Friday, May 30, 2014

New app Blonk provides a way to identify workplace connections

This is not an open job position.
This info is provided in the hope that it is useful.

051414-3
Blonk
: New app Blonk provides a simple way to identify successful workplace connections. Like standard job listings sites, Blonk allows companies to post openings for job seekers to browse. Where it differs, however, is that candidates can also create personal profiles within the app; Blonk can then scan for specific skills applicable to a relevant job in order to create a match. At the same time, job seekers can search listings for which they are qualified and “like” those that interest them. When a “match” is made, both parties are alerted and a chat interface opens.

High Net Worth Wealth Manager - Fresno, CA

 High Net Worth Wealth Manager - Fresno, CA

Our client is eager to fill position below. After reviewing your profile, I thought perhaps you may know someone? Thank you for considering.

Skills and Certifications:
Series 7, 66 and Life Insurance Licenses
Experience in Wealth Management in the Agri-Business
Experience in trust administration
Private Banking lending, sales and services experience
Portfolio management experience
2+ year’s managerial experience
Knowledge of financial products and services
Consumer lending, credit, documentation and portfolio management experience

Candidate Experience 7+ to 10 years of experience
Management Experience Required - Yes
Minimum Education - Bachelor's Degree

Location: United States – California - Central Valley - Fresno *
Willingness to Travel – Often



To apply, contact Rob Smith, President at Newpoint Resources LLC
http://www.newpointresources.com/

Thursday, May 29, 2014

Compliance Examiner - Member Regulation, Sales Practice, FINRA - Los Angeles, CA

Compliance Examiner - Member Regulation, Sales Practice, FINRA - Los Angeles, CA
Job Listing at FINRA in Los Angeles, CA (Job ID 003414)            
FINRA

FINRA

Location: Los Angeles, CA
Application deadline: None
Type: Not specified
Career Level: Not specified
Salary Range: Not specified
Number of Jobs: 1
Relocation Available: No
Show all jobs for FINRA
Description         We Work to Protect Investors. Join our Team.

FINRA is seeking a well-qualified individual for our Compliance Examiner opening in Los Angeles, CA. To be considered for this position, please submit your resume through our careers site at www.FINRA.org. No phone calls, please.

Job Summary:

Examiners review or investigate risk areas of broker-dealers, and allegations of wrong-doing or other non-compliant conduct to protect investors and ensure the integrity of the U.S. financial markets. This position requires excellent analytical and communication skills, consistently high productivity levels and work quality (frequently under tight deadlines), and a strong commitment to ensuring that the securities industry operates fairly and honestly.

Essential Job Functions:
  • Conducts examinations and other reviews related to FINRA member firms' finances and operations; sales, underwriting and trading practices; and supervisory and compliance policies, procedures, internal controls and systems to determine compliance with established standards and rule requirements.
  • Analyzes sales practices and investigates customer complaints, terminations for regulatory cause, and activities of broker-dealer personnel to assess fair treatment of customers.
  • Analyzes internal and supervisory controls in key areas of risk and evaluates broker-dealer systems to determine quality, reliability and compliance with requirements.
  • Assesses adequacy of member firms' financial condition and validates accuracy of regulatory filings, net capital computations and books and records.
  • Develops evidence and analysis in support of enforcement actions; conducts or participates in interviews and depositions of customers, member firm personnel and others; partners with enforcement attorneys in development of formal disciplinary actions; and testifies at administrative hearings.
  • Creates work papers to evidence scope of examination and the accuracy of findings.
  • Provides comprehensive written and verbal reports to broker-dealer executives and FINRA management, including information relating to regulatory concerns noted during examinations.
  • Acquires, maintains and continues to develop core skills and knowledge of relevant rules, regulations, and guidelines through completion of FINRA's structured training program, which includes attendance at instructor-led classroom training in Rockville, MD, self-paced learning (print-based and computer-based), and on-the-job training with the support of more experienced examiners or managers.
  • Candidates may have opportunities to coach and guide less experienced examiners.
  • May participate in special projects and initiatives.
Education/Experience Requirements:
  • Bachelor's degree in Finance, Accounting, Business Administration or an equivalent in education and experience.
  • Directly related experience in a securities, finance, regulatory or auditing role is highly preferred. Knowledge of FINRA and SEC rules and regulations is a plus.
  • Excellent interpersonal, written and verbal communication skills and competence with office software applications are essential.
The specific grade level for a successful candidate will be determined based on FINRA's assessment of level of supervision and guidance required by the candidate; level of expertise in securities products, practices, rules and regulations; and level of ability to independently conduct complex work in a quality manner.

