Investment Due Diligence Manager

13 hours ago


Philadelphia, United States NexWealth Full time

NexWealth is an RIA/multi-family office and is currently seeking a Manager of Investment Due Diligence with a CFA designation that meets the criteria below. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.


Responsibilities include, but not limited to, the following:

  • Lead and work closely with a team of fellow research analysts
  • Monitor industry news
  • Work directly with high-net-worth clients and their outside advisors
  • Conduct comprehensive investment manager due diligence
  • Perform due diligence on new and existing investments
  • Leverage research systems to provide qualitative/quantitative analysis to support investment manager and investment strategy selection recommendations and terminations
  • Maintain a database to capture the universe of investment opportunities
  • Develop manager and investment strategy-specific expertise to provide clients and the research team with commentary and data points
  • Investment Manager due diligence reviews, research reports, manager attribution analysis
  • Maintain analytic reports on investment managers
  • Manage prime brokerage capital introduction relationships
  • Create recommendations for client portfolios
  • Client portfolio construction


Requirements

  • Bachelor’s degree
  • CFA® designation
  • Minimum of 5-7 years conducting investment manager due diligence
  • Experience working with and comfort communicating with high net worth clients
  • Work in firm’s Philadelphia office (this is not a remote position)
  • Organized and detail-oriented
  • Team player
  • Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.


About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia, Pennsylvania and Palm Beach Gardens, Florida. 

_______

NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.



  • philadelphia, United States NexWealth Full time

    NexWealth is an RIA/multi-family office and is currently seeking a Manager of Investment Due Diligence with a CFA designation that meets the criteria below. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.Responsibilities include,...


  • Philadelphia, United States NexWealth Full time

    NexWealth is an RIA/multi-family office and is currently seeking a Manager of Investment Due Diligence with a CFA designation that meets the criteria below. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.Responsibilities include,...

  • Project Engineer

    5 days ago


    Philadelphia, Pennsylvania, United States EBI Consulting Full time

    Job SummaryEBI Consulting is seeking a highly skilled Project Engineer to join our team as a Due Diligence Specialist. As a key member of our nationally recognized practice, you will conduct site assessments, interviews, and independent research to provide high-quality deliverables to our clients.Key ResponsibilitiesConduct site reconnaissance, interviews,...

  • Project Engineer

    5 days ago


    Philadelphia, Pennsylvania, United States European Bioinformatics Institute Full time

    Job SummaryWe are seeking a highly skilled Project Engineer to join our team at EBI Consulting. As a Project Engineer, you will conduct due diligence services for our clients, performing field assessments of commercial properties and conducting interviews and research to identify potential environmental and sustainability issues.Key ResponsibilitiesConduct...


  • Philadelphia, Pennsylvania, United States Ramboll Full time

    About the RoleWe are seeking a highly skilled Senior Lead Consultant to join our M&A Environmental Due Diligence Practice. As a key member of our team, you will conduct Phase I environmental site assessments and limited environmental compliance reviews of complex industrial facilities.Key ResponsibilitiesConduct environmental due diligence reviews, including...


  • Philadelphia, Pennsylvania, United States Board Of Pensions of the Presbyterian Church USA Full time

    Position Overview: The Financial Associate Intern will report directly to the Private Equity Managing Director and play a vital role in supporting investment initiatives. This includes identifying investment prospects, conducting due diligence on managers, and assisting in portfolio management activities. The Intern will evaluate co-investment opportunities...


  • Philadelphia, Pennsylvania, United States Ramboll Full time

    About the RoleWe are seeking a highly skilled Senior Lead Consultant to join our M&A Environmental Due Diligence Practice. As a key member of our team, you will conduct Phase I environmental site assessments and limited environmental compliance reviews of complex industrial facilities.Key ResponsibilitiesConduct environmental due diligence reviews, including...

  • Investment Associate

    2 weeks ago


    Philadelphia, Pennsylvania, United States Brandywine Realty Trust Full time

    Job SummaryBrandywine Realty Trust is seeking a highly skilled Investment Associate to join our team in Philadelphia, PA. As an Investment Associate, you will play a key role in supporting the real estate transaction process, including coordinating with brokers, managing due diligence, and underwriting new investment opportunities.Key ResponsibilitiesSupport...

