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CSC's retail platform is purpose built around its core M&A strategy and drives alpha by encoding revenue growth, unit margin management, and other expert-level retail practices into automation and AI. CSC owns and operates more than 10 retail, eCommerce, and wholesale brands, including Sur La Table, Backcountry, and One Kings Lane.. Market Monitoring: Continuosly monitor private equity deal activity and valuation trends across multiple industry verticals to inform sourcing strategy and competive positioning.. Experience: 1–2+ years of relevant experience in private equity, investment banking, corporate development, or related fields.. Venture Capital and Private Equity Principals. Get notified about new Private Equity Associate jobs in Santa Monica, CA.
Associate – Corporate Restructuring Financial Advisory CPA LICENSE REQUIRED. ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Los Angeles, CA): CPA (Certified Public Accountant) license REQUIRED ; 3+ year exp.. i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines.. Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models. Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable.
As a Managing Director - Sr Relationship Manager - C&IB (F) within PNC's Public Finance organization, you will be based in Los Angeles, CA. Drives client engagement and loyalty. Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management.. Higher level education such as a Masters degree, or PhD is desirable.
Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan.. Risk & Control Optimization: Identify opportunities to enhance the efficiency of control processes, including the automation of controls and testing procedures, while maintaining a strong control environment.. Minimum of 15+ years of experience in internal controls compliance (SOX, FDICIA), internal audit, or risk management within the financial services or banking industry.. Familiarity with financial systems and software (e.g., Oracle, FIS or similar) and control automation tools.. Certifications: CPA, CIA, or CISA preferred.
With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist with important strategic and financial matters including raising capital, mergers and acquisitions (M&A), and other corporate finance activities.. 5+ years of experience in investment banking, transaction advisory services, or similar experience. Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active.
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date. MBA, JD, CFA, or CFP preferred. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County. Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist with important strategic and financial matters including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. 5+ years of experience in investment banking, transaction advisory services, or similar experience.. Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active.
Ensure robust internal controls, financial systems, and compliance frameworks.. Supervise the general ledger, accounts payable/receivable, and payroll functions.. Track and report on alternative investments, real estate, and other holdings.. Maintain awareness of tax law changes that may impact the various holdings.. Strong understanding of financial systems, Excel modeling, and accounting software, QuickBooks.
Risk & Control Optimization: Identify opportunities to enhance the efficiency of control processes, including the automation of controls and testing procedures, while maintaining a strong control environment.. Minimum of 15+ years of experience in internal controls compliance (SOX, FDICIA), internal audit, or risk management within the financial services or banking industry.. In-depth knowledge of SOX or FDICIA requirements, COSO framework and internal controls over financial reporting (ICFR).. Familiarity with financial systems and software (e.g., Oracle, FIS or similar) and control automation tools.. Certifications: CPA, CIA, or CISA preferred.
Description : This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.. Professional proven sales skills and experience, including planning, execution and follow up from client meetings.. Strong corporate finance, capital markets and accounting acumen.. Financial modeling experience and the completion of a credit training is required.. Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) Desired Skills: Undergraduate degree in related field or equivalent work experience.
We're hiring: Private Equity Associate/Senior Associate – Technology Focus (Los Angeles).. We are a dynamic, growth-focused investment firm that deploys flexible capital across equity and credit in the lower middle market. We’re looking for a Private Equity Associate to join our team with a focus on technology investments. This is a generalist role where you’ll gain hands-on experience across all stages of the investment process—from sourcing and due diligence to structuring and portfolio management. 2–5 years of experience in investment banking, private equity, or a similar analytical role
Tenfold Search is working with a Los Angeles-based private equity firm specializing in growth equity investments in middle-market technology companies. Sourcing Investment Opportunities: Proactively identify and source growth equity opportunities by conducting industry research, networking with founders and entrepreneurs, and building relationships with intermediaries and advisors. Conduct market research, financial analysis, and detailed due diligence to evaluate investment opportunities. 2-3 years of pre-MBA experience in investment banking, growth equity, private equity, or management consulting. Hands-on exposure to impactful growth equity transactions and portfolio management.
