5,899 Due Diligence Analyst jobs in the United States

Private Markets Due Diligence Analyst

02133 Boston, Kentucky Bank of America

Posted 2 days ago

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Private Markets Due Diligence Analyst
New York, New York;Boston, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
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Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
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.
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 us!
**Job Description:**
Job 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 and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios.
The CIO Due Diligence teamincludes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies.
ThePrivate Market Due Diligence Analystleads the investment due-diligence process from start to finish on new funds added to the platform, which 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 modelling 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.
+ Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.
+ Strong presentation skills are a plus.
+ Must be comfortable dealing with senior executives at private market firms.
+ Team player comfortable working across Investment Solutions Group (ISG) and Business lines
+ Travel (approximately 25%is involved to meet fund managers and attend annual meetings.
**Qualifications/Desired** **Skills:**
+ Master's degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.
+ Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit,Buyout, Venture Capital, Real-Estate, or Infrastructure.
+ Additional skills include 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
**Skills:**
+ Analytical Thinking
+ Attention to Detail
+ Causation Analysis
+ Presentation Skills
+ Research
+ Critical Thinking
+ Oral Communications
+ Written Communications
+ Active Listening
+ Data Quality Management
+ Trading and Investment Analysis
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Investment Operational Due Diligence Analyst

10176 New York, New York Neuberger Berman

Posted 2 days ago

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Job Description

**About Neuberger Berman Group LLC:**
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
**Position Overview:**
NB Alternatives manages approximately $68 billion for institutional and high net worth clients across a range of commingled fund of funds and customized portfolios.
This Operational Due Diligence team member will play an integral role in overseeing and maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment and non-investment teams of the firm. The role's primary responsibility is to conduct operational due diligence reviews on both existing and prospective investments maintained with third party alternative fund managers (i.e. hedge, private equity, venture capital) and specialty lenders. The right candidate will be able to identify operational risks based on key investment characteristics (e.g. strategy, firm/team, product offering), and assess the operating infrastructure in place to mitigate these risks. Reviews conducted will be focused on firm/fund structuring, trading, valuation, portfolio accounting and fund administration, counterparty risk, technology, and compliance. The candidate should be comfortable participating in meetings with C-level executives and be able to succinctly document the findings of their review. In addition, the candidate must be able to maintain ownership of the broader ODD review process of a roster of over 300 alternative fund managers and specialty lenders across various strategies (i.e. hedge funds, private equity, venture capital, specialty finance), and ensure that all investments are reviewed in a timely and ongoing manner, as necessary.
**Primary Responsibilities:**
+ Maintain ownership of the full ODD review lifecycle for both existing and prospective investments
+ Gather and analyze information from fund managers and specialty lenders during the investment decision-making process via meetings held with senior members of the firm's non-investment team (e.g. COO, CFO, GC/CCO, CTO)
+ Identify key areas of operational risk and ensure that the appropriate mitigating controls have been implemented
+ Communicate due diligence findings to the Investment Team and other decision makers at the firm as necessary
+ Document and track the operational due diligence review process via the maintenance of a proprietary ODD memo
+ Build out and manage proprietary data set used in ODD analysis and monitoring process
+ Conduct ongoing service provider due diligence
+ Stay abreast of industry best practices and key events across several areas (e.g. regulatory, technology/systems, trading) while maintaining ownership of projects focused on the analysis of key risks within the portfolios
+ Communicate with clients on an as-needed basis
+ Engage in ad hoc operational projects to support the broader Alternatives platform
**Experience & Skills Qualifications:**
+ Minimum 1-2 years of experience required; traditional audit/tax, advisory, or operational due diligence experience strongly preferred but comparable fund accounting, trading, fund administration, or hedge/PE fund operations experience will be considered
+ Familiarity with private equity, venture capital, private credit, and various hedge fund strategies (e.g. distressed credit, global macro, systematic)
+ Superior oral communication skills; Candidates must be comfortable participating in meetings with C-level professionals and engaging with investors. In addition, written skills are essential to maintaining internal documentation which may be made available for client consumption
+ Strong attention to detail; Must be able to consume and triangulate information and data from multiple sources and ultimately reconcile any conflicts
+ Must be able to independently formulate, and confidently support, opinions
+ Ability to support ongoing reviews and take the lead on ad hoc projects while maintaining accountability and ensuring that internal deadlines are met; Must be able to multi-task and prioritize multiple projects in an efficient manner
+ Proficient in Microsoft Office
+ Experience with Tableau and / or PowerBI a plus
+ CPA, CAIA or CFA a plus
Compensation Details
The salary range for this role is 85,000- 95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
**Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.**
_Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the Applicant Privacy Notice ( ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages 538 billion in client assets (as of June 30, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 760-plus investment professionals and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:
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Private Markets Due Diligence Analyst

