Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**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 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.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$62k-103k yearly est. 5d ago
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Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Trader job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 2d ago
Relationship Banker
Comerica 4.9
Trader job in Los Angeles, CA
What we can offer you:
Career Growth -- promotional opportunities
Incentive program based on performance
Paid Time Off (PTO)
Paid Holidays for Full Time/Part Time Employees
Health, Dental, Vision, 401k match and Life Insurance
Employee Assistance Program
Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
Retirement Plan
Employee Stock Purchase Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital solutions.
Initiate quality financial wellness conversations to add value to customers relationships.
Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
Assist in community awareness events to increase bank outreach and foster new business relationships.
Effective utilization of converge for customer relationship management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related training.
Impact the operational and risk activities and related results for the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance Standards.
Control and mitigate losses by following policies and procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of Banking Manager.
Consistently assess needs and add value to customers and prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
* Consistently impact the efforts that improve Banking Center Collaboration.
* Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
1 Year of Customer Service experience
1 Year of Consumer Sales experience
1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:30am-5:30pm; some Saturday hours 8:30am-12:30pm. Full-time hours will be scheduled within timeframes listed.
Salary:
For candidates hired in the state of California, the expected salary/On-Target Earnings (OTE) range for the role is currently:
* California - $25.88 - $31.63 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.
$25.9-31.6 hourly 7d ago
Relationship Banker - Pasadena, CA
Banktalent HQ
Trader job in Pasadena, CA
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 Relationship Banker in Pasadena, CA.
Essential Functions:
Leverage credit expertise to assess client need, identify commercial lending opportunities, structure tailored financials solution that drive portfolio growth.
Develop and expand client relationships through proactive outreach, in-person visits, and community engagement to achieve sales goals and deepen market presence.
Lender responsible for acquiring, analyzing and maintaining lending client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to best meet clients' needs.
Develops and implements marketing plans for expanding business.
May be assigned specialized industry or market segments.
Qualifications:
Typically requires a Bachelors degree and 2 years commercial lending and bank sales experience.
Limited use and/or application of basic lending principles, theories, and concepts.
Basic knowledge of bank products and commercial lending techniques and procedures.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $70,000 - $90,000 annually depending on job-related factors such as level of experience.
$70k-90k yearly 5d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Trader job in Irvine, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-25 hourly 5d ago
Bilingual Japanese Programmatic Trader
MiQ 4.6
Trader job in Los Angeles, CA
Title: Bilingual Japanese Programmatic Trader THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands.
We are looking for a Bilingual Japanese Programmatic Trader
* based in LA
* amenable to work following Japan office hourse (GMT+9)
* Fluent in Japanese (Native/N1/N2 levels) and also speaks English
* Open to training in programmatic advertising
WHO YOU ARE
YOUR PERSONALITY
We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below.
* Passion - We love and live what we do.
* Determination - We always find a way to 'figure it out'.
* Unity - We hold each other accountable. We win and lose as a team.
* Agility - We anticipate the unexpected, embrace and adapt to change.
* Courage - We dare to think unconventionally.
WHAT YOU'LL BE DOING
* Delivery: Accomplishing tasks on time and to a high quality, managing different deadlines and priorities
* Managing a portfolio of clients and ensuring that all are performing & pacing optimally.
* Setup campaigns to succeed from day 1.
* Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals .
* Troubleshoot campaign challenges.
* Implementing campaign optimizations within the DSPs.
* Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc.
* Client Reporting & optimization commentary.
* Delivery & incremental forecasting.
* Project Management: Staying focused and contributing to projects. Organizing stakeholders and multiple milestones
* Provide avails, pricing, and strategy recommendations for new campaigns.
* Partnering with the other members of the trading team to enhance internal tools & processes.
* Feedback & test new Trading products to help drive future enhancements
* Internal Collaboration: Working with internal stakeholders, building relationships, and working across differences to find solutions
* Building great relationships with the sales & account management team on your commercial pod
* Working with other commercial teams to deliver custom client solutions
* Communication: Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes
* Explaining strategy & optimizations to internal & external partners
* Articulating to clients how MiQ's Trading technology & expertise sets us apart.
* Innovation: Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working.
* Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals.
* Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms
YOUR QUALIFICATIONS
Hard skills
* Analytical skills are essential
* Experience with large datasets in Excel and BI tools
* Experience with Xandr, DV360, The Trade Desk, or any DSP preferred
* 1+ years' experience running programmatic campaigns preferred
Soft skills
* A start-up mind-set
* Attention to detail
* Accomplished communicator
* Ability to work both independently and collaborate within a team environment
* Great time management skills
* Motivated - You bring an entrepreneurial mindset to the table
* Determined - You always find a way to 'figure it out'
* A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions.
* Energetic - You enjoy building relationships and bring passion to whatever you do
* Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new.
* Alignment with MiQ's core values
* A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm
* A dream to grow your career as the company scales
WHO WE ARE
We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places.
Our business keeps growing and our company keeps getting better because we keep hiring smart new people.
People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us.
If that sounds like you, we'd love to hear from you.
WORKING AT MIQ
OUR COMMITMENT TO INCLUSION AND DIVERSITY
Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team.
If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce.
Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential.
BENEFITS & PERKS - US MARKET
* Health benefits - covering medical, dental, vision with HSA and FSA options
* Company paid basic life, long-term disability plans and variable life insurance program
* 401k Matching Program
* An Employee Assistance Program (EAP)
* Paid maternity and paternity leave
* A Nursing Mother's Program
* Generous PTO policy in addition to paid holidays
* Tax Free Benefits (Commuter/Health/Dependent Care)
* Continuous education and training
* Flexible remote working policy with optional office use for those who need it during 2022
Apply Today
Equal Opportunity Employer
E-Verify Employer
$59k-92k yearly est. Auto-Apply 2d ago
Investment Grade Credit Trader
Pacific Life 4.5
Trader job in Newport Beach, CA
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.
$61k-105k yearly est. Auto-Apply 60d+ ago
Bilingual Japanese Programmatic Trader
MiQ Digital
Trader job in Los Angeles, CA
Title: Bilingual Japanese Programmatic Trader
THE OPPORTUNITY MiQ has been part of the programmatic landscape since the beginning and that programmatic expertise is the backbone to MiQ's success. Our Programmatic expertise is driven by our Trading Team. We're looking for a trader to join our growing trading team in one of our fastest growing global regions. You'll have the opportunity to work collaboratively with sales, account management, product and analytics on some of the world's most known brands.
We are looking for a Bilingual Japanese Programmatic Trader
- based in LA
- amenable to work following Japan office hourse (GMT+9)
- Fluent in Japanese (Native/N1/N2 levels) and also speaks English
- Open to training in programmatic advertising
WHO YOU ARE
YOUR PERSONALITY
We love different personalities at MiQ and strive to build teams constructed with diverse backgrounds and inclusive points of view. That said, we firmly believe that our values bring us together and we look for people who align with our values below.
Passion - We love and live what we do.
Determination - We always find a way to ‘figure it out'.
Unity - We hold each other accountable. We win and lose as a team.
Agility - We anticipate the unexpected, embrace and adapt to change.
Courage - We dare to think unconventionally.
WHAT YOU'LL BE DOING
Delivery:
Accomplishing tasks on time and to a high quality, managing different deadlines and priorities
Managing a portfolio of clients and ensuring that all are performing & pacing optimally.
Setup campaigns to succeed from day 1.
Use critical thinking & analytical skills to analyze complex data sets to make decisions to beat client goals .
Troubleshoot campaign challenges.
Implementing campaign optimizations within the DSPs.
Working across multiple technology platforms including DSPs, Internal BI, Ad servers & Attribution, Brand safety etc.
Client Reporting & optimization commentary.
Delivery & incremental forecasting.
Project Management:
Staying focused and contributing to projects. Organizing stakeholders and multiple milestones
Provide avails, pricing, and strategy recommendations for new campaigns.
Partnering with the other members of the trading team to enhance internal tools & processes.
Feedback & test new Trading products to help drive future enhancements
Internal Collaboration:
Working with internal stakeholders, building relationships, and working across differences to find solutions
Building great relationships with the sales & account management team on your commercial pod
Working with other commercial teams to deliver custom client solutions
Communication:
Crisp and clear communication to external partners/clients or internal stakeholders; flexing communication style to persuade others and influence positive outcomes
Explaining strategy & optimizations to internal & external partners
Articulating to clients how MiQ's Trading technology & expertise sets us apart.
Innovation:
Acting with curiosity. Finds new and better ways of working, then applies or implements solutions to unarticulated needs, new or existing market requirements. Open to receiving and trying new ideas, processes or ways of working.
Trading innovation is the human intelligence behind our campaigns that help us to exceed performance goals.
