Private Placement Credit Manager Research, Deals & Growth
Pacific Asset Management
A financial services company in Newport Beach, CA, seeks an experienced Credit Analysis Manager to conduct fundamental research and analysis for private placement investments. This role involves making investment recommendations, reviewing financial documents, and managing portfolio assets. Candidates should have over 5 years of investment experience and ideally hold a Bachelor's degree, with an MBA or CFA preferred. Passion for investments and strong communication skills are essential. Competitive pay and comprehensive benefits are offered. #J-18808-Ljbffr
- ...Credit Analysis Manager page is loaded## Credit Analysis Managerlocations... ...** to join our Private Placement Investment team in... ...in Pacific Life’s growth and long-term success... ...fundamental research on privately placed... ...analysis* Assist in deal tracking and documentation...PrivateFlexible hours
- ...Bank of America is seeking a Credit Advisor in Newport Beach, CA. This client-facing role... ...high-net-worth clients to drive revenue growth. Successful candidates will have over 10... ...communication skills, and the ability to manage complex loan structures while ensuring compliance...Private
$121.9k - $262.1k
Fifth Third is seeking a Wealth Management Advisor in Newport Beach to serve as a trusted advisor for Private Bank clients. The role requires strong sales skills, knowledge of wealth planning, and the ability to collaborate with a team of specialists to meet client needs...Private$135k - $240k
...investment firm is seeking a Portfolio Manager in Newport Beach to manage opportunistic credit investments. The role involves evaluating public and private corporate debt, performing detailed... ...in investment banking or credit research, strong analytical skills, and good...PrivateFlexible hours- ...Senior Credit Analyst Providing for loved ones, planning... ...Analyst to join our Private ABS Team in Newport... ...role in Pacific Life's growth and long-term success by... ...evaluate, underwrite and manage investment... ...~ Basic knowledge of deal structures with willingness...Private
- A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic wealth solutions. The ideal candidate has 8-1... ...growing the firm's influence in the market. #J-18808-Ljbffr Corient Private Wealth LLC.Private
$126.4k - $267.5k
Credit Advisor (CA) The Credit Advisor (CA) is a client... ...loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing... ...and providing competitive deal structuring while... ...Effectively present to Private Bank leadership and advisors...PrivateShift workDay shift$65k - $172.5k
...Job Description: Job Title CLO & Private Credit Services - Account Manager Corporate Title NCT- Vice President Location Santa Ana, CA or... ...as overdraft reports, annual reviews, and outstanding deal compliance. What We Offer You A diverse and...PrivateWork from home$120k - $172.5k
...CLO & Private Credit Services – Account Manager Corporate Title: Associate to Vice President Location: Santa Ana, CA or New York, NY (All Roles To... ...as overdraft reports, annual reviews, and outstanding deal compliance. What We Offer You A diverse and inclusive...PrivateWork from home$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive... ...achieve overall team revenues and growth objectives. Take the lead in... ...providing guidance and support on specific deals and clients. Provide ongoing...PrivateFull time- ...focuses on transactional tax across domestic and cross-border M&A, partnership tax planning, and private equity fund formation. Candidates should be comfortable advising deal teams and have bar admission in at least one US jurisdiction. Competitive market compensation...Private
- ...U.S. Bank is seeking a Private Wealth Advisor in Irvine, CA, to manage and grow relationships with high net worth clients. The ideal candidate will have over 10 years of wealth management experience and must possess strong relationship-building skills, a Bachelor’s degree...Private
$95.04k - $118.8k
Vans is looking for a Manager, Digital Insights to head the strategy and development of digital analytics across the eCommerce business... ...funnel and collaborate with the eCommerce team to identify growth opportunities. The ideal candidate will have over 5 years of experience...- J.P. Morgan Chase is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and investment solutions to clients. Applicants should have at least 2 years of experience in a Financial Advisor position,...Private
- Account Manager, Alternatives Investment Specialist (West Region) page... ...expertise across public and private markets. We invest our clients... ...across a range of fixed income and credit opportunities, leveraging our... ...and presentation skills, a growth‑oriented mindset, and the...PrivateRemote workFlexible hours
