Transaction advisory jobs in Los Angeles, California - Page 2Create job alerts

Job DescriptionMarcus & Millichap Capital Corporation (“Company”), a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Transaction Manager, Capital Markets, to manage and close commercial real estate debt and equity transactions. The primary responsibility of the Transaction Manager is to oversee transactions from engagement through closing, acting as a liaison between clients and capital sources. As an experienced member of the Company’s transactional team, this position is designated as a non-exempt role. The base salary range for this role is $38.46 – $43.27 per hour. This position is eligible for a discretionary performance‑based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions.Key Responsibilities: • Manage and process commercial real estate debt and equity transactions from engagement to closing., • Oversee all necessary post-closing follow-up., • Perform thorough review and abstract details of title related documents, including purchase and sale agreements, title reports, surveys, escrow instructions and related closing documents., • Independently coordinate all required due diligence and correspond with all transaction parties, including clients, brokers, title companies, lenders, surveyors, and governmental agencies., • Responsible for document file management, both electronic and physical files, maintaining property database and various administrative duties., • Prepare estoppels and SNDAs., • Coordinate third-party inspections.Attributes/Experience:, • Minimum of 7 years of experience in managing commercial real estate transactions (brokerage, title company, mortgage banker, law firm)., • Bachelor’s degree required., • Understand standard real estate documents such as REAs, estoppel certificates and leases., • Detail oriented with strong organization and time management skills., • Excellent oral and written communication skills, including the ability to communicate effectively with both internal and external parties., • Ability to handle numerous assignments simultaneously., • Strong problem-solving, analytical and research skills., • Proficient in Salesforce., • Proficient in Microsoft Office (Word, Excel) and aptitude for learning various other programs.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. • This role includes profit participation or equity incentives, competitive compensation splits and draw DOE, up to $200K/year As a Senior Managing Director, you will be responsible for running the Los Angeles office and mentoring a team. You will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth, lead business development initiatives, and manage junior team members while representing Concord Summit Capital as a trusted intermediary in the marketplace. Key Responsibilities • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Monitor market trends, capital market conditions, and emerging investment opportunities to inform strategic decisions and origination efforts., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Benefits • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description Private Equity Associate Attorney Location: Boston, Denver, Washington, D.C., Los Angeles (Santa Monica), New York, Reston, San Francisco Practice Area: Private Equity Direct Counsel is seeking a Private Equity Associate to join a top Am Law 50 firm. This role offers the opportunity to work with private equity sponsors and portfolio companies in a highly regarded corporate practice. Key Responsibilities: • Transaction Management – Oversee private equity and M&A transactions from inception to closing., • Drafting & Negotiation – Prepare and negotiate purchase agreements, merger agreements, LLC and LP agreements, and other transaction documents., • Client Advisory – Act as a strategic advisor, collaborating closely with clients on deal execution., • Project Leadership – Manage deal workflow and coordinate across multiple teams in a fast-paced environment.Qualifications:, • 4-5 years of private equity and M&A experience at a top law firm., • Strong drafting, negotiation, and analytical skills., • Ability to work closely with client business teams in a collaborative setting., • Excellent academic credentials and large law firm experience required.Compensation & Benefits:, • Salary Range: $310,000 - $365,000 (Final offer based on experience and location)., • Comprehensive benefits package, including medical, dental, vision, life insurance, and commuter benefits., • Generous leave policies, including vacation, sick leave, and parental leave. Apply today to learn more.

