- FM (Waltham, MA)
- …maintenance, and provision of contact lists, authorized signers lists, etc. - Assist in operational due diligence of external managers in collaboration with ... and Boston, MA. **External Manager Onboarding & Lifecycle Support** - Lead operational onboarding of external managers across FM investment portfolios, including… more
- Tradeweb (New York, NY)
- …development team and assess accounting implications under US GAAP + Participate in investment due diligence , including review of financial information and ... lifecycle of investment accounting, from assistance in due diligence and initial accounting conclusions to...and Debt Securities will oversee both the technical and operational aspects of investment accounting, including preparing… more
- Xcel Energy (Minneapolis, MN)
- …a defined project scope, justified business case, alternatives assessment, technology due diligence , cost estimates, project schedules, preliminary engineering ... in the 5-year strategic plan consistent with corporate strategy, operational excellence, and industry best practices. **Essential Responsibilities** + Responsible… more
- SMBC (New York, NY)
- …accounting team for funding amount, date and wire instruction. + Provide due diligence documentation reviews of executed document packages; ensuring completeness ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- AeroVironment (Arlington, VA)
- …potential partnerships, joint ventures and/or representations, substantiated by research and due diligence results in the specifics of each campaign, ... new leads and set up meetings to communicate customer requirements, campaign needs, and due diligence results + In conjunction with the Marketing, Flight Ops,… more
- AeroVironment (Manassas, VA)
- …potential partnerships, joint ventures and/or representations, substantiated by research and due diligence results in the specifics of each campaign, ... new leads and set up meetings to communicate customer requirements, campaign needs, and due diligence results + In conjunction with the Marketing, Flight Ops,… more
- ExxonMobil (Spring, TX)
- …financial models and valuation analysis for potential transactions + Support deal due diligence processes, including on-site travel, data analysis, internal and ... execution process and the preparation of transaction-related documentation, including investment memoranda and presentation + Work closely with cross-functional… more
- Neuberger Berman (New York, NY)
- …performance dispersion for manager traded accounts and model delivery. + Oversee annual due diligence review of intermediary SMA partners. + Assist with ... data oversight and executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management,… more
- Wipfli LLP (Milwaukee, WI)
- …and opportunities across both organic growth and M&A activities + Leads financial due diligence and deal analysis for potential acquisitions, partnering with ... with Senior leadership and PE sponsors to build robust scenario modeling, investment return analyses, and long-term strategic plans + Drives integration of newly… more
- Osmose Utilities Services (Atlanta, GA)
- …and strategic planning. Mergers & Acquisitions + Lead financial analysis, valuation, and due diligence for acquisitions and divestitures. + Partner with the M&A ... global cash management, cash flow forecasting, and liquidity planning to ensure operational flexibility. + Implement best practices in financial risk management, … more
- Winland Foods (Raleigh, NC)
- …of capital authorization documents that are complete, concise, and reflect thorough due diligence to ensure project success. + Evaluate emerging technologies ... execution of Winland Foods' manufacturing engineering strategy, driving capital investment and process optimization across our network of manufacturing facilities.… more
- SMBC (New York, NY)
- …the credit process with the Credit Department and back office, performing any due diligence activities, and negotiating documentation. + Keep abreast of business ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- CyrusOne (Dallas, TX)
- …emerging trends, competitive dynamics, and potential growth opportunities + Coordinate due diligence efforts, including financial, operational , legal, ... tax, and market assessments + Develop and maintain relationships with investment banks, advisory firms, and industry contacts to generate deal flow + Support in… more
- CyrusOne (Dallas, TX)
- …and valuation analyses to support executive decision-making. + Supervise and coordinate due diligence efforts across financial, operational , legal, tax, ... internal and external stakeholders. + Cultivate and manage relationships with investment banks, advisory firms, and industry contacts to generate high-quality deal… more
- Affinius Capital (Dallas, TX)
- …+ Provide timely data and insights to internal stakeholders, including Portfolio Management, Due Diligence , and Global Investor Group Capital Raisers, to support ... in conjunction with Portfolio Management, and (iii) recurring and ad-hoc operational and financial performance requests from internal constituents, existing and… more
- Amphenol CIT (Cerritos, CA)
- …participate in strategic IT decisions and ERP implementations. + Support acquisition due diligence and integration, product divestitures/moves, and other large ... including general accounting, cost accounting, account reconciliations, financial and operational reporting, internal controls, financial statement analysis, physical inventories,… more
- Banc of California (Brea, CA)
- …negotiating and issuing term sheets, gathering appropriate information; perform analysis, due diligence , and underwriting of proposed commercial real estate ... of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in...once the decision to proceed is made. + Prepare investment analysis and credit package for review by department… more
- 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
- 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
