Top Tech Jobs & Startup Jobs in Los Angeles, CA

Conduct deep fundamental research on U.S. small- and mid-cap companies, generate investment ideas, analyze financial statements and valuation, prepare research reports and memos, present findings to portfolio managers, engage with company contacts and industry experts, and support portfolio monitoring and special projects.

The Investment Performance Analyst maintains GIPS Composites, produces reports, responds to data requests, and assists in cross-functional projects.

The Senior Digital Marketing Specialist leads digital marketing strategies, optimizing campaigns and content while ensuring compliance and enhancing client engagement for a financial services firm.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.

The International Research Analyst will conduct industry analysis, assess competitive advantages, perform financial analysis, and make investment recommendations.

Provide high-touch client service and administrative support to high-net-worth investors and their advisors. Open and manage accounts, process deposits/withdrawals, execute asset allocation changes, prepare portfolio review materials and tax analyses, maintain CRM and client files, coordinate meetings, and support department/firm projects to improve processes.

The role involves managing the production of investment marketing collateral, ensuring timelines are met, and streamlining processes while coordinating between investment, marketing, and compliance teams.

Seeking a Creative Director/Senior Graphic Designer to lead visual brand execution, design materials, and collaborate across teams to enhance the firm's brand identity and deliver high-quality, compelling visuals.

The Senior Regional Sales Director will manage sales initiatives and relationships with investment professionals while offering investment products and guidance on practice management and portfolio construction.

Partner with a Business Development Officer to originate and manage high-net-worth client relationships. Provide investment advisory, financial and estate/tax planning, prepare customized investment proposals, conduct portfolio reviews, use eMoney for financial planning, and travel (~50%) to meet clients and custodial partners.