- Citigroup (San Francisco, CA)
- …and guidance for inspection and evaluation of prospective sites/buildings as part of due diligence exercises. + Manage the sustainability strategy and ensure ... external customers. + Experience and ease in interfacing with Senior Management Exceptional written, spoken and presentation communication skills. Demonstrated… more
- City and County of San Francisco (San Francisco, CA)
- …functions related to the Public Fixed Income portfolio. + Assists in conducting due diligence on existing and prospective external investment managers. + Assists ... Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed...related to existing or prospective investments. Assists in the due diligence of external investment managers' memorandums,… more
- ICF (Los Angeles, CA)
- …the end of the project lifecycle. This includes technical advisory and due diligence services for projects during development, construction, and operation, ... procurement, and construction of power generation facilities + Project financing due diligence for electric utilities and/or independent power producers… more
- TD Bank (San Francisco, CA)
- …of financial models and business valuations + Conducting deep industry and company-specific due diligence + Executing on pitch work and client follow-up requests ... presentation materials and actively participating in client discussions + Interacting with senior TD Cowen team members and client management teams on a daily… more
- MUFG (Los Angeles, CA)
- …corporate structures. **Major Responsibilities:** Portfolio Management & Underwriting + Perform due diligence and regularly scheduled credit reviews. + Analyze ... exchange, derivatives, securitization, and lease. + Interview the borrower's senior management to assess their business/financial risks/challenges. Maintain direct… more
- Wells Fargo (Los Angeles, CA)
- …creating pitches, proposals, and marketing materials + Participating in client meetings, due diligence visits, and other client interactions to gain exposure ... projected financial results and to value companies + Working closely with senior bankers on presentations, financial and credit analysis, and the preparation of… more
- CDM Smith (Truckee, CA)
- …to support strategic decisions. * Demonstrated expertise in M&A strategy, due diligence , valuation, negotiation, and post-merger integration. * Advanced ... analyses, reports, and recommendations. * Establishes and maintains strong relationships with senior executives to identify their needs and seek a full range of… more
- City and County of San Francisco (San Francisco, CA)
- …reports, and administering capital calls and distributions. + Assist in the due diligence of existing and prospective investment managers, including compiling ... specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the Managing Director of...recommendations, and reports for review by and approval from senior staff. + Assist with the review of key… more
- Bank of America (Cupertino, CA)
- …to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State ... + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or… more
- City National Bank (San Francisco, CA)
- …Bank are maintained. Prepares credit write-ups, property/borrower/guarantor assessments and related due diligence during on-going management of the portfolio. ... approach toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works directly with the RM to manage deal flow.… more