Using MiQ's proprietary technology to create bespoke campaign setups & custom algorithms
YOUR QUALIFICATIONS
Hard skills
Analytical skills are essential
Experience with large datasets in Excel and BI tools
Experience with Xandr, DV360, The Trade Desk, or any DSP preferred
1+ years' experience running programmatic campaigns preferred
Soft skills
A start-up mind-set
Attention to detail
Accomplished communicator
Ability to work both independently and collaborate within a team environment
Great time management skills
Motivated - You bring an entrepreneurial mindset to the table
Determined - You always find a way to ‘figure it out'
A Problem Solver - You are excited by challenging problems and you enjoy working though complex solutions.
Energetic - You enjoy building relationships and bring passion to whatever you do
Always learning - You know what you know and what you don't, and are always looking to those around you to teach you something new.
Alignment with MiQ's core values
A can-do attitude, approaching your responsibilities with energy, drive and enthusiasm
A dream to grow your career as the company scales
WHO WE ARE
We're MiQ, a programmatic media partner for marketers and agencies. We connect data from multiple sources to do interesting, exciting, business-problem-solving things for our clients. We're experts in data science, analytics and programmatic trading, and we're always ready to react and solve challenges quickly, to make sure our clients are always spending their media investments on the right things in the right places.
Our business keeps growing and our company keeps getting better because we keep hiring smart new people.
People who can challenge conventions and shake things up. People who want to connect with people all over the world to make great things happen. People who are as excited by the opportunities of programmatic marketing as us.
If that sounds like you, we'd love to hear from you.
WORKING AT MIQ
OUR COMMITMENT TO INCLUSION AND DIVERSITY
Inclusion and diversity are core values at MiQ. Ensuring that we have a workplace which is safe and comfortable for everyone and embraces different ideas, different positions, and different people from all backgrounds is critically important to us. We are looking for passionate and determined people to join our team.
If you are open to sharing a bit more about yourself we greatly appreciate people taking the time to self-identify through the EEOC section of the application. This information ensures that we are able to capture an accurate picture of our candidate pool, helping us to design and drive recruitment strategies to help us build a diverse workforce.
Completion of the form is voluntary. Whether you choose to complete it or not, your decision will not be considered in the hiring process or thereafter. Any information that you do provide will remain confidential.
BENEFITS & PERKS - US MARKET
Health benefits - covering medical, dental, vision with HSA and FSA options
Company paid basic life, long-term disability plans and variable life insurance program
401k Matching Program
An Employee Assistance Program (EAP)
Paid maternity and paternity leave
A Nursing Mother's Program
Generous PTO policy in addition to paid holidays
Tax Free Benefits (Commuter/Health/Dependent Care)
Continuous education and training
Flexible remote working policy with optional office use for those who need it during 2022
Apply Today
Equal Opportunity Employer
E-Verify Employer
$63k-105k yearly est. Auto-Apply 3d ago
Trader
Signature Estate & Investment Advisors, LLC
Trader job in Los Angeles, CA
JOB TITLE: Trader
EMPLOYER: Signature Estate and Investment Advisors Inc
DEPARTMENT: Investment Services
REPORTS TO: Managing Senior Partner
SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills.
DUTIES AND RESPONSIBILITIES:
Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines.
Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs.
Monitor market conditions, trading workflows, and best execution practices.
Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues.
Maintain trading logs, compliance documentation, and detailed transaction records.
Support the creation and maintenance of investment models and portfolio implementation processes.
Communicate with the advisor team regarding trade status, timing, constraints, and market impacts.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's degree in Finance, Economics, or a related field preferred.
1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage.
Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows.
Experience with RIA custodians (Schwab, Fidelity) preferred.
Exceptional attention to detail, accuracy, and organizational skills.
Ability to work collaboratively with advisors and internal teams.
Strong ethical standards and commitment to a fiduciary environment.
COMPETENCIES:
Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
$63k-105k yearly est. 24d ago
Programmatic Trader
Daviselen Advertising 3.7
Trader job in Los Angeles, CA
This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients.
