- City and County of San Francisco (San Francisco, CA)
- …functions related to the Public Fixed Income portfolio. + Assists in conducting due diligence on existing and prospective external investment managers. + Assists ... and documents related to existing or prospective investments. Assists in the due diligence of external investment managers' memorandums, subscription documents,… more
- JPMorgan Chase (Los Angeles, CA)
- …cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence , Structuring and other functional support colleagues ... + 6+ years of experience in investment sales, alternative investment due diligence , alternative product investor relations, alternatives product specialist… more
- Bank of America (San Francisco, CA)
- …capture for new originations. + Prepare approval documents and manage closing due diligence . + Activities associated with origination, renewal, modification and ... contributor who reports to a CREB Senior Credit Product Manager . However, the SUW/UW pairs with a Credit Officer...Thinking + Attention to Detail + Collateral Management + Due Diligence + Oral Communications + Interpret… more
- Essel (Mcclellan, CA)
- …studies and reference materials: Preparing case studies and other reference materials + Customer due diligence : Ensuring customer due diligence and terms ... promote a collaborative environment + Business development: Supporting the Business Development Manager and General Manager in acquiring new business, marketing,… more
- KeyBank (Newport Beach, CA)
- …capital lending sources. Assist the Mortgage Bankers in shepherding loans through the due diligence and closing process. **MARGINAL OR PERIPHERAL FUNCTIONS** The ... in processing loans with investors. * Support bankers in managing loans through due diligence and closing processes. **Education** * Bachelor's degree from a… more
- ICF (Los Angeles, CA)
- …the end of the project lifecycle. This includes technical advisory and due diligence services for projects during development, construction, and operation, ... procurement, and construction of power generation facilities + Project financing due diligence for electric utilities and/or independent power producers… more
- Anywhere Real Estate (San Diego, CA)
- …Advisor** : Effective and regular use of CRM to update pipeline progress. Develop due diligence presentation on prospects for brand leadership to use in brand ... events, ensure understanding of due diligence by business partners + **Collaborator:**...phases of the sales process independently with support from manager in final meetings. Lead primary meetings and discussions… 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 ... conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of...* Manages team delinquencies both matured loans and past due monitoring items. * Have primary role in early… more
- Meridian University (Santa Monica, CA)
- …or drop in regarding your application. We cannot respond to all applications due to the volume received. Meridian is committed to diversity across all ... Final candidate(s) are invited to a stage of mutual diligence in which both the candidate and the University...first day, full-time team members are assigned an onboarding manager and are given access to a role-specific checklist… more
- City National Bank (Los Angeles, CA)
- …opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation is complete and thorough before ... are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit Manager 's request to facilitate delivery of… more