Working Conditions:
 
Work is normally performed in an office environment, at FINRA premises or at member firms' offices. Extended hours are frequently required. Overnight travel (approximately 25%, plus an additional four weeks during the first year of employment to attend FINRA's training program) is required. FINRA examiners work in a team environment, with opportunities to interact with broker-dealer and FINRA senior managers.

To be considered for this position, please submit a cover letter and resume.  A writing sample may be required as part of the submission.
 

The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.
 
Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers  into your browser to reach our site directly.

FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA’s accommodation help line at 240.386.4865. Please note that this number is exclusively for inquiries regarding application accommodations.

In addition to a competitive salary, comprehensive health and welfare benefits, and incentive compensation, FINRA offers immediate participation and vesting in a 401(k) plan with company match. You will also be eligible for participation in an additional FINRA-funded retirement contribution, our tuition reimbursement program and many other benefits. If you would like to contribute to our important mission and work collegially in a professional organization that values intelligence, integrity and initiative, consider a career with FINRA.

Important Information


FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code’s investment and securities account restrictions, and new employees must comply with those investment restrictions—including disposing of any security issued by a company on FINRA’s Prohibited Company List or obtaining a written waiver from their Executive Vice President—by the date they begin employment with FINRA.  Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.

As standard practice, employees must also execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company’s policy on nepotism.

About FINRA

FINRA is an independent, non-governmental regulator for all securities firms doing business with the public in the United States.  FINRA works to protect investors and maintain market integrity in a public-private partnership with the Securities and Exchange Commission (SEC), while also benefiting from the SEC’s oversight.  In its role as investor guardian, FINRA is informed, but not influenced, by the industry that it regulates.  FINRA’s independent regulation plays a critical role in America’s financial system–all at no cost to taxpayers.

FINRA’s touches virtually every aspect of the securities business—from registering and educating industry participants to examining securities firms; writing rules; enforcing those rules and the federal securities laws; informing and educating the investing public; providing trade reporting and other industry utilities; and administering the largest dispute resolution forum for investors and registered firms.

All told, FINRA oversees more than 4,100 brokerage firms, more than 160,000 branch offices and almost 636,000 registered securities representatives. We also perform market regulation under contract for the major U.S. stock markets, including the New York Stock Exchange, NYSE Arca, NYSE MKT, The NASDAQ Stock Market and the EDGA and EDGX Exchanges.

In today's fast-paced and complex global economy, FINRA is a trusted advocate for investors, dedicated to keeping the markets fair and proactively addressing emerging regulatory issues before they harm investors or the markets.

FINRA has approximately 3,400 employees and operates from Washington, DC, and New York, NY, with 20 regional offices around the country.

Find out more about us and how we work—and view our current openings—at www.finra.org/careers.

Search Firm Representatives

Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA.

FINRA is an Equal Opportunity and Affirmative Action Employer

All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person’s relatives, friends or associates.
 
FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.
 
FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.

©2014 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
 
To be considered for this position, please submit a cover letter and resume.  A writing sample may be required as part of the submission.

Tuesday, May 27, 2014

THIS POSITION HAS BEEN FILLED - DO NOT CONTACT Associate Investment Research Analyst, SageView - Irvine

THIS POSITION HAS BEEN FILLED - DO NOT CONTACT
Associate Investment Research Analyst, SageView Advisory Group  - Irvine, CA

Compensation: $45,000-$55,000 Commensurate with experience


SageView Advisory Group is a Retirement Investment Advisory (RIA) Firm based in Irvine, CA, with several outside offices located across the U.S. We are a highly-focused financial services firm specializing in providing comprehensive customized retirement plan consulting, actuarial consulting, executive benefits, and wealth management services to corporate and individual clients throughout the United States. The primary role of the Associate Investment Research Analyst will be to support research efforts of the Investment Research team at SageView Advisory Group. This includes compiling information on various investment managers, tracking manager performance and assisting in the investment manager due diligence process. Other responsibilities include completing various ad hoc research projects, writing analysis reports. Meeting with mutual fund wholesalers and keeping up with important developments in the mutual fund industry, the markets, and the economy as a whole, would be added responsibilities.

