- BMO Financial Group (San Francisco, CA)
- …continually monitors performance of existing accounts and client relationships. + Conducts due diligence (eg client visits, business model analysis, and ... The Technology Investment Banking team is hiring an experienced Associate...the complexity of transactions and related risk (credit, market, operational , legal/compliance, etc.). + Provides feedback on, and supports… more
- Microsoft Corporation (San Francisco, CA)
- …monitor the market, source deals, build relationships with top-tier investors, support the investment processes and due diligence , and assist our portfolio ... in defined theme areas Deal sourcing and support for Investment processes and Due Diligence ...flow generated by our team + Help preparing internal investment memos Operational + Assume responsibility for… more
- Humana (Sacramento, CA)
- …integration activities for acquired Primary Care Organization (PCO) clinics-including early-stage due diligence , investment planning, integration execution, ... and cybersecurity while protecting clinician productivity and patient experience. **Key Responsibilities** ** Due Diligence & Investment Planning** + Perform… more
- US Bank (Los Angeles, CA)
- …Management teams in addition to clients/sponsors and outside in supporting the review, due diligence and documentation of new and existing investments and loans. ... Coordinates technical due diligence , incorporates asset performance, and assists...into underwriting standards. + Support Business Development in screening investment opportunities, evaluating the developing trends in renewable energy,… more
- US Bank (Watsonville, CA)
- …economic and market views, investment strategy, manager/fund/security research and due diligence , and portfolio construction resulting in tailored ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products...agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with… more
- TIAA (Pasadena, CA)
- …Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence , Executive Presence, Financial Acumen, Investment Reporting Oversight, ... TIAA Private Asset Management Senior Portfolio Manager leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of… more
- Intuit (Mountain View, CA)
- …at external conferences and networking events + Conduct product, business and financial due diligence on prospective investment opportunities + Own ... Corporate Strategy and Development team works on highly visible, key acquisition, investment and strategy initiatives. The team is focused on identifying, evaluating… more
- US Bank (Aptos, CA)
- …economic and market views, investment strategy, manager/fund/security research, and due diligence + Portfolio construction resulting in tailored ... and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management… more
- HUB International (Encino, CA)
- …and advisor staff. + Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed **Requirements:** + ... 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
- BlackRock (San Francisco, CA)
- …activities assisting in Platform demonstrations as well as system validations and due diligence meetings with prospective clients + Actively manage client ... Collaborate closely with the Client's senior management team (Chief Operational Officer, Head of Trading and Investment ...business groups may require more time in the office due to their roles and responsibilities. We remain focused… more