Main Duties and Responsibilities
Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients
Implement best practices for bidding, budget management, and reporting
Support the documentation of optimizations and learnings
Collaborate with account and product personnel on programmatic media plans
Educate internal and external teams
Design and implement strategies to improve performance for clients, supporting recommendations with results data
Work to establish and manage existing PG, PMP, or other inventory lines with vendors
Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment
Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client
Support planning and buying teams on invoice reconciliation and buy information entry into our financial system
Requirements
At least 2 year of hands-on programmatic buying experience
Proven ability to drive programmatic performance
Proven ability to thrive in highly collaborative work environments
Advanced user of at least one DSP (TTD and Amazon preferred)
Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments
Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)
$57k-90k yearly est. Auto-Apply 54d ago
Sales/Trader/merchandising
Vantage Organic Foods
Trader job in Los Angeles, CA
‘An abode of quality organic ingredients' - this sentence is enough to sum up what Vantage Organic Foods Private Limited is about. We have been the leading suppliers of certified organic ingredients to importers, manufacturers and distributors all over the globe for the last two decades. Our vast range of ingredients includes grains, dry edible beans, oilseeds, vegetable oils, flour and much more
Job Description
Description:
Seeking entrepreneurial feed ingredients merchandiser to add continual value to a large, established feed ingredients business in all over USA
Responsibilities
Establish long term relationships with suppliers and customers
Source competitively priced animal feed
Trade and sell feed ingredients to customers with consideration of value, price, quality and safety
Promote company name/reputation in marketplace
Collect market information and gain comprehensive knowledge about the commodities bought and sold
Manage risk by operating within established guidelines
Job Requirement /Skills
High level of integrity, who will represent the Company and the Division well
A team player who excels at building relationships with customers, suppliers, and co-workers
Entrepreneurial, creative thinker who can manage and grow a business, discover and vet opportunities as part of a dynamic marketing team
Qualifications
5+ years of experience in trading, sales and logistics of feed ingredients
Existing contacts in the USA organic feed markets would be an added bonus
Bachelor's degree in Ag Business or related discipline
Additional Information
All your information will be kept confidential according to EEO guidelines.
$73k-125k yearly est. 1d ago
Private Client Banker - Diamond Bar - Diamond Bar, CA
Jpmorganchase 4.8
Trader job in Diamond Bar, CA
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: **************************************************************************
$71k-133k yearly est. Auto-Apply 12d ago
Concierge Banker - Float
Midfirst Bank 4.8
Trader job in Los Angeles, CA
Essential Duties and Responsibilities:
This role will perform a variety of sales and service functions using a high degree of personal service skills. A Concierge Banker is responsible for efficiently processing a variety of client transactions and promptly responding to all client information and transaction requests. In addition, a banker should be knowledgeable of all Bank services and products and is trained to promote and deliver those service, to include, but not limited to deposit accounts, cash requests, funds transfers, wire transfers and stop payments. This individual must be able to work in a fast paced environment that requires accuracy and the highest level of service. This role will be accountable for the operational efficiency and effectiveness of the branch while providing leadership and direction to colleagues.
Duties will include, but are not limited to the following:
Processing customer transactions efficiently and accurately in a fast- paced environment; maintaining and balancing a cash drawer; and adhering to policies and procedures.
Greeting customers and facilitating a welcoming and customer- focused environment.
Responding to customer inquiries and concerns; researching and identifying solutions.
Generating new business and expanding relationships with current customers by cross-selling bank products and services that would benefit each individual
Building customer loyalty by developing relationships and always offering exceptional service.
Represent the bank in a positive, courteous and professional manner by promptly greeting each client. Provide efficient and accurate service in processing transactions.
Ensure proper functioning of day-to-day operations, including opening and closing procedures, cash levels and vault activities.
Assist in ensuring compliance with bank's policies and procedures and provide proper training as necessary.
Assist with overall facilities management function to include purchasing supplies keeping a professional image of break rooms and conference rooms.
*This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
As a Float Concierge Banker, a designated banking center will be assigned at the location stated. This posiion requires the flexibility to drive to and from different branches with the region. Employee will be required to have a reliable transportation to drive to various banking locations and as such, will receive mileage reimbursement.
Required Skills:
Minimum of 2 years of cash handling responsibilities
Excellent customer-service skills, including oral and written communication
Ability to effectively contribute to a positive team environment and work toward achieving goals
Careful attention to detail and strong organizational skills. Must adhere closely to bank procedures and regulations
Strong work ethic and high integrity
Strong computer and 10 key skills
Outgoing, assertive, confident, and enthusiastic personality
Preferred Skills:
Knowledge of banking products and procedures
Successful sales record in a sales or banking environment
Proficiency with all Microsoft applications (Word, Outlook, Excel etc.)
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
Salary Range: $22.00 - $25.00 per hour. Exact compensation may vary based on skills, experience, and location.