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Managing Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description About Epirus: Epirus is a venture-backed defense technology company developing software-defined directed energy systems designed to counter drones and electronic threats at the speed of light. With its flagship Leonidas platform moving into operational use, Epirus operates at the intersection of advanced hardware, software, and national security to address rapidly evolving battlefield challenges. Job Summary: The Strategic Finance Associate will partner closely with leadership and the Strategic Finance Team to drive financial planning, strategic analysis, and decision-making across the business. The role blends FP&A, corporate development, and operational finance, including budgeting, pricing, analysis of M&A opportunities, and support for capital markets initiatives. It's a high-impact opportunity to help scale a cutting-edge defense technology company while shaping how resources are deployed in a mission-critical environment. Responsibilities: • Develop and maintain corporate, project-level, and new product/platform financial models to support business planning and go/no-go investment decisions, • Partner with leadership to build and update the annual operating budget and five-year financial forecast, including a fully integrated three-statement model and supporting schedules, • Evaluate corporate investment initiatives and M&A opportunities, • Support capital markets activities, including preparation of investor materials and participation in investor engagement, • Prepare monthly and quarterly financial reporting for leadership and the Board of Directors, including:, • Income statement, balance sheet, and cash flow statement, • Debt and lease schedules, • Inventory schedules, • Capital expenditure schedules, • Labor allocation and resourcing analysis, • 1 - 2 years of experience in investment banking, PE/VC, corporate development, valuation/transaction advisory, or finance at a high-growth startup, • Exceptional financial modeling skills, with the role heavily focused on building, maintaining, and refining excel models, • Solid understanding of financial statements, capital structures, and debt instruments, • Strong attention to detail and data integrity, • Ability to synthesize complex analyses into clear, leadership-ready materials and recommendations, • Strong communication skills and ability to work cross-functionally in a fast-paced environment, • Experience in defense, aerospace, or other high-tech, material-heavy industries, • Exposure to VC-backed, late-series companies and fast-growth startup environments, • Experience evaluating investments, M&A transactions, or new products/platforms through rigorous financial analysis, • Hands-on experience with ERP systems, preferably Oracle or similar platforms, • Candidates are expected to be in the office at least four days a week in the Torrance, CA office

Job DescriptionAssociate - Strategic Finance ConsultingAbout Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. The Strategic Finance Consulting team works alongside sponsors and executive leadership to strengthen financial visibility, improve forecasting rigor, and drive enterprise value creation within middle-market portfolio companies. The Associate Position The Associate is a core execution leader within Palm Tree’s Strategic Finance Consulting practice. This role blends advanced financial modeling with hands-on engagement alongside CFOs and private equity sponsors. Associates are expected to operate with analytical rigor, strong commercial awareness, and an understanding of how financial performance translates into enterprise value. Unlike Accounting Advisory, which focuses on historical reporting, technical accounting matters, and transaction accounting support, Strategic Finance Consulting centers on forward-looking financial planning, liquidity management, budgeting, forecasting, and operational performance improvement. Associates deliver actionable financial insights that enable management teams to make real-time, value-oriented decisions. Core ResponsibilitiesFinancial Planning & Analysis * Build and maintain integrated 3-statement financial models * Develop 13-week cash flow models and rolling 12-week liquidity forecasts * Support Annual Operating Plan (AOP) development * Lead budgeting and forecasting processes, including scenario and sensitivity analyses * Design and enhance driver-based operating models * Perform detailed variance analysis and identify key performance drivers Liquidity & Performance Management * Construct and manage short-term cash flow forecasting frameworks * Analyze working capital trends and cash conversion cycles * Develop covenant and debt capacity projections * Support cost structure optimization and margin improvement initiatives Value Creation & Transaction Support * Assist portfolio companies with financial infrastructure build-outs * Support 100-day planning initiatives and post-close performance tracking * Improve reporting packages, KPI dashboards, and board-level materials * Identify operational levers impacting EBITDA, cash flow, and valuation Client Engagement * Work directly with CFOs, Controllers, FP&A leaders, and private equity sponsors * Participate in executive working sessions and performance reviews * Prepare client-ready analyses and presentation materials * Manage workstreams across multiple concurrent engagements Qualifications * 4+ years of professional experience * Foundation in client services, preferably within Big 4 audit or advisory * Demonstrated FP&A experience within a private equity or portfolio company environment * Experience building and managing cash flow forecasts, budgeting models, and operating forecasts * Advanced Excel modeling capabilities (integrated 3-statement modeling required) * Strong PowerPoint and executive communication skills * Ability to synthesize complex financial information into clear, actionable insights * Experience in leveraged or sponsor-backed environments preferred CPA or progress toward certification is strongly preferred; MBA or CFA candidacy is viewed favorably but not required. Compensation and Benefits * Base salary range of $100,000–$150,000, with performance/metric-driven bonus opportunities. * Comprehensive benefits package, including medical, dental, and vision insurance. * 401(k) plan with employer matching contributions. * Hybrid work environment with access to offices in Los Angeles, Chicago, and New York. * Unlimited paid time off and firm-recognized holidays. * Opportunities for career advancement within a merit-based, entrepreneurial culture. What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR ie6XDxTicf

