- Prime Buchholz (Boston, MA)
- …to high-quality investment managers and gain valuable experience in institutional-level due diligence processes and private equity implementation across ... while tracking industry trends and identifying emerging opportunities across private markets Lead comprehensive due diligence...experience conducting due diligence on private equity managers, preferably from an investment … more
- Brookfield Asset Management, Inc. (New York, NY)
- …prospective investors, CRMs and other stakeholders to manage all aspects of the due diligence process for Brookfield's real estate funds. This includes initial ... client calls, meetings, asset tours, on-sites to advance investor due diligence processes. The role is principally...strong understanding of the real estate asset class and investment strategies; experience in an institutional private … more
- SEI Investments (New York, NY)
- …engagements in accordance with GAAP accounting standards. We will need you to perform due - diligence to ensure clients are in compliance with government laws and ... The Investment Manager Services Division (IMS) at SEI is...growing rapidly and is seeking new members on our Private Equity & Hedge Fund Accounting Teams. Our primary… more
- PGIM (Newark, NJ)
- …of alternative and/or traditional. Investment manager risk management or due diligence experience. Experience working with actuaries and/or counsel. ... Job Classification: Investment Management - Investments Employee Benefits...to, offering memorandums, financial statements, regulatory filings, marketing materials, due diligence questionnaires, valuation policies and compliance… more
- Equitable (New York, NY)
- …private equity, credit, infrastructure, real estate. *Conduct market research on investment strategies and comprehensive due diligence on ... credit, infrastructure and real estate strategies, with responsibilities spanning investment diligence , execution and portfolio management. The...but are not limited to: *Lead and support private markets investment activities across … more
- Alvarez & Marsal (Boston, MA)
- …10-15 years of experience related to: Accounting / Finance, Financial Due Diligence , Investment Banking or Private Equity with experience at a ... Description Private Equity - Director Fund Management Advisory OVERVIEW...actionable plans (eg, create initiatives to optimize processing new investment & realizations, instill a process-oriented culture, improve transparency… more
- iCapital (Boca Raton, FL)
- …individual will be responsible for overseeing and conducting operational due diligence on prospective and current investments . The ideal candidate will have ... ability to communicate complex findings effectively. Responsibilities Conduct comprehensive operational due diligence on investment opportunities, including… 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), ... possess the following specific competencies or attributes: Knowledge of private equity/secondaries, based on investments , portfolio management...pitch books, fact sheets and due diligence questionnaires (DDQs) for … more
- Soul Equity Solutions (Boston, MA)
- …Description: The Senior Associate will support senior investment professionals in investment sourcing, due diligence , and portfolio management functions ... private equity firm focused on lower middle market investments . For more than 30 years they have invested...invested in companies with revenue of $5-$50M. Firm's Key Investment Characteristics: Industry Focus: agnostic Target Investment :… more
- Goldman Sachs, Inc. (West Palm Beach, FL)
- …partnerships, secondary-market investments , co- investments , and seed-capital investments . XIG provides manager diligence , portfolio construction, risk ... income strategies. HOW YOU WILL FULFILL YOUR POTENTIAL Actively participate in the diligence of third-party investment advisors with particular emphasis upon the… more
- Goldman Sachs, Inc. (Dallas, TX)
- … experience and benefits from broad network effects on deal origination and due diligence within the broader Goldman Sachs franchise. Associates in Climate ... is part of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private...professionally and personally. Responsibilities Engaging in all aspects of due diligence and business analysis to develop… more
- Selby Jennings (New York, NY)
- …due diligence and manage the legal, due diligence and documentation process Underwrite investment opportunities utilizing collateral-specific credit ... A global investing firm is looking to add a Private Credit Vice President to the team in New...analyses (eg, building collections/charge-off curves, measuring loss coverages, calculating investment returns) Review diligence materials with a… more
- William Blair (New York, NY)
- …to clients and prospects. Perform extensive fundraising advisory services and complete due diligence activities. Work closely with the project management and ... of all materials related to the fundraising process. Respond to prospective investor due diligence questions. Build and maintain relationships with client senior… more
- Jefferies (New York, NY)
- …live deals, including investor outreach, pricing logistics, and transaction closings. Perform due diligence and market research. Collaborate with senior bankers ... debt execution for its clients across a wide range of public or private products across corporate, municipal and asset-backed securities markets. The team frequently… more
- Citigroup, Inc. (New York, NY)
- …industrials. The Analyst role involves a variety of functions, including the following: Performing due diligence of underlying pools of loans to assess them as ... Job Description The Private Credit Financing team is looking for an...such as the company's historical financial performance and projections, investment highlights, risks and mitigants, and industry dynamics (including… more
- William Blair (Chicago, IL)
- …themes for positioning of research/analytic deliverables. Suggest innovative approaches for due diligence , research and analysis efforts. Anticipate and address ... We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a… more
- Dynasty Financial Partners (St. Petersburg, FL)
- …proficiency using Microsoft Excel, PowerPoint, and Word in order to assist with the due diligence and presentation of materials, and often times will serve as ... one of our clients and the underwriting of Dynasty's private equity and debt investments . Additionally, the...Banking division is led and staffed by former senior investment banking and private equity professionals. This… more
- Goldman Sachs, Inc. (San Francisco, CA)
- …Asset Management. This position will have significant responsibility in identifying new investment opportunities, conducting due diligence , leading deal ... industry executives and and other relevant stakeholders. Lead core investment processes including due diligence ,...globally. Ability to work seamless with senior and junior investment team to drive investments forward. Ability… more
- Scottish Rite for Children (Dallas, TX)
- …fund and mandate guideline compliance analysis. Participate in manager due diligence on current and prospective investment managers by preparing quantitative ... equity, private credit, and hedge funds. Prepare private investment analysis at an investment...senior team member guidance) on key areas of portfolio diligence , important market trends, and other topics critical to… more
- JPMorgan Chase & Co. (New York, NY)
- …and industry trends/updates with regards to valuation policies. Assist in the Operational Due Diligence process with strict focus on tax review, compliance, and ... as needed. Conduct technical accounting research and ensure appropriate application to private credit investments . Review and analyze the communication of… more
