- Neuberger Berman Group LLC (New York, NY)
- …role in overseeing and maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, ... firm. The role's primary responsibility is to conduct operational due diligence reviews on both existing and prospective investments maintained with third… more
- JPMorgan Chase & Co. (New York, NY)
- …capabilities, and skills: Travel industry experience is not required for consideration Private Equity Due - diligence project experience preferred over ... financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud… more
- Manulife and John Hancock (Chicago, IL)
- …MIM platform, which includes equity co- investments , mezzanine debt, and private equity fund investment strategies. Responsibilities: The professional will ... is seeking candidates to apply for the position of Investment Analyst, Private Debt Underwriter for its...approach. Specific responsibilities will include: Analyzing and summarizing all due diligence materials related to the credit… more
- Selby Jennings (Los Angeles, CA)
- …suitability for firms portfolios. Business and Operational Review : Assist with operational due diligence on investment managers. Investment Committee ... Our client is an employee-owned investment advisory firm based in Santa Monica, CA....a person to conduct manager research and evaluate direct co- investments in credit, real assets, and private … more
- MetLife Services and Solutions, LLC (Whippany, NJ)
- …Derivatives, Investment Operations, Legal, and Compliance. Key Responsibilities: Due Diligence : Travel or attend virtual roadshows, presentations, issuer ... private assets, including real estate. Visit us at www.metlife.com/ investments to learn more. MetLife Investment Management...& sponsor meetings, and due diligence sessions. Review offering memorandums, sell-side… more
- FTI Consulting, Inc (Roseland, NJ)
- …range of real estate advisory services including merger and acquisitions, due diligence , valuation, lease consulting, forensic accounting, financial outsourcing, ... trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our… more
- Digital Realty (Dallas, TX)
- …the company's various investment activities, including supporting investor due diligence , performing legal reviews, negotiating terms, and managing ... compliance with relevant laws, regulations, and industry standards for private investment funds. Assisting with regulatory filings,.../ fundraising and fund related issues with respect to investments . What you'll need 5+ years of experience at… more
- Capital Group (Los Angeles, CA)
- …ETFs, third-party funds, etc.). You'll build out and manage marketing materials, due diligence , policy and operational processes. You'll educate advisors and ... experience in investment services, with a focus on alternatives and private market asset classes. You enjoy solving complex problems and collaborating with… more
- NRP Group (Cleveland, OH)
- …lenders, syndicators, and investors to support project financing, including RFP responses, due diligence submissions, and term sheet negotiations. Prepare and ... the direction of the Manager of Affordable Finance, the Investment Analyst will support the financing efforts of new...efforts of new affordable housing projects at a mission-driven private real estate developer. This role focuses on evaluating… more
- Cardone Ventures (Scottsdale, AZ)
- …schedules, tasks, and resources efficiently. High level of business acumen and knowledge around due diligence , M&A, private equity Strong writing skills to ... and provide strategic business guidance through courses, live events, partnerships, and investments . Our core values are the backbone of our business and guide… more
- Ares Management Corporation (New York, NY)
- …and work well under pressure. Specific tasks will include: Develop marketing and due diligence materials such as private placement memorandums (PPM), ... private high yield, mezzanine and select minority equity investments . Ares US DLG provides investors access to its...pitch books, fact sheets and due diligence questionnaires (DDQs) for … more
- Goldman Sachs, Inc. (Dallas, TX)
- …volumes Provide accurate and timely secondary reviews and approvals of customer due diligence (KYC) reviews Manage process improvement and functional ownership ... with senior business leaders in an impactful way? The Private Lending Services team is looking for a professional...grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm.… more
- AllianceBernstein Holding LP (Austin, TX)
- …culture and pursues a highly selective investment process based on fundamental due diligence and a focus on transaction terms and documentation. AB-PCI is ... investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in… more
- US Bank (New York, NY)
- …economic and market views, investment strategy, manager/fund/security research, and due diligence Portfolio construction resulting in tailored investment ... At Wealth Management from US Bank and US Bancorp Investments , we are uniquely positioned for growth and are...investment and insurance products and services Knowledge of private banking products and services, including credit processes and… more
- TD Bank Group (New York, NY)
- …private equity clients. In this capacity you will: Demonstrate leadership in due diligence and structuring around complex bank financings. Interact and ... of the full suite of services we offer under Investment Banking. Our Investment Banking professionals provide...Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them… more
- UnitedHealth Group (New York, NY)
- …Lead special initiatives Defining and negotiating transaction terms Leading and conducting due diligence on potential acquisition targets Leading and managing ... equity firm Experience with financial assessments for mergers & acquisitions Financial due diligence experience Ability to digest and distill large amounts of… more
- AECOM (Detroit, MI)
- …skills, with a professional consulting background in EHS compliance and/or Environmental Due Diligence . The responsibilities of this position include, but are ... not limited to: Managing environmental compliance and environmental due diligence projects. Developing and maintaining positive relationships with clients to… more
- State Street Corporation (Burlington, MA)
- …Enterprise SaaS experience is preferred Understanding of the private markets/alternative investment lifecycle from manager due diligence to investment ... the best possible experiences and value to customers within private markets investment management through the Charles...we've been helping our clients safeguard and steward the investments of millions of people. We provide investment… more
- State Street Corporation (Burlington, MA)
- …in private markets investing Understanding of the private markets/alternative investment lifecycle from manager due diligence to investment ... the best possible experiences and value to customers within private markets investment management through the Charles...we've been helping our clients safeguard and steward the investments of millions of people. We provide investment… more
- Selby Jennings (New York, NY)
- … Investment banks Law firms Regulatory bodies Key Responsibilities: Lead actuarial due diligence and risk assessments for M&A transactions Develop and present ... valuation models and reserve analyses Collaborate with multidisciplinary teams including finance, legal, and strategy consultants Provide expert insights to clients on market trends, regulatory impacts, and strategic opportunities Mentor junior actuarial staff… more