Job Description This role involves strategizing and executing business development initiatives, driving sales, and creating comprehensive real estate outsourcing solutions for our corporate clients, focusing on Facilities Management (FM), Project Management (PJM), Transaction Management (TM), Advisory Services (ADV), and Lease Administration (LA). This role requires close collaboration with clients, service providers, and internal leaders to effectively manage business pursuits. This includes pipeline development, opportunity assessment, RFP responses, solution creation, strategic proposals and presentations, and managing follow-ups and debriefs. Ideal Candidate: The ideal candidate is a seasoned business strategist with commercial real estate expertise in FM, PJM, TM, ADV, and LA, or a combination of these areas. Alternatively, candidates must have deep sales and solutioning experience in a transferable sector and the ability to quickly learn the real estate outsourcing industry. They must be an integral part of the sales pitch team, effectively coordinating, presenting and pitching the solution to clients. The candidate should be an excellent writer and persuasive communicator who can drive business development priorities in support of regional and corporate growth strategies. This includes articulating a compelling value proposition for each unique opportunity that resonates with the target audience in terms of solutions and business outcomes. Key Responsibilities: Sales Management: • Develop a strong pipeline of prospective sales opportunities., • Establish a strategy to achieve defined annual sales targets., • Work with leaders on annual business plan development, to include key markets and target industry sectors., • Develop outbound campaigns and foster cross-functional relationships to uncover cross-selling opportunities., • Lead high-impact business development projects, including proposals and client presentations., • Direct strategic messaging, content, and marketing materials., • Drive revenue growth through market, client, and industry insights., • Participate in regular networking opportunities and identify ways to elevate the company's profile., • Represent the company in large pitches, industry conferences, and events, demonstrating the value proposition., • Cultivate relationships with prospective clients for short and long-term opportunities., • An organized, strategic thinker with proven business acumen and sales experience; heavy focus on Corporate Real Estate outsourcing., • Proven ability to cultivate a qualified pipeline., • Think creatively and work well with sales and marketing team members to elevate materials and customize them to specific pursuit opportunities., • Proven success in creating RFP responses that are fully aligned with client guidelines, requirements, and timing is essential., • Commercial acumen and ability to effectively structure deals to achieve profitability targets., • Collaborative partner, adept at building internal relationships and dialogue—collaborating up, down, and across the organization., • Excellent written communication and presentation skills are crucial, with the ability to create effective messaging using Lincoln's brand voice and style., • Multi-dimensional, conceptual, and innovative thinking to develop new solutions., • Ability to identify and solve complex problems., • In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc., • Proficient in using various marketing and business development tools and platforms to enhance the effectiveness of their strategies and communications. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. Pay Range$150,000—$170,000 USD About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: . All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. Company DescriptionLincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln’s combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: .

