Investor Due Diligence Associate
Fund Services Group
FSG OpportunityFSG is the solution for operational excellence being sought by private fund managers who wish to focus solely on raising capital and identifying investment opportunities. We support the entire life-cycle of our clients' private funds and management company, managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions needed to satisfy all regulatory requirements. Our team is asked to serve our clients with consistent excellence and accountability, while being allowed to live their definition of success. We focus on bringing new team members on board who share our passion for providing excellence in our service, while never wavering from our Principles of integrity, effort, communication and protecting time with our families.Investor Due Diligence AssociateFSG is the opportunity to learn and experience the finance industry for a people-oriented, hard-working, team player. Our unique culture is built by the team and for the team. Our compensation structure provides unlimited upside to our team members. We will teach you all that you need to know to be successful on our team, so we do not require any specific degree or work history. We just hope you are as non-traditional and eager to prove yourself as we are! Your key responsibilities are to deliver white glove service and honor the FSG Principles while:Perform Investor Due Diligence (IDD), AML, and KYC reviews for new and existing investors, clients, and funds in line with firm policies and regulatory requirementsMaintain accurate AML/KYC records and ensure investor files remain complete, organized, and audit readyPartner closely with Legal, Compliance, Investor Relations, Operations, and external service providers to facilitate timely investor onboardingCoordinate with FSG Onboarding Team to obtain outstanding AML/KYC documentation and resolve deficienciesTrack AML review status and assist with reporting on onboarding metrics, outstanding requests, and workflow progressStay current on AML/KYC regulations, industry best practices, and evolving regulatory expectationsOur requirements for you as an applicant are simple:1-3 years of experience in AML/KYC, Investor Due Diligence, Compliance, Fund Administration, Financial Services, or Investment Operations preferredFamiliarity with AML/KYC regulations, beneficial ownership requirements, sanctions screening, and customer due diligence principlesExperience reviewing investor onboarding documentation and identifying missing or inconsistent informationStrong analytical, organizational, and critical-thinking skills with exceptional attention to detailProficiency in Microsoft Office, particularly Excel, and the ability to quickly learn new systems and technologiesBe a team player with an enthusiastic work ethicLearn all we teach you quickly, comprehensively, and enthusiasticallyDemonstrate strong prioritization and multitasking abilities in a fast-paced environmentIf you excel in your responsibilities and fulfill your responsibilities, our commitment to you is:Comprehensive benefitsBase salary commensurate with experience and success: The annual base salary range for this position is $45,000 to $60,000Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarterWe are primarily a remote work company, but some of the training for this role may be best delivered in-person leveraging client sites or local coworking locations. Our clients also ask us to provide on-site support from time-to-time. In the interview process, we can outline expectations about what, if any, in-person training or support time is expected to be required for this role.You will be successful when you deliver exemplary service to our clients and their investors, fulfill the FSG vision and purpose, and bring success to the entire FSG team. We are excited to have you join our team and appreciate your interest in joining us on a journey to success!
- ...career in Advisory.KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory practice. Responsibilities : Participate... ...services to Fortune 1000 companies, private equity investors, and asset based lendersInterface with senior...SuggestedH1bLocal area
$100k
...Description Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach...SuggestedPart timeWork at officeFlexible hours- Weaver is seeking a Transaction Advisory Services Senior Associate in Houston, Texas. This role involves assisting with financial due diligence projects, preparing reports, and building strong client relationships. Candidates should have a Bachelor’s degree, 3+ years in...Suggested
- ...Associate Vice President, Operational Due Diligence About the Company Prominent asset management firm Industry Financial Services Type Privately Held About the Role The Company is seeking an Associate Vice President for Operational Due Diligence...SuggestedWork at office
- Charles River Associates in the United States is seeking a Cybersecurity Consultant to support client engagements focused on evaluating... ...scopes and SOWs aligned with NIST CSF. The role covers cyber due diligence, incident readiness reviews, and resilience assessments for...Suggested
$120k - $150k
...Jobot is seeking an Associate in Transaction Advisory Services to perform financial due diligence on M&A transactions. The role requires 3+ years of relevant experience, a solid understanding of US GAAP, and familiarity with data analytics tools like Tableau and Alteryx...- BCG Attorney Search seeks a mid-level associate for its Corporate/M&A practice in Houston. The ideal candidate will have 3-6 years of... ...and negotiating transaction documents. The role emphasizes due diligence, risk assessment, and collaboration with clients and internal...
- ...Lummus Technology in Houston is seeking an experienced Technical Due Diligence & Advisory professional. You will evaluate power assets,... ...coordinate multidisciplinary inputs, and present findings to investors and developers while traveling as needed. A strong background...Remote job
$105.4k - $207.8k
...you will be responsible for… Supporting transaction strategy, diligence, integration, and separation engagements for corporate and private... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...Local areaVisa sponsorship- ...Talisman seeks a Head of Investor Relations to lead investor engagement and shape the capital narrative for a rapidly growing data center platform. You will report to the President and work with the CEO and CFO to manage communications, reporting, and strategic investor...
