Senior Private Banking Investment Counselor
$200k - $300kCitigroup
Citigroup is seeking an Investment Counselor to join their team focused on providing tailored investment solutions in the Los Angeles area, including Costa Mesa and Beverly Hills. The ideal candidate will bring over 15 years of experience and advanced qualifications such as a CFA or MBA. Responsibilities include conducting in-depth analysis and offering innovative solutions to high net worth clients. The position emphasizes strong judgment, problem-solving skills, and requires specific securities licenses. Competitive salary range of $200,000 to $300,000, along with comprehensive employee benefits. #J-18808-Ljbffr Citigroup
$36.73 - $45.38 per hour
...Job Title: Senior Credit Analyst, Sponsor Finance Location... ...secured credit facilities to private equity-backed companies... ...initial deal screening through Investment Committee presentation to ongoing... ..., middle-market commercial banking, private credit, or investment...SeniorPrivateHourly pay- ...Beach, CA. We are looking for a Senior Accountant to join our team... ...and aggregate fund and investment cash flow projections and capital... ...Assist in establishment of new bank accounts and banking... ...combining public accounting and private equity real estate (CPA preferred...SeniorPrivate
- ...unique brand of relationship banking and fostering a culture where... ...solutions. About the Role: A Senior Wealth Advisor is an... ...Client Service Specialists, Private Bankers, and Wealth Strategists... ...on comprehensive planning and investment strategies consistent with their...SeniorPrivateImmediate start
- ...volume. We specialize in serving private equity-owned companies within... ...(lending industry). The Senior Accountant will report directly... ...year-end external audits and bank examinations. Review and... ...equipment finance, or alternative investment sectors strongly preferred....SeniorPrivateFull timeWork at officeFlexible hours
$200k - $300k
Investment Counselor Citi Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange County Job Req Id: 26968192 Location(s): Los Angeles, California, United States, Beverly Hills, California, United States, Costa Mesa, California, United States Job Type...PrivateFull time- CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate...SeniorPrivate
- Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in... ...Financial Services vertical, with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align...SeniorPrivate
- ...Senior Vice President, Editorial Lead About the Company Internationally... ...acclaimed fixed-income investment management firm Industry... ...Management Type Privately Held Founded 1971 Employees... ...1001-5000 Categories Banking B2B Consulting & Professional...SeniorPrivate
$70.6k - $139.8k
...This role is a Partner career path or growth opportunity within Audit & Assurance. The Senior Associate will lead engagements in the Financial Services vertical including Banking, Private Equity, Asset Management, Insurance, and Fintech. The position offers the chance to...SeniorPrivateFlexible hours$100k - $150k
...such as general ledger postings, payroll, bank reconciliations, write-ups and... ...Provide comprehensive tax advisory services to private equity executives on carried interest structures... ...insurance – day 1! ~401(k) savings and investment plan options with 4% match ~ Flexible...SeniorPrivateLocal areaFlexible hours- ..., the company also maintains investments, primarily in real estate.Teacher... ...and highly organized Senior Accountant to support both family... ...accounting operations of a small, private family office. This position... ...).Record and reconcile bank activity on multiple personal...SeniorPrivateWork at officeWorldwideHome office
- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...wealth. You will use your knowledge of investments, financial planning, credit and banking...PrivateTemporary workWork experience placementLocal area
$99k - $150.8k
...by ensuring wealth management clients are knowledgeable of the Bank's full suite of GWIM credit solutions and by supporting the flawless... ...of experience in each of the following: Marketing and selling Private Wealth credit solutions with a goal to engage and influence...PrivateWork at officeShift workDay shift- ...achieve their financial goals through strategic investment and advisory services. With over $3... ...Management: Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management...PrivateApprenticeshipSummer workSummer internship
$90k - $100k
...partnership drives performance? Berkadia's investment sales platform offers the highest-... ...seamless integration with our mortgage banking and servicing platforms to ensure your success... ...Best. Be Berkadia Berkadia is seeking a Senior Financial Analyst with 3-5 years of...SeniorLocal area- ...Investment Specialist We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...Private
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...real estate, entertainment and media, private equity and venture capital, and high-tech... ...management, deposits, wealth management investment products, international deposits/wires, and...Private- ...the full spectrum of world class offerings including planning, investing, lending and money management disciplines. Our unique... ...business development and client acquisition in financial services, private banking, or wealth management.* Minimum 8-10 years of experience advising...PrivatePermanent employmentTemporary workWork at office
$99k - $130k
...Senior Technical Accountant Anduril Industries is a defense technology company with... ...capitalized software (ASC 350-40), and equity investments (ASC 321 and ASC 323), among others.... ...personal financial details (such as banking information, credit card numbers, or social...SeniorFull timeContract workWork experience placementImmediate start$125k - $145k
...results. Perform financial modeling for key investment decisions and corporate development.... ...the subject as Finance Manager Seniority level Seniority level Mid-Senior level... ...000.00-$140,000.00 1 day ago Wealth & Private Banking Regional Manager Assistant Director, Finance...PrivateFull timeWork experience placement- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...wealth. You will use your knowledge of investments, financial planning, credit and banking...PrivateTemporary workWork experience placementLocal area
- ...wealth planning, wealth transfer, traditional and alternative investments. You will play a central role in expanding our client base,... ...development and client acquisition in financial services, private banking, or wealth management. Minimum 8–10 years of experience advising...PrivatePermanent employmentTemporary workWork at office
- ...wealth planning, wealth transfer, traditional and alternative investments. Key Responsibilities Business Development & Client... ...business development and client acquisition in financial services, private banking, or wealth management. Minimum 8–10 years of experience advising...PrivatePermanent employmentTemporary workWork at officeFlexible hours
$125k - $135k
...-coming, beginning with the empowering, proud step of micro-investing. How do we accomplish our mission? Our values. Lead With Heart... ...experience with financial modeling (e.g., investment banking, private equity, corporate finance). Highly analytical mindset with the...SeniorPrivateTemporary workWork at officeRemote workRelocation packageFlexible hours$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships... ...services advice to these clients including: banking, credit, asset management, trust and... ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit...PrivateRemote work$121.2k - $151.5k
...changing ad tech marketplace. The Viant Finance team seeks a Senior Manager, Corporate Finance, responsible for all aspects of... ...increasing levels of responsibility Experience in investment banking, private equity, a private equity-backed company or transaction advisory...SeniorPrivateWork experience placementCasual workWork at officeLocal area$145k - $155k
...Senior Data Engineer Location: US-CA-Newport Beach ID: 2026-1491... ...solutions for pipelining public and private data from multiple sources... ...empowers investors, lenders, banks, and industry stakeholders... ...Europe and Asia to make optimized investment and strategic decisions. To...SeniorPrivateFull timeWork experience placementWork at officeVisa sponsorshipWork visa$145.5k - $168k
...Controller to oversee financial oversight for complex evergreen funds. This role requires 5-8 years in fund accounting, with strong private credit experience preferred. Key responsibilities include ensuring accurate financial reporting, managing external audits, and...SeniorPrivate- ...complex evergreen funds. This role requires strong expertise in private credit, fund accounting, and excellent communication skills.... ...candidates have 5-8 years of relevant experience and a Bachelor's degree. #J-18808-Ljbffr PIMCO Ltd. - Pacific Investment Management CompanySeniorPrivate
$152.01k - $185.79k
Pacific Life is seeking a Senior Credit Associate to join the Private Placement Investment team in Newport Beach, CA. This role involves conducting fundamental research on fixed income opportunities, analyzing financial models, and making investment recommendations. The...SeniorPrivate
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