- Morgan Stanley (Purchase, NY)
- … managers to identify high quality strategies for portfolios. *Position Summary**__* The GIMA Alternative Investment Due Diligence Analyst - Real Assets ... part of the ongoing monitoring process for existing relationships. *Job Description for Alternative Investment Due Diligence Analyst**__* Core functions:… more
- Bank of America (New York, NY)
- …the ongoing monitoring of traditional and alternative strategies. TheSenior Private Market Due Diligence Analystleads the investment due - diligence ... classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager research, sourcing, and… more
- City of New York (New York, NY)
- …- Manage the operations due diligence process for potential new alternative investments and participate in operations due diligence meetings; ... equity, real assets, hedge funds, and opportunistic fixed income investments . The Group Head Alternative Investments... Investments Middle Office and Alternative Investments Oversight and is part of Investment … more
- City National Bank (New York, NY)
- …regulatory requirements associated with Investment and Operational Due Diligence (aka IDD/ODD) for fund investments . Including regular research call ... ** INVESTMENT DUE DILIGENCE ANALYST**...** INVESTMENT DUE DILIGENCE ANALYST** **WHAT IS THE... Investment Research experience in both Traditional and Alternative Investments **Skills and Knowledge** + CFA,… more
- Morgan Stanley (Purchase, NY)
- …diligence team performing initial and ongoing investment due diligence on managers and private investments (Private Equity, Private Credit and Private ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Equity & Co- Investment Due Diligence , ED* **Location:** *New… more
- Morgan Stanley (Purchase, NY)
- …responsible for sourcing new investment managers and conducting initial and ongoing investment due diligence for various Investing with Impact products. ... and private vehicles in the equity, fixed income, and alternative investments spaces. The GIMA team engages...job experience in the financial markets, with experience in investment due diligence and knowledge… more
- City National Bank (New York, NY)
- ** INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS** **WHAT IS THE OPPORTUNITY?** This position will work directly with the CNR Manager Research team to ... exchange traded funds (ETFs), separately managed accounts (SMAs) and alternative managers and strategies. The role is designed to...established limits. **What you will do** + Assist with investment due diligence , selection, and… more
- Citizens (Tarrytown, NY)
- …for the front-, middle-, and back-office products and services, including the investment management and due diligence risk governance processes. ... processes, including expertise in governing and managing the full investment management and due diligence ...CFR 9 Trust and Fiduciary business, including exposure to Alternative Investments and 33 and 40 Act… more
- Charles Schwab (New York, NY)
- … + Foster strong working relationships across the broader Schwab organization + Ensure investment manager due diligence documentation is up to date and ... Center for Financial Research has a dedicated team focused on rigorous operational due diligence research of third-party asset managers in the product categories… more
- New York State Civil Service (New York, NY)
- …limited to:* Lead analysis to carry out comprehensive due diligence ( investment and ESG related) for new investments across various asset classes, such ... be an experienced investments professional who is able to lead data efforts, due diligence processes, and evaluate investments that align with NYSIF's… more
- BlackRock (New York, NY)
- …on potential investments , industry sectors, and competitors. + Synthesize all due diligence findings into investment memorandums and presentations. + ... Charged with establishing BlackRock as clients' preeminent partner in alternative investing globally, BlackRock Alternatives is one of the... investment colleagues in all aspects of an investment , including due diligence , financial… more
- Nuveen Investments (New York, NY)
- …with industry standard software applications Related Skills Construction Management, Due Diligence , Financial Acumen, Financial Analysis, Financial Risk ... Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized… more
- Morgan Stanley (New York, NY)
- …and Insurance Solution Directors (ISDs) as needed to review any requests requiring enhanced due diligence or alternative solutions * Work closely with FAs ... is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …to support the management of New York University's endowment. Provide critical due diligence , research, and analysis across prospective and existing external ... Position Summary The Investment Analyst will work closely with the ...and general knowledge of portfolio theory, capital markets, and alternative investments (eg private equity or hedge… more
- Bank of America (New York, NY)
- …and partner with CIO, capital markets and product partners across manager due diligence and alternative investments to ensure the team is current on ... Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales… more
- HSBC (New York, NY)
- …to succeed in this role: + Over 4 years working in operational due diligence or an audit firm auditing alternative investment product (hedge funds and/ ... Associate, Fund Manager Research will be responsible for operational due diligence reviews for hedge funds, private...The Associate - Fund Manager Research will attend the alternative investment committee and global research committee… more
- BlackRock (New York, NY)
- …wind, solar, EV, grid and transmission + Lead origination, due diligence , structuring, negotiation and closing of direct investment opportunities + Risk ... a member of a closely knit team in the alternative investment industry. The candidate assumes a...stakeholders across the ecosystem (eg, policy/regulatory and transaction sourcing, due diligence , and execution) + Be part… more
- JPMorgan Chase (New York, NY)
- …with the purpose of forming independent investment decisions + Conduct comprehensive due diligence on prospective investments + Build and maintain ... for sourcing new investment opportunities, tracking deal flow, conducting due diligence , aiding in transaction structuring, assisting with internal … more
- Bank of America (New York, NY)
- …fund managers + Coordinating launching and oversight of private equity funds + Coordinating investment and business due diligence efforts + Ensuring proper ... Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics. In addition… more
- Morgan Stanley (Purchase, NY)
- …between third party managers' and MSPM's goals. * . Responsible for performing initial due diligence on private investments including buyout, growth equity, ... client base. The ability to complete and explain initial due diligence on these opportunities is pivotal... investments is preferred * Knowledge of various alternative investment strategies and existing network of… more