- Guardian Life (New York, NY)
- …opportunities, including working with the FP&RS leadership team to perform due diligence and assess alignment with strategic imperatives (in collaboration with the ... corporate strategy and development team) + Use strategic frameworks to identify issues and structure problem solving + Perform competitive/industry research using both public and non-public sources + Identify implications of conceptual analyses of operational… more
- State of New York Mortgage Agency (New York, NY)
- …with anticipated dates to release solicitations; + Create standardized due diligence requirements for vendors and oversee contractor vetting. + Write and ... edit Requests for Proposals, Invitations for Bids and other solicitation documents; assist program areas in developing scopes of work and to ensure contracting needs are met. + Help draft scoring and evaluation instruments for best value procurements;… more
- WTW (New York, NY)
- …investments team on pending acquisitions and divestiture activity, collecting pertinent diligence details required for internal and external stakeholders 2. Develop ... evaluation process for new investments and determine whether any modifications, or supplemental coverage, is required on current insurance placements + **Operations** 1. Support daily operations at individual investments which may include but not be limited to… more
- Cherry Bekaert (Albany, NY)
- …consultants, and legal counsel as required. + Conduct thorough due diligence for new acquisitions and dispositions, identifying potential property tax implications ... and opportunities. + Monitor changes in property tax laws, regulations, and assessment practices across various jurisdictions and provide timely updates and recommendations to leadership. + Collaborate closely with internal departments, including finance,… more
- Equitable (New York, NY)
- …+ Lead the end-to-end M&A process, including target identification, due diligence , valuation, negotiation, and integration. + Coordinate with internal and external ... stakeholders to ensure seamless execution of transactions. **Deal Integration:** + Develop and execute integration plans to ensure smooth transitions and maximize synergies post-acquisition. **Strategic Planning:** + Engage in strategic planning activities to… more
- Santander US (New York, NY)
- …detailed financial models, valuation analyses and marketing materials + Drive due diligence efforts, manage data rooms, and coordinate internal and external deal ... workstreams Client Coverage & Strategic Advisory + Serve as a trusted advisor to corporate and financial sponsor clients across the consumer and retail landscape + Support Managing Directors in origination efforts through strategic idea generation, pitch… more
- SMBC (New York, NY)
- …team for funding amount, date and wire instruction. + Provide due diligence documentation reviews of executed document packages; ensuring completeness and accuracy; ... identifying any issues and deficiencies. + Conduct a Corporation Search under Secretary of each States, and ability to review and interpret entity formation and operating documents. + Maintain, update or create reports including but not limited to insurance,… more
- Citizens (New York, NY)
- …clients that meet the business model + Coordinating multi-disciplinary due diligence of potential clients + Developing and negotiating terms, conditions, and ... pricing with potential clients + Negotiating and executing sponsorship agreements with desired clients + Managing relationships with sponsored client's executive management team, including regular interaction with CEO, CFO, COO, CIO, Senior Counsel, Risk… more
- Raymond James Financial, Inc. (New York, NY)
- …all potential transactions. The Officer assists in the underwriting, due diligence , closing, and monitoring of lending and leasing transactions **Primary Functions ... of the Position:** + Maintains a scheduled calling program with clients and prospects to actively sell Equipment Finance (EF) services + Identifies and addresses areas of competition, as well as potential new markets in assigned areas that would maximize the… more
- Meta (New York, NY)
- …provide advice on deal structuring and strategy, and conduct and support due diligence 3. Provide strategic advice to the business and Corporate Development on a ... broad range of transactional matters 4. Partner collaboratively with Corporate Development, Integration and other cross-functional teams, and manage cross-functional legal experts, to execute transactions and integrate targets 5. Coordinate and manage domestic… more