- 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)
- …Responsibilities:** + Working with RJ Legal, origination, investment research, and operational due diligence teams to negotiate distribution and referral ... and direct offerings. Collaborates with PCG and Capital Markets origination, investments research, operational due diligence , sales, and operations teams to… 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
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities:** + Supporting the operational due diligence process for primarily alternative investment managers and collaborating with ... and participating in operational due diligence meetings with 3rd party investment managers.../ or an understanding of how operational due diligence is conducted on investment… 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 (Jacksonville, FL)
- …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
- K1 (Manhattan Beach, CA)
- …and shadow day-to-day Diligence operations + Learn how to perform basic due diligence on potential investments + Shadow calls with management and assist ... Summary: K1 is seeking a Private Equity Summer Analyst to join the expanding Diligence team for our office located in Manhattan Beach, CA. At the conclusion of… more
- Ventura County (Ventura, CA)
- …Due Diligence - Proficiency in evaluating credit risk, conducting due diligence on issuers, and ensuring investment safety. + Investment Systems & ... benchmarking tools and performance-measurement metrics. + Evaluates credit risk and performs due diligence on brokers, dealers, and issuers; maintains, updates,… 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
- US Bank (San Francisco, CA)
- …to source and evaluate investment opportunities + Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets ... in support of investment decisions + Prepare investment thesis, due diligence reports...agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with… more
- CIBC (Boston, MA)
- … Sourcing & Diligence ** + Conduct extensive qualitative and quantitative due diligence on existing investment strategies and make recommendations ... Capital Team. You will be responsible for conducting extensive qualitative and quantitative due diligence on private equity and venture capital managers and… 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
- University of Rochester (Pittsford, NY)
- …required documentation for investment activity of current managers. + Participates in operational due diligence of prospective managers. + Assists in the ... Scheduled Weekly Hours: 40 Department: 100040 Ofc of Sr VP- Investment Work Shift: UR - Day (United States of...increased functionality within the data platforms. + Conducts on-site due diligence visits with vendors. + Assists… more
- US Bank (Cedar Rapids, IA)
- …economic and market views, investment strategy, manager/fund/security research and due diligence , and portfolio construction resulting in tailored ... Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products...agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with… more
- CalSTRS (Sacramento, CA)
- …+ CFA, CAIA, or other industry certification + Direct experience with infrastructure due diligence and /or asset management + Experience with infrastructure and ... potential investment types with inflation-linked characteristics and provides investment and financial expertise on complex operational activities related… more
- City and County of San Francisco (San Francisco, CA)
- …administering capital calls and distributions. + Assist in the due diligence of existing and prospective investment managers, including compiling screening ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...assigned tasks accurately and timely. + Provide administrative and operational support as necessary. + Represent SFERS with distinction… more
- JPMorgan Chase (New York, NY)
- …in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence ) + Strong accounting, finance, quantitative and ... and commitment to success. **Job Responsibilities** + Executing Transactions: support due diligence , document preparation, negotiation etc. and liaising with… more
- Wells Fargo (Charlotte, NC)
- …financial models used for valuation purposes + Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction + ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of...25 Nov 2025 **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity**… more
- CBRE (Boston, MA)
- …agreements, loan documents, property management agreements, service contracts and title and due diligence documents. + Develop a foundational understanding of ... Residential Asset Management Senior Analyst, CBRE Investment Management Job ID 229375 Posted 11-Nov-2025 Service line REI Segment Role type Full-time Areas of… more
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