- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team ... (https://www.wellsfargojobs.com/career-areas/) . **In this role, you will:** + Conduct Operational Due Diligence research on...will:** + Conduct Operational Due Diligence research on new and existing investment … 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through experience and formal training to develop and maintain an alternative investment operational due diligence program. Coverage universe ... Assist in the development and maintenance of a formal operational due diligence plan. Update...execute an annual project plan to cover all required investment due diligence reviews. +… more
- J&J Family of Companies (New Brunswick, NJ)
- …managers across diverse fixed income mandates. + Conduct investment and operational due diligence ; manage hiring, integration, monitoring, and ... Manager, Fixed Income is a key member of the investment team that is responsible for managing a global...market fixed income investments, including manager and fund selection, due diligence , onboarding, monitoring, termination, and transition… more
- Wells Fargo (St. Louis, MO)
- …. **In this role, you will:** + Performing initial and ongoing due diligence on third-party investment products, asset class ... under coverage, drafting communications to the field, conducting onsite due diligence , and performing risk analysis on third-party investment products +… 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
- World Insurance Associates, LLC. (New York, NY)
- …+ Lead comprehensive, end-to-end financial and operational due diligence for acquisitions of insurance agencies and brokerages/ investment advisory firms, ... development function. + Prepare executive-ready communications, including due diligence summaries, risk matrices, and investment committee presentations,… more
- Wells Fargo (Chandler, AZ)
- Wells Fargo is seeking a Senior Due Diligence Consultant as a part of the KYC Remediation Team within the BSA/AML Data Strategy, Execution and Operations ... in Shared Services Operations to support remediation of customer due diligence profiles spanning all Wells Fargo...(CSBB); Consumer Lending (CL); Commercial Banking (CB); Corporate & Investment Banking (CIB); Wealth & Investment Management… more
- Aegon Asset Management (Denver, CO)
- …visit transamerica.com . Job Description Summary The Director of Portfolio Management and Product Due Diligence is responsible for the portfolio design, due ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...design the product and provider roadmaps and direct product due diligence activities to facilitate sales growth… more
- RKON (Chicago, IL)
- …for the extraordinary level of service we deliver to our customers. The M&A Due Diligence Sr. Associate will assist our growing transaction advisory practice in ... person in this role will have a balance of operational and technology skillsets to assess technology associated with...risks, develop an action plan to address, and communicate due diligence results in a non-technical fashion… more
- Aegon Asset Management (Denver, CO)
- …more information, visit transamerica.com . Job Description Summary Perform analysis, due diligence , implementation management, and ongoing monitoring of product ... and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's...and for broker-dealer or RIA + Experience supporting product due diligence + Analytical and research skills… 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 (Chicago, IL)
- …transaction financing. Deloitte's people, processes, and technologies enable efficient, effective due diligence across financial, operational , and commercial ... but are not limited to: + Perform Human Capital due diligence (some or all of compensation,...Collaborate across internal and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and… more
- Deloitte (Miami, FL)
- …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 (Chicago, IL)
- …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
- CBRE (New York, NY)
- …strategies, lease‑ups, and ground‑up development. The role blends advanced financial modeling, operational analysis, due diligence , and strategic execution ... comps, demographics and employment drivers, transportation access, and regulatory factors. + Support due diligence , including: + Rent roll and lease file review,… more
- CIBC (Boston, MA)
- …Multi-Manager Investment Program (MMIP) team. You will be responsible for supporting investment manager due diligence efforts across a variety of asset ... classes, as well as investment monitoring, performance reporting, operational process management,... Diligence ** + Conduct extensive qualitative and quantitative due diligence on existing investment … 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
- Wells Fargo (Charlotte, NC)
- …objectives, and evaluation of plan design. + Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, ... with established procedures. + Play a key role in initial due diligence , including sourcing and evaluating new investment managers and ensuring process… more
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