Talent.com
TradeJobsWorkForce
Investment BankerTradeJobsWorkForce • 92735 Santa Ana, CA, US
Investment Banker

Investment Banker

TradeJobsWorkForce • 92735 Santa Ana, CA, US
30+ days ago
Job type
  • Full-time
Job description
Investment Banker Job Duties: Issues debt and sells equity to raise capital for clients. Conducts research on investment opportunities to define risk and return profiles. Assesses valuations for clients and upper management using various methods. Provides expertise to help broker mergers and acquisitions. Recruits investors for client IPOs. Assembles financial models to value debt and equity and assist in investment and financial planning decisions. Creates and gives presentations for existing and prospective client portfolios. Assists in preparing quarterly reports and letters to clients. Manages all stages of client interaction, from the sales pitch to the investment contract. Conducts industry research and develops relationships to help acquire new clients. Contributes to team effort by accomplishing related results as needed.
Create a job alert for this search

Investment Banker • 92735 Santa Ana, CA, US

Similar jobs

Associate, Alternative Investments

Corient Capital PartnersNewport Coast, CA, United States
Permanent

Finance and Accounting Responsibilities.Join a team that values your ambition and empowers your growth.At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full li... Show more

 • Promoted

Registered Investment Associate II

Wescom Credit UnionAnaheim, CA, United States
Full-time

Financial Advisor Support Position.The position provides support for Financial Advisors/Wealth Advisors.Increases the time Financial Advisors/Wealth Advisors can spend on business development activ... Show more

 • Promoted

Investment Grade CorporateTrader

Franklin ResourcesPasadena, CA, United States
Full-time

As an IG Trader supporting Western Asset's Investment Grade team in Pasadena, CA you will play a direct role in shaping global fixed-income portfolios, contributing actively to investment decision-... Show more

 • Promoted

Investment Accountant III

Pacific LifeNewport Beach, CA, US
$84,870.00 yearly
Full-time

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... Show more

 • Promoted

Investment Officer (Real Assets)

County of OrangeSanta Ana, CA, United States
Full-time

Investment Officer (Real Assets).The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting on-line applications to fill the position of Investment Off... Show more

 • Promoted

Investment Analyst Opportunistic Credit

PIMCONewport Coast, CA, United States
Full-time

Portfolio Manager Opportunity At PIMCO.PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed i... Show more

 • Promoted

Investment Banking Senior Analyst

Roth Capital Partners, LLCNewport Coast, CA, United States
Full-time

Investment Banking Senior Analyst.Roth Capital Partners, LLC is looking to add an Investment Banking Senior Analyst to our Consumer Team.Roth is a relationship-driven investment bank focused on ser... Show more

 • Promoted

Private Funds Institutional Investor Associate (Midlevel)

Morgan, Lewis & Bockius LLPCosta Mesa, CA, United States
Full-time

Morgan, Lewis & Bockius LLP, a leading international law firm, seeks a qualified midlevel associate to join its Investment Funds team in Costa Mesa, California.The role mandates 3-5 years of experi... Show more

 • Promoted • New!

Asset Manager

TradeJobsWorkforce90630 Cypress, CA, US
Full-time

Asset Manager Job Duties: Manages client assets according to investment preferences and goals... Show more

 • Promoted

Affluent Client Relationship Banker

JPMorgan Chase & Co.Huntington Beach, CA, United States
Full-time

A leading financial institution is seeking a Private Client Banker in Huntington Beach, California.In this role, you will manage relationships with affluent clients and offer tailored banking solut... Show more

 • Promoted

High-Impact Real Estate Loan Originator

DunmorNewport Beach, CA, United States
Full-time

A leading FinTech lender is seeking results-driven Loan Originators to join its team in Newport Beach, CA.This role is ideal for sales professionals with a proven track record, aiming to fund $3 mi... Show more

 • Promoted • New!

Investment Associate

Whittier Trust CompanyPasadena, CA, United States
Full-time

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ... Show more

 • Promoted

Senior Investment Operations Analyst

AmtecOrange County, CA, United States
Full-time

Senior Investment Operations Analyst $150k-$250k plus bonus Irvine, CA Hybrid.We are an independent financial services organization located in Irvine, CA.We provide customized wealth management str... Show more

 • Promoted

Relationship Banker I or II

Cathay General BancorpTemple City, CA, United States
Full-time

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... Show more

 • Promoted

Trader/Investment Analyst

Ultimate StaffingPasadena, CA, United States
Full-time

Responsible for executing equity and fixed-income trades on behalf of portfolio managers, supporting portfolio implementation, liquidity management, and investment operations.The role involved end-... Show more

 • Promoted

Financial Consultant - Brea, CA

Fidelity InvestmentsWestminster, California, United States
Full-time

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce92799 Santa Ana, CA, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Asset Manager

TradeJobsWorkForce90040 Commerce, CA, US
Full-time

Asset Manager Job Duties: Manages client assets according to investment preferences and goal... Show more