- Wells Fargo (Charlotte, NC)
- …ability to service debt. + Assist in developing pitches for prospective clients, create due diligence reports and track transaction and market data on an ongoing ... of banking, financing, and capital markets as well as financial products and services to clients including financial...30 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity**… more
- Wells Fargo (Charlotte, NC)
- …creating pitches, proposals, and marketing materials + Participating in client meetings, due diligence visits, and other client interactions to gain exposure ... with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced...31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity**… more
- Lincoln Financial (Raleigh, NC)
- …improvements that significantly improve the quality of third party risk management and due diligence . + Responsible for management of IT Audit support activities ... accepted through October 3, 2025, subject to earlier closure due to applicant volume. **What's it like to work...volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Citizens (Charlotte, NC)
- …to the development of pitch materials and advice to clients. + Conduct due diligence through management meetings, industry research and on-site inspections. + ... cash flow, leveraged buyout and precedent transaction analysis . + Prepare financial models that include company specific projections as well as merger, internal… more
- City National Bank (Raleigh, NC)
- …clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and background evaluation is complete and thorough before credit ... Credit Officers and Credit Analysts in research, credit structuring, financial analysis, etc. for complex accounts. * Responds to...* Manages team delinquencies both matured loans and past due monitoring items. * Have primary role in early… more
- US Bank (Charlotte, NC)
- …skills, including cash flow analysis experience with complex, structured transactions, due diligence proficiency and detail orientation. + Comprehension of ... 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
- Wells Fargo (Charlotte, NC)
- …all client coverage needs related to credit risk products. + Lead and contribute to due diligence meetings with client contacts in support of the delivery of new ... the Portfolio Management team to support Wells Fargo's growing Financial Institutions business. The Portfolio Manager will partner with...1 Sep 2025 **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity**… more
- TIAA (Charlotte, NC)
- …Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence , Practice Management Strategy, Prioritizes ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...as well was your understanding of the importance of financial planning. * Thrives in an environment of empowerment… more
- TD Bank (Hendersonville, NC)
- …client/business intentions and is consistent with relevant rules/regulations + Ensures necessary due diligence to support the accuracy of all customer ... liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking… more
- TD Bank (Charlotte, NC)
- …processes etc.) + Identifies variances and contributes to the analysis, due diligence and execution and/or implementation of potential initiatives, ... Healthcare, and Municipal/Tax Exempt Banking. Department is accountable for providing financial support to reporting, forecasting, and other FP&A support functions.… more