Job DescriptionMarcus & Millichap is the nation’s leading brokerage firm specializing in real estate investments with offices nationwide. Marcus & Millichap offers owners and investors the nation's most comprehensive real estate research and analysis for all types of income-producing property. Marcus & Millichap, one of the nation’s leading commercial real estate investment services companies, with more than 2,000 investment sales and financing professionals across 80+ offices throughout the United States and Canada, is seeking an Executive Assistant/Operations Manager based in our Encino office. This is an opportunity to join an award-winning senior investment sales team, with significant opportunities for professional growth within one of the nation’s largest commercial real estate investment brokerages. This role will support one of the firm’s top-producing teams and will be responsible for managing the day-to-day operational functions necessary to service an active deal pipeline while also overseeing strategic initiatives that support the continued growth and scalability of the business The base range for this role is $28.00– $48.00 per hour. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-jurisdictional employer and posted compensation ranges are provided in good faith for compliance with all relevant pay-transparency regulations. Responsibilities • Preparation of materials required for Pricing Analyses and Offering Memorandums, including financial analysis spreadsheets and written content., • Detailed review of all client-facing materials prior to distribution, including Pricing Analyses and Offering Memorandums., • Posting and management of marketing materials across multiple online listing platforms and marketing channels., • Coordinate with graphic designers to ensure marketing materials are completed accurately and on schedule., • Draft professional correspondence to prospective clients and investors., • Support marketing initiatives, including preparation and distribution of sales reports and client communications., • Work collaboratively with the team on client presentations, meetings, and strategic initiatives to win, execute, and close new business., • Conduct research and data collection for Pricing Analyses, Offering Memorandums, and other client deliverables., • Create spreadsheets and data tables in both Word and Excel., • Prepare all materials and supporting documentation necessary for client meetings and presentations., • Provide operational and administrative support to the sales team as necessary., • Ensure efficient workflow and communication across the team, maintaining detailed follow-through as required., • Oversee, manage, and implement best practices across functions including transaction management, social media, marketing, and business operations., • Assist with implementation of brand growth initiatives focused on increasing revenue. Qualifications:, • We are seeking a highly organized, efficient, and detail-oriented professional who thrives in a fast-paced, transaction-driven environment., • 3–7+ years of experience in commercial real estate as an assistant or operations manager, • Proficiency in Microsoft Word and PowerPoint, • Working knowledge of Adobe InDesign is a plus, • Solid understanding of Microsoft Excel, including familiarity with spreadsheet formulas, • Proven ability to work effectively in a collaborative team environment, • Strong planning, organization, and prioritization skills, • Ability to manage multiple complex projects simultaneously while working under pressure to meet deadlines, • Self-motivated, team-oriented, and capable of handling multiple responsibilities concurrentlyWhy Join Our Team, • Work on high-profile commercial real estate opportunities across Southern California, • Join one of Marcus & Millichap’s top-producing investment sales teams, • Highly entrepreneurial, performance-driven environment with significant opportunity for professional growth, • Competitive compensation and performance-based incentivesBenefits: Marcus & Millichap offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans: • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance, • Employee Assistance Program (EAP) and wellness resources Benefits eligibility, coverage, and employer contributions may vary based on position, employment status (full-time or part-time), location, and length of service. This summary is provided for informational purposes only and does not constitute a guarantee of benefits. Additional details will be provided during the hiring process or upon request. The base range for this role is $28.00– $48.00 per hour. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-jurisdictional employer and posted compensation ranges are provided in good faith for compliance with all relevant pay-transparency regulations. Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada. Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available. Marcus & Millichap, Inc. is a leading national real estate services firm specializing in commercial real estate investment sales, financing services, research and advisory services. As of December 31, 2025, the Company had 1,808 investment sales and financing professionals in more than 80 offices who provide investment brokerage and financing services to sellers and buyers of commercial real estate. The Company also offers market research, consulting and advisory, and leasing services to its clients. Marcus & Millichap, Inc. closed 8,818 transactions in 2025, with a sales volume of $50.8 billion. Marcus & Millichap is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description GHJ Search & Staffing is working with a leading multifamily housing investment firm that’s looking to add a Senior Accountant to their team. The company operates across 15+ states and 30+ high-growth markets—and they’re ranked among the Top 50 largest multifamily owners/operators nationwide. It’s a great opportunity to join a stable, growing company with a strong reputation in the industry. Position Overview: The Senior Accountant will support financial management and reporting of their affordable housing portfolio. This role is highly visible and collaborative, working closely with joint venture partners, asset managers, lenders, and internal teams to ensure accurate financial reporting, capital management, and compliance. Key Responsibilities: Banking & Reconciliations • Download and reconcile bank statements for rehab, operating, and reserve accounts. Distributions & Capital Management • Process monthly and quarterly distributions, including wire transfers and approvals., • Manage capital calls and lender draws (Capex, replacement reserves, repairs, green improvements)., • Maintain and reimburse Capex schedules. Lender, Tax & Compliance Reporting • Upload monthly and quarterly reports to lenders., • Coordinate real estate and personal property tax payments and filings., • Handle quarterly franchise tax and sales/use tax filings, including certified mail requirements. Budgeting & Projections • Assist with below-the-line budgeting items., • Support JV partners with annual cash flow projections. Operational & Transaction Support • Support acquisitions and dispositions (journal entries, proration/true-ups, waterfall reviews)., • Assist with property management transitions and COA mapping., • Prepare financials for housing authorities and respond to audit and tax requests., • Investigate duplicate payments, process vendor invoices, and assist with insurance claims. Qualifications: • 5+ years of accounting experience, ideally within real estate, multifamily, or affordable housing., • Public accounting experience is a plus, • Strong background in financial reporting, reconciliations, and JV accounting., • Hands-on experience with distributions, capital calls, and lender reporting preferred, • Highly organized, detail-oriented, and analytical., • Strong communication skills with the ability to work cross-functionally.Company DescriptionGHJ Search and Staffing is the recruiting arm of GHJ, a national accounting and advisory firm. Our Team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.GHJ Search and Staffing is the recruiting arm of GHJ, a national accounting and advisory firm. Our Team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential.

