- Morgan Stanley (Purchase, NY)
- …quality strategies for portfolios. *Position Summary**__* The GIMA Alternative Investment Due Diligence Analyst - Alternative Investments will perform investment ... management, annuities and insurance, retirement and trust. Global Investment Manager Analysis (GIMA), a unit within Investment Solutions, provides... due diligence on alternative investment funds and managers, with an… more
- Morgan Stanley (Purchase, NY)
- …of investment managers to identify high quality strategies for portfolios. The GIMA Investment Due Diligence Analyst will perform investment due diligence ... ongoing monitoring process for existing relationships. *Job Description for Alternative Investment Due Diligence Analyst:* Core functions: * . Perform initial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …fund sponsors. Provide support and material to IFS Investment Committee and to the Due Diligence manager for review and monitoring of discretionary ... + Present manager information and reviews to Investment Committee and due diligence team. + Willingness to embrace technology and employ lessons… more
- Morgan Stanley (Purchase, NY)
- …managers to identify high quality strategies for portfolios. Core functions: * Support due diligence team performing initial and ongoing investment due ... Ongoing activities include: * Adhere to policies and procedures for ongoing due diligence including onsite reviews, written research notes and updating… more
- Walgreens (Deerfield, IL)
- …process improvement opportunities for tax function. Supports acquisition team focusing on due diligence and integration. Serves on a cross-functional team, ... Opportunity Employer, including disability/veterans". **Job ID:** 1434210BR **Title:** Tax Manager , Fixed Assets **Company Indicator:** Walgreens **Employment… more
- HSBC (New York, NY)
- …As the Associate, Fund Manager Research will be responsible for operational due diligence reviews for hedge funds, private equity, and real estate funds. ... The role holder will co-ordinate and attend due diligence meetings across all strategies including equity long/short, statistical, systematic, convertible,… more
- HSBC (San Francisco, CA)
- …and ability to independently manage all aspects of the investment process (origination, due diligence , execution, etc.) with a primary focus on the origination ... members of the team + Responsibility for consistent quality of valuation methodologies and due diligence of potential investments + Lead in the evaluation of… more
- Bank of America (New York, NY)
- …role and demonstrate an ability to develop and articulate investment insight. Conducts primary manager due diligence ; both initial and ongoing on mutual fund ... coverage universe will be diverse, ranging from equities to fixed income. The Analyst will conduct investment manager...industry, preferably in an analytical role related to investment manager due diligence , equity research,… more
- Capital One (Plano, TX)
- …Higher level external exposure to borrowers and lender counsel + Ability to oversee the deal due diligence process and lead due diligence calls with ... Commercial Underwriter and Portfolio Manager - Agency Lending Capital One is active in...with an ability to underwrite all product types, including fixed , floating, and supplementals **Basic Qualifications** **:** + Bachelor's… more
- CIBC (Boston, MA)
- …Hours** 40 **Skills** Accountability, Business, Communication, Due Diligence , Investment Management, Investments, Investment Strategies, Manager Research, ... strategy research, including identification of competitive advantages and risks; + operational due diligence , for example, meeting with investment management and… more
- Seattle Children's (Seattle, WA)
- …Manager will work closely with senior investment office staff on asset class research, manager due diligence , and other project work. As an investment ... with external managers across asset classes including public equity, fixed income, and alternatives (eg, private equity, venture capital,...minimum of 5-10 years of relevant experience in performing manager due diligence at an… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and monitoring investments through a qualitative and quantitative research process and due diligence . + Have a deep understanding of fundamental research, ... call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager...an active member of the TFA Investment Committee, conduct due diligence and review of current investments… more
- Tradeweb (New York, NY)
- …with internal stakeholders to confirm the completeness and accuracy of information, ensure due diligence questionnaires are scoped and sent to vendors, and ... in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on...Assessment reports + Follow-up with third parties regarding incomplete due diligence information or follow-up questions required… 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
- HSBC (Buffalo, NY)
- …and escalate and interact with AML compliance as required + Perform high risk due diligence as required to remediate application details. For this role, HSBC ... planet we all share. As the, International Onboarding Case Manager you will deliver superior quality advice, consultation and...targets a pay range between$48,300.00 -$71,000.00 The final fixed pay offer will depend on the candidate and… more
- Bank of America (Jacksonville, FL)
- …teammates while following established procedures. Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations ... AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. **Responsibilities:**… more
- Bank of America (Charlotte, NC)
- …**Department and Role Overview:** Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization ... client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Multiple… more
- Lewis Tree Service, Inc (MA)
- Description Under the direction of Division Manager , the area manager will play a key role in the acquisition and execution of vegetation management contracts ... while providing exemplary leadership within the Division. Area Manager will be responsible for divisions encompassing MA, CT,...area operational activities + Ability to review and/or estimate fixed price lump sum bid work + Contacts potential… more
- Scotiabank (New York, NY)
- …products, processes preferred. + Understanding of derivative products, deal structuring, due diligence & documentation, legal & accounting principles. + ... Senior Manager , Securitization - Credit Risk **Requisition ID:** 202378...acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious… more
- Allison Transmission (Indianapolis, IN)
- …to resolution and leads team by an example + Responsible to manage M&A activities ( due diligence / integration phase) for IT deliverables when needed + Ability ... forward! Job Title: Sr. IT Infrastructure and Security Project/Program Manager Pay Grade: M3 Job Description: Sr. Infrastructure and...the agreed upon SOW / change orders for all fixed bid contracts + Responsible to closely monitor vendor… more