- Tradeweb (New York, NY)
- …development team and assess accounting implications under US GAAP + Participate in investment due diligence , including review of financial information and ... lifecycle of investment accounting, from assistance in due diligence and initial accounting conclusions to...The Vice President will oversee both the technical and operational aspects of investment accounting, including preparing… more
- Neuberger Berman (New York, NY)
- …office to ensure appropriate policies and procedures are in place. + Oversee annual due diligence review of intermediary SMA partners. Qualifications + 7+ years ... in addition to executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management,… more
- SMBC (New York, NY)
- …accounting team for funding amount, date and wire instruction. + Provide due diligence documentation reviews of executed document packages; ensuring completeness ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- SMBC (New York, NY)
- …the credit process with the Credit Department and back office, performing any due diligence activities, and negotiating documentation. + Keep abreast of business ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Neuberger Berman (New York, NY)
- …in overseeing and maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this ... of commingled fund of funds and customized portfolios. This Operational Due Diligence team member...the appropriate mitigating controls have been implemented + Communicate due diligence findings to the Investment… more
- World Insurance Associates, LLC. (New York, NY)
- …+ Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/ investment advisory firms, ... development function. + Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations,… more
- Deloitte (Morristown, NJ)
- …transaction financing. Deloitte's people, processes, and technologies enable efficient, effective due diligence across financial, operational , and commercial ... but are not limited to: + Perform Human Capital due diligence (some or all of compensation,...Collaborate across internal and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and… more
- Deloitte (Morristown, NJ)
- …strategy with a focus on inorganic growth by conducting proprietary technology operational diligence for clients as they assess acquisitions and divestitures. ... value creation potential of each transaction and its inherent operational risks. The Deloitte IT diligence practice...have 6+ years of M&A product tech or software due diligence or M&A product tech or… more
- Deloitte (Morristown, NJ)
- …and decades of experience offering services ranging from M&A strategy to financial, operational , IT and commercial due diligence and value qualification, ... strategy with a focus on inorganic growth by conducting operational diligence , divestiture support and post-merger support...A candidate must have 8+ years of IT M&A due diligence or M&A IT Service Delivery… more
- CBRE (New York, NY)
- …strategies, lease‑ups, and ground‑up development. The role blends advanced financial modeling, operational analysis, due diligence , and strategic execution ... comps, demographics and employment drivers, transportation access, and regulatory factors. + Support due diligence , including: + Rent roll and lease file review,… more
- Wells Fargo (New York, NY)
- …structuring transaction deal terms and corresponding term sheets; + Lead due diligence reviews including evaluating financial statements, fund documents ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...and legal agreements; + Run client due diligence meetings; + Write detailed credit… more
- Wells Fargo (New York, NY)
- …services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they ... **Corporate and Investment Banking:** Wells Fargo Corporate & Investment...1 Feb 2026 **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity**… more
- Santander US (New York, NY)
- …services sector. Analyze detailed corporate and financial information and conduct detailed due diligence . Perform financial modeling and analysis related to the ... Investment Banking Vice President, Energy - New York...interact with clients. Ability to assess and mitigate reputational, operational and credit risk. Experience with sell-side and buy-side… more
- Santander US (New York, NY)
- …including detailed financial models, valuation analyses and marketing materials + Drive due diligence efforts, manage data rooms, and coordinate internal and ... Investment Banking Senior Associate/Vice President, Consumer & Retail...high level of responsibility + Assess and mitigate reputational, operational and credit risk **What Else You Need To… more
- Wells Fargo (New York, NY)
- …through the creation of pitch books, maintaining credit models and diligence files, negotiation of legal documentation, and assistance in the sale/distribution ... + Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and… more
- Wells Fargo (New York, NY)
- …Bloomberg. + Accountable for all workstreams for live projects including due diligence , financial analysis, marketing material curation, counterparty ... States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial… more
- Santander US (New York, NY)
- …detailed corporate and financial information and conduct detailed due diligence * Adheres to compliance procedures and internal/ operational risk controls ... Investment Banking Vice President, Leveraged Finance - New...deal teams. * Ability to assess and mitigate reputational, operational and credit risk. * Strong organizational skills and… more
- BMO Financial Group (New York, NY)
- …continually monitors performance of existing accounts and client relationships. + Conducts due diligence (eg client visits, business model analysis, and ... is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to… more
- Santander US (New York, NY)
- …milestones are met. * Oversee the development of complex financial models and due diligence processes. * Cultivate relationships with existing financial sponsors ... Investment Banking Vice President, Financial Sponsors - New...with clients. * Ability to assess and mitigate reputational, operational and credit risk. * Experience with sell-side and… more
- Wells Fargo (New York, NY)
- **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of ... corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and… more
