- PNC (Charlotte, NC)
- …judgement and discretion, performs complex financial analyses, conducts research, facilitates due diligence and prepares documents related to capital markets ... and prepares reports and supporting documents. Leads core work-sets such as due diligence , document processing and industry/company analyses using independent… more
- Regions Bank (Charlotte, NC)
- …Industries Managers with the review of pre-closing loan documents and closing due diligence + Manages financial reporting requirements, covenant requirements, ... **Job Description:** At Regions, the Credit Products Diversified Industries Associate supports Credit Products Diversified Industries Managers in identifying and… more
- Regions Bank (Charlotte, NC)
- …+ Oversees and manages RAH advisors including external brokers, legal counsel and due diligence advisors; manages and maintains contractual obligations in the ... Description:** At Regions, the RAH Investor Sales and Servicing Manager is responsible for investor sales and servicing functions...the internal approval group, and managing the ongoing investor due diligence and closing process + Works… more
- Wells Fargo (Charlotte, NC)
- …services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they ... Wells Fargo is seeking an Investment Banking Associate to join our Mergers & Acquisitions group...and prepare client presentations + Receive direction from a manager and exercise independent judgment while developing an understanding… more
- Huntington National Bank (Charlotte, NC)
- …tear sheets for risk reviews for the assigned portfolio. + Participate in due diligence meetings. + Perform other duties as assigned. Basic Qualifications: ... The Lender Finance team is seeking a talented and ambitious Portfolio Manager to join the Lender Finance Portfolio Management team. The Portfolio Management… more
- Bank of America (Charlotte, NC)
- …through application of learnings and new information + Applies relevant regulatory due diligence in daily activities and creating long-term client strategies ... Advisor Development Program Client Associate Charlotte, North Carolina **Job Description:** **Advisor Development...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Regions Bank (Charlotte, NC)
- …vendor management for a designated area or division. Ensures enterprise-wide needs for due diligence , risk assessment and continuing vendor monitoring are being ... implements remediation plans + Ensures compliance with expectations for due diligence , risk assessment and continuing vendor...the office three or more days a week. The manager will set the work schedule for this position,… more
- TIAA (Charlotte, NC)
- …+ Prepares valuations, writes memorandums for private placements, and participates in due diligence and drafting sessions. + Provides reporting and analytics; ... ** Associate , Private Placements** The Associate , Private...other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused… more
- Deloitte (Charlotte, NC)
- …requirements. + Support the solution team during client discussions, orals, and due diligence . Internal Coordination + Collaborate closely with all stakeholders ... Agreements (BLAs) and Experience Level Agreements (XLAs). Qualifications + Senior Manager / Associate VP + Education (Undergrad or Masters): MCA, BCA, BE/BTech… more
- Truist (Charlotte, NC)
- …to time. 1. Plays an integral role in supporting new business development, due diligence , and/or transaction execution. 2. Under limited supervision, performs ... Additional responsibilities on internal client management duties as specified by manager and team. **Essential Duties and Responsibilities** Following is a summary… more
- Regions Bank (Charlotte, NC)
- …key characteristics to the internal approval group, and managing the ongoing investor due diligence and closing process + Assists the investor benefit schedule ... + Supports the RAH Investor Sales and Servicing Group Manager with the management of existing investor relationships and...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Regions Bank (Charlotte, NC)
- …investment process from sourcing to closing including prospecting, pipeline management, due diligence document review, preparation of investment memos, ... system. **Job Description:** At Regions, the Finance Senior Equity Investments Portfolio Manager is responsible for the deployment of capital and the management of… more
- Truist (Charlotte, NC)
- …but not limited to, Suspicious Activity Reports, Transaction Alert Monitoring, and Enhanced Due Diligence . + Review, analyze and interpret complex cases and data ... appropriate recommendations, ensure follow up and communicate decisions to the appropriate associate , team or FIU leadership. + Oversee high priority projects and/or… more