  • Senior Tax Counsel

    21 hours ago


    Philadelphia, United States Larson Maddox Full time

    We are currently partnering with a Global Investment Manager seeking to add a Senior Tax Counsel with extensive private equity experience to their rapidly growing legal department to perform tax review as well as negotiations for fund investments.Review and negotiate tax provisions within fund agreements and side letters to ensure favorable termsConduct...


  • Philadelphia, Pennsylvania, United States Ramboll Full time

    About the RoleWe are seeking a highly skilled Senior Lead Consultant to join our M&A Environmental Due Diligence Practice. As a key member of our team, you will conduct Phase I environmental site assessments and limited environmental compliance reviews of complex industrial facilities.Key ResponsibilitiesConduct environmental due diligence reviews, including...

  • Senior Tax Counsel

    1 week ago


    philadelphia, United States Larson Maddox Full time

    We are currently partnering with a Global Investment Manager seeking to add a Senior Tax Counsel with extensive private equity experience to their rapidly growing legal department to perform tax review as well as negotiations for fund investments.Responsibilities: Review and negotiate tax provisions within fund agreements and side letters to ensure favorable...

  • Senior Tax Counsel

    2 weeks ago


    Philadelphia, United States Larson Maddox Full time

    We are currently partnering with a Global Investment Manager seeking to add a Senior Tax Counsel with extensive private equity experience to their rapidly growing legal department to perform tax review as well as negotiations for fund investments.Responsibilities: Review and negotiate tax provisions within fund agreements and side letters to ensure favorable...

  • Senior Tax Counsel

    2 weeks ago


    Philadelphia, United States Larson Maddox Full time

    We are currently partnering with a Global Investment Manager seeking to add a Senior Tax Counsel with extensive private equity experience to their rapidly growing legal department to perform tax review as well as negotiations for fund investments.Responsibilities: Review and negotiate tax provisions within fund agreements and side letters to ensure favorable...

  • Senior Tax Counsel

    2 weeks ago


    philadelphia, United States Larson Maddox Full time

    We are currently partnering with a Global Investment Manager seeking to add a Senior Tax Counsel with extensive private equity experience to their rapidly growing legal department to perform tax review as well as negotiations for fund investments.Responsibilities: Review and negotiate tax provisions within fund agreements and side letters to ensure favorable...

  • Senior Associate

    13 hours ago


    Philadelphia, United States Corten Real Estate Full time

    OverviewCorten is recruiting a Senior Associate who will support all aspects of the firm’s investment and portfolio management processes, from initial deal sourcing through asset disposition. Development of marketing and reporting presentations, as well as the completion of other special projects required for strategic or marketing purposes will also be...

  • Senior Associate

    10 hours ago


    philadelphia, United States Corten Real Estate Full time

    OverviewCorten is recruiting a Senior Associate who will support all aspects of the firm’s investment and portfolio management processes, from initial deal sourcing through asset disposition. Development of marketing and reporting presentations, as well as the completion of other special projects required for strategic or marketing purposes will also be...


  • Philadelphia, Pennsylvania, United States Soul Equity Solutions Full time

    Private Equity Senior Vice PresidentAbout Soul Equity SolutionsSoul Equity Solutions is a premier Executive Search firm specializing in connecting Middle Market Private Equity Firms and their Portfolio Companies with exceptional talent.Our focus is exclusively on assisting Middle Market Private Equity firms in enhancing their internal teams and optimizing...


  • Philadelphia, Pennsylvania, United States Campus Apartments Full time

    Job Title: Asset ManagerCompany: Campus ApartmentsCompany Overview:Campus Apartments is a leading real estate firm based in Philadelphia, dedicated to the acquisition, development, and management of university-related properties. With a significant portfolio exceeding 25,000 beds across multiple states, valued at over $2.0 billion, we are recognized as one...


  • Philadelphia, Pennsylvania, United States Campus Apartments Full time

    Job Title: Asset ManagerCompany: Campus ApartmentsCompany Overview:Campus Apartments is a prominent real estate firm based in Philadelphia, focusing on the acquisition, development, and management of a diverse range of properties associated with universities. With a substantial portfolio exceeding 25,000 beds across 18 states, valued at over $2.0 billion, we...

  • Investment Associate

    2 months ago


    Philadelphia, United States Brandywine Realty Trust Full time

    Job DescriptionJob DescriptionCompany BackgroundAt Brandywine, 'Best of Class' is our mission and our focus in developing, building, and managing the nation's most remarkable Class-A office, multi-family, and mixed-use properties. We continuously support and give back to the communities in which we live and work. Our mission drives our corporate...