Execute intricate financial modeling and valuation analyses, utilizing methodologies such as Discounted Cash Flow (DCF) and Leveraged Buyout (LBO) to assess opportunities and risks. Experience in M&A with investment banking, private equity, corporate development, corporate finance, or management consulting experience. Proficiency in building intricate valuation models encompassing public comps, DCF, and LBO analyses. We provide cutting-edge solutions directly to consumers and through top-tier partnerships with some of the biggest names in technology. RealDefense has been recognized as one of the fastest-growing companies in North America, earning a spot on the 2024 Deloitte Technology Fast 500 list!
Vice President, Strategic Finance.. The Vice President, Strategic Finance role is a management position within Palm Tree’s Strategic Finance group, which focuses on FP&A, financial modeling, performance improvement, and Office of the CFO initiatives. 7–10+ years of relevant experience in financial consulting, FP&A, corporate finance, investment banking, restructuring, or corporate operations improvement roles. Paid Time Off (PTO): Unlimited PTO policy. This role offers the opportunity to lead high-impact financial engagements, shape strategic business decisions, and contribute to the success of middle-market companies and private equity firms.
Our client is seeking a highly motivated and analytical Private Equity Associate to join our investment team.. Conduct financial modeling, valuation (DCF, LBO, comparable company analysis), and sensitivity analysis.. Monitor portfolio company performance through financial reporting and KPI tracking.. Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA is a plus.. 2-4 years of experience in investment banking, management consulting, or private equity.
Private Equity Analyst.. Sourcing Investment Opportunities: Proactively identify and source growth equity opportunities by conducting industry research, networking with founders and entrepreneurs, and building relationships with intermediaries and advisors. Conduct market research, financial analysis, and detailed due diligence to evaluate investment opportunities. 2-3 years of pre-MBA experience in investment banking, growth equity, private equity, or management consulting. Hands-on exposure to impactful growth equity transactions and portfolio management.
Hiring: Sr. Analyst – Asset Management | Real Estate Private Equity | Irvine, CA (Onsite). Our client, a rapidly growing real estate investment firm based in Irvine, CA , is looking to add a Senior Analyst to their Asset Management team.. The firm has transacted on over $4.4B in real estate , including 25,000+ multifamily units and 23M+ square feet of commercial property, with $2.4B in AUM.. 2–4 years in financial analysis or business analytics in real estate (multifamily + commercial required). Proficient in Argus and Excel ; exposure to Yardi and Adobe a plus
While providing support in select origination activities, the VP's core focus is to ensure quality and effective collaboration.. Support and manage M&A, private equity and debt placements, and capital-raising transactions, ensuring seamless process management and timely delivery of client commitments.. Review and guide detailed financial models and valuation analyses, including DCF, trading comparables, transaction precedents, and LBO models.. Minimum 5 years of experience in investment banking or corporate finance, with a strong focus on transaction execution.. FINRA SIE, Series 63 and 79
Private Equity Analyst. Sourcing Investment Opportunities: Proactively identify and source growth equity opportunities by conducting industry research, networking with founders and entrepreneurs, and building relationships with intermediaries and advisors.. Conduct market research, financial analysis, and detailed due diligence to evaluate investment opportunities.. 2-3 years of pre-MBA experience in investment banking, growth equity, private equity, or management consulting.. Hands-on exposure to impactful growth equity transactions and portfolio management.
Advises loan manager of external factors that may affect establishment lending policies, such as new or revised legislation and regulations. Bachelor’s degree in banking, finance or other related field. 15+ years of commercial lending banking experience.. Minimum of 10 years of direct portfolio management experience.. Strong knowledge base in Treasury, FX and Derivative products