Wednesday, October 16, 2013

Wealth Advisor - Orange County

Wealth Advisor - Orange County

Job description
The Wealth Advisor is responsible for developing and maintaining wealth management relationships. The scope of services offered include; comprehensive financial planning, the development of both investment and risk-management strategies and personal trust administration services. He/she will actively work with internal business partners to identify opportunities to expand client relationships.

Desired Skills and Experience
Requires a Bachelors degree and 2 or more years directly related experience. Series 65 license required with CFA, and/or CFP preferred. A combination of education and experience may meet requirements.

Proven networking skills in attracting new asset management and trust business is required. Candidate must have demonstrated experience and history in developing long term high net worth client relationships. Expert oral and written communication skills and the ability to analyze and present highly sophisticated financial modeling are also required.

To apply, please contact:
Karl H Smith
Wealth Management Executive Recruiter
700 Washington St., Suite 204
Vancouver, WA 98660 USA
toll free: 877-695-4688 ext. 113

Monday, October 14, 2013

Business Valuations Associate, FFG Valuation - Costa Mesa

Business Valuations Associate, FFG Valuation - Costa Mesa

Role and Responsibilities
·         Financial Statement Analysis
·         Building detailed financial valuation models including discounted cash flow analysis
·         Performing industry research including market research and competitive analysis
·         Report writing including the preparation of tables, exhibits, and charts

Qualifications and Education Requirements
·         A Bachelor's degree from an accredited college or university in Finance, Economics, Business Administration or a related field
·         Strong quantitative, communication and interpersonal skills
·         Ability to prioritize and manage multiple responsibilities under pressure

Preferred Skills
·         Demonstrated experience in company valuations
·         In pursuit of CFA designation

Additional Notes
FFG Valuations is a leading valuation firm, providing professional valuation advisory and financial reporting services to small and mid-market companies. Our areas of expertise include fractional discounts applicable to closely-held entities, valuation of businesses and underlying financial securities including intangible assets, shareholder disputes, and sale of businesses.

To apply, contact or email resume and other pertinent information to:
Jason Forsyth
(714) 453-9769

Monday, October 7, 2013

Portfolio Manager, PIMCO - Newport Beach
PIMCO seeks a Portfolio Manager focused on global liquidity and liability management. This individual will work with and report to the Head of PIMCO’s short term desk and be based in our Newport Beach, California location.
Major Responsibilities:
  • Strong portfolio management background, broadly including collateral trading, short-term investing, funding transactions and a solid macro economic foundation.
  • Aid in building out infrastructure/processes globally for short-duration business.
  • Assist with cash management and short-duration mandate optimization efforts.
  • Generate alpha-adding ideas in real time across multiple products.
Minimum Qualifications/Must Have:
  • Bachelor Degree Required/Advanced Degree a significant plus
  • Knowledge of funding strategies, including repo, stock loan and synthetic funding structures.
  • Demonstrated ability to generate ideas and strategies to enhance portfolio returns and mitigate risk.
  • Strong academic credentials and achievement.
  • Solid experience including deep involvement in both the operations and execution side of operations.
  • Demonstrated experience working as a liaison between groups.
  • Desired experience may come from sell or buy side or both.
  • A keen intellect and strong quantitative skills, demonstrated through an ability to simultaneously recognize inter-related market opportunities and develop strategies for capturing those opportunities
  • Understanding of macro-economics and the drivers of economic trends
  • Ability to work across the organization in a collaborative manner
  • Strong communication skills, internally and externally
  • Ambitious and competitive with a strong work ethic
  • Combines strength of convictions with low ego needs
  • Able to remain calm and objective in the face of periods of excessive optimism or extreme pessimism in the capital markets
  • Unassailable ethics and integrity

PIMCO is an equal opportunity employer
To apply for this role, please follow the link below:

Friday, October 4, 2013

Manager, Acquisition and Development, The Irvine Company - Irvine

Manager, Acquisition and Development, The Irvine Company - Irvine
Title: Manager, Acquisition and Development
Location: Irvine, California
Job Description: The Strategic Planning & Analysis group (“SP&A”) is responsible for financial planning, analysis, and research in support of the development, acquisition, and operating activities of the Irvine Company. The group serves all of the Company’s business lines, including Apartments, Office, Retail, Resorts, and Community Development.

The Integrated Analytics team provides rigorous analytic support for division and corporate management. The team provides transaction analysis (acquisitions, development, reinvestment, leasing, etc.), analytic advisory, and decision support services, and coordinates / advises on major analytic projects across the Company.

The Manager, Integrated Analytics, will be focused on supporting the Company’s residential development activities, with a primary focus on analytic and research support for multifamily acquisition and development.

Primary responsibilities of the Manger position are as follows:
  • Performing asset level valuations and return on investment analysis for ground-up development, value-add, and core asset acquisitions.
  • Creating, maintaining, and updating financial models of existing and potential investments.
  • Stress testing of investment performance through scenario and sensitivity analysis.
  • Assisting in the preparation of investment write ups and capital requests for Senior Management review.
  • Performing market research; assist in the development of market studies and competitive set profiles.
  • Participating in the Strategic Investment Planning process.
  • Other ad-hoc research projects and analysis.
  •  Four year degree with a preferred major in economics or other business-related field; MBA preferred but not required.
  • Three to five years experience acquiring / developing institutional quality real estate assets; significant experience in the multi-family sector is preferred.
  • Thorough understanding of real estate financial concepts (NPV, IRR, etc.).
  • Demonstrated experience with advanced financial modeling in Microsoft Excel. VBA knowledge is a plus.
  • Self-motivated and highly organized team player with strong attention to detail.
  • Superior communication and time management skills; comfortable in a highly collaborative culture.
  • Ability to thrive in a fast-paced, deadline oriented work environment.

Tuesday, October 1, 2013

3 buy-side equity positions - mid-West and mid-Atlantic

1) International Consumer Growth Equity Analyst (buy-side)
  • An over-achiever with 4-10 years experience, long only
  • Must have strong international experience and be a strong stock picker
  • Investment Manager located in the mid-west
  • Open to sell-side analysts
3) Technology-Software Growth Equity Analyst, (buy-side)
  • Long-only, an over-achiever with 3-5 years experience
  • Ideal candidate is an analyst who has prior experience (1-3 yrs) working in the software technology industry
  • Investment Manager is located in the mid-west
  • Open to sell-side analysts
 3) Equity Associate Generalist (buy-side)
  • 1-3 years experience, 4 yrs max exp.
  • Investment Manager is located in the Mid-Atlantic region
  • Opportunity is long only/long-short, industry open.
  • Strong record of academic achievement
  • Over achiever, seeking above average scores; college GPA 3.0 or greater (>), SAT 1200 or >, ACT 25 or >.
  • Bonus, if candidate has participated in extracurricular activities
  • Must have Fundamental equity research experience, strong quantitative and qualitative analytical skills
  • Open to sell-side associates
If interested, email me at and I will forward to the recruiter.

Senior Equity Analyst (sell-side) - city of your choice

Senior Equity Analyst (sell-side) - mid-west or in the city of your choice
  • Industries preferred: Business Services, Health Care, Consumer, Industrial & Basic Materials. 
  • The successful analyst will have at least ten companies under coverage and regular contact with institutional customers.
  • Preference for analysts with buy-side votes.
  • Analyst can either be located in the mid-west or in the city of their choice.
If interested, please email me here at and I will forward to the recruiter.