Private Markets Due Diligence Specialist
4 weeks ago
Rockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a member of the Private Markets Due Diligence team, you will play a critical role in sourcing, due diligence, and monitoring private market opportunities across all asset classes. Your focus will be on private equity strategies, and you will work closely with the team to manage the company's private equity fund of funds and perform private market research to inform investment views and opportunities.
Responsibilities:
Source and recommend top-tier private investment funds and high-quality emerging funds in the United States and globally.
Provide strategic and tactical advice on the development, implementation, and ongoing monitoring of the company's private markets investment offerings.
Perform initial reviews of existing private markets holdings in client portfolios and provide updates on investments.
Conduct ongoing due diligence and monitoring on prospective and existing private market investment funds.
Develop reports and marketing materials related to fund-of-funds offerings and other third-party manager offerings.
Draft regular communications and oversee administrative reporting for private equity fund of fund vehicles.
Present diligence findings and recommendations to investment committees.
Participate in firm activities, calls, presentations, and projects as needed.
Qualifications:
Bachelor's degree in economics, business, finance, or a related field. A minimum of 5-8 years of experience in manager research or a related field is required. Experience in private markets due diligence at a wealth management firm is preferred. CFA or CAIA designation is preferred but not required. Active Series 7 registration is preferred.
Skills:
Strong analytical and technical skills. Excellent oral and written communication skills. Attention to detail. Ability to work independently and as part of a team. Prompt follow-up and responsiveness. Ability to manage multiple tasks. Strong knowledge of Microsoft Excel, Word, PowerPoint, Access, FactSet, and Bloomberg.
Compensation Range:
The anticipated base salary range for this role is $120,000 to $130,000. Base salary will depend on several factors, including qualifications, skills, competencies, and experience. This role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package, including health coverage, vacation time, paid leave, retirement plan, and more. Visit our website to learn more about additional opportunities and benefits offerings.
Disclosure:
Rockefeller Capital Management is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state, or local law. Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
-
Private Markets Due Diligence Specialist
3 weeks ago
New York, New York, United States Rockefeller Capital Management Full timeAbout the RoleWe are seeking a highly skilled Private Markets Due Diligence Specialist to join our team at Rockefeller Capital Management. As a key member of our Private Markets Due Diligence team, you will be responsible for performing all aspects of manager selection, including sourcing, due diligence, and monitoring.Key ResponsibilitiesSource and...
-
Senior Private Market Due Diligence Analyst
4 weeks ago
New York, New York, United States Bank of America Full time**Job Summary:**The Chief Investment Office (CIO) is seeking a highly skilled Senior Private Market Due Diligence Analyst to lead the investment due-diligence process from start to finish on new funds added to the platform. The ideal candidate will possess a strong General Partner (GP) network, a deep understanding of illiquid private market strategies, and...
-
Environmental Due Diligence Leader
3 weeks ago
New York, New York, United States TRC Companies Full timeAbout the RoleWe are seeking an experienced Associate Director to support and grow our Transaction Advisory Services (TAS) practice at TRC Companies. The ideal candidate will have a strong background in environmental due diligence and a proven track record of leading complex projects.Key ResponsibilitiesManage complex due diligence projects involving...
-
Senior Analyst
4 weeks ago
New York, New York, United States Hines Full timeJob SummaryWe are seeking a highly skilled Senior Analyst to join our Private Wealth Solutions team at Hines. As a key member of our team, you will be responsible for supporting our global fundraising efforts and capital markets activities. Your primary focus will be on due diligence activities related to active and future investment vehicles.Key...
-
Operational Due Diligence Lead
3 weeks ago
New York, New York, United States iCapital Full timeJob OverviewiCapital is seeking a seasoned professional to lead its Operational Due Diligence team. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices.Key Responsibilities:Conduct comprehensive operational due diligence on investment opportunities, including site visits, interviews, and...
-
Financial Due Diligence Lead
4 weeks ago
New York, New York, United States RSM US LLP Full timeWe are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, enabling us to deliver exceptional results for our clients. You'll find an environment that inspires and empowers you...
-
Financial Controller
4 weeks ago
New York, New York, United States GIC Private Limited Full timeInvestment Services Private MarketsWe manage deal structuring, due diligence, and closing. We provide financial operations to GIC's private equity, infrastructure, and real estate assets, as well as tax structuring, corporate holding structures, valuations, and financial reporting.Finance & AccountingYou will be part of a team that will help to provide...
