint Excellent written/verbal communication skills Authentic passion for technology industries and deep respect for entrepreneurship Bias for action with the ability to stretch out of role scope when necessary Strong relationship management, collaboration, and influencing skills High attention to detail, intellectual curiosity, and creative problem-solving Base Salary Range: $160K - $180K (not including bonus)

Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community. Job Summary The Senior Investment Associate ("Senior Associate") is an important role at the fulcrum point between the mastery of data analysis and the development of individual judgement. The core objective of the Senior Associate is to support the team's Managing Director(s), Director(s), and Associate Director(s) in the implementation and management of investment strategies. The Senior Associate contributes to the evaluation of new investment opportunities and the post-investment management of relationships with external investment organizations. The Senior Associate spearheads analytical work for asset allocation, portfolio management, and thematic research; the role also includes the delivery of ad hoc projects related to risk management, process management, and external relationship management. Senior Associates are eligible to serve on the Internal Investment Committee ("IIC") of the Investment Office. Essential Job Duties Investment Research (70%) Monitor existing holdings and regularly assess manager relationships. Conduct regular calls or meetings with investment partners. Provide written documentation of manager meetings, sharing fund updates and key insights with the investment team. Conduct due diligence of potential new investments, guided by senior members of the team. Perform detailed quantitative analysis at the asset class and manager level. Synthesize qualitative findings, including investment strategy, organizational dynamics, and operational considerations. Support senior members of the team by independently authoring investment memos (or segments of memos) and responding to requests for additional data or analysis. Thematic research: Assess new investment areas, strategies and asset classes as requested by senior investment staff. Develop investment judgement and an independent voice. Portfolio Management & Asset Allocation (10%) Train Investment Analysts in analytical approaches, maintaining sufficient knowledge of the analytical underpinnings of asset allocation and cash flow models to facilitate knowledge transfer and mentoring. Managing Processes & Relationships (10%) Create and maintain high-quality presentation materials for regular internal discussions as well as ad hoc requests by senior investment staff. Ad hoc projects in support of senior members of the team. Analytics and Information Management (10%) Technology: Maintain sufficient proficiency in third-party software (i. e. Caissa) to train Investment Analysts to perform detailed portfolio analysis. Become knowledgeable in other software or third-party data providers as necessary. Basic Qualifications Four years of relevant work experience, likely gained in an endowment, foundation, family office, or direct investment management environment. Basic understanding of fundamental investment concepts, and the ability to process both quantitative and qualitative inputs to long-term economic value creation. Progress toward independent investment judgment and perspective on how to manage a dynamic investment portfolio. Critical thinking and healthy skepticism that engages with large amounts of complex, often-conflicting information in search of strategic clarity. Interpersonal skills and the ability to work closely with a small team. Willingness to be challenged as part of a collegial inter-disciplinary search for superior investment knowledge and outcomes. Impeccable honesty, integrity, and an appreciation for high standards of conduct, work product, and ultimate outcomes. Ability to travel occasionally. Ownership mentality, bringing a sense of personal responsibility for the sustained success of the Investment Office. Ability to act independently to achieve a high-quality product. Ability to handle multiple assignments, often with competing priorities and tight deadlines. Enthusiasm for Caltech's dual institutional missions of conducting groundbreaking scientific research and providing a rigorous education to promising STEM students. Preferred Qualifications Direct investing experience in public or private equity, potentially including fundamental investing in public markets, private equity secondaries, private equity co-investments, or related skills Required Documents Resume.

About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. Fulfill any additional tasks or responsibilities required to ensure team success.

About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: * Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. * Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). * Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. * Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. * Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. * Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. * Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. * Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting * Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities * Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. * Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. * Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. * Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. * Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. * Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. * Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. * Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. * Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. * Fulfill any additional tasks or responsibilities required to ensure team success.

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 leverage RippleMatch to build 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.

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. 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 October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November. This position is eligible to earn a base rate of $20/hr.

Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm that has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 88 employees. The firm manages over $8.25 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking an Intern to join their Investment Solutions team (reporting/analytics/trading, and research). The role is a in-office position in our Newport Beach, CA office. The intern will work closely with experienced wealth management analysts, gaining exposure to the daily operations of a high-performing, client focused firm. This role offers ample opportunity to participate in meaningful work as well as professional development opportunities. RESPONSIBILITIES Support equity and macro research projects with data collection and fact-finding Support client reporting function with data preparation, analysis, and furnishing reports for clients Provide ad hoc support to the Department Director and Associates for projects related to research, trading, alternatives processing, and reporting QUALIFICATIONS Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics Self-starter with initiative to seek out opportunities in a fast-paced environment Detail-oriented, possess excellent time management and prioritization skills Proficiency in MS Office applications (Word, Excel, and PowerPoint)

Application Deadline: 12/15/2025 Address: 300 S. Grand Ave. Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? * Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking * Technical Training - an engaging and interactive learning program including an introduction to credit * Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities * Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients * Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. * Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: * You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 * You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 * You have a preferred minimum GPA of 3.0/4.0 * You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future * You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. * You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary: $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry. This internship role is intended for a multi-week internship, e.g., 8-12 weeks. Position Responsibilities Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include, * Assist in preparing financial reports, presentations, and data analyses. * Conduct market research and competitor analysis. * Provide support in data entry, system updates, and database management. * Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents. * Participate in team meetings, offering insights and learning from various team members and leaders. * Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services). * Contribute to small projects under supervision, ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units. Other duties assigned. Position Qualifications * Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field * Strong academic performance (GPA of 3.0 or above) Looking to learn more about this position: Please visit ********************************************************* for details on day-to-day responsibilities, qualifications, and team dynamic Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $28.25 - $51.08 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: * Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. * Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. * Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. * Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. * Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: * 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. * Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). * Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. * Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. * Excellent communication, collaboration, and decision-making skills. * Upholds the highest standards of ethics and integrity. * Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. * Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents * Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off * Paid Parental Leave as well as an Adoption Assistance Program * Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. * Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. * Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. * Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. * Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. * Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. * Ensure that relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials. * Ensure that client's current goals, risk tolerance, and constraints are reflected in the IPS for managed investments. * Ensure that regular, tailored investment and relationships reviews occur between client team and client. * For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO. * Keep current on client's financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities). * Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship. * Maintain all appropriate training and continuing WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. * Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and 65 or 66 * California Insurance License * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act *Additional Qualifications* * Strong understanding of all products and services applicable to high net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Strong interpersonal, verbal, and written communication skills * Initiates relationships with clients whose trust, investment, and lending needs require a consistently strong performer with in-depth product knowledge and excellent sales skills. * Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners that lead to ongoing growth and development of PB and City National Bank. * May partner with another CA and manage a risk adjusted revenue book of up to $2million. * Usually possesses a BA or MBA and typically has 8 years of financial services experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63, and 65 or 66 securities licenses and state insurance license preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $127,626 - $237,014 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Application Deadline: 12/15/2025 Address: 300 S. Grand Ave. Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 12/15/2025 Address: 300 S. Grand Ave. Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************