- FM (Waltham, MA)
- …provision of contact lists, authorized signers lists, etc. - Assist in operational due diligence of external managers in collaboration with senior Investment ... vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment… more
- Bank of America (Boston, MA)
- Private Markets Due Diligence Analyst New York, New York;Boston, Massachusetts **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private - Markets - Due - Diligence -Analyst\_25019293-2) **Job Description:**… more
- CIBC (Boston, MA)
- …Capital Team. You will be responsible for conducting extensive qualitative and quantitative due diligence on private equity and venture capital managers ... excellence, we provide clients with access to public and private market investment opportunities across asset classes,... Diligence ** + Conduct extensive qualitative and quantitative due diligence on existing investment strategies and… more
- Grant Thornton (Boston, MA)
- As a Financial Due Diligence Manager, you'll focus on middle- market transactions, serving dynamic organizations with experienced professionals who bring a ... environment, and support to help you excel. Our Financial Due Diligence solution is comprised of several...transactions for our client base which includes corporate clients, private equity groups and commercial lenders + Manage engagements… more
- Grant Thornton (Boston, MA)
- As a Financial Due Diligence Senior Associate, you'll focus on middle- market transactions, serving dynamic organizations with experienced professionals who ... of mergers, acquisitions, and divestitures as well as various transactions within the capital markets . + Perform financial due diligence on key areas of… more
- Deloitte (Boston, MA)
- …services ranging from M&A strategy to financial, operational, IT and commercial due diligence and value qualification, to structuring advice and financing ... the community of practice, blogs, and other forms of market eminence + You will be expected to produce...A candidate must have 8+ years of IT M&A due diligence or M&A IT Service Delivery… more
- Manulife (Boston, MA)
- The AVP, Private Markets Operations- Solutions & Governance (AVP) will play a key role in driving strategic initiatives, ensuring strong governance practices, ... firm's regulatory reporting and compliance obligations. This position will support Private Markets Operations (PMO) globally and will partner cross-functionally… more
- Citizens (Boston, MA)
- …to the development of pitch materials and advice to clients. + Conduct due diligence through management meetings, industry research and on-site inspections. + ... Description Citizens is seeking an experienced Debt Capital Markets Associate to support the aligned industry team....to join a rapidly growing investment banking platform with market leading positions in middle market corporate… more
- Deloitte (Boston, MA)
- …after major transformational projects or transactions creating lasting impact. Navigating today's private equity (PE) market with confidence takes more than good ... Private Equity M&A IT Senior Manager Our Deloitte...across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + Providing… more
- JPMorgan Chase (Boston, MA)
- …key participant in the investment process from opportunity identification through due diligence , transaction structuring, documentation, and deal closing. **Job ... role is critical to building our Healthcare Life Sciences Private Capital business and the Healthcare Growth Fund. The...and modeling of investment opportunities + Detailed product and market diligence , forecasting and sensitivity analysis +… more
- TIAA (Waltham, MA)
- …Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence , Executive Presence, Financial Acumen, Investment ... Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a...thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage… more
- CIBC (Boston, MA)
- …strategy research, identifying competitive advantages and risks. + Assist with operational due diligence , meeting with investment management and risk management ... to expand your skills and professional network. As a Private Wealth Management Intern, you will work alongside a...of $25.00 per hour for the State of Massachusetts market , based on experience, qualifications, and location. CIBC offers… more
- CIBC (Boston, MA)
- …all aspects of private wealth portfolio management. **How you'll succeed** **Manager Due Diligence ** + Conduct extensive qualitative and quantitative due ... excellence, we provide clients with access to public and private market investment opportunities across asset classes,...team. You will be responsible for supporting investment manager due diligence efforts across a variety of… more
- Aramco Services Company (Boston, MA)
- …interviews with investee target management and personnel, reference calls, maintaining due diligence tracking, portfolio reporting. Contributes to deal sourcing ... creation and maintenance of Investment Theses + Supports opportunity assessment and due diligence processes for corporate venture capital investments, with… more
- Santander US (Boston, MA)
- …This role oversees asset allocation, investment research, portfolio construction, product due diligence , and advisor enablement. They are responsible for ... traditional and alternative asset classes. **Investment Product Oversight:** + Supervise due diligence on third-party investment products (ETFs, mutual funds,… more
- Sanofi Group (Cambridge, MA)
- …Investments and will support the generation of new investment ideas, lead and conduct due diligence , and manage and support existing investments. The Director of ... lives. **Main Responsibilities:** **Investment Analysis:** + Provide detailed analytical and due diligence support as required on new investment opportunities… more
- Sanofi Group (Cambridge, MA)
- …professionals to support the generation of new investment ideas, lead and conduct due diligence , and to manage and support existing investments. As the ... started? **Main Responsibilities:** **Investment Analysis:** + Provide detailed analytical and due diligence support as required on new investment opportunities.… more
- S&P Global (Boston, MA)
- …management, investment management, loans platforms, regulatory and compliance solutions, and private markets solutions. EDM business within Software segment is ... identifies business unit needs, while providing leadership in the planning, design, due diligence , and implementation of strategic business objectives. +… more
- Educational Testing Service (Boston, MA)
- …including deal execution ( market analysis, prospecting, deal sourcing, due diligence negotiations, legal documentation, financial modeling, financial ... in all aspects of Investment Transactions including deal sourcing, due - diligence , structuring, negotiations, legal documentation, transaction closing, portfolio… more
- Citizens (Boston, MA)
- …and closing process. Analysts will be directly involved in completing underwriting due diligence , identifying key transaction risks and mitigating factors, and ... and refinancing transactions for new and existing corporate and private equity owned customers of Citizens Bank. The position...in the completion of new and existing loan underwriting due diligence , including preparation of deal screening… more
