- JPMorgan Chase (New York, NY)
- …inquiries and needs. + Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making ... STRATIS, and UMA. + Address PM/PA questionnaire inquiries. + Coordinate with Centralized Due Diligence (CDD). + Drive the strategic development of Advisory… more
- TD Bank (Middle Village, NY)
- …by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence ... you succeed. You'll have regular career, development, and performance conversations with your manager , as well as access to an online learning platform and a variety… more
- Bank of America (New York, NY)
- …and special situations **Job Responsibilities:** + Working in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients ... of private equity funds + Coordinating investment and business due diligence efforts + Ensuring proper internal...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (New York, NY)
- …client (as needed) based on historical performance, industry forecasts, and other due diligence findings + Perform financial, business industry, and transaction ... for transaction credit approval + Performs intensive qualitative and quantitative due diligence ontransaction structures, stress scenarios, financial models,… more
- Harbor Group Management (New York, NY)
- …fund books, market updates, and investor letters. + Coordinate responses to investor due diligence requests, including RFIs, RFPs, DDQs, and ad hoc investor ... is a leading global private equity real estate investment manager , with $20 billion in assets under management. Our...annual and quarterly reports, capital call notices, distribution notices, due diligence materials, and ad hoc investor… more
- Anywhere Real Estate (New York, NY)
- …**Sales 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
- Wellington (New York, NY)
- …Principal will be responsible for generating deal flow, conducting in-depth due diligence , managing deal processes, developing investment recommendations, and ... and the resources and stability of a global investment manager . We aim to use our global scale, sector...record of playing a key role in leading comprehensive due diligence for investments in Series B-D… more
- Citigroup (New York, NY)
- …challenge (transactions not to be approved, modification to structure or additional due diligence /conditions to approval) + Advise and make concise approval ... ability to provide big picture decision making + Ability to conduct business due diligence and assess a counterparty's strengths and weaknesses and competitive… more
- Anywhere Real Estate (Buffalo, NY)
- …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 (New York, NY)
- …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