Essential Duties:
- Produce quarterly reports for consultants and clients on investment managers and various ad hoc requests as needed
- Prepare a quarterly report of the top performing managers by category
- Conduct quantitative and qualitative analysis using our databases and proprietary software
- Compile and track information on various investment managers
- Develop clear opinions on mutual funds based on research that goes beyond mere performance and risk evaluation
- Assist in various aspects of the investment manager due diligence research process
- Compile financial markets data and economic statistics for research reports
- Attend onsite investment manger due diligence meetings and conferences
- Willing to learn about the retirement industry
- Keep up with important developments in the mutual fund industry, financial markets, and the economy as a whole

Minimum Requirements:
- 1-3 years investment industry or related experience
- Excellent written and verbal communication skills
- Knowledge of investments including attribution data, performance and valuation measures
- Technologically competent: familiarity with Word and PowerPoint; ability to learn new software packages (Morningstar Office, MPI Stylus, Bloomberg, and internal proprietary systems)
- Advanced Excel skills
- Extremely motivated and intellectually curious
- Ability to work well in a team environment, but also complete tasks independently and with little supervision
- Ability to prioritize projects with day to day responsibilities
- Thoughtful problem-solving skills
- Excellent business judgment and ability to recognize business implications of decisions
- Bachelor's degree in Finance / Economics
- Progress towards pursuing a Chartered Financial Analyst (CFA) designation is preferable

SageView offers a competitive benefits package, including 401(k), health and dental coverage, and paid vacation and sick leave.


If interested, please send resume and cover letter to Mark Hendrickson
THIS POSITION HAS BEEN FILLED - DO NOT CONTACT

Thursday, May 22, 2014

Sr. Investment Analyst, AAA - Costa Mesa

Sr. Investment Analyst, Automobile Club of Southern California - Costa Mesa
 
Sr. Investment Analyst
Job Code: 06815
Primary Location: Costa Mesa, CA, USA
Job Type: Full-time
Category: Accounting/Auditing/Finance

Job Description:
 

The Road to Success Starts Here!

The Automobile Club of Southern California is seeking career-minded individuals for our Sr. Investment Analyst opportunity in Costa Mesa, CA. This position provides support to senior executives in determining investment strategy, investing assets, monitoring investment performance and ensuring guideline and regulatory compliance. The Senior Investment Analyst position has the potential for involvement in any investment-related activities. General responsibilities will include the following: Compute performance on various accounts and composites. Prepare periodic performance reports for executive decision making. Prepare analyses on asset classes, investment types and investment strategies and make recommendations to senior management. Meet with potential investment managers, maintain database and assist with manager searches. Assist with oversight of existing investment managers. Assist with periodic asset allocation analyses for each entity. Monitor ERISA compliance (proxy voting, trading costs and soft dollars). Assist with due diligence and regulatory filings. Responsibilities also include asset/liability analyses, manager style analyses and portfolio management responsibilities.
 

Job Requirements:
 

Successful candidates have the following qualifications:
·        A bachelor’s degree and CFA (Chartered Financial Analyst) designation or CPA (Certified Public Accountant is required.
·        An MBA degree is preferred. For non-CFAs, progress toward the CFA designation is a job requirement.
·        Ten years or more of investment related work experience is preferred.
·        A high proficiency in Microsoft Office is required (particularly in Excel, but also including Word, Access and PowerPoint).
·        A working knowledge of Bloomberg is helpful.
·        We seek self-motivated, enthusiastic individuals with excellent attention to detail.
·        The candidate must have excellent writing skills (must be able to provide writing samples), strong quantitative and analytical skills, and a strong interest in, and understanding of, the financial markets.
 
Application process: Please apply directly to this job using the link. AAA will contact you directly should they like to move you forward in the process.

