- CBRE (Sacramento, CA)
- …for tactical and strategic planning. Assists in acquisition underwriting and due diligence . Responsible for new business development, including identification ... key employees, top management, and client groups to take desired action. ** Financial Knowledge** Requires in-depth knowledge of financial terms and principles.… more
- Bank of America (Walnut Creek, CA)
- …Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- TIAA (Pasadena, CA)
- …Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence , Practice Management Strategy, Prioritizes ... facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with their clients' long-term interests. This job requires… more
- Principal Financial Group (San Francisco, CA)
- …Salesforce, PowerBI and Teams) + Understanding of institutional investment processes (search/selection, due diligence , reporting). + CFA Level I or progress ... a career in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative… more
- City National Bank (San Francisco, CA)
- …a borrower's financial position. * Provides analytical functions relating to due diligence , document processing, and financial statements analyses ... new and renewed loans. Requests and provides the necessary documentation and financial facts for Credit Officer to analyze, evaluate, and determine appropriate… more
- Robert Half Finance & Accounting (Belmont, CA)
- …cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding. * Lead and develop the ... our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting… more
- JPMorgan Chase (San Francisco, CA)
- …client follow up + Assisting in document collection and account openings + Completing Due Diligence on the existing clients and key prospects + Assisting bankers ... clients with the many challenges and complexities they face in the ever evolving financial services space. **What you can Expect** You will be part of a three-year… more
- City National Bank (Irvine, CA)
- …standards of the Bank are maintained. Prepares credit write-ups and ensures all due diligence and background evaluation is complete and thorough before credit ... other approval documents are granted. WHAT WILL YOU DO? * Reviews financial information; may fully document write-ups or other approval documents consistent with… more
- CBRE (Newport Beach, CA)
- …the Role:** As a CBRE Underwriter, you are responsible for performing all due diligence necessary to make informed recommendation to loan committee regarding ... and competition, to assess the property's long-term potential. + Review the borrower's financial history, experience, and overall financial capacity to repay the… more
- US Bank (Sacramento, CA)
- …deliver economic and market views, investment strategy, manager/fund/security research and due diligence , and portfolio construction resulting in tailored ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more