- BlackRock (New York, NY)
- …activities assisting in Platform demonstrations as well as system validations and due diligence meetings with prospective clients + Actively manage client ... products and services they need to secure a better financial future. That's why investors of all kinds have...all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and it's… more
- M&T Bank (Buffalo, NY)
- …standards development, department budgetary planning, contract security invoice processing, M&A due diligence coordination, and Regulation H Board reporting. ... OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by… more
- TIAA (New York, NY)
- …Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence , Executive Presence, Financial ... Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling… more
- Huntington National Bank (New York, NY)
- …Participate in the underwriting of loan requests for new and existing customers. Due diligence would include verifying financial information provided, ... and associated resources. You will manage an assigned team of Relationship Manager /Bankers as direct reports; personally originate, service and maintain an assigned… more
- TD Bank (New York, NY)
- …and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + ... services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Bank of America (New York, NY)
- …research. + Preparing presentation and other materials for clients. + Participating in due diligence sessions. + Communicating and interacting with deal team ... are guided by a common purpose to help make financial lives better through the power of every connection....offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Synchrony (New York, NY)
- …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
- Truist (New York, NY)
- …to time. 1. Plays an integral role in supporting new business development, due diligence , and/or transaction execution. 2. Independently performs tasks assigned ... on internal client management duties and business planning as specified by manager and team **Essential Duties and Responsibilities** Following is a summary of… more
- TD Bank (New York, NY)
- …suggests and actively participates in process improvement opportunities + Ensures necessary due diligence to support the accuracy of all customer transactions ... Description:** The Cash Management Customer Care Specialist IV understands the financial needs of customers and provide appropriate solutions/advice/guidance and /or… more
- TD Bank (Nanuet, NY)
- …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 to assist Customers with their banking… more