- Mizuho Corporate Bank (New York, NY)
- …is to ensure the proper onboarding of new clients by conducting customer due diligence (KYC), including collecting and validating a new customer's identity ... accuracy of customer information in KYC platform and conduct due diligence and know your customer processes,...internal and external audit inquiries. + Support direct team manager and other team members when needed. Skills and… more
- JPMorgan Chase (Los Angeles, CA)
- …cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence , Structuring and other functional support colleagues ... + 6+ years of experience in investment sales, alternative investment due diligence , alternative product investor relations, alternatives product specialist… more
- Aflac (New York, NY)
- …loans is a plus + Conduct internal review/approval processes and investment due diligence responsibilities for on-boarding of new external mandates and ... fluency with respect to commercial real estate, real estate owned, credit fixed income assets and capital markets. The qualified candidate will have knowledge… more
- Lilly (Indianapolis, IN)
- …external investment managers** with a high number of mandates including sourcing, due diligence , selection, monitoring, and termination decisions to maintain ... plans, and evaluate effectiveness + **Third party relationship management** , due diligence , negotiation, and contracting expertise + **Learning agility**… 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
- BlackRock (Atlanta, GA)
- …activities, assisting in platform demonstrations, implementation pre-planning, or client due diligence , as a product/workflow subject matter authority ... That's why investors of all kinds have made us the world's largest asset manager , entrusting us with trillions of dollars, and its why companies, institutions and… more
- Neuberger Berman (New York, NY)
- …a valuable partner to our Global Research team in idea generation, conducting due diligence on potential investments and monitoring current positions across the ... financial well-being. As a private, independent and 100% employee-owned investment manager , our firm enjoys unique, structural alignment with the long-term interests… more
- Scottish Rite for Children (Dallas, TX)
- …and prepare investment fund and mandate guideline compliance analysis. + Participate in manager due diligence on current and prospective investment managers ... and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge… more
- T. Rowe Price (Baltimore, MD)
- …investments, client service, and operations. May be involved in client presentations and/or due diligence meetings as necessary + Engage in advanced project work ... we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement… more
- PNC (Strongsville, OH)
- …and prepares reports and supporting documents. Coordinates core work-sets such as due diligence , document processing and industry/company analysis. + Partners ... Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and 63 within...licenses) may be required at the discretion of the manager . **Pay Transparency** Base Salary: $45,000.00 - $100,000.00 Salaries… more