- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + Develop ... financial models to assess debt and equity financing alternatives for transactions. + Perform valuation methodologies, comparative companyanalysisand discounted cash flow analysis on target companies. + Provide meaningful input to equity offerings, valuations,… more
- Margaret A. Cargill Philanthropies (Eden Prairie, MN)
- …market holdings, and private market return and risk calculations. Perform risk due diligence on prospective new investments by reviewing portfolio holdings ... using factor models, evaluating return series using financial econometrics, and assessing the geopolitical risks. *Eligible for telecommuting from home within reasonable commuting distance from Eden Prairie, MN. Will require physical presence at worksite in… more
- Truist (Charlotte, NC)
- …may change from time to time. 1. Assist in the preparation of the due diligence and underwriting documentation for new loan requests. 2. Responsible for ... developing components of credit underwriting and structuring on renewals and reviews, making independent recommendations based on assigned components of the underwriting work product. 3. Collaborate with PM Associates and Portfolio Managers researching and… more
- Robert Half Accountemps (Cincinnati, OH)
- …clearly and professionally. * Familiarity with anti-money laundering (AML) principles and due diligence processes. * Ability to work effectively under pressure ... in a high-production environment. * Exceptional attention to detail to identify subtle patterns and anomalies. * Prior experience in retail consumer banking or fraud investigation is a plus. MUST BE AN OHIO RESIDENT Robert Half is the world's first and largest… more
- T. Rowe Price (Baltimore, MD)
- …account lifecycle-including new account onboarding, account updates, marketing support, and client due diligence - to help drive successful outcomes. + Support ... ongoing operational activities related to portfolio management across multiple investment strategies within Global Investment Operations. Activities include researching and analyzing investment and performance data, generating customized investment, risk, and… more
- Paychex (West Henrietta, NY)
- …implementation of new business processes or control enhancements, and performance of due diligence procedures for acquired companies. + Researches, provides, ... formats, and analyzes data. Observe and analyze patterns, trends, and correlations to make recommendations on company strategic issues and projects. Applies a broad application of theoretical concepts, principles, and practices to the analytical process and… more
- Truist (New York, NY)
- …assigned duties with some independence, including but not limited to, due diligence , document processing, financial modeling, statistical analysis, research, ... and presentation development 3. Serve as a member of merger and acquisition and capital raising transaction teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations **Required… more
- Citigroup (Getzville, NY)
- …Citi's Funds Counterparties based on independent assessment and judgement completed on the due diligence of the client and industry knowledge to provide ... appropriate extensions of credit remaining within Risk appetite + Continuous monitoring of the covered portfolio, including following industry trends, impacts to key relationships, and escalation of potential credit issues to Underwriting Team Leads, 2LoD Risk… more
- Truist (Atlanta, GA)
- …assigned duties with some independence, including but not limited to, due diligence , document processing, financial modeling, statistical analysis, research, ... and presentation development. **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential… more
- Aegon Asset Management (Denver, CO)
- …leadership for data and resource support. + Assist Annuity team with annual due diligence questionnaires and database of responses. Qualifications + Five years ... of sales and/or data reporting experience, preferably in the financial services industry + Proficiency using tools for data visualization, business intelligence, storytelling, relational databases, and customer relationship management + Self-starter with… more