- Fidelity TalentSource LLC (Durham, NC)
- …in a portfolio accounting system. You will work closely with internal partners, including alternative investment due diligence and oversight, compliance ... Alternative Investments Operations Associate Fidelity TalentSource...Advent APX Support Advent team in the reconciliation of alternative investment positions held in custodial accounts… more
- Fidelity TalentSource LLC (Boston, MA)
- …of firms and products under consideration.Team responsibilities include:\u00A0Lead initial operational due diligence with potential investment advisors and ... Private Credit, Private Real Estate and other Illiquid Alternative investments and products is a plusBackground in investment accounting/audit, compliance,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …review and underwriting of Fidelity strategies including the coordination of RFP responses, due diligence meetings, investment reviews, etc.Serve as an ... will cultivate relationships with the research teams and field offices of investment consultants to elevate Fidelity s institutional brand and develop conviction in… more
- Fidelity TalentSource LLC (Chicago, IL)
- …will lead and actively contribute to all aspects of origination, due diligence , and relationship/portfolio management. These responsibilities include, but ... Job Description:SummaryFidelity Investments is building out a new Chicago-based lending...Leading underwriting processes, which includes analyzing and summarizing all due diligence materials related to the credit… more
- Creative Financial Staffing (Minneapolis, MN)
- …verification procedures. Oversee third-party administrators, review reconciliations, and conduct due diligence reviews. Complete monthly investor accounting ... Bachelor's degree in Accounting/Finance; CPA strongly preferred. 2+ years' experience in alternative investments OR public Big 10 accounting experience. Ability… more
- Morgan Stanley (Purchase, NY)
- …ongoing investment due diligence on alternative investment strategies with a focus on private investments including buyout, growth equity, ... and private vehicles in the equity, fixed income and alternative investments spaces. The GIMA team engages...high quality strategies for portfolios. *Position Summary**__* The GIMA Alternative Investment Due Diligence… more
- Bank of America (Boston, MA)
- …the ongoing monitoring of traditional and alternative strategies. TheSenior Private Market Due Diligence Analystleads the investment due - diligence ... classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence teamincludes investment manager research, sourcing, and… more
- City of New York (New York, NY)
- …- Manage the operations due diligence process for potential new alternative investments and participate in operations due diligence meetings; ... equity, real assets, hedge funds, and opportunistic fixed income investments . The Group Head Alternative Investments... Investments Middle Office and Alternative Investments Oversight and is part of Investment … more
- PNC (Philadelphia, PA)
- …company's success. As an Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment ... and interpersonal skills, and attention to details. *Experience with alternative investments is a plus. *CPA, CFA,...a plus. **Job Description** + Develops and directs analysis, due diligence research, monitoring and analytical activities… more
- Morgan Stanley (West Conshohocken, PA)
- …**Job:** **Asset/ Investment Management* **Title:** *AIP Operational Due Diligence Associate* **Location:** *Pennsylvania-West Conshohocken* **Requisition ... which includes governments, institutions, corporations and individuals worldwide Morgan Stanley Alternative Investment Partners, LP ("MS AIP") is Morgan Stanley… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … investments product management, product development and research, operational due diligence , product support, and operational teams to commercialize and ... with a high level of autonomy, the Senior Manager, Alternative Investments Product Delivery uses extensive knowledge...education and experience to ensure timely onboarding of new alternative investment products (ie, hedge funds, private… more
- Nuveen Investments (Charlotte, NC)
- …Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence , Executive Presence, Financial Acumen, ... The Senior Investment Accountant ensures that investment accounting...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- New York State Civil Service (New York, NY)
- …limited to:* Lead analysis to carry out comprehensive due diligence ( investment and ESG related) for new investments across various asset classes, such ... be an experienced investments professional who is able to lead data efforts, due diligence processes, and evaluate investments that align with NYSIF's… more
- Nuveen Investments (New York, NY)
- …priorities while delivering quality product. Related Skills Business Development, Credit Analysis, Due Diligence , Financial Analysis, Investment Management, ... credit analyses of properties, locations, markets, borrowers and other due diligence . + Manage business relationships with...deep expertise across a comprehensive range of traditional and alternative investments through a wide array of… more
- Quality Technology Services, LLC (Duluth, GA)
- …following: + Manage projects from identification through completion, including coordination of due diligence teams, model underwriting, and financing + Lead ... this growth, QTS partnered with Blackstone, the world's largest alternative asset manager, in 2021 to scale the business...meet this rising demand for data centers. The **Senior Investments Associate** position is a part of QTS' Strategic… more
- Aramco Services Company (Palo Alto, CA)
- …with start-up management. Investment Process + Support opportunity assessment and due diligence processes for corporate venture capital investments as ... knowledge of core concepts in competitive and market strategy, financial analysis, investment analysis, valuation and due diligence . + Accountability… more
- BlackRock (New York, NY)
- …on potential investments , industry sectors, and competitors. + Synthesize all due diligence findings into investment memorandums and presentations. + ... Charged with establishing BlackRock as clients' preeminent partner in alternative investing globally, BlackRock Alternatives is one of the... investment colleagues in all aspects of an investment , including due diligence , financial… more
- MassMutual (Boston, MA)
- …include but are not limited to financial modeling; research and analysis; producing investment memos; legal review/ due diligence , and general critical ... + Reviewing financial and legal documents as well as other forms of due diligence or market intelligence + Developing, updating, and maintaining financial… more
- BlackRock (New York, NY)
- …to drive the direct investment process by performing company and industry due diligence , financial modeling, and other quantitative & qualitative analyses as ... full suite of product marketing and client content, including presentation materials, due diligence materials, internal training materials, and periodic client… more
- Burns & McDonnell (Kansas City, MO)
- …financial modeling, market research, legal review, and other due diligence activities, including evaluating & executing investments in alternative ... Investment Manager role will lead a variety of investment team activities, primarily focused on investments ... investment pools. Job Responsibilities + Lead the investment deal flow process to screen, analyze, diligence… more
