Investment Banking Jobs in Placentia

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Posted On Sep 14, 26
Full-time 15 views Experience : Min 6 yrs required

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. Generate business results and...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 6 yrs required

Title . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 2 yrs required

financial due diligence on middle-market companies across various industries. - Collaborate directly with client leaders, as well as private equity firms, strategic clients, and investment banks, to perform buy-side... and sell-side due diligence and other M&A tax-related activities. - Conduct analytical r...

Posted On Jul 08, 26
Full-time Experience : 10-10 yrs required

and families within a specific market. The Team Lead Private Banker provides integrated financial services advice, including banking, credit, asset management, trust... and estate planning, and brokerage. The position involves managing overall relationship profitability and portfolio risk, with a responsibilit...

Posted On Sep 01, 26
Full-time 11 views Experience : 8-10 yrs required

individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust... and estate planning, and brokerage. The Private Banker is responsible for the overall relationship profitability and portfolio risk, focusing on the profitable growth...

Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 yrs required

designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust... and estate planning, and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring the profitable growth of the portfolio. - Serve as a segment or industry specialist, ac...

Posted On Sep 01, 26
Full-time 8 views Experience : 8-10 yrs required

individuals and families within a specified market. The role involves providing integrated financial services advice, which includes banking, credit, asset management, trust... and estate planning, and brokerage services. The Private Banker is tasked with managing overall relationship profitability and port...

Full-time 32 views Experience : Min 2 yrs required

Associate - Finance - Banking (Lender Side) Job Responsibilities: The Associate... department, specifically within the Banking & Private Credit Practice... Group. The primary responsibilities include advising a diverse range of credit providers such as banks, financial institutions, and private credit funds, as...

Full-time 31 views Experience : 3-10 yrs required

Practice. The associate will be responsible for assisting clients in raising funds through various securities products, including IPOs, derivatives, high-yield bonds, and direct listings. The position requires collaborating with issuers, private equity investors, and investment banks to navigate complex... financ...

Full-time 9 views Experience : Min 3 yrs required

advising clients on capital markets transactions. This includes assisting issuers, private equity investors, and investment banks in raising capital... through various securities products. The role involves navigating complex regulations and providing guidance on IPOs, derivatives, high yield bonds, and...

Full-time 2 views Experience : 3-7 yrs required

Title: Transactional Attorney Job Responsibilities: - Structure, negotiate, and document business, real estate, and financial transactions. - Handle business formations. - Assist with purchases and sales. - Manage mergers and acquisitions (M&A). - Advise on investments and buy-outs. - Oversee financings. - Address title issues and related transactional...

Posted On Jul 31, 26
Full-time 1 views Experience : Min 2 yrs required

Management, Legal, Compliance, and Investment professionals to negotiate and... implement investment discretions. - Analyze and interpret... investment restrictions from client agreements,... documents. - Support the Trade Floor and Portfolio Management teams by providing guidance on investment guideline matters. - Direct the... creation, test...

Posted On Jul 31, 26
Full-time 1 views Experience : Min 2 yrs required

implementation, and oversight of investment guidelines across various client... portfolios and investment strategies. The role acts... as a critical partner to multiple teams including Portfolio Management, Account Management, Product Strategy, Legal, Compliance, and Trading, ensuring that investment activities align wi...

Posted On Sep 07, 26
Full-time 50 views

Analyst Program at Goldman Sachs Wealth Management in Newport Beach, California Salary Range: $65,000 - $110,000 About the Program: - 9-10 week summer internship for students pursuing a bachelor's or graduate degree - Fully immersed in day-to-day activities - Attend orientation to learn about culture...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 6 yrs required

and Benefits Base salary range: $170,, Annual discretionary bonus Comprehensive benefits package including medical, dental, vision, and retirement plans Paid time off and parental leave Professional development opportunities and tuition reimbursement Employee discounts...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 2 yrs required

middle-market companies across various industries. - Collaborate directly with client leaders and work alongside private equity firms, strategic clients, and investment banks to perform buy-side... and sell-side due diligence, as well as other M&A tax activities. - Conduct analytical revie...

Posted On Aug 21, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Investment Banking Summer Associate Job Responsibilities: -... Participate in a 10-week Summer Associate Program designed for MBA students between their first and second year. - Align with a product or industry group and contribute to active client engagements from the outset. -...

Full-time 2 views Experience : Min 5 yrs required

Title: Legal Counsel, Payments & Fintech Job Responsibilities: - Draft, review, and negotiate agreements with payment service providers, acquirers, card networks, payment facilitators, banks, and other financial partners, ensuring commercially favorable terms and protecting the company's interests. - Advise on end-to-end payment processing...

Full-time 1 views Experience : 3-5 yrs required

private equity, and other investment funds, as well as... public and private companies and financial institutions. The associate will assist in accessing and deploying capital and restructuring debt across various borders, industries, and asset classes. The role involves: -...

Posted On Aug 16, 26
Full-time 7 views Experience : 2-10 yrs required

OverviewA law firm seeks a mid-level Capital Markets Associate in Newport Beach. The ideal candidate will have experience in securities offerings and assisting public companies with reporting obligations. This role offers the opportunity to join a dynamic team with a...

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