Portfolio manager jobs in West Covina, CA

Your new company A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles. This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value. Your new role As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction. You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors. What you'll need to succeed 15+ years of senior-level asset management experience in hospitality, retail, and multifamily Skilled in solving complex operational issues and driving performance Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI Excellent communicator with proven stakeholder management Highly organized with the ability to juggle multiple priorities Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred What you'll get in return Competitive compensation package and benefits Leadership role in one of LA's most prestigious mixed-use developments Direct influence on strategic decisions and long-term asset performance Collaborative environment with high-level stakeholders and ownership What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment. When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life! How You'll Make a Difference The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives. Assists in the preparation and approval process of property operating budgets. Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners. Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts. Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance. Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc). Special projects relating to increasing revenues and reducing expenses across the portfolio. Assists in the due diligence and underwriting of potential acquisitions. Helps ensure articulation and consistency of company image and position within all internal and external communications. Serves as point of contact with capital partners and owners regarding performance of assets. Coordinates with CapEx team regarding project budgets and return on investment analyses. Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments. Coordinates with BizDev team regarding projecting operating expenses for management proformas. Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets. Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform. What Makes this Opportunity Awesome $70,000-$80,000 per year + Bonus Make a difference and have a positive impact. Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities. Contribute creatively to the organization's success by generating new and useful ideas. About You Education: BA/BS in related field preferred or equivalent experience Experience: 2-5 years of real estate asset management experience preferred Excellent communication skills (verbal and written) including active listening Relationship skills : ability to develop and sustain cooperative working relationships - both internal and external. Organizational skills/Multi-tasking : Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level. Proven skills in contributing to the development of company objectives and achieving desired goals. Strong accountability combined with strong work ethic and enthusiasm for teamwork Energetic self-starter with an ability to thrive in a fast pace environment. Intrapersonal: A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious. Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications, Zoom, Gmail, Microsoft Teams The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us! Additional Perks for eligible employees: WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities. The William Warren Group and StorQuest say NO to drugs Equal Employment Opportunity WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status. To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers

Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk rating, both qualitative and quantitative based on performance during the review time period and compare it against bank's credit guidelines. QUALIFICATIONS: Bachelor's degree in business administration or related field preferred. Minimum 5 years of underwriting experience in lending. Excellent communication skills, both verbal and written. Excellent leadership and decision-making skills. Strong analytical and problem-solving skills.

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 a talented Junior Portfolio Manager to join our Investment Grade Fixed Income team in Newport Beach, CA. As a Junior Portfolio Manager, you'll move Pacific Life, and your career, forward by playing a key role in supporting portfolio construction, risk monitoring, and investment idea generation through the development of tools, analytics, and market insights. How you'll help move us forward: * Help develop and enhance existing portfolio management tools to improve senior PM investment decision-making, risk monitoring, and operational efficiency. * Support the identification of investment grade credit opportunities by analyzing key market trends, trading relationships, and conducting relative value analysis. * Assist in portfolio optimization by building and maintaining models and processes that support active management and risk oversight. * Help collaborate with investment grade corporate credit analysts to aggregate and synthesize credit views for timely and actionable implementation of investment ideas. * Prepare and present regular updates to the Portfolio Management team, highlighting relevant analysis in support of investment strategies and performance goals. * Contribute to the continuous improvement of investment processes through innovation, automation, and cross-functional collaboration. The experience you bring: * Minimum of 5 years of experience in investment management, trading, or a related analytical role within capital markets. * Strong understanding of fixed income markets, portfolio construction principles, mathematical and statistical principals, and risk management concepts. * Demonstrated ability to build and maintain analytical tools and dashboards to support investment decisions. * Proficiency in Bloomberg, Power BI, VBA, and Python is required; experience with SQL or other data tools is a plus. * Excellent communication skills, with the ability to clearly present complex data and insights to investment professionals. * Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. * Bachelor's degree in Finance, Mathematics, Economics, Engineering, Computer Science, or a related field; advanced degree or CFA progress is a plus. What makes you stand out: * Direct experience within the investment grade credit market You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. 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. $148,230.00 - $181,170.00 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.

