- TD Bank (New City, NY)
- …processes etc.) + Identifies variances and contributes to the analysis, due diligence and execution and/or implementation of potential initiatives, ... **Line of Business:** Finance **Job Description:** **Job Summary:** The Senior Finance Analyst conducts a range of LOB related financial analysis and/or provides… 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 ... Finance + Sustainable Finance and Advisory **WHAT THE PROGRAM OFFERS** The Analyst Program is non-rotational and provides the opportunity to gain experience working… more
- Wells Fargo (New York, NY)
- …ability to service debt. + Assist in developing pitches for prospective clients, create due diligence reports and track transaction and market data on an ongoing ... of all applicable risk programs (Credit, Market, Financial Crimes, Operational , Regulatory Compliance), which includes effectively following and adhering to… more
- Citigroup (New York, NY)
- …materials + Manage and provide support to business and functions for the Technical Due Diligence process + Support strong ongoing engagement by the Business and ... risk; implements controls that enhance the client experience and operational effectiveness. + Anticipates problems and proactively identifies solutions that… more
- Citigroup (Queens, NY)
- …asset management across diverse sub-asset classes + Participate in new investment and operational due diligence by analyzing prospective funds via track ... record analyses of historical cash flows and performance data to verify investment manager track record returns + Support the monthly and quarterly reporting processes through close partnership with the Operations teams + Assist Investment Officers in… more
- University of Rochester (Pittsford, NY)
- …preparation of Investment Committee meeting materials. + Assists the investment team in operational due diligence of prospective fund managers. + Analyzes, ... reviews and prepares for the Investment Office daily economic data releases, debt and equity market trends and relevant geopolitical news to enable portfolio managers to make active or reactive investment decisions. Other duties as assigned **QUALIFICATIONS**… more
- HSBC (New York, NY)
- …planet we all share. As the Associate, Fund Manager Research will be responsible for operational due diligence reviews for hedge funds, private equity, and ... in this role: + Over 4 years working in operational due diligence or an...qualification, Certified Public Accountant ("CPA") license or Chartered Financial Analyst ("CFA") qualification (Mandatory) + Working knowledge of industry… more
- Capital One (New York, NY)
- …to the Ventures investment process, monitoring and reporting processes + Facilitate internal due diligence and processes associated with review and approvals for ... is seeking a Ventures specific operations focused associate to support the operational and governance aspects of the fund. This person has experience working… more
- TD Bank (New York, NY)
- …and analyst dispositions of alerts, and suggested enhancements to the program. Through due diligence , and with a strong sense of integrity, we help mitigate ... Assurance to: + Evaluate and enhance the design and operational effectiveness of TDS's existing Surveillance QA function. +...management system) to optimize the efficiency and accuracy of analyst alert reviews. + Lead Quality Assurance reviews and… more
- SMBC (New York, NY)
- …accounting team for funding amount, date and wire instruction. + Provide due diligence documentation reviews of executed document packages; ensuring completeness ... of benefits to its employees. **Role Description** The Documentation and Operations Analyst is part of the Administration group within Sumitomo Finance & Leasing… more