Investor Due Diligence Associate
$45k - $60kFund Services Group
FSG 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 Associate FSG 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 requirements Maintain accurate AML/KYC records and ensure investor files remain complete, organized, and audit ready Partner closely with Legal, Compliance, Investor Relations, Operations, and external service providers to facilitate timely investor onboarding Coordinate with FSG Onboarding Team to obtain outstanding AML/KYC documentation and resolve deficiencies Track AML review status and assist with reporting on onboarding metrics, outstanding requests, and workflow progress Stay current on AML/KYC regulations, industry best practices, and evolving regulatory expectations Our 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 preferred Familiarity with AML/KYC regulations, beneficial ownership requirements, sanctions screening, and customer due diligence principles Experience reviewing investor onboarding documentation and identifying missing or inconsistent information Strong analytical, organizational, and critical-thinking skills with exceptional attention to detail Proficiency in Microsoft Office, particularly Excel, and the ability to quickly learn new systems and technologies Be a team player with an enthusiastic work ethic Learn all we teach you quickly, comprehensively, and enthusiastically Demonstrate strong prioritization and multitasking abilities in a fast-paced environment If you excel in your responsibilities and fulfill your responsibilities, our commitment to you is: Comprehensive benefits Base salary commensurate with experience and success: The annual base salary range for this position is $45,000 to $60,000 Quarterly bonus that offers unlimited potential growth - 1/3rd of our profits (no matter how much) are shared with our team in bonuses each quarter We 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!
$100k
...Associate – Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries, dedicated to solving clients’ problems and driving results. Team Global Transaction Advisory Group (TAG...SuggestedFull timePart timeWork at officeWorldwideFlexible hours- Alvarez & Marsal is seeking a Senior Associate for their Corporate Transactions Group in Houston, Texas. In this role, you will engage in financial due diligence across diverse industries, assisting clients in evaluating business opportunities and risks. The ideal candidate...Suggested
- 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
$72k - $95.29k
...career that truly matters. Why This Role Matters Every transaction has hidden risks—and opportunities. As a Consulting Associate, Environmental Due Diligence , you’ll play a key role in uncovering environmental and compliance issues that shape multi-million-dollar deals....SuggestedFixed term contractCasual workLocal areaWorldwideFlexible hours$120k - $150k
...Jobot is looking for an Associate in Transaction Advisory Services focused on Financial Due Diligence in Houston, Texas. The role requires a strong background in financial due diligence with at least 3 years of experience, ideally with a Big 4 firm. Responsibilities include...- ...Candidates should have a High School Diploma, with at least one year in financial crime compliance. The role includes conducting due diligence reviews, maintaining compliance with regulatory laws and reporting requirements. Strong analytical and communication skills are...Work at office
$121.44k - $154.84k
...similar services to clients, private equity investors, and asset-based lenders. Help... ...the capital markets. Perform financial due diligence on key areas of the Income Statement and... ...utilization). Supervise, train and mentor associates. Assess performance of associates for engagement...Work experience placementInternshipSeasonal workLocal area$100k
Alvarez & Marsal Deutschland GmbH is looking for an Associate in Houston to join their Transaction Advisory team. The role includes conducting financial due diligence and evaluating the quality of reported earnings for clients in various sectors. The ideal candidate will...$110k - $130k
...Plus You - that’s the Power in the Plus! We are currently accepting applications for a Senior Associate in Transaction Advisory specifically focusing on financial due diligence. As a Senior Associate you will be a vital member of the team driving project management work...Work experience placementWork at officeLocal area$110k - $130k
A leading advisory firm is seeking a Senior Associate in Transaction Advisory focusing on financial due diligence in Houston, Texas. Responsibilities include managing work streams, analyzing financial data, and collaborating on client engagements. Candidates should have...- Fund Services Group is seeking an Investor Onboarding Associate to support our private fund clients by coordinating subscription agreements and onboarding investors. You will manage workflows in automated platforms, open brokerage accounts for client funds, and handle investor...Remote job
$45k - $60k
Investor Onboarding Associate FSG 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...Work at officeLocal areaRemote work- TG Natural Resources LLC in Houston, Texas is seeking a Stakeholder Relations Associate to support interactions with key stakeholders, including the board, investors, and industry associations. The role involves managing board materials, analyzing company performance, and...
