Key Responsibilities :
- To review and triage online requests from sellers
- Capture all attributes of case and DD360 case creation
- Query support (use of tools, process query etc) using emailaccount
- Maintain process documentation, work instructions and SOPs.
- Gathering financial details of the deal
- Populating data in OneAsk for analysis and documentation
- Controls and compliance vetting for investments approved by theWorldwide Deal Desk, and reviews ECIF requests and related documentation foraccuracy (including related SOWs, Work Orders, or Work Scope documents).
- Calculating, and validating the financial results (ROIvalidation process)
- Ensuring all details needed for the Global ECIF and ACO to beapproved is available for DM review (SOW, FastTrack review, Compliance review,etc.
- Preparing and sending a Financial Summary to DM for an approvaldecision
- Coaching the AT and DM on Financials results and ECIF FundingPolicy
- Attaching appropriate documentation in OneAsk and DD360
- Operationalize and manage the Award Letter extension process andtrack actions and status
- IO creation & maintenance, MS Approvals validation(these are done during MS FTE holiday support)
Investment Consultant - Redmond, WA
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. ...
Investment Consultant - Redmond, WA
If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwabs Investment Consultant role. ...
Investment Consultant - Redmond, WA - Charles Schwab
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. The first fora...
Investment Consultant
Controls and compliance vetting for investments approved by theWorldwide Deal Desk, and reviews ECIF requests and related documentation foraccuracy (including related SOWs, Work Orders, or Work Scope documents). ...
Investment Consultant - Redmond, WA
Investment Consultant - Redmond, WA. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Inve...
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Investment Consultant - Redmond, WA
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. The first for...
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