A large and rapidly growing wealth management firm with approximately $2 billion of assets under management is seeking to fill the position of Portfolio Manager within a newly created Registered Investment Advisory (RIA). The individual filling the role will be responsible for manager search, due?diligence, and selection, including the development of risk management assessments and evaluations. The individual will also need to be a proactive spokesperson for the portfolio and manager/fund, comfortable in promoting the funds to clients and prospects alike. S/he will assist in the development of appropriate communication tools, including commentaries and informational sheets and will leverage such tools while pitching the funds. Essential Duties and Responsibilities Fund Manager & Portfolio Management Attribute manager and fund performance and refine ways to minimize underperformance and maximize outperformance relative to return and risk objectives. Apply quantitative techniques and models, coupled with specific market knowledge, to manager selection and risk budgeting. Executes and documents all manager initial and ongoing due?diligence activities and assessments. Proactively contribute to overall portfolio profitability through revenue opportunities and systems and manager selection process enhancements. Provide analytical and qualitative support in alpha research, new manager development, and client needs. Manage all aspects of portfolios including directed changes, corporate actions, and client activity; ensure that portfolios track within established performance expectations. Develops familiarity with various investment related software packages (Bloomberg, Morningstar, etc.) to assist associates and advisors in the appropriate analyses. Investment Committee Actively seeks new opportunities to support Investment Committee members and investment decision making Gains and maintains an understanding of the relevant investment directives, procedures, and policies within the construct of the RIA strategies. Quantifies, analyzes, and continually manages risk, both at an overall fund and at a manager level. Actively participates in and contributes research and perspective to the RIA Investment Committee. Demonstrates a positive attitude, flexibility, support, and effective influence / communication skills in interactions with other RIA functional areas and team members. Client (Advisor) Development and Servicing Develops a deep understanding of RIA's investment strategy and philosophy and delivers that information effectively face?to?face, via conference calls, and through presentations to advisors, end clients, and prospects. Develops an overall understanding of RIA's assigned client's investment strategies / products in order to best service the customer. Authorized drafter and reviewer of RIA's communication and marketing pieces related to the managers and portfolios including, but not limited to: Client Pitch Book Manager / Fund Factsheets and Brochures Trade, Market, and Performance Commentaries Supports new business developments by participating/presenting in RIA pitches, new advisor / acquisition welcome and onboarding sessions, and broader market update sessions, as needed. Supports management and client?facing groups in research and ad?hoc requests. Skills / Key Competencies Required Communication Flexibility / Adaptability Attention to Detail / Data Organization Confidentiality / Integrity Project Planning and Execution Minimum Qualifications Bachelor degree in related discipline from an accredited institution. Certified Financial Analyst (CFA) designation required. 5?10 years of experience in managing and selling portfolios. Solid understanding of financial data types, management, and analysis. Ability to employ advanced data handling functions within MS Excel. Extremely strong verbal and written communication skills, comfort with presenting to advisors. Ability to travel up to 35% of the time.

Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide "best-in-class" service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: College graduate with major in related fields. Experience: 7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Portfolio Manager I's (PM I) primary responsibility is client service and account administration for CitizensTrust (CT) investment management clients. The PM I manages client portfolios in accordance with directions from CT Asset Management or open architecture investment management platform. The accounts for which the PM I is responsible are primarily Liquidity accounts involving the use of money market funds and Treasury bills for investment purposes. The accounts also involve significant money movement. The PM I is responsible for all activities that occur in the client's account and for all client communication. The PM is also responsible for assisting in the business development process in developing and presenting the asset allocation and portfolio management approach for the prospective client. ESSENTIAL DUTIES AND RESPONSIBILITIES * Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. * Oversees all activities and communications for their assigned accounts. * On at least an annual basis meets with clients to review all aspects of the client's accounts including a review of asset allocation, account objectives, performance, and any other client service matters as appropriate. * Implements portfolio changes that originate both from internal and external investment managers in an accurate and timely manner in accordance with the client's investment policy statement. * Develops and analyzes client's needs and resources. Sets up system diaries for accounts to ensure proper execution of client expectations. Assists in transfer and funding of new accounts. * Confers with IMA clients and their advisors regarding investment policy, requests for distributions , tax matters and other matters as requested by clients. * Ensures compliance with Wealth Management's policies and procedures. Completes all initial and periodic regulatory account reviews. * Establishes and maintains relationships with professional, community and other Centers of Influence to foster the division's long-term goals and enhance the position of CBB and CT. * Develops position of "trusted advisor" with clients through timely, accurate and professional client service. * Provides financial planning for client beyond asset allocation to include, but not limited to, estate planning, retirement planning, gifting programs, and education savings. * Provide, present and promote The Citizens Experience to all external and internal customers. * Other duties as assigned. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. EDUCATION and/or EXPERIENCE Bachelor's degree (B.A. or B.S.) from four-year college or university; 1-3 years of relevant experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and interpret and create bar graphs. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. CERTIFICATES, LICENSES, REGISTRATIONS None required. COMPUTER AND SOFTWARE SKILLS Understanding of trust software and report generation is required along with a working knowledge of Excel, Bloomberg and other industry-related programs. OTHER SKILLS AND ABILITIES * Organized and adaptable, with the ability to confidently present to senior leadership and effectively manage multiple priorities in dynamic, interruption-prone environments. * Skilled in promoting and supporting Wealth Management Services, collaborating with business development officers and referral sources to assist in closing new business opportunities. * Experienced mentor and resource for Relationship Managers, providing guidance and support to enhance team performance and professional development. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands and fingers to operate a computer keyboard, mouse, calculator and telephone; and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision. The employee will be required to travel to other locations approximately 25% of time. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary range: $87,612.00 to $124,846.00 annually

Application Deadline: 12/30/2025 Address: 915 Wilshire Blvd. Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Assists / oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs. Directly manages a limited number of investment accounts. Develops and implements customer contact schedule. Develops an overall understanding of assigned client's investment strategy to best serve the customer. Provides general investment support to assigned accounts. Develops an understanding of the Bank's investment strategy and philosophy and is effectively communicates this to clients and prospects. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Uses models to structure a portfolio based on specific criteria. Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc. Implements portfolio re-optimizations and enters client equity and fixed income trades. Monitors cash balances in client accounts and identifies cash requirements. Participates in account review process and completion of required action items. Organizes client files and ensures proper documentation. Performs sales and service support activities as required to meet client needs and maintain overall service levels. Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Meets high-quality service standards to maximize relationship retention and growth. Develops rapport and instills confidence with the client to develop credibility and earn their trust. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Finance related degree preferred. Broad knowledge of financial markets, portfolio management theory, and relevant regulations. Proficiency with investment management software. Technical proficiency gained through education and/or business experience. Verbal and written communication skills - In-depth. Collaboration and team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $69,000.00 - $127,800.00 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.