$68k - $120k
...coordinator for a Financial Advisors / Private Wealth Advisor Team. As part... ...for enhancing team capacity, managing the client service model,... ...acquisition of assets and growth and performance tracking of... ...determining the correct client placement within the Financial Advisors...PrivateTemporary workWork experience placement$88.8k - $165.6k
...Portfolio Manager This position is a key member of... ...preparing well-reasoned credit proposals in accordance... ...Operate as key member of the deal team to analyze and... ...fosters professional growth and ownership. Knowledge... ..., family office or private equity sponsors. ~...PrivatePart timeLocal area$146k - $194k
...ambiguous problems that directly affect growth, efficiency, and how the business scales.... ...they found them. ABOUT THE JOB As a Senior Manager on Corporate Operations, you will own... ...offer an annual contribution toward your private health insurance for you and your dependents...PrivateFull timeRelocation package$365k
...transactions and representations. Whatever the size of a deal or stage of a company's development, we handle the... ...unicorns, New York financial institutions, London private equity firms, Hong Kong emerging growth companies and every type of company in between. As we...PrivateWork at office$25 - $44 per hour
Bank of America in Newport Beach seeks a Wealth Management Client Associate to provide excellent client service and support financial advising teams. Responsibilities include educating clients about banking services, ensuring accurate materials, and maintaining relationships...Hourly pay$145.5k - $168k
...expertise across public and private markets. We invest our... ...range of fixed income and credit opportunities, leveraging... ...platform is a key strategic growth area for the firm, managing approximately $150 billion... ...Portfolio Management and deal teams on complex transactions...PrivateFull timeFlexible hoursShift work$310k - $365k
...preeminent reputation, we serve issuers, private equity investors, and investment banks in... ...and collaborative culture to pioneer new deal structures and capital markets solutions.... ...firm's global platform to support clients' growth and success. About the Role The...PrivateWork at office$150k - $190k
...com What you'll be doing As a Private Wealth Business Development... ...work closely with Relationship Managers, Investment and Wealth... ...entrepreneurial spirit and a passion for growth. * You put our clients first.... ...Retentions, Investment Research, New Business Acquisition, People...PrivateRemote work$135k - $250k
...Tech & Emerging Growth Tax Senior Manager Withum is a place where talent thrives - where who you are matters. It's a place... ...Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth...Work at officeLocal area$205k - $240k
...expertise across public and private markets. We invest our... ...of fixed income and credit opportunities,... ...key source of strategic growth for PIMCO. As part of our offering we manage quantitative alternative... ...You will join a team of researchers with dedicated asset class...PrivateFlexible hours$180k - $240k
A leading global investment firm is seeking an Account Manager in Newport Beach, CA, to drive initiatives in the financial institutions sector, particularly with insurance companies. You will lead strategic projects, support business development opportunities, and leverage...Private- ...bank focused on serving growth companies and their... ...including high impact equity research, macroeconomic... ...California, Roth is a privately held, employee-owned organization... ...an important part of deal teams, work closely... ...memoranda, management presentations, and marketing...PrivateFlexible hours
$36.9 - $38 per hour
...(USC), founded in 1880, is the largest private employer in the City of Los Angeles. As... ...USC, you will be a part of a world-class research university and a member of the "Trojan Family... ...responsible for assisting with project management, participating in participant...PrivateHourly payFull timeWork experience placementLocal area$203.76k - $249.04k
...seeking a talented Director of Fundamental Research to join Pacific Life Fund Advisors in... ...you’ll play a key role in Pacific Life’s growth and long-term success by generating investment... ...the Pacific Life Fund Advisors (PLFA) managed strategies ($30 billion) and providing investment...Relocation packageFlexible hours$235k - $365k
...Practice Group Banking & Private Credit Practice leads the market in... ...and sponsors to startups and growth companies. This vast scale and... ...of the Market We see more deals than any other law firm,... ...credit platforms, and investment managers, as well as borrowers, in a wide...PrivatePrivate practiceWorldwideShift work
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