Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provide investment sales and service to clients, manage a limited number of investment accounts, prepare proposals and reports, implement portfolio re-optimizations and trades, monitor performance and cash, produce dashboards, support compliance and risk processes, and collaborate with internal stakeholders to deliver high-quality client experiences.

Provide daily operational support for client portfolios, resolve client issues, monitor financial performance, analyze feedback and market trends, ensure regulatory compliance, identify process improvements and cost reductions, support audits and escalations, and collaborate across teams to meet KPIs and SLAs.

Provide high-level administrative, financial, and HR support to executives and managers. Coordinate calendars, meetings, travel, events, budgets, invoices, and filing systems; analyze data and track strategic initiative metrics; mentor junior administrative staff; liaise with internal and external stakeholders; handle communications and office operations while ensuring compliance with policies and risk frameworks.

Manage and grow a portfolio of small business clients through consultative sales, business planning, financial analysis, cross-selling, and relationship management. Develop sales strategies, networks, and referral sources, deliver customer service, ensure regulatory and data governance compliance, track performance, and support change and operational initiatives to meet retention and growth targets.

The Financial Advisor provides financial planning and investment advice, manages client relationships, and implements business strategies to acquire new business and support sales targets.

Support underwriting, execution, and portfolio management of credit facilities for media and entertainment clients. Build financial models, perform credit analysis, prepare credit memoranda and monitoring reports, conduct covenant testing and collateral monitoring, and assist with AML/KYC and transaction closings while maintaining accurate portfolio data and using Excel and Microsoft Copilot to improve processes.

Manage an assigned commercial and industrial loan portfolio by analyzing credit and financial information, structuring loans, monitoring performance, and mitigating risk. Make credit decisions within delegated authority, develop business plans, support client relationships and cross-sell opportunities, and ensure compliance with policies and regulatory standards. Provide analytical and consulting support, present proposals to win business, and maintain accurate data in bank systems.

Analyze commercial credit and lending for an assigned portfolio: structure loans, assess repayment capacity, monitor portfolio performance, identify risks and cross-sell opportunities, support business development, ensure regulatory compliance, and collaborate with Relationship Managers to optimize returns and protect the bank.

The Senior Relationship Manager will develop and manage key commercial client relationships in the Pacific Rim Division, focusing on business growth through strategic solutions and exceptional service. This role requires expertise in client portfolio management, deal structuring, and cross-border business needs.

The Portfolio Manager conducts credit analysis, negotiates loans, monitors portfolio performance, and manages client relationships while ensuring compliance and assessing risks.