- Regions Bank (Charlotte, NC)
- …Distribution Lead within Capital Markets is responsible for managing transactional due diligence , closing, and distribution efforts within the Real Estate ... Capital Markets Project Finance Group. This includes overseeing due diligence efforts after transaction engagement, as well as distribution activities post… more
- Nuveen Investments (Charlotte, NC)
- …live transactions and client-facing business initiatives, allowing you to participate in due diligence sessions and contribute to portfolio management decisions. ... and existing strategies and client relationships. In addition, the analyst will assist in early-stage research into new asset...by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.… more
- TIAA (Durham, NC)
- …Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence , Wealth Management **Anticipated Posting End Date:** ... Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst...by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.… more
- Truist (Charlotte, NC)
- …of the team, Associates play a meaningful role in new business development, due diligence , and transaction execution. Associates work with senior professionals ... and marketing materials utilized in transactions. Associates often take a lead role in executing transactions and working with clients, attorneys, investors,… more
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