- Morgan Stanley (West Conshohocken, PA)
- …senior management of potential and existing private equity managers and conduct in-depth operational due diligence on private equity fund managers ... its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** * Operational Due Diligence - Private Equity Solutions -… more
- Morgan Stanley (New York, NY)
- …written research notes, and updating reports. * Interact with internal teams including Operational Due Diligence , Product Management, Sales, Legal, and ... quality strategies for portfolios. *Position Summary**__* The GIMA Alternative Investment Due Diligence Analyst - Private Credit will perform investment … more
- Morgan Stanley (Purchase, NY)
- …notes and updating reports. * Interact with internal teams as appropriate, including Operational Due Diligence , Product Management, Sales, Legal, and ... * Support due diligence team performing initial and ongoing investment due diligence on managers and private investments ( Private Equity,… more
- Morgan Stanley (Purchase, NY)
- …array of investment managers to identify high quality strategies for portfolios. The GIMA Operational Due Diligence Analyst will perform operational ... as part of the ongoing monitoring process for existing relationships. Additionally, the GIMA Operational Due Diligence Analyst will perform operational … more
- JPMorgan Chase (New York, NY)
- …multi-asset and money market funds. **Job Summary:** You would be a member of the Operational Due Diligence team within the Investment & Research Team within ... Wealth Management Investment Solutions. **Job Responsibilities:** + Supporting the operational due diligence process for...investment products (traditional funds, hedge funds and / or private funds) or working in the operations and /… more
- Morgan Stanley (West Conshohocken, PA)
- …will be responsible for a multi-faceted role with various responsibilities, including operational due diligence , structuring and deal execution, managed ... is located in West Conshohocken, Pennsylvania. This candidate will report to the Head of Operational Due Diligence . *RESPONSIBILITIES* * * * * ** *… more
- City National Bank (New York, NY)
- …directly with the CNR Manager Research team to support and assist in Investment and Operational Due Diligence functions. The group for this role manages City ... accounts (SMAs) and alternative managers and strategies. The role will also require Operational Due Diligence oversight for many different investment… more
- Morgan Stanley (Purchase, NY)
- …written research notes, and updating reports. * Interact with internal teams including Operational Due Diligence , Product Management, Sales, Legal, and ... of investment managers to identify high quality strategies for portfolios. The GIMA Investment Due Diligence Analyst will perform investment due diligence… more
- Neuberger Berman (New York, NY)
- …growth and innovation, the Private Wealth Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive investment ... **Summary** NP Private Wealth is implementing a strategic plan that...but not limited to research, communications, and facilitation of operational onboarding. **RESPONSIBILITIES** The Due Diligence… more
- Morgan Stanley (Tampa, FL)
- …our team as a Team Manager in Wealth Management Operations to join the Enhanced Due Diligence (EDD) Operations Team. The EDD Operations Team is considered the ... first line of defense supporting the onboarding and due diligence processes for Morgan Stanley clients....projects and initiatives related to increasing efficiencies and reducing operational risks in support of the firm's EDD program.… more
- Robert Half Finance & Accounting (Dallas, TX)
- …include the following: * Participate in buy-side and sell-side pre-transaction financial due diligence engagements, providing financial due diligence ... services to publicly traded healthcare companies, large health systems, private equity investors, and investment banks across the US...net assets, and cash flows * Develop comprehensive Financial Due Diligence reports that includes Quality of… more
- Citizens (Johnston, RI)
- …middle-, and back-office products and services, including the investment management and due diligence risk governance processes. Candidate must possess a strong ... for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses...in governing and managing the full investment management and due diligence lifecycle. As the First Line… more
- Deloitte (Columbus, OH)
- …Assess value, costs, timing and risks for opportunities through strategic and operational diligence . Our professionals assist clients with critically evaluating ... will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are self-starters who...one of the two following experiences: + IT M&A due diligence or M&A IT Service Delivery… more
- HSBC (New York, NY)
- …Associate, Fund Manager Research will be responsible for operational due diligence reviews for hedge funds, private equity, and real estate funds. The ... comprehensive information and analysis related to the business and operational environment at the hedge funds, private ...in this role: + Over 4 years working in operational due diligence or an… more
- BlackRock (New York, NY)
- …for financial modeling, deal assessment and execution, development and review of due diligence reports, market research, portfolio monitoring, and general ... Support senior investment colleagues in all aspects of an investment, including due diligence , financial review and modeling, valuation, preparation of… more
- Pennsylvania State University (University Park, PA)
- …growing investment team, the position will monitor existing investment managers and conduct due diligence on new investment managers. The position will make ... Associate Director, Investments will report to the person leading private equity investing for OIM. As a key member...other portfolios as required. + Ability to assist in due diligence of new and existing investment… more
- Bank of America (New York, NY)
- …and oversight of private equity funds + Coordinating investment and business due diligence efforts + Ensuring proper internal and external legal review + ... Private Equity and Real Assets Sourcing and Origination...limited to: + Working in conjunction with Sales and Due Diligence to determine appropriate funds to… more
- Citizens (PA)
- …including expertise in governing and managing the full client and investment management and due diligence lifecycle. As the Director of First Line Risk, you will ... Consumer Banking Risk has an immediate opening for a Private Wealth Risk Director. As the Private Wealth Risk Director, you will be responsible for managing… more
- Bank of America (Los Angeles, CA)
- …Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + ... Private Wealth Market Client Relationship Manager Los Angeles,...expectations include driving responsible growth while minimizing regulatory, financial, operational , and reputational risks. The Market Client Relationship Manager… more
- Neuberger Berman (New York, NY)
- …with regulators, and with prospective and existing institutional clients during due diligence reviews. **Responsibilities:** + Lead the identification of ... counterparties and escalate issues as they arise in the due diligence phase. + Review and approve...Maintain a watch-list for 3rd parties who are flagged due to operational weaknesses, operational … more