Director of Investment Due Diligence - Wealth Platform
Jobleads-US
Invesco in New York seeks a Director of Investment Due Diligence to elevate the wealth platform, defend placements, and expand awareness of Invesco’s solutions.
You will build deep relationships with gatekeepers at wealth management firms, deliver thoughtful insights, and help position Invesco on models and recommended lists. Strong investment acumen and travel up to 40% are essential.
#J-18808-Ljbffr Jobleads-US- State Street Investment Management seeks an AVP for Home Office Research & Due Diligence to join the US Wealth National Accounts team. You will support onboarding, research placement, and platform opportunities across intermediary relationships, coordinating with internal...PlatformHome office
$119k - $170k
...Unit Overview: The Wealth Advisory Group is a newly... ...beyond traditional investment advice, with services... ...Role Overview: The Director, Head of Investment Strategy... ...asset managers and platform providers to support... ...strategy, platform due diligence, and relationship management...PlatformWork at officeLocal area3 days per week$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...to participate in exciting investment opportunities while... ...business, where XIG oversees the due diligence process and selection of external... ...investment coverage and platform management teams, as well as...PlatformFull timeTemporary workPart time$200k - $250k
...professional to join as Head of Investment Advisory within the firm... ...construction, manager diligence, and risk management... ...of external, off-platform investment managers, ensuring proper due diligence and alignment... ...within the family office and wealth management ecosystemExceptional...PlatformFull timeWork at officeLocal area$121.44k - $154.84k
Grant Thornton is seeking a Financial Due Diligence Senior Associate to join our team in New... ...the key financial findings of potential investments as well as the drivers behind... ...formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform...PlatformWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$101k - $203k
...opportunity to leverage your financial services, credit, risk, and due diligence experience while continuing to grow your leadership and... ...processes, and provide insights that support informed lending and investment decisions.Key ResponsibilitiesClient ExperienceLead and...Full timeWork experience placementInternshipLocal areaRemote work- ...number one priority. With a wealth of learning and career development... ...seeking a Manager, M&A IT Due Diligence Strategy to join our... ...IT risks, opportunities, and investments needed, and compile comprehensive... ...integration/separation, platform migration, IT architecture modernization...PlatformH1bWork at officeLocal area
$195.42k - $370.53k
...number one priority. With a wealth of learning and career... ...is currently seeking a Director, Private Equity IT M&A -Due Diligence and Value Creation to... ...Equity clients, assessing platform and add-onacquisitions;... ...actionable reports for investment committeesDevelop and execute...PlatformH1bLocal area- ...The Opportunity: The Due Diligence Consultant will conduct initial and... ...due diligence analysis of investment offerings and contribute to... ...infrastructure, and influence across the Wealth Management business. Team... ..., Bloomberg, or similar platforms. ~2+ years of experience...PlatformTemporary workWork at office
- ...Director of Investments – Multifamily Sourcing The Opportunity A leading institutional real estate investment platform is seeking a Director of Investments to drive multifamily deal origination... .... It is not an underwriting, due diligence or internally focused portfolio-...PlatformFull timeTemporary workRelocation package
$170k - $300k
...Executive, WealthCompany: CitiCiti Wealth is seeking a senior Alternative Investments Director/Senior Vice President to drive... ...opportunities to accelerate platform growth and enhance the client experience... ..., prospect discussions, and due diligence sessions with senior investors...PlatformFull timeWork at office$124k - $280k
Industry/SectorInsuranceSpecialismFinancial Due DiligenceManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Senior Manager in Deals - Financial Due Diligence, Insurance Risk Management Services, you will provide strategic advice and business diligence...Full timeH1b- ...Our client is a global real estate investment and asset management platform with a diversified portfolio... ...investment pipeline. The Opportunity The Director of Investments will serve as the... ...evaluation, structuring, negotiation, due diligence, financing, and closing of new...PlatformWork at office
$230k - $260k
...s leading real estate investment firms, focused on creating... ...a scaled residential platform focused on meeting the... .... AIR is seeking a Director, Investments to serve... ...with appropriate diligence and risk management.... ...Coordinate underwriting, due diligence, investment...PlatformTemporary workLocal area$223.7k - $372.9k
