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Wells Fargo Due Diligence Consultant United States, Arizona, Tempe
Own client onboarding process to mitigate risk through a due diligence process. Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk. Consult and...
Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting. Lead...
Develop training materials for new hire and upskill onboarding, including the creation of new materials from scratch and updating existing materials to meet business needs. Facilitate training classes both in-person...
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Participate in soliciting residential mortgages from various sources. Produce high quality loans which are compliant and provide excellent customer service. Build relationships with realtors, builders, financial professionals, bank stores, past...
Collaborate with CIB leadership and provide counsel on events and industry research conferences. Lead planning efforts for large and/or complex multi-day meetings, events, and conferences. Develop innovative end-to-end event strategies...
Participate in analyzing companies and client investments. Make recommendations to clients on investments. Identify opportunities for process improvements within Investment Banking Program. Review and analyze market data, valuation analyses, models,...
Own client onboarding process to mitigate risk through a due diligence process. Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk. Consult and...
Are you ready to use your knowledge and expertise to make a tech company's dreams come true? Then a role as an Investment Consultant on Expoint could be the perfect opportunity for you!
As an Investment Consultant, your job is to assess businesses in the tech industry and identify the most profitable ventures to invest in on behalf of your clients. You'll be responsible for the research and validation of proposed investments, as well as performing ongoing analysis and providing clients with advice and analysis. You will be the company's trusted advisor, ensuring that clients receive the most secure and profitable return on their investments.
To be successful in this role, you must have a good understanding of the tech industry landscape and a strong business acumen. You need to be confident in making decisions and have excellent communication and problem-solving skills. Experience in the world of investments is an advantage. You should have an eye for detail and be able to understand complex financial projections and legal documents.
At Expoint, we value our Investment Consultants as integral decision makers and strategic partners. We provide an educational stipend to help you keep up with the ever-changing tech industry, as well as a generous salary and benefits package that rewards your hard work and dedication.
If this role excites you, then make sure to apply today and join our fast-paced and rewarding environment. Together, we will create success stories for tech companies of all sizes.