- Neuberger Berman (New York, NY)
- …in overseeing and maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this ... of commingled fund of funds and customized portfolios. This Operational Due Diligence team member...the appropriate mitigating controls have been implemented + Communicate due diligence findings to the Investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Summary:** Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and ... direct work experience and formal training to develop and maintain an alternative investment operational due diligence program designed to provide high… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and formal training to develop and maintain an alternative investment operational due diligence program. Coverage universe ... Assist in the development and maintenance of a formal operational due diligence plan. Update...execute an annual project plan to cover all required investment due diligence reviews. +… more
- J&J Family of Companies (New Brunswick, NJ)
- …managers across diverse fixed income mandates. + Conduct investment and operational due diligence ; manage hiring, integration, monitoring, and ... Manager, Fixed Income is a key member of the investment team that is responsible for managing a global...market fixed income investments, including manager and fund selection, due diligence , onboarding, monitoring, termination, and transition… more
- Corewell Health (Coloma, MI)
- …compliance with regulatory requirements. + Collaborate with the investment consultant on operational due diligence matters for new and existing ... for adaptive equipment as needed. Essential Functions + Manage daily operational processes, including coordination of all investment -related transactions. +… more
- World Insurance Associates, LLC. (New York, NY)
- …+ Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/ investment advisory firms, ... development function. + Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations,… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary The Director of Portfolio Management and Product Due Diligence is responsible for the portfolio design, due ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...design the product and provider roadmaps and direct product due diligence activities to facilitate sales growth… more
- RKON (Chicago, IL)
- …for the extraordinary level of service we deliver to our customers. The M&A Due Diligence Sr. Associate will assist our growing transaction advisory practice in ... person in this role will have a balance of operational and technology skillsets to assess technology associated with...risks, develop an action plan to address, and communicate due diligence results in a non-technical fashion… more
- Aegon Asset Management (Denver, CO)
- …more information, visit transamerica.com . Job Description Summary Perform analysis, due diligence , implementation management, and ongoing monitoring of product ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...and for broker-dealer or RIA + Experience supporting product due diligence + Analytical and research skills… 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 ... healthcare companies, large health systems, private equity investors, and investment banks across the US * Build financial models...net assets, and cash flows * Develop comprehensive Financial Due Diligence reports that includes Quality of… more
- Deloitte (Chicago, IL)
- …transaction financing. Deloitte's people, processes, and technologies enable efficient, effective due diligence across financial, operational , and commercial ... but are not limited to: + Perform Human Capital due diligence (some or all of compensation,...Collaborate across internal and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and… more
- Deloitte (Chicago, IL)
- …and decades of experience offering services ranging from M&A strategy to financial, operational , IT and commercial due diligence and value qualification, ... strategy with a focus on inorganic growth by conducting operational diligence , divestiture support and post-merger support...A candidate must have 8+ years of IT M&A due diligence or M&A IT Service Delivery… more
- K1 (Manhattan Beach, CA)
- …and shadow day-to-day Diligence operations + Learn how to perform basic due diligence on potential investments + Shadow calls with management and assist ... Summary: K1 is seeking a Private Equity Summer Analyst to join the expanding Diligence team for our office located in Manhattan Beach, CA. At the conclusion of… more
- CBRE (New York, NY)
- …strategies, lease‑ups, and ground‑up development. The role blends advanced financial modeling, operational analysis, due diligence , and strategic execution ... comps, demographics and employment drivers, transportation access, and regulatory factors. + Support due diligence , including: + Rent roll and lease file review,… more
- CIBC (Boston, MA)
- …Multi-Manager Investment Program (MMIP) team. You will be responsible for supporting investment manager due diligence efforts across a variety of asset ... classes, as well as investment monitoring, performance reporting, operational process management,... Diligence ** + Conduct extensive qualitative and quantitative due diligence on existing investment … more
- Cedars-Sinai (Los Angeles, CA)
- …team through a wide variety of functions, including research, quantitative analysis, due diligence , preparation of presentation materials, and management of key ... stakeholders in the healthcare and technology innovation ecosystem. Conduct comprehensive due diligence on companies and products, including market research,… more
- CalSTRS (Sacramento, CA)
- …to institutional investment portfolios, including design and construction of an investment portfolio, risk management, due diligence , negotiation and ... Job Posting: Portfolio Manager, Sustainable Investment & Stewardship Strategies State Teachers' Retirement System...and across CalSTRS' asset classes. The incumbent will oversee due diligence efforts and implement comprehensive strategies… more
- University of Rochester (Pittsford, NY)
- …required documentation for investment activity of current managers. + Participates in operational due diligence of prospective managers. + Assists in the ... Scheduled Weekly Hours: 40 Department: 100040 Ofc of Sr VP- Investment Work Shift: UR - Day (United States of...increased functionality within the data platforms. + Conducts on-site due diligence visits with vendors. + Assists… more
- Citigroup (Queens, NY)
- …of investment transactions, efficient cash management, and seamless asset transfers. + ** Due Diligence and Portfolio Oversight:** Conduct thorough due ... **Job Title:** Hedge Fund and Private Credit Investment Officer (Senior Vice President) The US Pensions...direct and impactful contributions to the strategic direction and operational management of the Hedge Fund and Private Credit… more
- Wells Fargo (Charlotte, NC)
- …accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, ... this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR)...manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria… more
Related Job Searches:
Diligence,
Due,
Due Diligence,
Investment,
Operational,
Operational Due Diligence