Investment Due Diligence Senior Analyst Job at Citi (London)

Financial Due Diligence Senior Analyst

A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior A...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–3 years of experience performing quality of earnings and/or other financial advisory engagements (e.g., valuation) at a Big Four or other large, reputable public accounting or advisory firm
Bachelor’s degree in Accounting from an accredited institution
CPA eligibility required
Strong technical accounting knowledge, including U.S. GAAP and SEC reporting
Demonstrated ability to perform complex quantitative and qualitative financial analyses and translate results into actionable insights
Ability to work independently, manage multiple priorities, and meet tight deadlines in a fast-paced environment
High level of motivation and interest in contributing to a growing Financial Due Diligence practice
Advanced proficiency in Microsoft Excel and PowerPoint
Excellent written and verbal communication skills, including client-facing interactions
Detail-oriented and results-driven, with a track record of solving complex problems through thoughtful, creative approaches

Job Responsibility

Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide
Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks
Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows
Prepare comprehensive quality of earnings reports and detailed supporting schedules

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Private Markets Investment Due Diligence Associate Analyst - Private Credit

Albourne Partners (Canada) Limited is looking for a Private Markets Investment D...

Location

Canada , Toronto

Salary:

70000.00 - 90000.00 CAD / Year

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 0-3 years of experience in alternative fund investment due diligence, investment management, or related experience
Solid understanding of financial markets and terminology, with a preference for knowledge of private credit or credit markets more broadly
Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
Excellent written and oral communication skills
Experience producing written research reports or deal memos as a deliverable
Proactive self-starter, proficient in time management and multitasking
Professional demeanor with refined interpersonal skills
Willingness and ability to travel to the U.S. and internationally, as required

Job Responsibility

Assist in maintaining and expanding Albourne’s coverage of Private Credit fund offerings – the primary deliverable is a written research report based on qualitative and quantitative analysis
Participate in the due diligence process including initial screening of investment managers
participating in meetings with the managers
quantitative performance analysis
engaging in an open dialogue with both colleagues and fund managers
and participating in the fund rating process
Coordinate diligence call schedules, draft internal meeting notes, and ensure the predefined research process is adhered to
Initiate ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds
Help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
Assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies

What we offer

Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
Flexible work options, with hybrid arrangements available where possible
Generous paid time off, inclusive of vacation leave
A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
Comprehensive health benefits including dental, vision, and mental health support
Wellness programs and sponsored volunteering opportunities
A welcoming culture that embraces diversity and fosters equity and belonging for all
Office celebrations, events, and weekly social hours
Casual dress and a collaborative, collegial team environment

Fulltime

Senior Investment Operations Analyst

FM Investment Operations supports the investment activity of the FM Investment T...

Location

United States , Waltham, MA and Boston, MA

Salary:

120400.00 - 173100.00 USD / Year

FM

Expiration Date

Until further notice

Requirements

5–10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments
Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes
Hands-on experience supporting private asset portfolios including capital call and distribution processing
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Exceptional attention to detail and organizational skills
Strong communication and problem-solving abilities
Ability to manage multiple priorities and collaborate effectively across teams
Proven team player comfortable working in a small, dynamic team environment

Job Responsibility

Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.)
Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution
Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams
Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc.
Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members
Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management
Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls
Provide ongoing support for capital call and distribution activity across FM’s private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity
Ensure accurate setup and maintenance of new private investments within FM’s core systems and service providers
Contribute to monthly and quarterly management reporting deliverables

What we offer

incentive plan
generous health and well-being programs
a 401(k) and pension plan
career development opportunities
tuition reimbursement
flexible work
time off allowances

Fulltime

M&A Analyst / Investment Analyst

This is an excellent opportunity for a finance professional with 2–4 years of ex...

Location

Italy , Rome

Salary:

50000.00 - 60000.00 EUR / Year

Piper Maddox

Expiration Date

Until further notice

Requirements

Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field
2–4 years of professional experience in M&A, corporate finance, transaction advisory, valuation, investment analysis, or project finance
Prior exposure to the renewable energy, infrastructure, or power sector is highly advantageous

Job Responsibility

Support the evaluation and execution of M&A transactions, including acquisitions, joint ventures, and divestments
Build and maintain financial models to assess investment opportunities, transaction feasibility, and strategic fit
Conduct valuation analysis and scenario modelling to support internal decision-making
Perform market research and industry analysis to identify trends, competitive dynamics, and strategic opportunities within the renewable energy market
Prepare investment memoranda, presentations, and reports for senior management, investment committees, and key stakeholders
Coordinate with cross-functional internal teams and external advisors throughout the due diligence process
Review and analyse financial statements, contracts, project documentation, and commercial agreements to identify risks and opportunities
Support transaction processes by tracking milestones, managing data rooms, and maintaining M&A pipeline / deal tracking tools
Contribute to strategic assessments across renewable energy technologies including solar PV, BESS, wind, and related infrastructure

What we offer

bonus

Fulltime

Investment Analyst - Rapidly Growing Living Platform

Global REIT with a rapidly expanding portfolio of Operational Living assets acro...

Location

United Kingdom , London

Salary:

Not provided

Madison Berkeley

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics or a similar analytical discipline
At Analyst level minimum of 1 year, and at Senior Analyst a minimum of 2 years’ + experience in commercial real estate, healthcare real estate, lending, investment banking, investment sales, or a related field
Strong real estate financial modelling skills, including valuations, returns and waterfall structures
Experience working on transactions
Advanced Excel proficiency
Strong analytical, communication, and relationship-building abilities.

