- Santander US (New York, NY)
- …and prospects. + Oversees deal teams during underwriting process and transaction due diligence . + Oversees production of offering memoranda and engagement ... Product Specialist , Private Debt Mobilization (PDM) - Corporate & Investment Banking (CIB) New York, United States of America The Product Specialist , Private… more
- CBRE (New York, NY)
- …+ Respond to Investor/Prospect ad hoc requests + Support and prepare for due diligence meetings + Responsible for updating quarterly marketing materials and ... verbal and written + Experience working within a Client Care/Business Development/product specialist function in an investment management firm desired + VBA,… more
- Morgan Stanley (New York, NY)
- …to provide support to the AIP Hedge Fund Services and would broadly involve due diligence over fund service providers, preparation of various fund reports, ... and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Product Support & Services, which is… more
- Bank of America (New York, NY)
- …support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and ... Sr Client Outreach Specialist Charlotte, North Carolina;New York, New York; Miami,...exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients… more
- Morgan Stanley (New York, NY)
- …* Assess potential lending opportunities by performing the appropriate level of due diligence on financial and non-financial information, including: (i) ... Trusts, etc. *Basic understanding of the regulatory environment and enhanced due diligence requirements applicable to global clients. *Working knowledge… more
- City of New York (New York, NY)
- … Specialist include oversight and policy in the areas of procurement, due diligence requirements, contractual requirements, prevailing wage and labor law ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...Review and Executive Order 50 contractor clearance processes, conducting due diligence and compliance reviews to ensure… more
- Bank of America (New York, NY)
- …fund managers + Coordinating launching and oversight of private equity funds + Coordinating investment and business due diligence efforts + Ensuring proper ... Equity and Real Assets Sourcing and Origination Senior Product Specialist New York, New York **Job Description:** At Bank...limited to: + Working in conjunction with Sales and Due Diligence to determine appropriate funds to… more
- JPMorgan Chase (Summit, NJ)
- …marketing initiatives for the local market + Responsible for deal analysis, due diligence and credit presentations + Supervise credit approval memos/restructure ... your career to the next level. As a Lending Specialist in the Private Bank, you will manage our...understanding of wealth management including, but not limited to: investment management, trusts and financial planning + Expert knowledge… more
- Morgan Stanley (New York, NY)
- …(Reg BI), Client Onboarding, New Accounts, Know Your Client (KYC), Enhanced Due Diligence (EDD). -Translate overall business strategy into technical requirements ... is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The… more
- HSBC (New York, NY)
- …Specialist , Alternative Investment Group role is part of the team performing investment due diligence for current and proposed holdings in third party ... managed alternative investment funds. The role involves working with the investment due diligence teams who are responsible for relationships the group… more
- AON (New York, NY)
- …related advisory services, stretching far beyond traditional risk and insurance due diligence . Our broader advisory capabilities include Cyber Security, ... related advisory services, stretching far beyond traditional risk and insurance due diligence . Our broader advisory capabilities include Cyber Security,… more
- CBRE (New York, NY)
- …prepare materials, review and sign-off of on the preparation and execution of due diligence and investor meetings. + Execute proposed marketing activities, such ... assets industry. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Proven… more
- Bank of America (New York, NY)
- …support the Bank's global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and ... the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit...exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients… more
- JPMorgan Chase (New York, NY)
- …directly with various investment teams (eg CIO, Portfolio Managers, Due Diligence , Strategy, etc.) **Required Qualifications, Skills and Capabilities:** + ... with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail… more
- TD Bank (New York, NY)
- …private equity clients. **In this capacity you will:** + Demonstrate leadership in due diligence and structuring around complex bank financings. + Interact and ... for this role **Job Description:** At TD Securities, the Investment Banking Credit function is an integral part of...Bank or functional area. **Depth & Scope:** + Seasoned specialist role requiring in-depth knowledge of risk management issues… more
- Bank of America (Union, NJ)
- …financial goals, join Bank of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...capacity. * Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term… more
- BlackRock (New York, NY)
- …ETF implementation and capital markets. + Provide ETF Model Portfolio rebalance, due diligence , and implementation expertise to strategic internal and external ... evaluating trade and holding costs of ETFs versus other investment vehicles, such as swaps, futures, and derivatives. This...business groups may require more time in the office due to their roles and responsibilities. We remain focused… more
- Deloitte (Morristown, NJ)
- …data integrity, data modeling, statistical sampling, capital markets transaction support and due diligence . In addition, with experience and training in the ... to financial instruments for Deloitte's clients in North America and worldwide. The specialist assistant may work on the valuation of financial instruments (such as… more
- TD Bank (Newark, NJ)
- …services + Achieves business objective for Operational Excellence + Ensures necessary due diligence to support the accuracy of all customer ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...to acquire and deepen customer relationships to drive deposits, investment and loan growth + Partners with Specialists to… more
- Deloitte (New York, NY)
- …may include researching complex tax technical issues and assisting our clients with tax due diligence , tax structuring and tax modeling on buy-side and sell-side ... you will work directly with clients, building a relationship as a trusted tax specialist and advisor - the "go-to" tax professional. You will collaborate daily as… more