- US Bank (New York, NY)
- …team members to source and evaluate investment opportunities + Support or co-lead due diligence efforts on private market investments. Responsible for ... Private Markets team is responsible for sourcing, conducting diligence , monitoring and merchandizing of private market...in support of investment decisions + Prepare investment thesis, due diligence reports and investment memos and… 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 + ... Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination...**Job Responsibilities:** + Working in conjunction with Sales and due Diligence to determine appropriate funds to… more
- Citigroup (Queens, NY)
- …of investment transactions, efficient cash management, and seamless asset transfers. + ** Due Diligence and Portfolio Oversight:** Conduct thorough due ... direct and impactful contributions to the strategic direction and operational management of the Hedge Fund and Private... operational management of the Hedge Fund and Private Credit portfolios, ensuring alignment with the overall investment… more
- MetLife (Whippany, NJ)
- …reports * Participate in roadshows, presentations, issuer and sponsor meetings, and due diligence sessions * Review offering memoranda, sell-side research, ... all asset classes, with a strength in public and private fixed income and private assets, including...in process automation and data management initiatives to enhance operational efficiency Stakeholder Engagement & Marketing * Coordinate with… more
- Deloitte (Jacksonville, FL)
- …deliver M&A engagements across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + Providing PE equity buyers ... Private Equity M&A IT Senior Manager Our Deloitte...divestiture scenarios. Our services encompass M&A strategy and transaction diligence , integration and separation planning and execution, as well… more
- HUB International (New York, NY)
- …operations and advisor staff. + Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed **Requirements:** ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… more
- Citizens (Pittsburgh, PA)
- …for accurately booking loans into the loan accounting system, performing appropriate due diligence tasks, reviewing operational risk components, and ... external reviews and procedure review and maintenance + Perform appropriate due diligence tasks, review operational risk components, and ensure conditions… more
- T. Rowe Price (Baltimore, MD)
- …- Manager Research will be responsible for implementing qualitative and quantitative due diligence processes to evaluate, select, and monitor internal and ... strategies used across the T. Rowe Price Multi-Asset (MA) division. Responsibilities Ongoing Due Diligence (85%): + Conduct internal and external due … more
- CIBC (Boston, MA)
- …all aspects of private wealth portfolio management. **How you'll succeed** **Manager Due Diligence ** + Conduct extensive qualitative and quantitative due ... Investment Program (MMIP) team. You will be responsible for supporting investment manager due diligence efforts across a variety of asset classes, as well… more
- United States Steel (Pittsburgh, PA)
- …internal stakeholders. 9. Due Diligence and Compliance: + Conduct operational due diligence and compliance reviews of third parties, including ... asset class. + Coordinate with tax team on payments due for state and federal taxes. + Lead and...policy statements. + Assist senior team members with investment diligence in both public and private investments.… more