Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
Conduct due diligence on investment managers and build tools for performance attribution and risk management.
Prepare Investment Committee materials, support capital markets research, and assist with audits.
Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.
Source and screen investment opportunities across target sectors and stages.
Conduct due diligence including market, financial, commercial, and team assessment.
Build and review financial models, valuations, and return analyses.
The company is a professional services firm managing investment portfolios and optimizing risk-adjusted returns. The company size and culture are not specified in the posting.
Source, evaluate, and manage investments for venture capital/private equity funds.
Conduct rigorous due diligence, build value-creation plans, and support portfolio performance.
Monitor KPIs, drive value-creation initiatives, and report performance to stakeholders.
Company is a venture capital and private equity firm that invests in high-growth companies. They focus on building an inclusive and just employment ecosystem, prioritizing individuals from all walks of life.
Conduct fundamental equity research to provide differentiated industry and stock-specific content to institutional investors.
Build and maintain financial forecasts and stock recommendations, and communicate findings to internal and external stakeholders.
Demonstrate subject matter expertise in the Internet sector, analyze financial statements, and author research content.
Wells Fargo is a leading financial services company that provides a diversified set of banking, investment, and mortgage products and services. It has approximately $2.1 trillion in assets and is ranked among the largest corporations in America.
Own the company's inorganic growth strategy and full acquisition lifecycle from sourcing to integration.
Lead financial modeling, due diligence, and transaction structuring for acquisitions and strategic partnerships.
Partner with the CFO on capital allocation, financing, and 3-to-5-year growth strategy.
The hiring partner is a company pursuing inorganic growth through acquisitions, alliances, and partnerships. It is an international, remote-first organization focused on collaboration, autonomy, innovation, and employee success.