10176 New York, New York Bank of America

Posted 16 days ago

Job Viewed

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Job Description

Private Markets Due Diligence Analyst
New York, New York;Boston, Massachusetts
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
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.
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 us!
**Job Description:**
Job 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 and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios.
The CIO Due Diligence teamincludes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies.
ThePrivate Market Due Diligence Analystleads the investment due-diligence process from start to finish on new funds added to the platform, which 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 modelling 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.
+ Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.
+ Strong presentation skills are a plus.
+ Must be comfortable dealing with senior executives at private market firms.
+ Team player comfortable working across Investment Solutions Group (ISG) and Business lines
+ Travel (approximately 25%is involved to meet fund managers and attend annual meetings.
**Qualifications/Desired** **Skills:**
+ Master's degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.
+ Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit,Buyout, Venture Capital, Real-Estate, or Infrastructure.
+ Additional skills include 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
**Skills:**
+ Analytical Thinking
+ Attention to Detail
+ Causation Analysis
+ Presentation Skills
+ Research
+ Critical Thinking
+ Oral Communications
+ Written Communications
+ Active Listening
+ Data Quality Management
+ Trading and Investment Analysis
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Senior Retail Investment Research Analyst - Operational Due Diligence

63112 Saint Louis, Missouri Wells Fargo

Posted 1 day ago

Job Viewed

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Job Description

**About this role:**
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
+ Conduct Operational Due Diligence research on new and existing investment firms on GMR's list
+ Assist investment analysts in sourcing and adding strategies to GMR's recommended list.
+ Evaluate third party investment firms through an operational lens
+ Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
+ Perform risk analysis on third-party investment firms
+ Cover a universe of third party investment firms, following GMR's stated process.
**Required Qualifications:**
+ 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in money manager research, particularly on the operational due diligence side.
+ Experience writing commentary for various audiences
+ Microsoft Excel skills
+ Ability to create and deliver dynamic presentations
+ Strong analytical skills with high attention to detail and accuracy
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Hybrid work schedule (3 days in office and 2 days remote)
+ Ability to travel up to 15% of the time
+ This position is not eligible for Visa sponsorship
**Locations:**
+ 401 S. Tryon Street - Charlotte, NC
+ 1 N. Jefferson Avenue - St. Louis, MO
**Posting End Date:**
28 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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Senior Retail Investment Research Analyst - Investment Due Diligence

63112 Saint Louis, Missouri Wells Fargo

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
+ Conduct Investment Due Diligence research on new and existing third-party alternative investment strategies such as hedge funds and/or private capital
+ Assist experienced investment analysts in sourcing and adding strategies to GMR's recommended list
+ Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
+ Perform risk analysis on third-party investment strategies in the alternative asset class
+ Cover a universe of alternative investments, following GMR's stated process
**Required Qualifications:**
+ 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in money manager research, particularly on alternative investments.
+ Experience writing commentary for various audiences
+ Microsoft Excel skills
+ Ability to create and deliver dynamic presentations
+ Strong analytical skills with high attention to detail and accuracy
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Hybrid work schedule (3 days in office and 2 days remote)
+ Ability to travel up to 15% of the time
+ This position is not eligible for Visa sponsorship
**Locations:**
+ 401 S. Tryon Street - Charlotte, NC
+ 1 N. Jefferson Avenue - St. Louis, MO
**Posting End Date:**
28 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
View Now

Senior Retail Investment Research Analyst - Operational Due Diligence

28230 Charlotte, North Carolina Wells Fargo

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
+ Conduct Operational Due Diligence research on new and existing investment firms on GMR's list
+ Assist investment analysts in sourcing and adding strategies to GMR's recommended list.
+ Evaluate third party investment firms through an operational lens
+ Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
+ Perform risk analysis on third-party investment firms
+ Cover a universe of third party investment firms, following GMR's stated process.
**Required Qualifications:**
+ 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in money manager research, particularly on the operational due diligence side.
+ Experience writing commentary for various audiences
+ Microsoft Excel skills
+ Ability to create and deliver dynamic presentations
+ Strong analytical skills with high attention to detail and accuracy
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Hybrid work schedule (3 days in office and 2 days remote)
+ Ability to travel up to 15% of the time
+ This position is not eligible for Visa sponsorship
**Locations:**
+ 401 S. Tryon Street - Charlotte, NC
+ 1 N. Jefferson Avenue - St. Louis, MO
**Posting End Date:**
28 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
View Now

Senior Retail Investment Research Analyst - Investment Due Diligence

28230 Charlotte, North Carolina Wells Fargo

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Senior Retail Investment Research Analyst to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
**In this role, you will:**
+ Conduct Investment Due Diligence research on new and existing third-party alternative investment strategies such as hedge funds and/or private capital
+ Assist experienced investment analysts in sourcing and adding strategies to GMR's recommended list
+ Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
+ Perform risk analysis on third-party investment strategies in the alternative asset class
+ Cover a universe of alternative investments, following GMR's stated process
**Required Qualifications:**
+ 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience in money manager research, particularly on alternative investments.
+ Experience writing commentary for various audiences
+ Microsoft Excel skills
+ Ability to create and deliver dynamic presentations
+ Strong analytical skills with high attention to detail and accuracy
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Excellent verbal, written, and interpersonal communication skills
**Job Expectations:**
+ Hybrid work schedule (3 days in office and 2 days remote)
+ Ability to travel up to 15% of the time
+ This position is not eligible for Visa sponsorship
**Locations:**
+ 401 S. Tryon Street - Charlotte, NC
+ 1 N. Jefferson Avenue - St. Louis, MO
**Posting End Date:**
28 Oct 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
View Now
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Research Analyst

55400 Minneapolis, Minnesota Savills North America

Posted today

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Job Description

About Savills

Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.