$22-25 hourly 40d ago
Investment Banking Vice President, Media - Los Angeles
Moelis & Company 4.9
Trader job in Los Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
$250k yearly Auto-Apply 60d+ ago
Senior IG Credit Trader - Insurance ALM Focus
Pacific Asset Management, LLC
Trader job in Newport Beach, CA
A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one.
#J-18808-Ljbffr
$68k-116k yearly est. 5d ago
Branch Relationship Banker - Orange, CA
Banktalent HQ
Trader job in Orange, CA
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 Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Orange, CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
Follows up with clients as needed.
May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
Responsible to resolve customer service issues.
Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
May be responsible for processing cash transactions and other customer service duties within the branch.
Other duties as assigned.
Qualifications:
High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
Previous experience in a financial sales representative-oriented role preferred.
Working knowledge of mathematical calculations and standard banking products, services and transactions.
Solid knowledge of all retail products and services.
Basic knowledge of consumer lending applications.
Proven customer service, interpersonal and communication skills, both verbal and written.
Effective selling, cross-selling and referral skills.
Solid mathematical, problem-solving and negotiation skills.
Solid interpersonal & relationship building skills.
Strong attention to detail and time management.
Proficient in basic computer skills.
Schedule: Monday - Friday
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
$22-28 hourly 5d ago
Sr. Relationship Banker
Cathay Bank-Headquarters 4.4
Trader job in Los Angeles, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Commercial Lenders).
Proactively support branch new business promotions.
Originate and process mortgage loans.
Achieve assigned sales goals.
New Accounts
Independently perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required.
2 or more years of new accounts, sales, cash handling, retail experience and/or relevant banking experience required.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to apply strong critical thinking and problem solving skills to a variety of situations and create action plans.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers.
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
Required to obtain MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS) within 6 months of hire or designation as a Senior Relationship Banker.
May obtain (optional) appropriate State(s) Life & Health Insurance License(s), FINRA Series 6 & 63 or Series 7 & 65 within 12 months of hire or designation as a Senior Relationship Banker.
Able and willing to commute as required for business needs.
OTHER DETAILS
$25.00 - $29.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$25-29 hourly 5d ago
Trader
Signature Estate & Investment Advisors, LLC
Trader job in Los Angeles, CA
JOB TITLE: Trader
EMPLOYER: Signature Estate and Investment Advisors Inc
DEPARTMENT: Investment Services
REPORTS TO: Managing Senior Partner
SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills.
DUTIES AND RESPONSIBILITIES:
Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines.
Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs.
Monitor market conditions, trading workflows, and best execution practices.
Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues.
Maintain trading logs, compliance documentation, and detailed transaction records.
Support the creation and maintenance of investment models and portfolio implementation processes.
Communicate with the advisor team regarding trade status, timing, constraints, and market impacts.
Performs other related duties as assigned by management.
QUALIFICATIONS:
Bachelor's degree in Finance, Economics, or a related field preferred.
1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage.
Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows.
Experience with RIA custodians (Schwab, Fidelity) preferred.
Exceptional attention to detail, accuracy, and organizational skills.
Ability to work collaboratively with advisors and internal teams.
Strong ethical standards and commitment to a fiduciary environment.
COMPETENCIES:
Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
$63k-105k yearly est. Auto-Apply 52d ago
Investment Grade Credit Trader
Pacific Lifecorp
Trader job in Newport Beach, CA
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.
$62k-103k yearly est. Auto-Apply 60d+ ago
Programmatic Trader
Daviselen Advertising 3.7
Trader job in Los Angeles, CA
Job Description
This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients.
Main Duties and Responsibilities
Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients
Implement best practices for bidding, budget management, and reporting
Support the documentation of optimizations and learnings
Collaborate with account and product personnel on programmatic media plans
Educate internal and external teams
Design and implement strategies to improve performance for clients, supporting recommendations with results data
Work to establish and manage existing PG, PMP, or other inventory lines with vendors
Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment
Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client
Support planning and buying teams on invoice reconciliation and buy information entry into our financial system
Requirements
At least 2 year of hands-on programmatic buying experience
Proven ability to drive programmatic performance
Proven ability to thrive in highly collaborative work environments
Advanced user of at least one DSP (TTD and Amazon preferred)
Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments
Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)
The average trader in West Carson, CA earns between $49,000 and $132,000 annually. This compares to the national average trader range of $56,000 to $144,000.