-
Operational Due Diligence Expert
3 weeks ago
New York, New York, United States iCapital Full timeJob DescriptionAbout the RoleiCapital is seeking a seasoned professional to lead its Operational Due Diligence team. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with exceptional analytical skills, and the ability to communicate complex findings...
-
Operational Due Diligence Manager
4 weeks ago
New York, New York, United States eFinancialCareers Full timeAs a key member of our team, the Operational Due Diligence Manager will play a critical role in ensuring the integrity and quality of our investment decisions. The successful candidate will have a strong understanding of audit and operations within the alternative asset management industry and be able to conduct thorough due diligence reviews of external...
-
New York, New York, United States eFinancialCareers Full timeJob SummaryWe are seeking a seasoned Senior Manager, Operational Due Diligence to join our team. In this role, you will be responsible for overseeing the operational due diligence and ongoing monitoring of 3rd party investment managers to support our portfolio management team.Key ResponsibilitiesConduct thorough due diligence reviews of external asset...
-
Financial Controller for Private Markets
3 weeks ago
New York, New York, United States GIC Private Limited Full timeFinancial Controller for Private MarketsWe are seeking a highly skilled Financial Controller to join our Private Markets team in Americas. The successful candidate will be responsible for providing financial expertise and support to our investment teams, ensuring the accurate and timely completion of financial tasks and transactions.Key...
-
New York, New York, United States Alvarez & Marsal Transaction Advisory Group, LLC Full timeAbout Alvarez & Marsal Transaction Advisory Group, LLCAlvarez & Marsal Transaction Advisory Group, LLC is a leading global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity...
-
Senior Enhanced Due Diligence Investigator
4 weeks ago
New York, New York, United States Insight Global Full timeEnhanced Due Diligence Investigator OpportunityInsight Global is seeking a skilled Enhanced Due Diligence Investigator to join our team in performing yearly EDD reviews at a financial services client.This role involves reviewing alerts and performing annual reviews on consumer and commercial clients, with a focus on identifying potential risks and...
-
Enhanced Due Diligence Investigator
4 weeks ago
New York, New York, United States Insight Global Full timeJob Summary: Insight Global is seeking an Enhanced Due Diligence Investigator to join a team performing yearly EDD reviews at a financial services client.This role involves reviewing alerts and performing annual reviews on consumer and commercial clients. The successful candidate will be responsible for reviewing all accounts with related transaction...
-
PEPI Manager
3 weeks ago
New York, New York, United States Alvarez & Marsal Private Equity Performance Improvement Group, LLC Full timeSoftware Product and Tech Diligence ExpertAlvarez & Marsal Private Equity Performance Improvement Group, LLC is seeking a highly skilled Software Product and Tech Diligence Expert to join our Private Equity Performance Improvement team. As a key member of our team, you will be responsible for conducting software product and technology due diligence...
-
Vice President
3 weeks ago
New York, New York, United States SitusAMC Full timeJob SummarySitusAMC is seeking a highly skilled Vice President to join our Securitized Products Due Diligence team in New York City. As a key member of our team, you will play a critical role in analyzing and presenting due diligence data to support business across whole loan trading, warehouse financing, and securitization.Key Responsibilities:Analyze and...
-
Senior Enhanced Due Diligence Investigator
3 weeks ago
New York, New York, United States Insight Global Full timeInsight Global is seeking a skilled Enhanced Due Diligence Investigator to perform yearly reviews at a financial services client.This role involves reviewing alerts and performing annual reviews on consumer and commercial clients, with a focus on account documentation, KYC documentation, beneficiary and signature information, transaction review, and...
-
Institutional Product Marketing Associate
3 weeks ago
New York, New York, United States Blue Owl Full timeJob Title: Institutional Product Marketing AssociateBlue Owl is a leading asset manager that is redefining alternatives. With over $192 billion in assets under management, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. We provide businesses with private capital solutions to drive long-term growth and offer...
-
New York, New York, United States Tarka Talent Full timeJob OpportunityWe are seeking a seasoned Commercial Due Diligence and Growth Strategy Partner to join our team at Tarka Talent. As a trusted advisor, you will play a critical role in driving business growth and delivering high-impact commercial due diligence engagements.About the RoleLead commercial due diligence engagements, providing strategic guidance and...
-
New York, New York, United States GIC Private Limited Full timeAbout GIC Private LimitedGIC Private Limited is one of the world's largest sovereign wealth funds, with a global presence and a diverse portfolio of investments. As a leading global long-term investor, we strive to make a positive impact on the communities we invest in.Role OverviewWe are seeking a highly motivated and experienced Associate to join our...