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Enterprise Account Portfolio Manager to support a large global entertainment client. The Enterprise Account Portfolio Manager (EAPM) builds strong relationships with a clients' corporate security executives and leadership across multiple states, while collaborating with branch offices and corporate support functions on key client initiatives. Position can be based in Chicago, IL, New York, NY, or Los Angeles, CA and will be onsite daily. RESPONSIBILITIES: Relationship Management and Client Intimacy: Develop and nurture relationships with enterprise clients and Allied Universal's branch teams, ensuring service level delivery and customer satisfaction through in person and virtual meetings. Ability to travel domestically from 50% monthly based on client and company needs Prepare PowerPoint presentations and facilitate client quarterly and annual business reviews Time and Operational Oversight: Analyze, report and drive operational metrics and KPIs using Allied Universal's Business Intelligence Platform, maximizing efficiency and productivity Identify and mitigate security risks: develop and implement security protocols, ongoing training, response plans and solutions to maintain contract compliance Financial Performance and Growth: Manage the P&L and drive financial performance through budget allocation, revenue growth, profitability, cash collections and expense management; develop strategies to achieve all financial targets Collaborate with the sales, marketing, and field leadership to lead a contract renewal or rebid process QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in Criminal Justice, Business or a related field with a least three (3) years of management experience in a high -workforce environment or service industry Associate's degree in Criminal Justice, Business or a related field with five (5) years of management experience in a high-volume workforce environment or service industry High school diploma or equivalent with a minimum of seven (7) years of management experience in a high-volume workforce environment or service industry Minimum of two (2) years of account management experience driving customer solutions Minimum of two (2) years of experience driving operational and financial metrics while demonstrating strong financial acumen Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results Ability to collaborate across multiple branches and support departments to creatively support client's satisfaction Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business Proficiency in web-based applications and computer systems, including Microsoft Office and (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events PREFERRED QUALIFICATIONS (NICE TO HAVE): Military veteran, law enforcement, or contract or proprietary security services experience Experience supporting entertainment client COMPENSATION & BENEFITS: Pay rate: $93,000 to $123,000 per year Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Bonus #LI-CW1 Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1460669

Job Details Culver City, CA - 100 - Culver City, CA Full Time Not Specified $100000.00 - $105000.00 Salary Any Real EstateDescription Preferred Experience includes: managing, directing, and implementing operational strategies and objectives for a portfolio of Market Rate and Rent Controlled properties to ensure the achievement of property and organizational goals; developing and controlling a budget, assuring that operations are fiscally sound; assisting with the development and implementation of organizational policies and procedures related to property management; ensuring the physical assets assigned are maintained according to the organization's standards; maintaining an acceptable occupancy level established by the organization; maintaining clean buildings and grounds; recruiting, training, developing and supervising the on‐site property staff; interacting with vendors; the community, at‐large; and the residents; assisting senior management and other managers with special projects and other related work. Essential Functions: Financial • Prepare annual operating and capital budgets, review financial statements/reports, and prepare monthly variance reports • Responsible for the accurate and timely establishment of rent levels as approved by senior management, the timely collection and deposit of all rental and other payments due from residents, and the taking of corrective and/or legal action as required to obtain collections • Responsible for ensuring implementation of annual rent increases Maintenance • Responsible for the implementation and reporting of all maintenance policies, plans, and procedures, including, but not limited to, work order systems, purchase order systems, preventive maintenance systems, inventory control, and the turnover process • Work with maintenance staff to resolve maintenance issues • Create short and long range plans for correction of deficiencies and for normal maintenance of the properties • Conduct routine meetings (at least monthly) with the maintenance staff Marketing • Responsible for maintaining budgeted occupancy goals • Responsible for the accurate and timely submission of marketing reports, and for maintaining current comparable studies • Make recommendations to improve marketing and leasing programs • Demonstrate a comprehensive understanding of the competition, general market area, and product knowledge • Supervise and participate in the Leasing and Renewal Programs • Conduct monthly meetings with the site level administrative staff • Inspect properties in portfolio to ensure the highest standards are maintained; evaluate effectiveness and efficiency of maintenance, grounds, and housekeeping operations; conduct periodical inspection of vacant apartments for market‐ready condition Personnel • Participate in the hiring, promotion, termination and transfer of site personnel, including the timely submission of all required paperwork • Ensure appropriate staff development and/or training is provided,( including his/her own) and that all staff is aware and correctly implements the fair housing/ employment laws, safety rules and regulations, and other company and governmental policies and procedures • Hire, train, supervise, develop, and terminate the employment of those supervised in accordance with company policies and directives; perform timely performance evaluations on employees • Assist Property Managers with site‐level employees; approve all new hires, status changes, and terminations for on‐site personnel in coordination with Human Resources and senior management Job Requirements: • Education- B.A/B.S. Undergraduate degree preferred but not required • Must have at least 3-5 years of supervisory experience in the area of Property Management and Rent Control • Proficient in Excel, MS Office and Yardi Voyager. • Job requires oversight of multiple properties. Candidate must be willing to travel locally • Valid driver's license and reliable transportation • Experience in property budget preparation is required • Demonstrated experience in problem identification, analysis, recommendation of options and development of logical and workable solutions Competitive Salary $100,000 to $105,000k DOE, 401k, Health and Dental Benefits