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Vice President of the Debt Team understands the importance of engaging and empowering a team of highly talented technical and professional analysts and associates. This role will develop and mentor junior team members, represent the team in communications with senior client professionals and lead the creation and implementation of new asset management processes.Responsibilities • Lead a team that manages highly structured commercial mortgage products, mezzanine loans, as well as structured debt products;, • Mentor and advise direct asset management team and consult closely with portfolio management and underwriting teams;, • Liaison with borrowers, consultants, counsel and senior client professionals in regards to all aspects of, • debt asset management;, • Develop and implement process improvements;, • Review and improve production of quantitative and qualitative investment- and portfolio-level performance reports;, • Interpret complex loan documents to confirm all relevant loan terms and covenants are being satisfied;, • Work closely with internal and external legal counsel in evaluating legal issues and documenting various transactions arising from the asset management of the portfolio; and, • Leverage industry experience to provide context to team, improve process improvements and client reports, guide team performance., • People Management Responsibilities, • Involved with staff selection, interviewing and training as needed;, • Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives;, • Ensure that direct reports understand their duties and delegated tasks;, • Monitor performance and development of direct reports and provide constructive and timely feedback and coaching;, • Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and, • Handle discipline of employees in accordance with company policy. Professional Experience, • A minimum of 7 years’ relevant experience, • Similar positions in acquisitions, asset management or development of commercial office or industrial, • assets preferred; client-facing experience preferred, • A minimum of 3 years' management experience, • Asset management experience, including development and analysis of real estate-based financial, • models, underwriting, valuations and discounted cash flows, • Proficiency in Microsoft Excel, PowerPoint and ARGUS EnterpriseEducation/Certification, • Bachelor’s degree required. Business, Finance, Real Estate, Economics, or a related field of study preferred, • Certification preferredEssential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Ability to read and analyze Loan documents, lease and management agreements. Ability to articulate and teach loan structures and concepts. Familiarity with the leading commercial real estate market data resources (i.e. CoStar, Real Capital Analytics, etc.)., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect., • Leadership & Management: Ability to supervise and direct people and/or resources to meet department goals. Able to motivate people and plan/prioritize operations while responding to changing conditions. Able to cultivate and build relationships with team and clients. Models values and behaviors.Physical & Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic)., • Indoor business office environment with windows; light foot traffic within work areas., • The work environmental characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsBenefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement

Job Description Our client, an independent and rapidly expanding boutique investment bank in Los Angeles, is seeking to appoint an Investment Banking Associate to join its growing team. Built by experienced middle-market bankers with strong ties to the Los Angeles deal community, the firm is in an exciting stage of development and is building a high-performing team to support an active and expanding transaction pipeline. The business is primarily focused on lower middle market sell-side M&A, while also advising on debt capital raises and selected buy-side mandates. Its client base is made up largely of entrepreneur-led businesses across a variety of sectors, including technology, consumer, and business services. This opportunity offers the chance to join at an early stage and work alongside accomplished bankers who are focused on building the firm with a long-term, quality-driven approach. Our client is looking for a motivated, commercially minded Associate who is eager to develop alongside the platform. The Role Our client is hiring an Investment Banking Associate to serve as a key member of the deal team, positioned between the Vice President and Managing Director levels. This is a broad, hands-on role rather than a narrowly focused sector position, offering exposure across multiple industries and transaction types from the outset. Key Responsibilities • Review analyst output and help uphold a consistently high standard of accuracy, professionalism, and presentation quality, • Draft and refine client materials such as pitch books, teasers, CIMs, management presentations, buyer lists, and process communications, • Support origination activities through pitch development, market mapping, target identification, and outreach efforts, • Support execution across M&A, capital raising, and strategic advisory assignments from initial pitch through closing, • Manage diligence processes, virtual data rooms, diligence trackers, and coordination across clients, counterparties, legal advisors, and other stakeholders, • Contribute to broader firm-building initiatives, including recruiting, training, and process improvement efforts, • Conduct company, industry, buyer, and investor research to help inform transaction positioning and business development, • Strong written and verbal communication skills, with the ability to create polished, client-ready materials, • 2–6 years of investment banking experience with meaningful exposure to sell-side M&A, capital raising, or strategic advisory work, • Undergraduate degree with a strong academic record, • Ability to work with urgency, manage multiple workstreams, and remain composed in a fast-paced environment, • Excellent financial modeling and valuation capabilities, • Demonstrated experience supporting transactions from pitch phase through closing, • Proficiency in Excel, PowerPoint, PitchBook, and other standard investment banking tools, • Series 79 and 63 licenses, • Base Salary: Up to $150,000 (commensurate with experience), • Performance Bonus (tied to deal activity and firm performance), • Leave: Unlimited PTO Equal Employment Opportunity Statement: Both Haldren and our clients are Equal Opportunity Employers. For all positions, whether with Haldren or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Haldren and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Haldren and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Haldren and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Haldren and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Haldren and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Haldren and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Haldren and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Haldren or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Description 1. Analyze client financial statements and operating metrics; identify trends, variances, and improvement opportunities to support advisory deliverables., 2. Build and maintain financial models (three-statement, cash flow forecast, scenario/sensitivity analysis) to assess the financial impact of client initiatives, financing plans, and transactions., 3. Perform valuation-support and benchmarking analyses using standard valuation frameworks and market/industry data to support transaction and advisory work., 4. Prepare transaction and client presentation materials, including due diligence analytical schedules, exhibits, and written summaries of assumptions, risks, and findings., 5. Monitor economic and industry developments using public sources and client information; collaborate with internal accounting/tax teams and external contacts to ensure data consistency and timely client deliverables.