Tuesday, May 20, 2014

Loan Officer III, SBA Job Listing, City National Bank - Los Angeles, CA

Loan Officer III, SBA Job Listing, City National Bank - Los Angeles, CA

Requisition Number: CORE-3961
Job Title: Loan Officer III - SBA
Exempt/Non Exempt: Exempt
Regular/Temporary: Regular
Full Time/Part Time: Full Time
Shift: Day
Work Schedule: M-F, 8-5
Job Description: Performs analysis of small business loan applications as a basis for lending decisions. Coordinates with SBA Loan Specialist to develop and manage relationships with assigned line units, providing training on loan products offered by the Department and encouraging small business loan referrals. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages portfolio risk. Analyzes the largest and most complex small business loan applications. Works independently with a large portfolio. Monitors portfolio to identify risk. Develops relationship with and provides training to CBS units as well as core banking units. May perform some leadership duties, such as: assigning work to Loan Officers and administrative staff; monitoring workloads to ensure timely and accurate completion of projects; reviewing projects upon completion; identifying and resolving problems; and providing on-the-job training and guidance to other Loan Officers.

• *Minimum 8 years of experience in a commercial lending environment required.
• *Minimum 5 years of experience analyzing financial statements required.
• *Minimum 3 years of experience using Bakerhill spread analysis application required.
• Knowledge of intermediate accounting methods and bank accounting systems.
• Ability to analyze business and personal federal tax returns.
• Good analytical ability.
• Ability to prioritize and follow through on projects and assignments.
• Excellent verbal and written communication skills.
• Ability to work effectively in a team environment.

*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

Equal Opportunity/Affirmative Action Employer, M/F/D/V

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

*LI-KV1

Apply:  https://www.cnb.com/careers/job-search.asp?FuseAction=mExternal.showJob&rid=3961&sid=50



Entertainment Corp Fin Mgr, City National Bank - Beverly Hills, CA

Entertainment Corporate Finance Manager, City National Bank  - Beverly Hills, CA
     
Requisition Number: ENT-3952
Job Title: Entertainment Corporate Finance Manager
Exempt/Non Exempt: Exempt
Regular/Temporary: Regular
Full Time/Part Time: Full Time
Shift: Day
Work Schedule: M-F, 8-5
Job Description: This position works in the Entertainment Division with the Relationship Managers to identify prospective clients for syndicated transactions. Help determine optimal capital structure for client and jointly pitch proper debt solutions and other ancillary banking and capital markets products. Successfully negotiate, structure, and arrange CNB-Agented, multi-bank, revolving credit and term loan facilities that reflect market pricing, covenants, and other terms and conditions. Stay apprised of market conditions and trends for entertainment division. Provide periodic market updates to clients, Relationship Managers, and credit. In addition, conduct specific market testing for prospect transactions prior to launch to accurately assess syndication risk for credit. Act as primary liaison between client and potential lenders during the syndication process.

• *Bachelor’s degree
• *Minimum 6 years of syndications experience or structuring credit or loans
• *Completion of Formal Credit Training
• Bachelor’s Degree required, MBA preferred
• Strong written and verbal communication skills
• Ability to work independently and on deal teams
• Familiarity of Bloomberg, LPC, and Intralinks preferred
• Position may involve travel

*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

City National Bank is an Equal Opportunity/Affirmative Action Employer. M/F/D/V.

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

*LI-TH1
      Apply Now

Friday, May 16, 2014

Analyst, Real Estate Strategy & Research, TIAA-CREF - Newport Beach

Analyst, Real Estate Strategy & Research, TIAA-CREF - Newport Beach

Job Description
For more information about TIAA-CREF, https://www.tiaa-cref.org/public/about-us/who-we-are-at-tiaa-cref visit our website.  

POSITION SUMMARY  The Analyst, Global Real Estate (GRE) Strategy and Research position will be located in the Newport Beach office of TIAA-CREF Global Real Estate. The Analyst will provide research and analysis in support of GRE investment activity in the U.S. as described below. Primary responsibilities will be in support of equity and commercial mortgage transactions including analysis of macro- and regional level economic trends, analysis of real estate market conditions and vendor forecasts, assistance with internal and external GRE research publications, and assistance with general industry research. 

