- Wells Fargo (St. Louis, MO)
- …role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team ... (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Conduct Operational Due Diligence research on...will:** + Conduct Operational Due Diligence research on new and existing investment … 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and formal training to develop and maintain an alternative investment operational due diligence program. Coverage universe ... Assist in the development and maintenance of a formal operational due diligence plan. Update...execute an annual project plan to cover all required investment due diligence reviews. +… 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
- World Insurance Associates, LLC. (New York, NY)
- …+ Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/ investment advisory firms, ... development function. + Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations,… 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
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary The Director of Portfolio Management and Product Due Diligence is responsible for the portfolio design, due ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...design the product and provider roadmaps and direct product due diligence activities to facilitate sales growth… more
- RKON (Chicago, IL)
- …for the extraordinary level of service we deliver to our customers. The M&A Due Diligence Sr. Associate will assist our growing transaction advisory practice in ... person in this role will have a balance of operational and technology skillsets to assess technology associated with...risks, develop an action plan to address, and communicate due diligence results in a non-technical fashion… 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
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