...professionals with an interest in the global investment industry and a passion for providing... ...agenda development for investment and wealth management topics.Create forward-looking... ...driving influence across Deloitte’s global platform. Qualifications Required: 8+ years of...PlatformVisa sponsorship- ...Job Description Job Description Director – Retail Investments About Continental Realty Corporation... ...continuing to scale its acquisition platform and capital formation capabilities... ..., including contract negotiation, due diligence, and closing Coordinate with internal...PlatformContract workLocal area
$107k - $194k
...Price, we identify and actively invest in opportunities to help... ...Intermediary business, consisting of Wealth Management and Retirement... ..., TAMP’s, and Intermediary Platform providers throughout the United... ...and follow-up, including due diligence calls, onsite meetings, investment...PlatformFull timeLocal areaRemote workWork from home1 day per week$175k - $225k
...opportunities for long term wealth creation. Our talented, global... ...Templeton Investment Solutions (FTIS) brings together... ...Templeton’s global investment platform across public and private markets... ...supporting product development, due diligence, and competitive positioning...PlatformWork at officeLocal area- ...operates across four business segments including Asset & Wealth Management, Corporate & Investment Bank, Commercial Banking, and Consumer & Community... ...of experience in product management, digital product, platform product, or strategy/consulting with demonstrated product...PlatformWork at office
$250k
...Development to build and lead our investment offering. Global focus with... ...-family office, build a platform that gives ultra-high-net-... ...investments. Source and conduct due diligence on public and private market... ..., foundations, and wealth platforms. ~ Experience sourcing...PlatformFull timeWork at office- ...) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience... ...posting represents the type of Financial Due Diligence Analyst roles featured within the... ...employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting...PlatformFull timeInternship
- Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned... ...investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50... ...risk profiles, and liquidity needs. Our platform is designed to address these priorities...PlatformWork at officeFlexible hours
- ...KPMG is currently seeking a Director, Private Equity IT M&A -Due Diligence and Value Creation to join our KPMG Strategy... ...Equity clients, assessing platform and add-on acquisitions; utilize... ...carve-out complexities, and required investments, delivering concise, actionable...PlatformH1b
$250k
...Business Strategy, Executive, WealthCompany: CitiThe Head of Wealth Investment Planning, Business Process Optimization and Value Assurance... ...and streamline critical capabilities, end-to-end journeys and platforms. This role reports to the Wealth COO, requires strong...PlatformFull timeWork at office$200k - $250k
Obra Capital is a credit-focused investment manager with a growing platform across private credit, insurance lending... ...and are seeking a Managing Director to lead this effort — from platform... ...policy, rate sheet/pricing framework, due diligence workflow, custodial and servicing...PlatformDaily paidTemporary workFlexible hours$115k - $205k
...financial services firm providing investment banking, securities, investment management, and wealth management services to a broad... ..., evaluating, and conducting due diligence on hedge fund managers across... ...at a fund of funds, OCIO platform, institutional investment consultant...PlatformTemporary workWork at officeWorldwide- ...Transaction Advisory Services: Financial Due Diligence – Consultant CFGI, founded in 2000, is a dynamic and fast-growing financial... ...engagements. Consultants work closely with Managers, Senior Managers, Directors, clients, and private equity investors to analyze target...Full time
$77k - $202k
Industry/SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved...Full timeH1b$77k - $202k
Industry/SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people... ...maximise value in their business deals.Those in financial due diligence at PwC will focus on providing strategic advice and business...Full timeH1b- ...from cold introduction through due diligence to subscription close. Own... ..., introductory meetings, investment committee presentations, term... ...alternative asset manager, or wealth management firm in a sales... ...equivalent) and investor reporting platforms. #J-18808-Ljbffr Bitqcode...PlatformWork at office
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