Job Responsibility

Support the full transaction cycle for acquisitions and developments across the UK, including market research, underwriting, due diligence, and closing
Prepare cash flow models for all stages of the real estate cycle
Participate in site visits to assess competitive landscape and market
Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings
Participate in the structuring, due diligence, and legal process of transactions
Prepare and analyze investment data to form strategic plans both at the property and the portfolio level.

What we offer

Competitive base salary + annual bonus
Generous paid time off and holidays
Equity purchase programme
Pension scheme and profit-sharing
Tuition support
Comprehensive medical, dental and vision benefits
Strong support for professional development
A fast-growing platform with clear opportunities for progression

Fulltime

Investment Analyst

Location

United Kingdom , London

Salary:

Not provided

Mint Selection

Expiration Date

Until further notice

Requirements

At least 1-3 years’ experience gained in an investment banking, private equity, management consulting, or a comparable environment (others Developers/IPPs)
Experience working in a dynamic, transaction-based environment
Commercial exposure to the Renewable / Infrastructure sector would be useful
Strong quantitative, analytical skills, financial modelling, excel, and power point capabilities
Strong communication and stakeholder management skills
Outstanding academic record with a degree in a relevant discipline

Job Responsibility

Supporting project FID processes across pipeline of projects in UK and Europe
Support initial investment review and screening of prospective investment opportunities
Working on debt funding for the pipeline of projects (liaising with lenders, reviewing bank models, coordinating due diligence and transaction execution)
Building, maintaining and analysing detailed financial and valuation models
Preparation of regular memos, slide decks and transaction materials for board approval
Monitoring and reporting on the portfolio/pipeline
Forming of strong internal relationships across the business, including development, project delivery, asset management and finance teams with some exposure to senior management
Proactively analyse the financial impact of individual project risk, regulatory changes, and the economic environment on the group’s portfolio
Supporting potential M&A activity

Fulltime

Senior Analyst - BCG Vantage, Technology and Digital Advantage and Principal Investors & Private Equity

Boston Consulting Group partners with leaders in business and society to tackle ...

Location

Germany , Düsseldorf

Salary:

Not provided

Boston Consulting Group

Expiration Date

Until further notice

Requirements

2+ years of consulting experience required
candidates with consulting experience in Private Equity or IT/Tech background strongly preferred
In lieu of consulting experience, 3+ years of hands-on experience in an IT/Tech function (e.g., IT management function, software development, product management, engineering) or in Private Equity is required
4-6+ years of industry experience strongly preferred
Bachelor's Degree required (advanced degree preferred)
Fluency in English
Strong business acumen and problem-solving capabilities
Strong written and verbal communication skills

Job Responsibility

Support Tech due diligences and translate technology assessments into clear, investment-relevant insights, quantifying risks, required transformation efforts, and post-deal value creation levers for clients
Develop benchmarks, conduct surveys and assess market competitors, products, and tech organizations
Serve as a thought partner and content expert to case teams and topic leaders, helping structure and solve complex issues
Support commercialization efforts through contributing analysis and insights to proposals, client workshops and marketing materials
Contribute to developing intellectual property & assets for the business
Manage unique BCG offerings such as Code Scans and Tech Surveys
Independently manage own workstreams, build strong working relationships with Managers and Principals
Help case teams navigate BCG’s internal landscape to access the right experts, tools, and resources

Fulltime

Senior Analyst, Treasury Cash Management

Reporting to the Senior Treasury Manager, the Senior Analyst, Treasury Cash Mana...

Location

United States , Denver

Salary:

110000.00 - 130000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

Minimum of 3 years’ experience in corporate treasury
Bachelor’s or Master’s degree in Finance or a related field
Experience building and managing global banking relationships, negotiating fees and legal agreements, and implementing new banking solutions
Experience with Treasury Management System (TMS) implementation and / or management
Deep understanding of cash management principles, payment systems, working capital efficiency levers, and financial risk management
Proven ability to distill complex topics into manageable decisions for both internal and external stakeholders
Track record of successfully managing cross-functional projects, building stakeholder consensus, and balancing perspectives to achieve high-value organizational results
Experience developing and implementing risk controls and policy frameworks
Working knowledge of foreign exchange risk management and hedging mechanics
Detail-oriented, with a focus on accuracy and precision in operational and reporting contexts

Job Responsibility

Treasury Technology and Automation: Support the implementation and optimization of a new Treasury Management System (TMS) to automate and enhance daily treasury activities and reporting
Core Treasury Operations: Support all aspects of daily treasury operations, including wire transfers, ACH payments, and electronic payment processes across multiple currencies, ensuring accuracy and security. You will also provide support for foreign exchange trading and investment decisions
Banking Infrastructure: Support the expansion of Crusoe’s global banking footprint by cultivating relationships with banking partners and financial institutions. You will manage the opening, closing, and documentation of bank accounts including updating authorized signatories and KYC requirements
Risk and Controls: Analyze, implement, and help maintain a robust risk management framework to ensure appropriate internal controls are in place to safeguard Company assets
Capital Efficiency: Optimize capital efficiency by managing liquidity, allocating cash toward short-term investments, supporting forecasting of short-term and long-term cash flow, and developing strategies to minimize trapped cash across the company’s legal entity structure
Cross-Functional Projects: Support complex, cross-functional projects to solve critical strategic and operational challenges
Financial Analysis: Partner with internal stakeholders to source and synthesize data, supporting accurate forecasting of liquidity for prioritization of strategic initiatives. Create reporting packages and ad-hoc analyses for the executive team
M&A Support: Conduct due diligence and analyze working capital, banking infrastructure, and cash controls for acquisition targets (as needed)
Cross-Functional Leadership: Serve as a point of contact internally and externally for Treasury operations and liquidity matters

What we offer

Industry competitive pay
Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement

Fulltime

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Investment Due Diligence Senior Analyst

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