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. The Senior Analyst, Portfolio Management (Torchlight) role is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. Additionally, this role will be critical in helping conduct portfolio analysis, create new client reporting, and spearhead various production efforts across teams. Torchlight Investors – Company DescriptionThe firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit . Key Responsibilities • Assist in monthly and quarterly analytical reporting processes;, • Actively engage and coordinate deliverables with Asset Management teams;, • Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;, • Compile aggregation and review of investment-level cash flows into fund models;, • Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;, • Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;, • Lead compilation of responses for due diligence responses and review for accuracy;, • Communicate effectively with other groups within Bellwether to advance team projects/goals;, • Identify and implement process improvements; and, • Perform ad-hoc financial analyses, including special projects, at the request of management. Professional Experience, • A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role., • Advanced in Excel and PowerPoint skills., • Experience with Salesforce, Tableau, and iLevel is a plus., • Client-facing experience preferred.Education/Certification, • Bachelor’s degree in economics, finance, real estate, business or related degree is preferred.Essential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Strong analytical skills and detail oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect. Travel Requirements, • Travel is not anticipated but may be needed from time to time. Position Details, • Classification: Exempt, • Position Status: Regular / Full Time, • Reports To: Vice President, • Direct Reports: NoPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic), • Indoor business office environment with windows; light foot traffic within work areas, • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement, • Engaging team events & holiday parties$100,000 - $110,000 base, plus discretionary bonusOffered salary is based on a variety of factors, including skills, experience, and qualifications for the role. Intent of Position DescriptionThis position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position. Equal Opportunity EmployerBellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. OverviewThe Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Analyst, Debt will be responsible for supporting the asset management team in preserving and creating value in the existing portfolio. This role will work alongside the investment team in the origination, underwriting and execution of real estate debt related investment opportunities across various property types. The Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, and interacting directly with sponsors. Key Responsibilities • Assist in the proactive monitoring and management of a portfolio of debt investments across various property types;, • Review and analyze business plans, leasing activity and monthly property operating performance;, • Perform market-level due diligence;, • Maintain detailed and complex asset-level cash flow reforecasting models;, • Organize investment level data on a monthly & quarterly reporting basis;, • Once up to speed, oversee and train incoming analysts;, • Evaluate and analyze potential new debt investments and assist with due diligence and execution of said investments;, • Perform additional ad-hoc analysis as needed;, • Assist with ongoing monitoring and evaluation of the performance of investments, execution of business plans, and sub-market fundamentals;, • Summarize and present on portfolio performance to senior management; and, • Perform cash flow modeling, competitive property analysis, and market research analysis. Professional Experience, • A minimum of 1 years’ relevant experience, • Demonstrated interest in commercial real estate analyticsEducation/Certification, • Bachelor’s degree requiredEssential Skills & Competencies, • Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:, • Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets; ability to build out a complex financial model from scratch including waterfalls and various debt structures. Property underwriting and advanced financial modeling and analytics. Ability to understand and analyze loan documents, leases and management agreements., • Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks., • Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information., • Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.Travel Requirements, • 1-2 times per month depending on deal list. Position Details, • Classification: Exempt, • Position Status: Regular / Full Time, • Reports To: Associate or Vice President, • Direct Reports: NoPhysical and Mental Demands, • While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items., • Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery., • Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly., • Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative., • Requires active listening, critical thinking, making decisions, time management, as well as administration skills., • Ability to interact in a courteous professional manner at all times., • Regular, predictable attendance is required., • The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.Work Environment, • No hazardous or significantly unpleasant conditions (such as in a typical office)., • Moderate noise (i.e., business office with computers, phones, printers and light traffic)., • Indoor business office environment with windows; light foot traffic within work areas., • The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Benefits, • We offer a comprehensive benefits package that includes:, • Employer-paid Medical, Dental & Vision, with buy-up options available, • Flexible Spending Account, Health Savings Account, • Carrot Fertility Benefit - $10,000 lifetime benefit, • 401k company match 4%, immediately vested, • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure, • 14 weeks Maternity Leave & 12 weeks Parental Leave, • Wellbeing program offerings, • Cell phone reimbursement

