-
Investment Banking Analyst
2 days ago
UBS Los Angeles, United StatesUnited States - California · - Investment Banking · - Investment Bank · **Job Reference #** · BR · **City** · - Los Angeles · **Job Type** · - Full Time · **Your role** · - Are you a strong analytical and inventive thinker? Do you enjoy developing pitch ideas for stakeholders, cl ...
-
Houlihan Lokey Los Angeles, United StatesBusiness Unit: · Corporate Finance · Industry: · BUS - Business Services · Overview · Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan L ...
-
Investment Banking
19 hours ago
Armory Group El Segundo, United StatesArmory Group, LLC is a national financial services firm, offering a full spectrum of advisory and professional services, including investment banking, financial and restructuring advisory, and asset management services, all focused on middle market companies. Through its investme ...
-
Morgan Stanley Los Angeles, United StatesInvestment Banking Division Executive Assistant - Los Angeles · Job Number: · 3253516 · POSTING DATE: May 30, 2024 · PRIMARY LOCATION: Americas-United States of America-California-Los Angeles · JOB: Administrative Support · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Administrative A ...
-
Investment Banking Associate
1 week ago
Paulson Investment Company, LLC Beverly Hills, United StatesInvestment Banking Opportunity - Hiring Surge · Aggressively recruiting for a boutique investment bank focused on small to mid-cap markets within the biotechnology and technology sectors. · [This is not an Analyst position] · This firm is seeking financial sales professionals and ...
-
Investment Banking Analyst
3 weeks ago
Spencer Ogden Los Angeles, United StatesAs an investment banking analyst specializing in renewables, your role would involve supporting the team in executing financial transactions and providing advisory services specifically focused on renewable energy projects and companies. Here's what your responsibilities might in ...
-
Santander Holdings USA Inc Los Angeles, United States Full time2025 CIB Investment Banking Summer Analyst Program – USNew York, United States of AmericaAre you a proactive and driven individual with an interest in investment banking and the desire to work in a multi-cultural division with a global presence? Do you want to get an early start ...
-
Investment Banking Analyst
3 days ago
Siebert Williams Shank Los Angeles, United StatesInvestment Banking Analyst - · Infrastructure and Public Finance · Siebert Williams Shank & Co., LLC ("SWS" or the "Firm") is conducting a search for an Investment Banking Analyst to join its Infrastructure and Public team and work in-office from its Los Angeles office or Oakla ...
-
Investment Banking Associate
2 weeks ago
augmentjobs Los Angeles, United StatesJob Description · Job DescriptionLocation: United States (Remote option available) · Job Type: Full-time · Salary Range: $120,000 - $180,000 per year · Company Overview: We are a top-tier investment bank with a strong presence in the industrials sector, known for our deep industr ...
-
Investment Banking Analyst
3 weeks ago
Houlihan Lokey Los Angeles, United StatesFinancial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relat Business Services, Investment ...
-
Investment Banking Analyst
2 weeks ago
augmentjobs Los Angeles, United StatesJob Description · Job Description · Location: · United States (Hybrid - remote and office) · Job Type: · Full-time · Salary Range: · $85,000 - $120,000 per year · Company Overview: · We are a dynamic investment bank with a robust presence in the equity capital markets. Our ...
-
Investment Banking Analyst
3 weeks ago
The Green Recruitment Company Los Angeles, United StatesExciting opportunity to join an entrepreneurial, boutique investment banking firm dedicated to the energy transition The business focuses on strategic advisory for clients across the full renewable energy spectrum; leveraging capital markets and sector technology expertise to pro ...
-
Investment Banking Associate
2 weeks ago
augmentjobs Los Angeles, United StatesJob Description · Job DescriptionLocation: United States (Remote option available) · Job Type: Full-time · Salary Range: $100,000 - $150,000 per year · Company Overview: We are a prestigious investment bank known for our commitment to excellence, innovation, and leadership in the ...
-
Investment Banking Analyst
3 weeks ago
Siebert Williams Shank Los Angeles, United StatesInvestment Banking Analyst - Infrastructure and Public Finance · Siebert Williams Shank & Co., LLC ("SWS" or the "Firm") is conducting a search for an Investment Banking Analyst to join its Infrastructure and Public team and work in-office from its Los Angeles office or Oakland ...
-
Investment Banking Analyst
5 days ago
Ducera Partners LLC Los Angeles, United StatesFirm Profile · Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and transformative corporate finance transactions. · Ducera provides senior level advice to i ...
-
Investment Banking Analyst
1 week ago
Ducera Partners LLC Los Angeles, United StatesFirm Profile · Ducera Partners is a leading investment banking advisory practice focused on providing trusted, independent advice and innovative solutions to decision makers in complex and transformative corporate finance transactions. · Ducera provides senior level advice to i ...