Major Responsibilities:
  • Analyze, evaluate and interpret macro-economic data, trends and forecasts and their implications for U.S. office, industrial, retail and apartment markets
  • Evaluate local supply/demand conditions and trends and their expected impact at the project level
  • Draft research white papers on a variety of industry topics 
The position requires the following knowledge, skills, and abilities:

Qualifications
Required
  • Bachelor’s degree or higher in a relevant field (real estate, economics, geography)
  • Outstanding analytical and quantitative skills
  • Excellent writing and communications skills
  • Expertise with Excel, Access, and related software
  • 2-3 years of relevant work experience
  • Familiarity with commercial real estate fundamentals and terminology
Equal Employment Opportunity is not just the law, it’s our commitment.  Read more about the  http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf   Equal Employment Opportunity Law.   
If you need assistance applying due to being visually or hearing impaired, please email mailto:careers@tiaa-cref.org?subject=Application  Assistance Needed Careers Help.

This contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.

APPLY:  http://careers.tiaa-cref.org/ShowJob/Id/229311/Analyst,GlobalRealEstateStrategyResearch

Tuesday, May 13, 2014

Compliance Analyst, Rimrock - Irvine, CA

Compliance Analyst, Rimrock Capital Management - Irvine, CA

Job Title: Compliance Analyst (Investment Management)
Location: Irvine, CA
Job Type: Full Time, Experienced

Founded in 1999, Rimrock Capital Management, LLC is a SEC-registered investment adviser focused on  multi-sector, hedged fixed income strategies. The Firm has over $3.8 billion in assets under management and a team of over 45 employees, including 24 investment professionals.

The Compliance Analyst will support Rimrock’s investment adviser compliance programs. The
Compliance Analyst will have diverse assignments, assisting in the oversight of all aspects of an
investment advisory compliance program for a SEC-registered investment adviser and NFA-registered commodity pool operator and commodity trading adviser. The Compliance Analyst will assist in the design, day-to-day implementation, testing, and execution of a compliance program which adheres to  Rule 206(4)-7 of the Investment Advisors Act of 1940. The Compliance Analyst will manage or assist in  other legal and/or compliance initiatives as needed. The Firm’s compliance program covers onshore and  offshore private funds and institutional separately managed accounts.

Qualifications:
•3+ years’ experience in investment management compliance
•Familiarity with fixed income securities, loans, commodity interests and derivatives
•Excellent verbal and written communication skills
•Excellent analytical, quantitative and problem solving skills
•Must be detail oriented and organized, able to handle multiple, competing projects
•Team player, but able to work independently and with colleagues at all levels
•Four year college degree with a solid academic background
•Previous regulatory experience a plus
•Paralegal certification/experience is a plus
•Strong Microsoft Word and Excel skills; Powerpoint experience would be a plus
•Ability to learn new systems as trained

Resumes can be sent to hr@rimrockcapital.com

Rimrock is an equal opportunity employer. It is the policy of Rimrock Capital Management,
LLC not to discriminate against any employee or any applicant for employment because of age,
race, religion, color, handicap, sex, disability, sexual orientation, past or present military service,
or national origin.

Team Leader, Personal Trust, City National Bank - Irvine, CA

Team Leader, Personal Trust, City National Bank - Irvine, CA (Job ID 3912)

Description
As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division’s objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank’s investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.

- *Minimum 10 years experience in a client services, banking operations and/or Trust operations administration required.
- *Minimum 10 years of experience in a banking or financial services environment required.
- *Minimum 5 years of management experience required.
- Bachelor Degree preferred
- Trust Certification (CTFA) preferred.
- Strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.
- Comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles.
- Proficient with Microsoft Office (Word, Excel PowerPoint).
- Demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients.

*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

Equal Opportunity/Affirmative Action Employer, M/F/D/V

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.  

Apply
https://www.cnb.com/careers/job-search.asp?FuseAction=mExternal.showJob&rid=3912&sid=50

Tuesday, May 6, 2014

Real Estate Finance Originator, Lucent Capital, Beverly Hills

Real Estate Finance Originator, Lucent Capital, Beverly Hills               
www.lucentcapital.com

Job Summary
  • Responsible for all elements of business development for real estate capital
  • market transactions
  • Originate, direct the marketing, negotiate and close real estate finance
  • assignments including arranging debt, mezzanine financing and joint venture
  • equity for all types of commercial properties
  • Develop and maintain long term relationships with owners, developers,
  • investors and service providers to promote new business