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 looking for a seasoned Portfolio Manager in Los Angeles or Orange County, CA. This role focuses on expanding, building, and maintaining a portfolio of corporate banking loan relationships Essential Functions: * Responsible for managing and servicing a portfolio of existing loan relationships. * Responsible for expanding and building relationships with a high degree of resultant customer satisfaction. * Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, underwriting, monitoring credit performance and assisting with loan presentations. * Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. * Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. * Assists bankers with new and existing loan requests and other special projects. * Other duties as assigned. Qualifications: * Requires a bachelor's degree in Finance, Business or other related field and 6+ years of banking, relationship management, lending, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. * Extensive knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. * Strong working knowledge of banking products, services, policies, procedures and regulations. * Advanced credit skills in underwriting, financial modeling, valuations and adherence to policy. * Requires excellent customer service, relationship, organizational, analytical and creative problem solving skills. * Ability to meet deadlines. * Must have excellent communications skills, both verbal and written. * Knowledge of various software applications including word processing and spreadsheets. Benefits: * Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! * 401(k) plan, competitive compensation in line with work experience. * Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements * Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within * Tuition Reimbursement for qualifying employees * Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $106,000 - $130,000 annually depending on job-related factors such as level of experience.

*PORTFOLIO MANAGER II- FUND FINANCE * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the *Fund Finance Credit Management Team* focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. *Primary responsibilities include:* * Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm. * Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs. * Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) * Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. * Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. * Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) * Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients. WHAT WILL YOU DO? * Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. * Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. * Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. * Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. * Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree in Finance, Business, or related field * Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * *Fund Finance* knowledge and expertise *WHAT'S IN IT FOR YOU?* *Compensation - *Hourly Position *Starting base salary: $48.66 - $82.86 per hour. 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. \#LI-JO1 \#GD-JO \#CA-JO

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. We are seeking a PM / Analyst to join our Commodities desk and specialize in US or International Natural Gas or Petroleum markets. In this role you will work with the MD and team to develop trade ideas based off fundamental and structural analysis. Our ideal candidate will have a history of generating successful trade ideas translating to PnL or a strong quant / analytics background with a desire to run risk and develop trade ideas. This individual will be able to articulate what their possible edge might be, particularly if they have not directly run and deployed risk before. REQUIREMENTS Bachelor's degree from an accredited institution demonstrating strong academic credentials Minimum of five (5) years of successful experience and deep knowledge in Natural Gas or Petroleum markets at a prominent buy-side or sell-side institution Prior experience in risk sizing, trade execution and portfolio management is helpful although not essential. We will help candidate develop these skills and become PM if originating from analyst background Creativity in problem solving and strong attention to detail. A commonsensical approach to investing Strong quantitative skills with a knowledge of statistics, mathematics, computer science, economics a big plus Programming skills, preferably in Python, is helpful but not essential Good communication and ability to effectively communicate research results and ideas. Desire to work in a collaborative environment and as part of broader team Astute ability to respect, listen to, and collaborate well with colleagues and clients Exceptional work ethic and ability to succeed in a high intensity environment Low ego, good sense of humor, emotional maturity, and humility to accept developmental feedback Strength of conviction without stubbornness BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office 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. Salary Range: $ 265,000.00 - $ 360,000.00 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.