- ...individual in Houston, Texas, to provide administrative and analytical support to the Land Department. The role involves project due diligence, document organization, and leveraging AI tools for project development. The ideal candidate will have a Bachelor’s degree or...
- ...Associate General Counsel Department: Legal/Risk Employment Type: Full Time Location: Houston, TX Description The Associate GC partners... ...mergers, acquisitions, corporate transactions, and related due diligence tasks Litigation Management Oversee litigation matters...Full timeContract workWork at office
- ...President, Corporate Development & Capital Markets, the Director, Investor Relations is a senior member of Enerflex’s Corporate Finance... ...discretion required. Flexibility in working hours may be required due to global time zones, earnings cycles, and transaction‑related activities...Full timeWork at officeLocal areaWorldwide
- Job Overview A law firm seeks a Projects Associate to join its team in Houston, TX. The ideal candidate will have 3 to 6 years of experience... ...negotiate complex transaction documents. Conduct thorough due diligence for M&A deals. Collaborate with internal and external...
- ...notifications when new job openings matching "Private Equity / Associate jobs in Houston, United States" are published.## About This... ...Financial analysis and modeling for prospective investments- Due diligence coordination and execution- Portfolio company monitoring and...
$100k
...contribute to investment underwriting, due diligence, buy-hold analyses, market research reports... ...of new markets. Additionally, the Associate will also work ~20% of the time with the... ...help with investment underwriting, investor relations, and portfolio analysis for its...Work experience placementWork at office- ...firm, is looking for a Deal Advisory Services Senior Associate to join our team. The Deal Advisory Services team conducts a variety of financial due diligence engagements related to acquisitions by private equity investors and corporate buyers. Senior Associates are...Full timeWork at officeLocal areaRemote work
- ...Coordinate regulatory notifications and filings. Manage strategy and risk mitigation for regulatory issues. Conduct comprehensive legal due diligence on potential targets. Assist with health care review of purchase agreements and documents. Implement best practices for managing...
$130k
...for corporate clients throughout the M&A cycle, from buy‑side due diligence to sell‑side divestitures and strategic partnerships. The... ...professionals to shape its future. Position Summary As a Senior Associate, you will partner with a team of professionals on diverse...Flexible hours$100k - $170k
Senior Associate, Merger Integration & Carve‑Outs Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals... ...turnaround plans and identify operational risks. Our services include due diligence (commercial, operational), Integration Management Office,...Full timePart timeInterim roleWork at officeFlexible hours- Job Title: Associate, Corporate Development FLSA Status: Exempt Group: Regular - Full Time... ...end — from sourcing and evaluation through diligence, transaction execution, and post‑close... ...Prepare investment memos and Board material Due Diligence & Transaction Execution...Full timeLocal area
- Job Overview A law firm seeks a mid-level associate to join its Corporate Practice Group in Houston, Texas. The ideal candidate will... ...Engage directly with clients and supervising attorneys. Manage due diligence and closing processes. Draft and analyze transaction...Immediate start
$85k - $110k
...people love working at A&M. The Team We are seeking a Senior Associate for our growing International Tax practice. In this role, you... ...for large multinational companies Perform international tax due diligence and identify matters to be addressed post‑closing Review and...Part timeWork at officeLocal areaFlexible hours- What You’ll Be Doing At Stifel, Associates are primarily responsible for acting as the keystone of all project teams, serving as a project... ...processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings Mentor...Work experience placement
- ...services for complex corporate deals, offering strategic planning, due diligence, negotiation, and execution of mergers, acquisitions,... ...worldwide.Position SummaryWe are currently looking for a junior associate with private equity and M&A experience to join the M&A...Contract workWork at officeWorldwide
- ...Knight is seeking a midlevel corporate associate with emerging companies and venture capital... ...emerging companies and venture capital investors on a wide range of corporate and... ...other strategic transactions. Conducted due diligence and assisted in transactional closings....Work at office3 days per week
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