- 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 New York, New York;Miami, Florida; Fort Worth,...exceptions are resolved within required timeframes + Master customer due diligence (CDD) requirements and guide clients… 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
- 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
- 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
- City of New York (New York, NY)
- …management of the SARA pipeline - including new proposal review, predevelopment, due diligence , and loan closings, tracking project completions, conversions, and ... billion in new capital funding, bringing the 10-year planned investment in housing to $22 billion the largest in...negotiating deal structure and funding commitments, and tracking of due diligence . - Tracking and reporting of… more
- Citigroup (New York, NY)
- …challenge (transactions not to be approved, modification to structure or additional due diligence /conditions to approval). + Advise and make concise approval ... American Corporate Credit team, reporting to a Global Industry Specialist and covering large and complex relationships within North...big picture decision making. + Ability to conduct business due diligence and assess a company's strengths… 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 (Staten Island, NY)
- …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
- TD Bank (Union, 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
- 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
- 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