- BMO Financial Group (Los Angeles, CA)
- …conduct and ethical guidelines. + Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, ... maintain overall service standards. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops… more
- Synchrony (Costa Mesa, CA)
- …the end-to-end management of third-party model providers, including rigorous onboarding, due diligence , performance monitoring, and contract compliance. + Lead ... transaction monitoring and watchlist screening models, critical for combating financial crime and ensuring regulatory compliance. The successful candidate will… more
- Tomo Credit (San Francisco, CA)
- …vendor bills and payments. + Respond to investor and lender due diligence requests. + Prepare presentations for Senior Management. + Frequently interface ... by ditching credit history altogether. We are not a financial services company - we are a data company....shape tomorrow at Tomo - help millions build brighter financial futures. The Role We're looking for a rockstar… more
- BlackRock (San Francisco, CA)
- …activities assisting in Platform demonstrations as well as system validations and due diligence meetings with prospective clients + Actively manage client ... with their money and the products and services they need to secure a better financial future. That's why investors of all kinds have made us the world's largest… more
- JPMorgan Chase (San Francisco, CA)
- …and commitment to success. **Job Responsibilities** + Execute transactions: support due diligence , document preparation, negotiation etc and liaising with ... to high-profile transactions and drive growth within a leading financial institution. **Job Summary** As an Analyst in the...at the heart of a leading global investment bank. Senior bankers will get to know you - both… more
- HUB International (Encino, CA)
- …forms with support of operations and advisor staff. + Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed ... employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. This is a… more
- SMBC (Los Angeles, CA)
- …and documenting key meetings with stakeholders; and recordkeeping and reporting. + Performing due diligence reviews to ensure the quality of the documentation ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...before submission to the regulators. + Notifying senior management and other relevant personnel of upcoming examinations… more
- Ivy Energy (San Diego, CA)
- … narrative for our financing strategy and next fundraising rounds. You will drive financial modeling, manage due diligence , and build confidence with the ... strategic VP of Finance & Accounting to architect the financial infrastructure that will support our scale to profitability....financial sustainability and venture-ready metrics. This is a Senior leadership role for someone who thrives in a… more
- Healthpeak Properties, Inc. (Irvine, CA)
- …Building and refining financial models in Excel and Argus + Supporting due diligence efforts and market research initiatives + Preparing materials for ... a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling,...office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a… 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