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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 income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr
Posted 16 days ago
Support and collaborate with other Bank departments and business partners such as but not limited to Bankers Support, IT, Retail Banking, Accounting, Lending and Treasury Management as it relates to Bank systems, policy/procedure and customer service. Identify opportunities to create efficiencies on the front line in retail banking by way of centralization. Provides leade
Posted 16 days ago
Cooley LLP
- San Francisco, CA / New York, NY / Los Angeles, CA / 9 more...
Financial Services Operations Manager Cooley is seeking a Financial Services Operations Manager to join the Accounting and Finance team. Position summary The Financial Services Operations Manager is responsible for management of the Firm's treasury team (within Accounting and Finance department). Direct treasury management functions include daily cash balance analysis and
Posted 16 days ago
Eide Bailly
- Sherman Oaks, CA / Irvine, CA / Long Beach, CA / 2 more...
Transaction Advisory Services Manager Remote Eligible Job Locations US CA Sherman Oaks | US CA Irvine | US CA Long Beach | US CA Tustin | US CA Torrance ID 2024 6932 Category Transaction Services Position Type Full Time Work Option(s) Remote / Hybrid / In Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offi
Posted 16 days ago
Eide Bailly
- Tustin, CA / Long Beach, CA / Irvine, CA / 2 more...
Transaction Advisory Services Senior Manager Remote Eligible Job Locations US CA Tustin | US CA Long Beach | US CA Irvine | US CA Sherman Oaks | US CA Torrance ID 2024 6933 Category Transaction Services Position Type Full Time Work Option(s) Remote / Hybrid / In Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over
Posted 16 days ago
We are in search of an experienced leader to serve as the Senior Manager Finance and Commercial Risk for our California Buildings district office, the lead financial role in a high growth district within PCL Construction's commercial construction division. As the finance leader of the Southern California area, the Senior Manager Finance and Commercial Risk is accountable
Posted 16 days ago
Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu
Posted 17 days ago
Work with Senior Banker to understand the business strategy and pipeline for the region. Maintain a view of the full portfolio in region. Define the Deal Team by identifying the credit partner (Middle Market Portfolio Manager or vertical credit partner) and Regional Closing Coordinator. Meet with prospective clients as needed. Assess viability of the client and/or transac
Posted 17 days ago
As a Senior Commercial Relationship Manager you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with clients with large/complex businesses. Develop and manage a portfolio of high performing commercial relationships
Posted 17 days ago
The Operations Process and Controls Manager is responsible for providing both oversight andhands on support from a first line of defense (1LoD) risk perspective, for both deposits and payments activities, within the Commercial Banking Operations team. The Operations Process and Controls Manager will develop and execute a robust payments risk management culture and environ
Posted 17 days ago
The Senior Relationship Manager (RM) position is an integral component of the Brea region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services. PRINCIPAL DUTIES & RESPONSIBILITIES Achieve targeted goa
Posted 19 days ago
We are currently seeking a Vice President, Project Development to join our Project and Development Services team. Our team's priorities are Delivering strategic solutions for clients Growing our SW Development Management business Actively collaborating across platforms Developing our people and inspiring others Supporting ambitions beyond the workplace Applying new technol
Posted 20 days ago
Assign workers responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, prepare documents to substantiate findings, and recommend rejection or approval of applications. Establish credit limits for customer accounts and handle special credit arrangements and deviations from standard terms of payment. Assig
Posted 21 days ago
Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu
Posted 21 days ago
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net worth individuals, their families, family offices, C Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all
Posted 22 days ago
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