$45k - $60k
...managing the execution of investments, the experience of their investors, and the compliance, finance and human resource solutions... ...and protecting time with our families. Investor Reporting Associate FSG is the opportunity to learn and experience the finance...Full timeWork experience placementWork at officeLocal areaRemote work- ...Associate Vice President, Investor & Trading Operations About the Company Independent wealth management firm with a growing investment platform and trading operations. Industry Investment Management Type Privately Held About the Role The Company...
- ...StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome,... ...placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offeringsMentor...Work experience placement
$235k - $310k
...we can achieve. Together.SummaryThe AI practice is seeking an associate with 2-4 years of experience to support a rapidly growing... ...AI-related corporate and technology transactions, including due diligence, drafting and negotiating agreements, and identifying and mitigating...Full timeWork at officeRemote workRelocationRelocation package$175k - $185k
...provide you more specific details for this role.Job Description:Associates in our CIB Credit groups are involved with the structuring,... ...for new and existing energy clients;• Compile data through due diligence and prepare comprehensive credit reviews that analyze transactions...Full timeLocal areaWork from homeFlexible hours$120k - $145k
...directors, special committees, investors, and business owners we serve... ...by providing cohesive diligence across financial, tax, data analytics... ...:The open position is for an associate based in our Atlanta, Boston,... ...of M&A financial and tax due diligence professionals on an...Full timeWork at officeWorldwide- ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our Mergers & Acquisitions practice. Responsibilities... ...part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and...Local area
$235k - $365k
...Capital Markets Associate | Houston, TX | Hybrid | Mid-Level | $235,000–$365,000 + Bonus Watts & Associates is working discreetly with... ...through closing Conduct and coordinate securities-law due diligence and disclosure review Communicate directly with clients, opposing...Work at office- ...Houston, TX 77094Job Category: InvestmentThe Associate of Investments plays an all-... ...to support investment theses. Perform due diligence on prospective acquisitions, coordinating... ...reporting for internal stakeholders and investors. Evaluate value-add, capital expenditure...
- ...Associate Investment Manager, Legal Counsel Location: Houston, Texas Job Type: Permanent / Full-Time Company: Omni Bridgeway About... ...a Legal Counsel and generally be responsible for: Conducting due diligence on funding opportunities Providing advice and recommendations...Permanent employmentFull time
- ...Associate Counsel The Associate Counsel provides practical, business-oriented legal support to the General Counsel, legal team,... ...agreements, and other business contracts. Assist with legal due diligence for acquisitions, dispositions, development projects, leasing...Contract workWork at office
- ...Associate General Counsel Department: Legal/Risk Employment Type: Full Time Location: Houston, TX Description The... ...with mergers, acquisitions, corporate transactions, and related due diligence tasks Litigation Management Oversee litigation matters...Full timeContract workWork at office
$225k - $300k
...Oil & Gas Associate Or Vice President PJT Partners is a global advisory-focused investment... ..., financial sponsors, institutional investors and governments around the world. We... ...day execution of transactions, including due diligence, valuation analysis and negotiating...- Job Overview A law firm seeks a Corporate Associate in Houston to join its dynamic corporate practice. The firm offers an opportunity... ...and acquisitions, and capital markets. Duties Supervise due diligence processes. Draft and negotiate acquisition agreements and ancillary...
- ...agreements (or similar title agreements), amendments to any of the foregoing, etc. for commercial real estate transactions. Engage in due diligence related to real estate transactions and otherwise shepherd a deal from agreement to closing, including tracking critical dates,...Work at officeRelocation
- ...potential legal issues or concerns and developing strategies to avoid costly litigation and reduce risk exposure. Performing due diligence in legal matters concerning contracts, agreements, mergers, and acquisitions. Additional responsibilities, as directed by leadership...Flexible hours
$100k - $160k
...Description PEPI - CFO Services - Senior Associate OVERVIEW: A&M CFO Services work with private equity held portfolio... ...of experience related to: Accounting / Finance, Financial Due Diligence, Restructuring, Investment Banking or Private Equity ~...Part timeFlexible hours- ...Associate Attorney We are seeking a motivated Associate Attorney to join our civil litigation practice. The successful candidate... ...drafting and negotiating settlement agreements and perform legal due diligence as required. Qualifications: ~ Juris Doctor (J.D.)...Work at office
- ...ll Be Doing:Seeking Petroleum Engineering Investment Banking Associate role to support the Houston EIT (Energy, Infrastructure, and... ...of client leasehold positions.Lead technical and operational due diligence workstreams, including diligence calls, deal materials creation...Full time
$245k - $385k
...Affordable Housing Transactional Associate Direct Counsel is seeking an Affordable Housing... ...be excited to work with developers, investors, lenders, and governmental entities on... ...transactions Conduct transactional due diligence and coordinate closings Advise clients...
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