Job DescriptionAssociate, Investment Banking About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives. Palm Tree’s Investment Banking division received its introduction letter from Financial Industry Regulatory Authority in October 2020 as an extension of Palm Tree’s consulting platform. As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising. The Investment Banking team works across a number of core industry verticals, including Business Services, Consumer, Healthcare, Industrials, and Technology & Tech-Enabled Services. The Associate Position The Associate is a key execution role within Palm Tree’s Investment Banking practice. Associates manage active transactions, develop financial analyses, and coordinate the day-to-day execution of complex M&A and capital markets processes. This role is an add-to-staff position supporting Palm Tree’s growing investment banking platform. The ideal candidate will thrive in an entrepreneurial environment as the firm continues to institutionalize its banking processes and expand its advisory capabilities. Palm Tree seeks investment banking professionals who are motivated by accelerated responsibility and a meritocratic culture. This position is well suited for candidates seeking broader exposure across industries and engagement types while gaining meaningful transaction experience. Who We Are Seeking • An investment banker with proven success supporting or leading sell-side processes from start to finish, • A qualified investment banker seeking more “reps” and greater exposure across multiple industries and types of engagements, • Support execution of M&A and capital markets transactions from initial marketing through closing, • Manage transaction timelines, diligence workflows, and communication across stakeholders, • Coordinate investor outreach and manage buyer or investor communications throughout the process, • Assist with due diligence coordination and investor data room managementFinancial Modeling & Analysis, • Lead development of complex financial models, including M&A, LBO, and financing models, • Analyze financial statements, operating metrics, and valuation driversMarketing Materials & Investor Communications, • Lead development of pitchbooks, confidential information memorandums (CIMs), and supplemental marketing materials, • Support preparation of management presentations and investor communications, • Collaborate with senior bankers to craft compelling transaction narratives and positioningClient Engagement, • Work directly with clients to develop financial assumptions and transaction materials, • Communicate regularly with company leadership and transaction stakeholders, • 3–5+ years of prior investment banking experience with demonstrated deal execution exposure, • Experience supporting M&A and capital markets processes, • Advanced proficiency in Microsoft Excel and PowerPoint, • Exceptional organizational and project management skills, • Ability to manage multiple assignments in fast-paced transaction environments, • Strong written and verbal communication skillsCandidates should demonstrate a strong work ethic, attention to detail, and the ability to operate effectively within high-performance, client-service teams. Compensation and Benefits • Base salary range of $125,000–$175,000, with performance-based bonus opportunities., • Comprehensive benefits package including medical, dental, and vision insurance., • Competitive 401(k) program with employer matching contributions., • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York., • Unlimited paid time off (PTO). What to Expect When Applying Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements. Application Confirmation After submitting your application, you will receive an email confirming that we’ve received your materials. Initial Review Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience. Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date. Screening If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary. Interviews Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements. While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding. Important Notice Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal. Powered by JazzHR ezeFkjhANR

