Fidelity TalentSource LLC - Boston
,
MA
Job Description: The Role As a Vice President Direct Indexing, you will be the primary specialist supporting Fidelity Institutional Relationship Managers and Regional Directors in the distribution of Fidelity s Direct Indexing solutions to clients. Ideal candidates will have experience with breaking down sophisticated product features into clear and concise stories to communicate to clients. This position requires the ability to collaborate across various cross functional areas including product, marketing, and distribution leads. In this role you will act as a liaison between Fidelity clients and our product team, collecting client feedback and ideas to influence Fidelity s product roadmap. The Expertise and Skills You Bring Demonstrates strong investment competence and communication skills Able to interact well with both external clients (advisors, shareholders, due diligence analysts, etc.) as well as internal clients (investment management, distribution, product management and seni
- 1 day ago
Blueprint Recruiting Llc - New York
,
NY
Position The firm is looking for an Analyst or Associate to focus on Operational Due Diligence. Responsibilities will include, but are not limited to the following: Assist in the documentation of due diligence on the firms external hedge fund and private equity managers to determine the operational and investment risks associated with each investment Assist in the organization, planning and execution of ODD meetings with the firms external hedge fund and private equity managers Document and detail findings from ODD meetings in formal summaries Plan recurring work items for the ODDteam Perform due diligence on key service providers including auditors and administrators Analyze financial statements for the underlying managers Review ADVs and summarize findings for the underlying managers Participate in the background check process for the underlying managers by Jobble
- 1 day ago
Leeds Professional Resources - Miami
,
FL
Our client is seeking an Acquisition Analyst to join their team! Responsibilities: Analysis for potential property acquisitions Preparing detailed cash flow modelling and development pro-formas Draft partnership agreements, purchase agreements, waivers and amendments Research market data, trends, and comparable transactions Assist with the due diligence process for acquisitions Prepare internal reports for presentation of new opportunities Additional duties as directed Requirements: 2+ years of experience Bachelors degree
- 1 day ago
VeeAR Projects Inc. - Sunnyvale
,
CA
Title: Financial Analyst (Renewable Energy) Duration: 12+ months contract (possible extension) Location: Remote role (Sunnyvale, CA) Qualifications Strong experience arranging, negotiating, and closing renewable energy equity investments and financing transactions. Experience building and reviewing financial models, and performing due diligence, valuation, and reporting. Knowledge of financial accounting Working relationships with renewable energy financiers and developers across diverse geographies in Asia, including India. Deep understanding of global renewable energy markets and policies. Strong project management and time management skills. Excellent spoken and written communication skills. Creative thinking. Scope of Work Source renewable energy investment opportunities in Asia. Lead discussions with project developers to shortlist the project pipeline. Develop and analyze financial models and lead commercial diligence on shortlisted deals. Negotiate and close transactions.
- 1 day ago
Murphy M&A Advisors - Austin
,
TX
About Murphy Business and Financial Services (MBFS) MBFS is one of North America’s leading small business and lower-middle market M&A advisory firm based on a franchise model. We have advised in over 4,000 completed M&A deals since 1997. We have 200+ senior professionals working in 135+ offices across 38 states in the US and a presence in Canada. Our South Florida franchisee’s (SFF-MBFS) M&A deal team is industry agnostic and has 80+ years of cumulative experience in successfully advising in $5B+ in lower-middle market M&A, private equity, and venture capital transactions. This is a full-time, hybrid role for an Investment Banking Analyst at Murphy M&A Advisors. SFF-MBFS Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. The Opportunity We are currently seeking an Analyst to join our South Florida Franchisee. The successful candidate will be driven and detailed-oriented while having a demonstrated a
- 1 day ago
GRYPHON - White Plains
,
NY
Gryphon is seeking an experienced and motivated mid-level investigator/due diligence analyst. This individual will assist in due diligence investigations for various clients in the financial sector and a variety of other investigative matters. Position Requirements: • At least two years prior relevant research experience in the area of due diligence • Minimum one year experience with another investigative firm • Knowledge of investigative databases such as Lexis Nexis, Accurint, Pacer, Bloomberg and Factiva • Excellent writing skills and communication skills • Ability to multi-task and work in a fast-paced environment with demanding deadlines • Strong computer skills/internet abilities • Bachelor’s Degree Why work at Gryphon? Gryphon Strategies, founded in 1989, specializes in corporate investigations, due diligence, data mining and analytics, litigation support, and fraud investigations. We work for law firms, financial institutions and corporations, who rely on us to conduct investig
- 2 days ago