Job Description Portfolio Manager (Senior/Vice President level depending on experience) West Los Angeles, California | On-Site A highly regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals and families. What You'll Do Directly manage client investment portfolios Implement asset allocation and investment policy across global asset classes Conduct macroeconomic, sector, and security-level research Actively participate in investment committee meetings Communicate with clients, prepare reports, and support ongoing relationships Contribute to growth through referral engagement and select business development What We're Looking For 10+ years of portfolio management experience MBA and/or CFA designation strongly preferred Proven success working with high-net-worth families Expertise in global asset allocation (equities, fixed income, alternatives) Strong analytical, communication, and relationship-management skills Why Join This is an excellent opportunity for a relationship-driven investment professional to make a long-term impact in a values-based, client-centric organization. You'll be surrounded by a collaborative team and have the ability to influence firmwide research, investment strategy, and client engagement. Portfolio Manager, Vice President, CFA, MBA, Investment Management, Wealth Management, High-Net-Worth Clients, Global Asset Allocation, Private Wealth, Equities, Fixed Income, Alternatives

Job DescriptionDealMaker is seeking a high-caliber National Investment Manager to fully own our most critical brand and performance channel: National TV/Connected TV (CTV). This is a solo, high-autonomy role that requires a blend of deep technical execution, strategic financial forecasting, and high-stakes negotiation. You will be accountable for optimizing seven-figure budgets to deliver measurable business margin and issuer ROAS (Return on Ad Spend). Who you are As a National Investment Manager, you will be a pivotal partner to our growth team, owning the strategy and execution of national TV/CTV campaigns end-to-end. You'll craft audience-led media plans, stand up and optimize buys, forecast for ROAS, design incrementality testing, and translate results into clear business decisions. You'll also develop and manage direct publisher relationships, negotiate favorable terms, and collaborate with Legal, Finance, and Analytics to ensure efficient, compliant, and scalable outcomes.You are a highly motivated, strategic individual contributor with strong people skills and a natural ability to build rapport and trust. You pair analytical rigor with creative problem-solving, and you're proactive and results-oriented-prioritizing speed over perfection, pushing your limits, and always finding a way to overcome challenges. Your dedication to obsessing over customers drives you to deliver measurable impact and exceptional partner experiences. What You'll DoAs the National Investment Manager, you are the single-threaded owner of our TV/CTV performance, responsible for driving the core KPIs of ROAS for issuers and Margin for the business. Your key responsibilities include:- Build & own national TV/CTV media strategy across linear and streaming, covering audience definition, flighting, budget mix, test design, and creative briefs tied directly to performance and issuer KPIs.- Form and manage direct network/platform relationships by evaluating packages, negotiating IOs and Ts&Cs (rates, data rights, makegoods, cancellations), and driving legal reviews to signature.- Plan & activate performance CTV via DSPs and 3rd party vendors by owning pacing, optimization, pixeling, and budget reallocations against ROAS and Cost Per guardrails.- Design geo, time and audience holdouts and lift tests, partnering with internal data constituents and third-party measurement providers to validate outcomes beyond last-click.- Forecasting & finance: Build channel-level ROAS forecasts and scenario plans; manage delivery, invoices, and makegoods.- Serve as a core partner, translating complex TV tactics and analytics into clear decisions for Strategy, Partnerships, Finance, and Legal, ensuring alignment with organizational objectives. How We'll Measure Success (First 12 Months) The successful candidate will achieve the following critical business outcomes within the first year:- Launch a repeatable linear and CTV growth program with a quarterly testing roadmap and readouts.- Secure 2-3 direct network/platform deals with favorable economics and measurement/data access.- Prove statistically valid incremental lift on priority campaigns and hit Funded ROAS targets. What You NeedThe most critical part of this role is having direct network negotiation experience and a demonstrated ability to forecast Funded ROAS, manage 7-figure budgets, and scale winners while protecting efficiency.Critical Job Requirements (Non-Negotiables):- 5-8+ years in TV/CTV media (brand, agency, network, or platform) with direct network negotiation experience and hands-on execution in one or more CTV buying platforms (TVScientific, Tatari, etc.).- Demonstrated ability to forecast ROAS, manage 7-figure budgets, and scale winners while protecting efficiency.- Depth in incrementality/lift methods (geo/time splits) and outcome measurement (site/app conversions, MMM triangulation) with providers like iSpot/VideoAmp.- Comfort navigating legal & commercial terms (data rights, cancellation windows, viewability/brand safety standards, makegoods).The ideal candidate must have (Core Competencies):- Strategic Thinking- High-Stakes Negotiation- Data Storytelling- Cross-Functional Stakeholder Management- Extreme Ownership / Autonomy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment. The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans. POSITION SUMMARY The primary responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts. PRIMARY RESPONSIBILITIES Manage portfolios to achieve client objectives Make and implement investment decisions Maintain asset allocations within client guidelines and department policies Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites Lead or assist in internally managed strategies and asset allocation Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department Meet with clients on a regular basis Communicate with and make presentations to clients, prospects and referral sources Participate in Business Development initiatives to achieve established goals for new revenues Work with Client Administrators on shared accounts DESIRED SKILLS/EXPERIENCE Bachelor's degree from an accredited 4-year university MBA from top-tier business school, preferred not essential CFA designation preferred not essential 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash Strong investment research experience Investment experience with alternative assets a plus Strong communication, client relationship and business development skills as well as an entrepreneurial spirit Superior ability to identify and build relationships with qualified prospects PERSONAL CHARACTERISTICS Strong people skills Client service focus Effective verbal and written communication skills High integrity with a diligent work ethic Team/people oriented Highly organized with good time management skills Meticulous attention to detail Valid driver's license and the ability to travel by airplane COMPENSATION A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range: $150,000 - $200,000.

