- JPMorgan Chase (Chicago, IL)
- …and product bankers to develop solutions to the benefit the client and JPMorgan + Lead due diligence meetings, which may be virtual or at the client ... status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President on the Specialty...develop structures appropriate for the risk profile of the client and/or assets to be financed + Work with… more
- JPMorgan Chase (New York, NY)
- …by asset class and based in NY, London and Mumbai. We are looking for an experienced due diligence analyst with the global equity research team to lead the ... involves interaction with clients including our internal PMs and client advisers and our key service partners in product,...advisers and our key service partners in product, operational due diligence and governance. **Job Responsibilities** +… more
- AON (New York, NY)
- …colleagues and clients succeed. What the day will look like Job Responsibilities: + Lead due diligence projects of varying complexity. + Communicate ... internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate...What the day will look like Job Responsibilities: + Lead due diligence projects of… more
- Wells Fargo (Minneapolis, MN)
- …and achieve goals **Required Qualifications:** + 4+ years of Due Diligence experience, or equivalent (including risk management, client service, operations ... career" in the US **About this role:** Wells Fargo is seeking a Senior Due Diligence Consultant for the WIM (Wealth and Investment Management) Financial Crimes… more
- UL, LLC (Chicago, IL)
- …providing guidance and training to your direct reports on all aspects of technical due diligence and client engagements. Responsible for team engagement and ... As a leader of the Due Diligence team, the Program Manager,...Ensure a quality of work that meets and exceeds client expectations. Integrate all review sections from UL's multi-disciplinary… more
- UL, LLC (Latham, NY)
- …guidance, training, and leadership to junior team members on all aspects of technical due diligence and client engagements + Support business development and ... As a member of the Solar Due Diligence team, the Program Manager...Ensure a quality of work that meets and exceeds client expectations. Integrate all review sections from UL's multi-disciplinary… more
- Wells Fargo (Charlotte, NC)
- …specifically in the client onboarding space (such as KYC, regulatory due diligence , tax, agreement negotiation) in one of the following capacities: ... Operations Specialist. The **Approval to Transact (A2T) & Regulatory Due Diligence teams** in CIB Operations Shared...for the ensuring front to back governance of the client onboarding and lifecycle process. This includes regulatory adherence,… more
- Grant Thornton (Chicago, IL)
- As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring ... environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several...the identification of key risks and business drivers. + Lead analysis on key operational data, net working capital,… more
- Grant Thornton (Houston, TX)
- …with the resources, environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several integrated capabilities that support ... servicing cross-industry clients at a national level, leveraging skills in accounting/finance, due diligence , M&A, and advanced analytical methods required + 2+… more
- JPMorgan Chase (New York, NY)
- …Summary** We are seeking a "hands on" analyst to complement our existing Operational Due Diligence team focused on hedge fund and private credit investments for ... Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to...primary focus will be on initial and ongoing manager due diligence but we also expect contributions… more
- Hart & Hickman (Charlotte, NC)
- …to the next level? Hart & Hickman, PC (H&H) is seeking a skilled Environmental Due Diligence Professional to join our team. We're dedicated to fostering an ... ethical standards in all aspects of your work. - Client Focus: Building and nurturing strong relationships with clients...and Phase II Environmental Site Assessments (ESA) and related due diligence activities. - A degree in… more
- Grant Thornton (Charlotte, NC)
- …with the resources, environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several integrated capabilities that support ... + Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively + Work closely with Grant Thornton teams to… more
- Wellington (Boston, MA)
- …high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs ( Due Diligence Questionnaires), and other ad hoc questionnaires/deliverables ... an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- T. Rowe Price (Owings Mills, MD)
- …internal groups (GCO, compliance, legal, products, etc.) for the complex onboarding due diligence efforts for custom solutions. + Keeps organization informed ... career with us. Role Summary Oversees assigned highly complex retirement plan client relationships, ensuring satisfaction, coordinating a swift response to client… more
- TD Bank (Marlton, NJ)
- …by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence ... clients, where it would add value, are provided with a Private Client Planning Experience + May lead a team who serves as the primary point of contact for… more
- BlackRock (New York, NY)
- …, core client operations teams driving reporting, billing, and onboarding due diligence across the globe 4. ** Client Experience Transformation** ... to progress rapidly, and take on responsibility as a lead client service officer for Insurance clients....teams to generate Requests for Proposal (RFP), coordinate operational due diligence meetings and partner with clients… more
- JPMorgan Chase (Jersey City, NJ)
- …and oversee the end to end client KYC process, including onboarding due diligence , risk profile management, ongoing monitoring, and internal trigger reviews ... planning and be responsible for the accurate administration of client coverage + Lead and be accountable...in FRG operations, with a strong focus on Customer Due Diligence to effectively assess and manage… more
- TD Bank (New York, NY)
- …by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence ... details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client … more
- Stantec (Seattle, WA)
- … pursuit process to develop an overall action plan that includes due diligence , profiles of decision-makers and influencers, competitor analysis, ... Pursuit/Proposal Lead - ( 250000QX ) **Description** Grow with...but prior to issuance of an RFP), eg, document due diligence in project brief, develop win… more
- Terracon (Charlotte, NC)
- …with the Environmental Department Manager to lead our Phase I and II ESA and due diligence practice to ensure that work is performed on time, on budget, and ... an experienced Phase I Environmental Site Assessments (ESAs) and due diligence practitioner to expand our practice....due to our talented employee-owners exceeding expectations in client service and growing their careers with new and… more