- TIAA (Pasadena, CA)
- …Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence , Practice Management Strategy, Prioritizes ... Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence , Wealth Management **Anticipated Posting End Date:**… more
- City and County of San Francisco (San Francisco, CA)
- …SFERS. The incumbent will perform difficult and complex research as well as due diligence work involving knowledge of asset allocation, risk management, ... of market dislocation and illiquidity; * Source investments opportunities, conduct thorough due diligence and model portfolio construction, and review and… more
- Microsoft Corporation (San Francisco, CA)
- …should like getting into the weeds, building your own models, making your own diligence calls, while also mentoring earlier in career investors on a deal team. At ... deal flow for top-tier deals. + Lead and conduct rigorous diligence including reviewing financial models, building exit analyses, interviewing customers, founders,… more
- City and County of San Francisco (San Francisco, CA)
- …reports, and administering capital calls and distributions. + Assist in the due diligence of existing and prospective investment managers, including compiling ... or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree...20% of the time. + Possession of Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst … more
- City National Bank (Los Angeles, CA)
- …clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete and thorough before credit ... opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation is complete and thorough before… more
- The County of Los Angeles (Los Angeles, CA)
- …advice, environmental review pursuant to the California Environmental Quality Act (CEQA), due diligence , and contract matters, including, but not limited to, ... are unlocked before attaching to your application or sending to the exam analyst . OUR ASSESSMENT PROCESS This examination will consist of an Evaluation of… more
- Cushman & Wakefield (Los Angeles, CA)
- …effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments + Oversee the day-to-day ... team training and development opportunities. + Monitor CMFA Hub and Analyst performance to identify opportunities for process/deliverable improvement and continued… more
- The County of Los Angeles (Los Angeles, CA)
- …and regulations and policies and procedures. + Supervises staff in performing applicable due diligence needed for a lease or a property acquisition, including, ... are unlocked before attaching to your application or sending to the exam analyst . Physical Class II Light - This class includes administrative and clerical positions… more
- Wells Fargo (San Francisco, CA)
- …& liquidity transactions as an active member of a deal team + Conduct due diligence and analyze financial statements that support payments & liquidity ... extended a full time offer to join the GPL Analyst Program. **Program Locations** : San Francisco, CA If...30 Oct 2025 **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity**… more
- Umpqua Bank (Walnut Creek, CA)
- …credit presentations to ensure timely, high-quality analysis. + Responsible for the due diligence on all financing opportunities including lease reviews, ... and permanent loans across a range of product types. Lead underwriting and analyst team in managing a large, complex portfolio to identify and communicate risk… more