- MERIDIAN COOPERATIVE INC (Atlanta, GA)
- …M&A activity, and new business initiatives through detailed feasibility studies and due diligence Identify financial risks and develop proactive mitigation ... data to support scenario planning and strategic pivots Partner with Product and Operational leaders on costing and pricing strategy Guide and mentor Financial and… 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
- Citigroup (Queens, NY)
- …management across diverse sub-asset classes + Participate in new investment and operational due diligence by analyzing prospective funds via track record ... The US Pensions Investment ("USPI") team is the investment management team that manages and invests the assets of the Plans. USPI team is responsible for… more
- Wells Fargo (St. Louis, MO)
- …part of the Systematic Review Team. There are two roles - one focused on investment due diligence ; one on operational due diligence . + Determine ... role, you will:** + Perform initial due diligence and ongoing monitoring on third-party investment ...military experience, education **Desired Qualifications:** + 5+ years of investment and/or operational manager research experience +… more
- University of Michigan (Ann Arbor, MI)
- …action + Maintain all principal investment documentation + Participate in external operational due diligence processes + Participate in various projects ... and will play a pivotal role in supporting the Investment Diligence and Compliance Associate, Investment...the flow of information and the process relating to investment execution and operational compliance and respond… 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
- Neuberger Berman (New York, NY)
- … Investment Platform on managing the platform, including all aspects of the investment due diligence process from research and monitoring to ... Wealth Investment Group seeks to hire an Investment Platform & Due Diligence ...communications and facilitation of operational onboarding. Responsibilities The Associate will be responsible for… 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 (San Francisco, CA)
- …strategy with a focus on inorganic growth by conducting proprietary technology operational diligence for clients as they assess acquisitions and divestitures. ... value creation potential of each transaction and its inherent operational risks. The Deloitte IT diligence practice...have 6+ years of M&A product tech or software due diligence or M&A product tech or… more
- Deloitte (Miami, 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
- Siemens (New York, NY)
- …insights for seniorstakeholders. + Willingnessto travel up to 10%, primarily for due diligence , portfolio companyvisits, and transaction support. **What We ... teams and engage in cross-bordertransactions, with up to 10% travel for due diligence andportfolio management. **About Siemens Financial Services** Siemens… more
- University of Michigan (Ann Arbor, MI)
- …of the university's investment portfolios by helping with portfolio analysis, operational projects, and Manager due diligence . This position is ... research as directed by the team + Assist the team with Manager due diligence , which includes the initial screening of investment managers; participating in… more
- Cedars-Sinai (Los Angeles, CA)
- …team through a wide variety of functions, including research, quantitative analysis, due diligence , preparation of presentation materials, and management of key ... stakeholders in the healthcare and technology innovation ecosystem. Conduct comprehensive due diligence on companies and products, including market research,… more
- CIBC (Boston, MA)
- … Sourcing & Diligence ** + Conduct extensive qualitative and quantitative due diligence on existing investment strategies and make recommendations ... Capital Team. You will be responsible for conducting extensive qualitative and quantitative due diligence on private equity and venture capital managers and… more
- Idaho Division of Human Resources (Boise, ID)
- … operational components of Fund management. This includes aspects of manager due diligence and reviews, searches, transitions, rebalancing, cash and custody ... Investment Officer Posting Begin Date: 2025/09/24 Work Type:...with portfolio design and construction, asset allocation, risk management, due diligence , and financial analysis + Knowledgeable… more
