- Cushman & Wakefield (New York, NY)
- …lists, track outreach, record investor/leader feedback. + Manage document flow - NDAs, due diligence files, data rooms, and Q&A logs. + Lead /Participate ... in weekly marketing calls, maintain status reports and quote matrices. **Client & Team Collaboration** + Work directly with clients and senior team members to support pitches, presentations, and strategic initiatives. + Create custom decks and materials under… more
- BMO Financial Group (New York, NY)
- …and reliable technical and financial reports/analyses to support client deliverables. + Completes due diligence and credit analysis on new and existing client ... relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations. + Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). +… more
- KeyBank (Amherst, NY)
- …transactions. Independently manage all pre-closing, pre-boarding review of documents and due diligence . Responsible for providing superior client service and ... expertise related to loan administration with ability to juggle multiple projects and levels of complexity. Strength and experience also required for loan system processing, problem solving and data integrity. **Essential Job Functions:** + Responsible for… more
- American Express (New York, NY)
- …appropriate. + Collaborating with procurement and third-party risk teams on due diligence , ongoing monitoring, control gap remediation, and ... termination/transition activities. + Developing templates, fallback positions, and negotiation playbooks. + Tracking industry, legal and market developments. + Supporting governance, compliance and risk management teams and practices. **Minimum… more
- Capital One (New York, NY)
- …vetted new opportunities in target categories of technology. + Execution: Manage due diligence , financial analysis, and target evaluation for transaction ... opportunities, including preparation of investment memos, oversight of legal negotiations, and management of deal execution processes. + Business Development: Collaborate with Capital One to identify and scope opportunities and sectors of interest, including… more
- CBRE (Albany, NY)
- …for tactical and strategic planning. Assists in acquisition underwriting and due diligence . Responsible for new business development, including identification ... job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit… more
- SMBC (New York, NY)
- …of a deal structuring and execution team eg financial modeling, market update calls, due diligence , and structuring + Assisting in the preparation of marketing ... materials for existing and prospective clients, including analysis of reporting models and data in order to provide insightful commentary and recommendations with regards to structural and commercial terms + Resourcefully leverage various information sources… more
- Capital One (New York, NY)
- …cross sell. The candidate will play an integral role in product positioning, due diligence , and transaction execution by creating value-add pitchbooks, analyzing ... financials, completing pre-screen deal memos, supporting the credit approval process, managing prospect databases and helping onboard and service customer relationships. The candidate in this position will demonstrate increased ability to take on more… more
- S&P Global (New York, NY)
- …end-to-end client onboarding and lifecycle processes, including KYC (Know Your Customer) and due diligence procedures. The ideal candidate will explore ways to ... considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: ###@spglobal.com and your… more
- Truist (New York, NY)
- …assigned duties with some independence, including but not limited to, due diligence , document processing, financial modeling, statistical analysis, research, ... and presentation development 3. Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations **Required… more