DealMaker is seeking a high-caliber National Investment Manager to fully own our most critical brand and performance channel: National TV/Connected TV (CTV). This is a solo, high-autonomy role that requires a blend of deep technical execution, strategic financial forecasting, and high-stakes negotiation. You will be accountable for optimizing seven-figure budgets to deliver measurable business margin and issuer ROAS (Return on Ad Spend). Who you are As a National Investment Manager, you will be a pivotal partner to our growth team, owning the strategy and execution of national TV/CTV campaigns end-to-end. You'll craft audience-led media plans, stand up and optimize buys, forecast for ROAS, design incrementality testing, and translate results into clear business decisions. You'll also develop and manage direct publisher relationships, negotiate favorable terms, and collaborate with Legal, Finance, and Analytics to ensure efficient, compliant, and scalable outcomes. You are a highly motivated, strategic individual contributor with strong people skills and a natural ability to build rapport and trust. You pair analytical rigor with creative problem-solving, and you're proactive and results-oriented-prioritizing speed over perfection, pushing your limits, and always finding a way to overcome challenges. Your dedication to obsessing over customers drives you to deliver measurable impact and exceptional partner experiences. What You'll Do As the National Investment Manager, you are the single-threaded owner of our TV/CTV performance, responsible for driving the core KPIs of ROAS for issuers and Margin for the business. Your key responsibilities include: * Build & own national TV/CTV media strategy across linear and streaming, covering audience definition, flighting, budget mix, test design, and creative briefs tied directly to performance and issuer KPIs. * Form and manage direct network/platform relationships by evaluating packages, negotiating IOs and Ts&Cs (rates, data rights, makegoods, cancellations), and driving legal reviews to signature. * Plan & activate performance CTV via DSPs and 3rd party vendors by owning pacing, optimization, pixeling, and budget reallocations against ROAS and Cost Per guardrails. * Design geo, time and audience holdouts and lift tests, partnering with internal data constituents and third-party measurement providers to validate outcomes beyond last-click. * Forecasting & finance: Build channel-level ROAS forecasts and scenario plans; manage delivery, invoices, and makegoods. * Serve as a core partner, translating complex TV tactics and analytics into clear decisions for Strategy, Partnerships, Finance, and Legal, ensuring alignment with organizational objectives. How We'll Measure Success (First 12 Months) The successful candidate will achieve the following critical business outcomes within the first year: * Launch a repeatable linear and CTV growth program with a quarterly testing roadmap and readouts. * Secure 2-3 direct network/platform deals with favorable economics and measurement/data access. * Prove statistically valid incremental lift on priority campaigns and hit Funded ROAS targets. What You Need The most critical part of this role is having direct network negotiation experience and a demonstrated ability to forecast Funded ROAS, manage 7-figure budgets, and scale winners while protecting efficiency. Critical Job Requirements (Non-Negotiables): * 5-8+ years in TV/CTV media (brand, agency, network, or platform) with direct network negotiation experience and hands-on execution in one or more CTV buying platforms (TVScientific, Tatari, etc.). * Demonstrated ability to forecast ROAS, manage 7-figure