Private Markets Investment Due Diligence Senior Analyst Job at Albourne (San Francisco)

Private Markets Investment Due Diligence Associate Analyst

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

Location

Canada , Toronto

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 2+ 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
The due diligence process includes the 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
Coordinating diligence call schedules, drafting internal meeting notes, and ensuring the predefined research process is adhered to
Fund coverage includes initiating ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings and ratings, coverage of client portfolios, and comprehensive strategy coverage
To the extent possible, 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

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

Analyst, Corporate Development

The Analyst, Corporate Development and M&A will play a critical role in supporti...

Location

United States , San Francisco, CA; New York, NY

Salary:

100000.00 - 140000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines
A proactive, self-starter mentality with the ability to work independently while being a strong team player
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Market Mapping and Origination: candidate will work across the organization’s business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets

What we offer

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
Tuition reimbursement

Fulltime

Analyst / Associate – Real Estate PE

A Dallas-based real estate private equity firm with 25+ years of experience in s...

Location

United States , Dallas

Salary:

Not provided

BrainWorks

Expiration Date

Until further notice

Requirements

0–2 years of experience
strong Excel / finance skills
2–3 years of relevant experience
Top 50 undergraduate degree
GPA 3.5+ preferred
Real estate experience helpful but not required

Job Responsibility

Underwrite new investments and build detailed financial models
Support due diligence, market research, and IC materials
Assist with asset management and portfolio oversight
Work directly with senior leadership in a collaborative environment

Technology M&A Analyst

Clipperton is a leading investment bank dedicated to technology and growth compa...

Location

Germany , Berlin

Salary:

Not provided

Clipperton

Expiration Date

Until further notice

Requirements

Strong academical background with a Bachelor or Masters degree
Ideally gained first international experience
Entrepreneurial and independent individual with demonstrated analytical and commercial thinking
Excellent communication and intercultural skills and finance proficiency
Prior M&A experience at Investment Banks, Private Equity or Venture Capital funds
Interested in technology based transactions
Can handle pressure and work under tight deadlines
Curious and analytical
Team player
Like exposure to senior management

Job Responsibility

Support existing and upcoming transactions throughout the entire process, from kick-off to closing: Preparation of investment memoranda and presentations (industry study, strategic review, financial analysis)
Business plan modelling
Due diligence management
Support commercial & marketing efforts
Preparation of commercial presentations / pitches (screenings, company profiles, positioning, valuation, deal strategy)
Identification of new prospects
Participation in the preparation of sectoral research papers and other marketing initiatives

What we offer

Entrepreneurial and open-minded environment
Strong deal pipeline and client exposure from the first day
Steep learning curve and supportive colleagues
Unique company culture and team spirit
Offices in Paris, Berlin and Munich
Outstanding performance throughout the internship might lead to a permanent position depending on business needs

Fulltime

Technology M&A Analyst

Position: Technology M&A Analyst (Internship). Start Date: June 2026. Contract: ...

Location

Germany , Munich

Salary:

Not provided

Clipperton

Expiration Date

Until further notice

Requirements

You have a strong academical background with a Bachelor or Masters degree and ideally gained first international experience
You are an entrepreneurial and independent individual with demonstrated analytical and commercial thinking, excellent communication and intercultural skills and finance proficiency
You have prior M&A experience at Investment Banks, Private Equity or Venture Capital funds and you are interested in technology based transactions
You can handle pressure and work under tight deadlines, you are curious and analytical, you are a team player and like exposure to senior management
Written and spoken proficiency in German and English is a must, French or Spanish a plus

Job Responsibility

Support existing and upcoming transactions throughout the entire process, from kick-off to closing: Preparation of investment memoranda and presentations (industry study, strategic review, financial analysis)
Business plan modelling
Due diligence management
Support commercial & marketing efforts
Preparation of commercial presentations / pitches (screenings, company profiles, positioning, valuation, deal strategy)
Identification of new prospects
Participation in the preparation of sectoral research papers and other marketing initiatives

What we offer

Entrepreneurial and open-minded environment
Strong deal pipeline and client exposure from the first day
Steep learning curve and supportive colleagues
Unique company culture and team spirit
Offices in Paris, Berlin and Munich
Outstanding performance throughout the internship might lead to a permanent position depending on business needs

Fulltime

Associate, Corporate Development and M&A

The Associate, Corporate Development and M&A will play a critical role in suppor...

Location

United States , San Francisco, CA; New York, NY

Salary:

110000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

2-5+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines
A proactive, self-starter mentality with the ability to work independently while being a strong team player
Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Mergers & Acquisitions (M&A) and Divestitures: Market Mapping and Origination
Transaction Execution
Financial Modeling & Valuation
Due Diligence
Market Analysis
Prepare and present on transaction rationale to Executive Leadership team
Strategic Investments & Partnerships: Sourcing and Evaluation
Deal Structuring
Business Case Development
General Corporate Development: Pipeline Management

What we offer

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
Tuition reimbursement

Fulltime

Private Markets Investment Due Diligence Senior Analyst

Albourne

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 17, 2025

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