- JPMorgan Chase (New York, NY)
- …to clients and internal stakeholders + Attend client meetings and events, including due diligence sessions + Maintain client records, coordinate cash flows, ... ensure compliance, and follow up on outstanding invoices + Collaborate on investment agreements, fee schedules, and guidelines with clients and internal teams **Required qualifications, capabilities and skills** + Previous experience at an asset management… more
- TD Bank (New York, NY)
- …financial covenants, and sensitivity to key variables; + Compile data through due diligence and prepare comprehensive reviews that analyze transactions and ... client risks; + Analyze deal structures; + Assist with deal negotiations and documentation; and + Interact with clients and credit adjudicators. + Review and analyze reporting and compliance of existing clients and developing industry trends. + Generally leads… more
- SMBC (New York, NY)
- …preparing marketing materials, debt sizing and valuation exercises, , managing the due diligence process and supporting outreach efforts.Assist in the ... establishment of the platform, including extensive (deep dive) analysis of targeted clients, helping create the databases and other information needed for the development and ongoing operations of specific sectors. + Help coordinate internally with other… more
- JPMorgan Chase (New York, NY)
- …the PM Program **Qualifications** + Experience in a role involving oversight and/or due diligence preferred + Understanding of various investment strategies and ... portfolio construction including equities, fixed income, ETFs, mutual funds, and options + Strong organizational skills with an ability to multi-task and prioritize, while maintaining attention to detail + Strong initiative, energy, and confidence completing… more
- Mizuho Corporate Bank (New York, NY)
- …Maintain organized file system for each deal + Collect Know Your Customer due diligence and Customer onboarding requirements + Interact and coordinate ... administrative matters with other departments + Perform other work-related duties as assigned Other: + Mentor and develop talent by helping and supporting the transition of Junior Staff to work independently. + Support Management with Ad-hoc requests + Visit… more
- Truist (New York, NY)
- …to time. 1. Plays an integral role in supporting new business development, due diligence , and/or transaction execution. 2. Independently performs tasks assigned ... and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.… more
- Truist (New York, NY)
- …to time. 1. Plays an integral role in supporting new business development, due diligence , and/or transaction execution. 2. Independently performs tasks assigned ... and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.… more
- SMBC (New York, NY)
- …applications, borrower rating applications and annual/quarterly client reviews. + Support due diligence process and participate in the administrative aspects ... of deal execution. + Monitor and evaluate current events related to the fund finance industry + Assist in the creation of internal reports, including those reports relating to exposure, budget and inventory + Work with relationship managers to prepare pitch… more
- The Estee Lauder Companies (New York, NY)
- …respect to employment law aspects of mergers, acquisitions and divestitures, including due diligence and drafting employment agreements. *Provide support to more ... senior employment counsel on employee-related service agreements with outside vendors. *Develop training for Company employees regarding employment law matters. *Monitor legal developments in employment and labor law and make recommendations to address same.… more
- Citigroup (New York, NY)
- …to ensuring they are complete and accurate + Conducting initial financial analysis, due diligence , projection modeling, stress testing, risk ratings and other ... in-depth analysis + Support relationships with key stakeholders in Banking and Risk and with key Regulators, Internal Audit, and control functions + Support ICM Underwriting organization on strategic initiatives /projects as required **Risk Management… more
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