budgets, and scale winners while protecting efficiency. * Depth in incrementality/lift methods (geo/time splits) and outcome measurement (site/app conversions, MMM triangulation) with providers like iSpot/VideoAmp. * Comfort navigating legal & commercial terms (data rights, cancellation windows, viewability/brand safety standards, makegoods). The ideal candidate must have (Core Competencies): * Strategic Thinking * High-Stakes Negotiation * Data Storytelling * Cross-Functional Stakeholder Management * Extreme Ownership / Autonomy We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Job Title: Manager Case Management Salary Range: $140,000 - $214,000 + Relocation Assistance Schedule: Full-Time - Admin Hours - Rotating Weekends Company Information: Our client is a respected hospital committed to delivering exceptional, patient-centered care in the community. They are currently seeking a full-time, permanent Manager for Case Management to join their dynamic team. This is a fantastic opportunity for a seasoned professional to lead and shape the case management department while contributing to the hospital's overall success. Job Summary: We are looking for an experienced and motivated Manager Case Management to oversee and coordinate case management operations at an acute care facility. This role requires strong leadership skills and comprehensive knowledge of case management protocols and healthcare reimbursement systems. Key Responsibilities: Provide leadership and direction to the case management department. Ensure compliance with federal and non-federal program rules and regulations regarding case management. Develop and implement department policies and procedures to enhance patient care and efficiency. Oversee staff training and development, fostering a collaborative and high-performing team. Review and analyze case management practices, ensuring alignment with hospital goals and industry standards. Maintain working knowledge of InterQual and Milliman & Robertson criteria. Collaborate with interdisciplinary teams to address patient needs effectively. Manage hospital reimbursement strategies across payers, including Medicare, Medi-Cal, Managed Care, and private insurance plans. What Qualifications You Will Need: Bachelor's Degree in Nursing (BSN) required; Master's Degree (MSN) preferred. Current California Licensed Registered Nurse (RN) certification. Minimum of 5 years of case management experience in an acute care hospital setting or nursing management experience in such environments. In-depth knowledge of case management principles as defined by federal and non-federal programs. Proficiency in using InterQual and M&R guidelines. Solid understanding of hospital reimbursement mechanisms for various payer types. Apply here today and send your resume to alex@amayastaffing.com

Supports the overall credit and portfolio management function for the Inland Empire Regional Office. Facilitates comprehensive credit analysis of existing and potential clients, assists in the management of risk in existing relationships to protect the financial health of the Bank, keeps informed as to the status of loans in the office portfolio, provides relationship managers with support in underwriting and business development, and provides financial counsel to current and prospective customers, while ensuring adherence to all Bank policy and procedures. Calls on potential and existing customers to develop new business and increase or retain existing business relationships. Keeps informed as to the status of loans in their portfolio. Handles complex accounts and makes credit recommendations independently. Location: Ontario, California Salary: $120,000 - $140,000