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Bank Of America Wholesale Credit Admin Associate II - Global Corporate Inves... United States, California, San Francisco
Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations. Monitors requirements by creating and clearing monitoring ticklers and sourcing required...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Leverages analytical skills and business acumen to provide fact-based tools, dashboards and reporting to key stakeholders. Participates in data assessment, collection, and analysis to assist in full project execution. Provides...
Increase number of engagements referred to Unit 42 from law firms and expand presence. Establish new and deepen existing relationships with key stakeholders at the cyber practices of key law...
Apply mathematical or statistical techniques to address practical issues in finance. Interpret and summarize financial results. Define or recommend model specifications or data collection methods. Maintain or modify financial analytic...
Developing and maintaining complex financial models. Performing various financial analyses, including valuations and merger consequences. Conducting comprehensive and in-depth company and industry research. Preparing presentation and other materials for clients....
Coordinates pre- and post-closing activities which may include due diligence activities, creation of approval documents, and interaction with operations. Monitors requirements by creating and clearing monitoring ticklers and sourcing required...
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.