Requirements:
  • Minimum of 3 years commercial real estate finance experience
  • Relationships with owners, operators, developers and capital providers
  • Bachelors degree in Real Estate, Finance, Accounting or related discipline
  • Excellent organizational, interpersonal, quantitative, writing and communication skills
  • Strong computer skills with a working knowledge of Microsoft Office and Argus
  • Self-motivated, team-oriented and strong time management skills to prioritize deadlines
  • Strong research, analytical and problem solving skills
  • Must have Real Estate Salesperson License
 
Email resume and cover letter to hr@lucentcapital.com

Real Estate Finance Analyst, Lucent Capital, Beverly Hills

Real Estate Finance Analyst, Lucent Capital, Beverly Hills               
www.lucentcapital.com

Job Responsibilities
The Real Estate Finance Analyst’s responsibilities will include, but not be limited to, complex financial modeling and underwriting, creation of investment packages and analyses for capital providers, market research and coordination of loan closings

Requirements:
  • Minimum of 2 years of commercial real estate experience in a real estate finance company
  • Bachelors degree in Real Estate, Finance, Accounting or related discipline
  • Excellent organizational, interpersonal, quantitative, writing and communication skills
  • Strong computer skills with an advanced working knowledge of
  • Microsoft Office and Argus
  • Self-motivated, team-oriented and strong time management skills to prioritize deadlines
  • Strong research, analytical and problem solving skills

Email resume and cover letter (example of previous underwriting would also be helpful) to hr@lucentcapital.com

Monday, May 5, 2014

Institutional Sales Rep, Federated Investors – Western US

Institutional Sales Representative, Federated Investors – Western US

Since our founding in 1955, Federated Investors, Inc. has grown to become one of the nation’s largest investment managers, with assets under management of approximately $364 billion.

We have 135 domestic and international equity, fixed income and money market funds, as well as a variety of separately managed account options. We deliver a diversified product line to financial intermediaries to help them reach a variety of investment goals for their clients. Product performance combined with breadth and innovation, have enabled Federated Investors to achieve substantial asset growth over its 58-year history.

For additional information about Federated Investors visit FederatedInvestors.com

CAREER OPPORTUNITY #: 6479
POSITION TITLE: INSTITUTIONAL SALES REPRESENTATIVE
DEPARTMENT: INSTITUTIONAL SALES

POSITION SPECIFICATIONS:
  •  Bachelor degree in a business related field required; CFA, CFP, and/or Master degree preferred
  •  Minimum five years of field sales experience required
  •  Knowledge of financial markets required
  •  In-depth knowledge of competitors’ financial products required
  •  Must possess/obtain FINRA Series 7 and 66 immediately
MAJOR DUTIES:
  • This position will join the Institutional Sales division and will call directly on corporations, endowments, foundations and government entities.
  • Create a business plan including prioritization of prospects within a broad geographic territory.
  • Effectively communicate Federated’s investment philosophy, process, strategies and performance to prospective clients
  • Analyze all available information related to the prospects current portfolio needs, and position the firm’s investment solutions utilizing a consultative process during group presentations, one-on-one presentations and industry/association conferences
  • Coordinate team, agenda and materials necessary for all presentations
  • Provide management with written and oral feedback on discussions with clients and prospects
  • Coordinate internal support to further the sales process; i.e., Requests for Proposals, final presentations, customized sales and marketing materials, quarterly and annual client reviews, etc.
HOURS/LOCATION:
 Must be open to irregular hours, heavy travel
 Territory – western US.

EXPLANATORY COMMENTS:
  •  Exceptional interpersonal skills, oral communication and presentation skills
  •  Strong organization and time management skills
  •  Ability to collaborate with a team and execute responsibilities independently
  •  Detail oriented with a high degree of accuracy and timely follow through
  •  Dedicated, assertive with a strong work ethic
  •  Must possess/maintain a valid driver’s license
  •  Will be required to sign an employment agreement
Federated Investors, Inc. offers a competitive salary and benefits package along with a professional environment.

For consideration, go to:
https://careers.federatedinvestors.com/psp/PSEXT/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_JOB_DTL&Action=A&JobOpeningId=6479&SiteId=1&PostingSeq=1

Only those candidates in whom we have an interest will be contacted.
EOE