- 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)
- …Responsibilities:** + Working with RJ Legal, origination, investment research, and operational due diligence teams to negotiate distribution and referral ... and direct offerings. Collaborates with PCG and Capital Markets origination, investments research, operational due diligence , sales, and operations teams to… 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
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities:** + Supporting the operational due diligence process for primarily alternative investment managers and collaborating with ... and participating in operational due diligence meetings with 3rd party investment managers.../ or an understanding of how operational due diligence is conducted on investment… 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 (Jacksonville, FL)
- …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
- Ventura County (Ventura, CA)
- …Due Diligence - Proficiency in evaluating credit risk, conducting due diligence on issuers, and ensuring investment safety. + Investment Systems & ... benchmarking tools and performance-measurement metrics. + Evaluates credit risk and performs due diligence on brokers, dealers, and issuers; maintains, updates,… 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
- US Bank (San Francisco, CA)
- …to source and evaluate investment opportunities + Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets ... in support of investment decisions + Prepare investment thesis, due diligence reports...agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with… more
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