- City National Bank (New York, NY)
- …opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation is complete and thorough before ... WHAT WILL YOU DO? * Reviews loan requests, historical financial information, cash flow projections and third party reporting...and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit Manager… more
- Wellington (New York, NY)
- …Principal will be responsible for generating deal flow, conducting in-depth due diligence , managing deal processes, developing investment recommendations, and ... and the resources and stability of a global investment manager . We aim to use our global scale, sector...record of playing a key role in leading comprehensive due diligence for investments in Series B-D… more
- Citigroup (New York, NY)
- …challenge (transactions not to be approved, modification to structure or additional due diligence /conditions to approval) + Advise and make concise approval ... ability to provide big picture decision making + Ability to conduct business due diligence and assess a counterparty's strengths and weaknesses and competitive… more
- Anywhere Real Estate (New York, NY)
- …Advisor** : Effective and regular use of CRM to update pipeline progress. Develop due diligence presentation on prospects for brand leadership to use in brand ... events, ensure understanding of due diligence by business partners + **Collaborator:**...phases of the sales process independently with support from manager in final meetings. Lead primary meetings and discussions… more
- City National Bank (New York, NY)
- …opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation is complete and thorough before ... WILL YOU DO? * Reviews loan request application and financial information and third party reporting (eg, RE appraisal,...and calculated correctly. * Attends client meetings at Relationship Manager , Manager , Team Lead, or Credit … more
- Wells Fargo (New York, NY)
- …creating pitches, proposals, and marketing materials + Participating in client meetings, due diligence visits, and other client interactions to gain exposure ... active relationships with a broad universe of middle market, large corporate, financial sponsor and institutional clients, and is highly experienced in delivering… more
- TD Bank (Hudson Falls, NY)
- …+ Supports and participates in process improvement opportunities + Ensures necessary due diligence to support the accuracy of all Customer ... and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the...items and educating the Customers to assist with their financial needs + Requires knowledge and understanding of … more
- US Bank (New York, NY)
- …advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
- Bank of America (Bronx, NY)
- …to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run… more
- KeyBank (Amherst, NY)
- …transactions. Independently manage all pre-closing, pre-boarding review of documents and due diligence . Responsible for providing superior client service and ... title/tax update, insurance, , holdbacks, and lease-up requirements + Initiates financial and collateral transactions based on customer request or loan document… more