- Principal Financial Group (New York, NY)
- …for fund Boards, including development of risk dashboards and presentations. + Support due diligence on sub-advisors and third-party service providers, ensuring ... **What You'll Do** The Director, Funds Operational Risk will serve as a key risk...funds platforms-covering mutual funds, ETFs, interval funds, and collective investment trusts (CITs). This hands-on role is responsible for… more
- AeroVironment (Petaluma, CA)
- …potential partnerships, joint ventures and/or representations, substantiated by research and due diligence results in the specifics of each campaign, ... new leads and set up meetings to communicate customer requirements, campaign needs, and due diligence results + In conjunction with the Marketing, Flight Ops,… more
- Principal Financial Group (Des Moines, IA)
- …with Capital Markets on acquisitions, dispositions, underwriting, and due diligence , providing market insights to support investment decisions. + Prepare ... a data center portfolio. This role carries responsibility for financial and operational performance of assets, driving value creation, and ensuring alignment with… more
- AeroVironment (Manassas, VA)
- …potential partnerships, joint ventures and/or representations, substantiated by research and due diligence results in the specifics of each campaign, ... new leads and set up meetings to communicate customer requirements, campaign needs, and due diligence results + In conjunction with the Marketing, Flight Ops,… more
- Neuberger Berman (New York, NY)
- …performance dispersion for manager traded accounts and model delivery. + Oversee annual due diligence review of intermediary SMA partners. + Assist with ... data oversight and executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management,… more
- Osmose Utilities Services (Atlanta, GA)
- …and strategic planning. Mergers & Acquisitions + Lead financial analysis, valuation, and due diligence for acquisitions and divestitures. + Partner with the M&A ... global cash management, cash flow forecasting, and liquidity planning to ensure operational flexibility. + Implement best practices in financial risk management, … more
- CyrusOne (Dallas, TX)
- …emerging trends, competitive dynamics, and potential growth opportunities + Coordinate due diligence efforts, including financial, operational , legal, ... tax, and market assessments + Develop and maintain relationships with investment banks, advisory firms, and industry contacts to generate deal flow + Support in… more
- CyrusOne (Dallas, TX)
- …and valuation analyses to support executive decision-making. + Supervise and coordinate due diligence efforts across financial, operational , legal, tax, ... internal and external stakeholders. + Cultivate and manage relationships with investment banks, advisory firms, and industry contacts to generate high-quality deal… more
- Affinius Capital (Dallas, TX)
- …+ Provide timely data and insights to internal stakeholders, including Portfolio Management, Due Diligence , and Global Investor Group Capital Raisers, to support ... in conjunction with Portfolio Management, and (iii) recurring and ad-hoc operational and financial performance requests from internal constituents, existing and… more
- Amphenol CIT (Cerritos, CA)
- …participate in strategic IT decisions and ERP implementations. + Support acquisition due diligence and integration, product divestitures/moves, and other large ... including general accounting, cost accounting, account reconciliations, financial and operational reporting, internal controls, financial statement analysis, physical inventories,… more
- Banc of California (Brea, CA)
- …negotiating and issuing term sheets, gathering appropriate information; perform analysis, due diligence , and underwriting of proposed commercial real estate ... of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in...once the decision to proceed is made. + Prepare investment analysis and credit package for review by department… more
- SMBC (New York, NY)
- …the credit process with the Credit Department and back office, performing any due diligence activities, and negotiating documentation. . Keep abreast of business ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- SMBC (New York, NY)
- …organization's cybersecurity and risk posture. **Role Objectives: Expertise** Vendor Onboarding & Due Diligence + Coordinate the onboarding process for new ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… 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)
- …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
