- MUFG (Houston, TX)
- …as identified by the GRM(s). Key aspects of the job include: + Conducting due diligence related to prospective and existing clients + Reviewing new business ... for compliance and execution, including profitability analysis, committee approvals, legal due diligence , KYC, and closing checklists **Product Liaison** -… more
- Scotiabank (Houston, TX)
- …ensure daily marking of positions and requisite margin call monitoring. + Attends due diligence meetings. + Reviews daily collateral reports and monitors asset ... Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America,… more
- Bank of America (Dallas, TX)
- …Services & Acumen + Risk Governance & Reporting + Financial Crimes Risk Programs + Enhanced Due Diligence + Customer Due Diligence + Regulatory Knowledge ... focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator conducts complex… more
- Lightsource bp (Austin, TX)
- …stakeholders: equity partners, lenders, regulators, ISO/RTO operators, offtakers, landowners, and communities. Due Diligence & Transaction Support * Lead due ... LSbp's US solar portfolio, ensuring assets meet or exceed financial, operational , contractual, and ESG objectives. * Champion asset optimization programs,… more
- Robert Half Finance & Accounting (Pasadena, TX)
- …to guarantee timely and high-quality deliverables. * Participate in due diligence processes, including the analysis of financial, operational , and legal ... + Proven expertise in Mergers & Acquisitions (M& A) + Solid experience in Due Diligence processes + Prior experience in Investment Banking + Prior experience… more
- Bank of America (Spring, TX)
- …Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Edward Jones (Dallas, TX)
- …Tier One vendors (Fund Accountant, Custodian, Transfer Agent, Distributor). + Oversee due diligence and performance of strategic partners and vendors. **Fund ... 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. This leadership role...offers the opportunity to oversee the strategic direction and operational management of two major fund complexes: the $200B… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …accuracy of Schedule K-1s for limited and general partners. * Support tax due diligence processes for acquisitions and investments, identifying and assessing tax ... and complex entity structures. * Experience with M& A transactions, including tax due diligence and structuring. * Strong analytical skills and the ability… more
- PNC (Dallas, TX)
- …loan and/or issues and concerns that are raised during the Field Exam due diligence process.Participates in meetings with the Relationship Manager and/or ... Analyst, you will evaluate borrower's financial records, collateral and operational processes to help assess risk. You will prepare...Loan Approval. + When leading an Examination, manages the due diligence process and directs the daily… more
- Deloitte (Houston, TX)
- …deliver M&A engagements across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + Providing PE equity buyers ... and divestiture scenarios. Our services encompass M&A strategy and transaction diligence , integration and separation planning and execution, as well as transaction… more