- PwC (New York, NY)
- Specialty/Competency: Financial Due Diligence Industry/Sector: Insurance Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in deals ... and maximise value in their business deals. Those in financial due diligence at PwC...insurance risk management advisory and merger and acquisition due diligence services. As a Senior Associate… more
- Grant Thornton (New York, NY)
- As a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a ... resources, environment, and support to help you excel. Our Financial Due Diligence solution is...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
- GE Vernova (New York, NY)
- …particularly those involving financing of early to late-stage energy project development. Due Diligence : Assess customers, joint venture partners and third ... jurisdictions, to identify potential integrity and ethical concerns, and reputational harms. Enhanced Due Diligence : Execute enhanced due diligence ,… more
- TD Bank (Bethpage, NY)
- …by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence ... and Firm policies related to all business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all… more
- Bank of America (Yorktown Heights, NY)
- …your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. ... Financial Solutions Advisor - Albany / Hudson Valley...(CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Schedule: Monday - Fridays and rotating Saturdays… more
- EY (Rochester, NY)
- …taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence , acquisition/disposition planning and structuring. Experience ... build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business… more
- JPMorgan Chase (New York, NY)
- …consisting of North American Life, Property & Casualty, Reinsurance, Brokers and other related financial institutions Lead the due diligence and risk grading ... portfolio of clients. You will manage exposure to a variety of insurance companies and related financial institutions, demonstrate sound credit judgement,… more
- SitusAMC (New York, NY)
- …flows, and other key underwriting metrics Conduct property level & market/submarket due diligence , with specific focus on market trends, comparable properties ... looking for an Associate for our client, a multi-$billion-dollar financial services institution. In this role, you would support...borrower / sponsor review, and market & property level due diligence Interface regularly with internal staff,… more
- SitusAMC (New York, NY)
- …party reports, property leases, and financial statements as part of the due diligence process Assist with loan closings and procure needed closing items ... within the investment bank of a premier European-based global financial services located in New York City. Their real...you will be responsible for completing the full loan due diligence and assisting with the preparation… more
- Neuberger Berman (New York, NY)
- …performance dispersion for manager traded accounts and model delivery. Oversee annual due diligence review of intermediary SMA partners. Assist with onboarding ... Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration… more