Job Description About This Critical Role – The Job We are currently looking for an Associate to join the Keygent team. Candidates should thrive in a fast-paced and dynamic environment; have the ability to effectively manage multiple projects, priorities, and deadlines with strong organizational skills; and conduct themselves professionally when interacting with senior partners, clients, and colleagues. Candidates should have strong communication skills and a strong work ethic and be prepared to serve a meaningful role on a supportive team. Candidates should expect to: • Actively participate in the planning, structuring, and execution of municipal bond transactions and manage the administrative aspects of the transaction process from initial pitch to final settlement, including:, • Perform and coordinate research and quantitative analysis to produce materials for current and prospective clients., • Prepare, review and maintain transaction materials including credit presentations, case studies, timelines, and client presentations., • Track the progress of transactions and review transaction materials for accuracy., • As needed, attend client meetings, calls and presentations., • Assist senior advisors in identifying transaction opportunities (e.g. refinancings), • Communicate effectively and collaborate with Keygent team members on a transaction-to-transaction basis, providing relevant and valuable transaction information to support the development of financial models., • In collaboration with key members of the Keygent team, contribute to the strategic growth activities associated with prospective and engaged leads including:, • Prepare and maintain various marketing materials, including presentations, pitchbooks, lists of comparable transactions, and market updates., • Build and maintain relationships with industry consultants, attorneys, and other external colleagues., • Thrives in a high-paced, high-performance environment., • Learns quickly and is curious and committed to personal growth and advancement., • Self-motivated, goal-oriented and resilient., • Effectively communicates complex ideas to diverse audiences., • Plans and organizes work effectively, meeting deadlines and informing team members of project progress., • Has the following qualifications and experience:, • Bachelor’s degree required., • Experience in municipal finance required, with at least 2-years experience preferred., • Proficient in use of digital software and technology, including databases, Microsoft Office suite, and Bloomberg., • Available to work full-time in a hybrid work environment.

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International Tax And Transaction Services - Transaction Tax Advisory Manager - Fy26 - Hdg #841. Tax Manager International Tax and Transaction Services Private Companies. Experience with a variety of international and individual tax issues, including third-party and internal transactions; experien

The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. Tax Senior, Transactio

Receive formal training related to Transaction Advisory Services, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources. At Andersen, we don't just offer a career; we provide a thrilling expedition into t

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal inte

A global consulting firm in Los Angeles is seeking an experienced Director for their Transaction Advisory group.

The Tax Experienced Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. Tax Experi

TAG professionals specialize in financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory, and other related M&A services for private equity, hedge funds, sovereign we

This role involves managing engagements, executing transaction analyses, and mentoring junior staff.

We are looking for a Transaction Advisory Senior to join our Advisory Department. Senior - Transaction Advisory Services. Prepare financial models related to mergers, acquisitions, or other related transactions.

Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle. Flexibility to be "on call" at select critical times during the transaction process when the client and EA team requires the Manager's active parti

The GHJ Transaction Advisory Services (TAS) team provides a challenging, rewarding and entrepreneurial opportunity for individuals to improve their skill set and career trajectory while advising companies across numerous industries through their transaction process. Transaction Advisory Services (TA

Vice President Transaction Advisory Services. The Vice President role in Transaction Advisory Services (TAS) is a senior leadership position responsible for directing financial due diligence engagements, managing teams, and serving as a trusted advisor to private equity sponsors, strategic buyers,

International Tax And Transaction Services - Transaction Tax Advisory Senior. Our Transaction Tax practice helps our clients plan, execute and integrate their transaction strategies. Our Transaction Tax Practice is comprised of a dedicated team focused on the tax aspects of corporate and private equ

At UCLA Housing & Hospitality Services (H&HS), you become part of UCLA's tradition of excellence by providing quality housing, dining, and hospitality services to student-residents, faculty, staff, and campus visitors.We believe there's more to a job than simply being employed.In addition to competi

Transaction Management: Preparing and reviewing transactions for BruinBuy Plus, Travel via Concur, TOF, DDF, and NPEAR. Act as preparer and/or reviewer for all BruinBuy Plus, Travel via Concur, TOF, DDF, and NPEAR transactions for all funds under direct purview. Review academic personnel, graduate s

Regional Director of Operations – Senior Living.California & Oregon (Regional Role).Starting from $180,000 – Negotiable DOE.We are seeking an experienced Regional Director of Operations to oversee and support multiple senior living communities across California and Oregon.This leader will play a

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule.This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time