-
Investment Banking Analyst
2 weeks ago
augmentjobs Los Angeles, United StatesJob Description · Job DescriptionLocation: United States (Hybrid - remote and office) · Job Type: Full-time · Salary Range: $85,000 - $120,000 per year · Company Overview: We are a dynamic investment bank with a robust presence in the equity capital markets. Our mission is to dri ...
-
Investment Banking Analyst
2 weeks ago
augmentjobs Los Angeles, United StatesJob Description · Job DescriptionLocation: Various locations across the USA · Job Type: Full-time · About the Role: As an Investment Banking Analyst, you will join a dynamic team dedicated to excellence in advisory services and financial strategic solutions. This role involves wo ...
-
Investment Banking Analyst
1 week ago
The Green Recruitment Company Los Angeles, United StatesExciting opportunity to join an entrepreneurial, boutique investment banking firm dedicated to the energy transition The business focuses on strategic advisory for clients across the full renewable energy spectrum; leveraging capital markets and sector technology expertise to pro ...
-
Investment Banking Analyst
2 weeks ago
augmentjobs Los Angeles, United StatesJob Description · Job DescriptionLocation: United States (Remote option available) · Job Type: Full-time · Salary Range: $85,000 - $120,000 per year · Company Overview: Join a dynamic investment banking firm with a robust Financial Institutions Group (FIG) dedicated to providing ...
Customer Success Manager Investment Banking - Los Angeles, United States - Aztec
Description
Job Description
Customer Success Managers (CSMs) connect our most strategic clients to Refinitiv's portfolio of software & desktop solutions This specialist plays a key role in ensuring our customers discover the full power of Refinitiv by implementing workflow solutions while continuously providing scalable yet adaptable guidance.
The Specialist will own a Refinitiv desktop portfolio (Eikon & Refinitiv Workspace) across a number of Investment Banking (Capital Markets, Advisory & Sell Side Research, etc.) accounts.
In a role that is comprised of relationship management, education and deep functional expertise, CSMs will manage successful adoption and expansion of our services within assigned accounts.
Equal parts trusted advisor and roadmap architect, the CSM designs and implements activities with key decision makers, assists in reducing risk of competition and finds opportunities in accounts.
By redesigning our client's business through user adoption of our suite of solutions, the CSM crafts the conditions for optimal renewal and upsell growth.
Role Responsibilities:
Clearly define business outcomes and craft a comprehensive success plan to include customer objectives, partners, achievements, risks and metrics needed to achieve them.
Monitor usage data, health gauges and growth opportunities in order to build relevant insights and strategically pivot when necessary.
Prompt Refinitiv business development partners (Solution sales, proposition sales, solution consultant) when new business opportunities (upsell or cross-sell) are generated through adoption engagements.
Ensure customers derive maximum value from their investment, utilize all licenses and collaborate with other Refinitiv partner teams to ensure retention and growth.
Build, maintain and demonstrate positive relationships with business decision makers and users within each account to influence adoptionYour Success:
A CSMs success will be measured by:
Breadth & depth of customer relationships
Issue and risk mitigation management
Contributions to role and process improvement
Portfolio attrition
Adoption
What You Bring:
3 + years of commercial experience in B2B consultative selling, or Account Mgnt preferably in a SaaS company.
Must have experience in the Investment Banking space.
Ability to map a customer's business process to product capability.
Strong ability to collaborate with internal operational and account management teams.
Experience facilitating customer meetings and addressing an audience in a concise, inspirational and convincing manner.
Strong project management, technical and problem-solving skills.
Self Starter
Desire to learn
Ability to travel onsite when required.
BA/BS degree.
Compensation/Benefits Information (for all California based roles):
LSEG is committed to offering competitive Compensation and benefits. The anticipated base salary for this position is $71,600 - $133,000.
Please be aware base salary ranges may vary by geographic location, including city and state. In addition to our offered base salary, this role is eligible for our variable incentive compensation plan. Individual salary will be reflective of job related knowledge, skills and commensurate experience.
All roles are typically eligible for inclusion in our LSEG benefits program, more information & details will be provided at time of offer.
At LSEG, we believe that creating a diverse and inclusive organisation is fundamental to the way we deliver on our promise of creating essential partnerships and open opportunities.
Our open culture is central to how we deliver our purpose – driving financial stability, empowering economies and enabling customers to create sustainable growth – in everything we do.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 70 countries.However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.
You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business.
You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth.
Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.We are proud to be an equal opportunities employer.
This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law.
Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Please take a moment to read thisprivacy notice
carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it's used for, and how it's obtained,
your rights and how to contact us as a data subject
.
If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.