- TD Bank (Ridgewood, NY)
- …/business intentions and is consistent with relevant rules/regulations + Ensures necessary due diligence to support the accuracy of all customer ... you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding ...& Onboarding ** We will provide training and onboarding sessions to ensure that you've got everything you… more
- TD Bank (New York, NY)
- …interviewing physicians and company executives; conducting deep scientific and clinical due diligence ; and interacting with Cowen's institutional sales force, ... assigned + May have interaction with clients; develops and presents client presentations **Shareholder Accountabilities:** + Keeps abreast of market data, economic… more
- Raymond James Financial, Inc. (New York, NY)
- …structuring of all potential transactions. The Officer assists in the underwriting, due diligence , closing, and monitoring of lending and leasing transactions ... product or service that is most appropriate to the client 's situation based on knowledge of business, with emphasis...annual assigned budgets for volume and fees + Analyzes client 's financial information available through company systems to assess… more
- JPMorgan Chase (New York, NY)
- …and execution of bank and bond infrastructure financings, including contract negotiation, due diligence and consultant management. + Lead credit risk and ... banking coverage and product bankers to pitch for new engagements and develop client relationships with target global infrastructure funds, with an emphasis on Latin… more
- BlackRock (New York, NY)
- …& APAC Private Markets tax teams + Tax advisory and compliance input during deal tax due diligence and tax structuring on selected investments to be held by the ... funds + Support BlackRock's client relations and sales and marketing teams with investor...business groups may require more time in the office due to their roles and responsibilities. We remain focused… more
- Fiserv (New York, NY)
- …regarding unclaimed property laws and compliance requirements. + Prepare and manage due diligence letters and responses for dormant properties. + Maintain ... and update the unclaimed property database with client information. + Handle inquiries related to unclaimed property,...as in-person office experiences help you with your overall onboarding experience and lead to stronger productivity. + In… more
- IBM (New York, NY)
- …of the overall HashiCorp technology portfolio * Assist in sophisticated technical due diligence activities supporting our moments that matter such as ... are a team of deep product experts, ensuring exceptional client experiences, with a focus on delivery, excellence, and...Discovery, Technical Validation, Onboarding , Consumption, and Optimization * Deliver advanced product presentations,… more
- UMB Bank (Albany, NY)
- …and regulatory standards. + Ensure all internal and external product documentation and due diligence is current. + Lead efforts to Productize Commercial APIs, ... Digital Channel using industry trends, market research, Voice of Client feedback, and input from key stakeholders. + Analyze...including information reporting, payments, and onboarding APIs. + Establish repeatable procedures to enable Commercial… more
- JPMorgan Chase (New York, NY)
- …and execution of bank and bond infrastructure financings, including contract negotiation, due diligence and consultant management + Lead execution tasks, credit ... with IB and product bankers to pitch for new engagements and develop client relationships with our global infrastructure fund clients. + Develop and deepen coverage… more
- Fox Rothschild LLP (New York, NY)
- …+ Facilitate entire lateral recruitment process for non-partner candidates, from sourcing through onboarding . + Ensure the due diligence process is conducted ... + Possess excellent interpersonal and communication skills, a strong commitment to client service and the ability to thrive in a fast-paced, professional… more
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