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Showing 8 jobs
Skills:
Power Bi, Excel, Powerpoint, Microsoft Office Suite
Skills:
Microsoft Excel, Financial Analysis, Valuation, Due Diligence, Financial Modelling, Fundamental Research
Skills:
Valuation, accounting, Investment Analysis, Financial Modeling, Equity Research
Skills:
Background Checks, Kyc, Due Diligence, Name Screening
Skills:
Transaction Monitoring, Client Due Diligence, Data Interpretation, Source of Wealth Review, Enhanced Due Diligence
Skills:
Credit Analysis, covenant analysis, LBO models, credit risk assessment, Equity Research, investment committee memo writing, valuation advisory, trading comps
Skills:
Excel, Social Listening Tools, Powerpoint, Microsoft Office Suite, AI Models, Quantitative Skills
Skills:
wealth management processes, regulatory documentation, Client Servicing, client onboarding, KYC due diligence, investment operations
