- Bank of America (Boston, MA)
- …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
- Robert Half Finance & Accounting (Minneapolis, MN)
- …Proven expertise in Alternative Investments * Demonstrable experience in Due Diligence * Proficiency in Financial Modeling * Experience in Investment ... client, a growing Financial Services firm in the Twin Cities, is seeking an Alternative Investments Research Manager. This role will leverage your CPA and… more
- Bon Secours Mercy Health (Cincinnati, OH)
- …Investment Office's portfolio management, investment and market research, and manager due diligence efforts. In addition, the Investment Analyst will ... This includes but is not limited to: Attending manager due diligence meetings, supporting alternative ...trends and investment manager activity. Opportunity for due diligence related travel. + Develop, research… 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
- PNC (Philadelphia, PA)
- …company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment ... and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA,...a plus. **Job Description** + Develops and directs analysis, due diligence research, monitoring and analytical activities… more
- Citizens (OH)
- …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
- Morgan Stanley (West Conshohocken, PA)
- …**Job:** **Asset/ Investment Management* **Title:** *AIP Operational Due Diligence Associate* **Location:** *Pennsylvania-West Conshohocken* **Requisition ... which includes governments, institutions, corporations and individuals worldwide Morgan Stanley Alternative Investment Partners, LP ("MS AIP") is Morgan Stanley… more
- JPMorgan Chase (New York, NY)
- …+ Source and perform quantitative and qualitative investment due diligence on prospective Relative Value/Macro hedge fund investments and strategies + ... manager research group on all aspects of manager sourcing, due diligence , and analysis of third party...new investments + Make recommendations to JPMorgan Alternative Asset Management's Investment Committee and portfolio… more
- Morgan Stanley (West Conshohocken, PA)
- …3-5 years of experience in investment management industry, preferably in operational due diligence , risk management, audit, or a related field within the ... alternative investment field . Ability to apply...opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/ Investment Management* **Title:** *Operational Due Diligence… more
- PNC (Philadelphia, PA)
- …to contribute to the company's success. As an Operational Due Diligence Associate III within PNC Asset Management's Investment Advisor Research organization, ... *Strong communication and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA, CAIA designation is… more
- Nuveen Investments (New York, NY)
- …Client Service, Commercial Acumen, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence , Executive Presence, Financial Acumen, Financial ... or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- Stanford University (Stanford, CA)
- …others within Stanford & operations staff of other philanthropic funders. * **Supporting due diligence :** You will support the Program Officer and Director of ... investment approach.This role will support the Director of Investments in managing our growing grant portfolio of $25m...background research, attending interviews and drafting memos for our due diligence into the 50+ applications we… 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
- LACI (Los Angeles, CA)
- …for fund administration and management as well as defined roles and responsibilities across investment team members. Oversee due diligence , investment ... including angel networks, corporate venture groups, venture investment firms, impact investment firms, family offices, and other alternative sources. The … more
- Wellington (Boston, MA)
- …building our investment pipeline, generating deal flow, conducting in depth due diligence , develop investment recommendation and manage portfolio ... investing and science and demonstrate a strong desire to identify differentiated investment opportunities through a thorough diligence process. * Superior… more
- Aramco Services Company (Houston, TX)
- …and market strategy, technology commercialization, intellectual property, financial analysis, investment analysis, valuation, negotiation, due diligence , ... + Lead opportunity assessment, development of negotiating strategies, transaction structuring, due diligence and transaction execution for complex, strategic, or… more
- KPMG (Philadelphia, PA)
- …models (illustrating the tax benefits of alternative structures) + Perform tax due diligence to identify tax exposures and opportunities + Support the team ... than investing in our culture because It has an investment in our people, our future, and what we...transaction structure and modeling the costs and benefits of alternative structures + Support the team with bankruptcy and… more
- Nuveen Investments (New York, NY)
- …+ Inbound new transactions by completing an initial project screen and creating due diligence folders. + Maintain Salesforce data for your market through ... Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized… more
- The Hartford (Hartford, CT)
- …private credit investments . The candidate's responsibilities will include assisting in: investment due diligence , cash flow modeling, structuring and ... structured credit facilities. Private ABL is part of HIMCO's Alternative Investments group. The team primarily focuses...the Private ABL lending strategy + Assist in transaction due diligence including evaluating fund documents, financial… more
- Nuveen Investments (FL)
- …origination process, including analysis and underwriting, debt structuring, pricing strategy, due diligence review, transaction negotiation and closing. + Work ... or other non-annual incentive plans). **Company Overview** Nuveen, the investment manager of TIAA, offers a comprehensive range of...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more