Private Markets Due Diligence Analyst
1 week ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Check out the role overview below If you are confident you have got the right skills and experience, apply today.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join usJob Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single asset and multi-asset portfolios.The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies.The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects.The ideal candidate will possess:Strong General Partner (GP) network to source high-quality fund investments.Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit.Company-specific modeling and valuation skills necessary to assess underlying private company investments.Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.Excellent written and communication skills to present findings clearly and articulately to committees, advisors, and clients.Strong presentation skills are a plus.Comfortable dealing with senior executives at private market firms.Team player capable of working across Investment Solutions Group (ISG) and Business lines.Travel (approximately 25%) involved to meet fund managers and attend annual meetings.Qualifications/Desired Skills:Minimum of 7+ years of investment experience with a focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real Estate, or Infrastructure.Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes.Series 7 and 66 licenses or ability to obtain within 120 days of hire required.Age requirement: Must be at least 18 years old.Massachusetts pay and benefits informationBank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job or submit an application, please contact us by calling 1.877.760.2076. This dedicated line is exclusively for assisting job seekers with disabilities. Messages left for this purpose will be considered. Responses may take up to two business days. xhmxlyz Please note: Messages left for other purposes, such as follow-up on an application or non-disability-related technical issues, will not receive a response.#J-18808-Ljbffr
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Private Markets Due Diligence Analyst
2 weeks ago
Boston, MA, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. This includes our commitment to being an inclusive workplace, attracting and developing exceptional...
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Private Markets Due Diligence Analyst
4 days ago
Boston, MA, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. This includes our commitment to being an inclusive workplace, attracting and developing exceptional...
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Private Markets Due Diligence Analyst
3 weeks ago
Boston, MA, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to...
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Senior Associate, Financial Due Diligence
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Boston, United States Audax Group Full timeSenior Associate, Financial Due DiligenceFounded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three...
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Senior Fund Research Analyst
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Boston, United States Soteria Reinsurance Ltd. Full timeA financial services firm in Boston is seeking a Senior Fund Research Analyst to conduct investment manager due diligence research and support client service initiatives. The position involves leading meetings with portfolio managers, analyzing investment strategies, and mentoring junior analysts. The ideal candidate holds a Bachelor's degree and has over 5...
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Financial Due Diligence Senior Associate
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Boston, United States Grant Thornton Full timeAs a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice – all with the resources, environment, and support to help you excel. Our...
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Financial Due Diligence Manager
2 weeks ago
Boston, United States Boston Staffing Full timeFinancial Due Diligence ManagerAs a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice all with the resources, environment, and support to help you...
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Senior Associate, Financial Due Diligence
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Boston, Massachusetts, United States Audax Group Full time $160,000 - $185,000Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity,...
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Private Market Research Analyst
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Boston, Massachusetts, United States Citi Full time $192,000 - $288,000The Research Analyst will be a member of the Global Alternatives research team which is focused on the diligence and structuring of compelling private equity and real estate opportunities for distribution to Citi Wealth's client base. The position will involve the analysis, diligence, structuring, and syndication of evergreen fund opportunities to address...
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Financial Due Diligence Manager
2 weeks ago
Boston, United States Boston Staffing Full timeFinancial Due Diligence ManagerAs a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize, and create value for the Transaction Advisory Practice all with the resources, environment, and support to help you...