Find your place to thrive


No matter the role you’re in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:


Be extraordinary, together.


About the role

Savills is seeking a Research Analyst to join our research team, covering the Minneapolis market. Joining as a Research Analyst provides an opportunity for individuals to work in a research and data services role, and gain industry experience and knowledge for a long-term career within the organization’s collaborative platform. Working under the guidance of the regional Research Director, the candidate will collect, update, analyze and present office market data across the Minneapolis market and provide support to the broader national Research team. If you feel you possess the ambition, entrepreneurial spirit and drive to excel in the world of top-tiered business then we invite you to apply.


Specific responsibilities to include:

  • Learn, track, and analyze factors including property, market and economic data impacting the local commercial real estate markets
  • Provide regular updates to, and maintenance of, proprietary market information databases, including building and owner information, stacking plans, lease and sale comparables, tenants in the market, and other key data points
  • Contribute to the production of quarterly office market statistics and reports
  • Respond to all requests for data and information in a timely and accurate manner
  • Work with brokerage, consultant, marketing, and graphics teams to best position research to contribute to business development, client service efforts, and pursuit strategy
  • Participate in training activities and network and exchange best practices across the research team
  • Work with client-facing teams to prepare pitch and marketing materials


Qualifications

  • BA or BS degree in business, marketing or related field; commercial real estate research experienced preferred
  • Accomplished with Microsoft Office Suite, Internet research, and various other types of analytical and presentation software, Salesforce experience a plus
  • Strong problem-solving, analytic and data visualization skills
  • Excellent interpersonal and communication skills including written, verbal and presentation delivery
  • Consistently demonstrate a high level of performance and professionalism
  • Self-starter who works independently and thinks proactively and strategically
  • Ability to multi-task and meet deadlines


Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic.

Savills participates in the E-Verify program.

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Research Analyst

33039 Homestead Base, Florida CACI International

Posted 2 days ago

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Job Description

Research Analyst
Job Category: Consulting
Time Type: Part time
Minimum Clearance Required to Start: Top Secret
Employee Type: Part-Time On-Call
Percentage of Travel Required: Up to 25%
Type of Travel: Continental US
* * *
**The Opportunity:**
CACI has several Part-Time-On-Call opportunities for **Research Analysts** to support one of our mission critical programs out of Homestead, FL. As a CACI **Research Analyst,** you will work closely with Intelligence Analysts receiving guidance and mentorship to play a critical role in the integration of academic research into military operations within the Special Operations Community. This position implements educational strategies that support long-term operational goals to enhance strategic capabilities.
+ Assist with the integration of academic research with operational objectives, ensuring practical application.
+ Collaborate with leadership and Intelligence Analysts to identify gaps within military strategy, intelligence, and cyber warfare.
+ Develop and implement educational strategies to support operational goals and enhance professional development.
+ Prepare and deliver reports, presentations, and strategic recommendations.
**Responsibilities:**
Provide research analytical support to the Special Operations Community as needed across the following areas:
+ Assist with the integration of academic research that enhance operational capabilities.
+ Apply academic knowledge to real-world military scenarios.
+ Collaborate with leadership and analysts to align with educational initiatives towards long-term operational goals.
+ Prepare and deliver reports, presentations, and strategic recommendations on educational initiatives.
**Qualifications:**
_Required:_
+ Must be enrolled in a bachelor's or master's degree program.
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
+ Ability to interface with team members, technical leads, and Project Managers.
+ Ability to work alone on individual projects with supervision and collaborate with multidisciplinary team members.
+ Good verbal communication skills.
_Desired:_
+ Experience in military strategy, intelligence, operations, or a related field.
+ Strong communication skills, including the ability to deliver bilingual presentations and reports.
+ Previous research analyst experience, teamwork capabilities, interpersonal skills, and activities.
+ Active Secret or Top Secret clearance is desired.
This position is contingent on funding and may not be filled immediately. However, this position is representative of positions within CACI that are consistently available. Individuals who apply may also be considered for other positions at CACI.
**___**
**What You Can Expect:**
**A culture of integrity.**
At CACI, we place character and innovation at the center of everything we do. As a valued team member, you'll be part of a high-performing group dedicated to our customer's missions and driven by a higher purpose - to ensure the safety of our nation.
**An environment of trust.**
CACI values the unique contributions that every employee brings to our company and our customers - every day. You'll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality.
**A focus on continuous growth.**
Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground - in your career and in our legacy.
**Your potential is limitless.** So is ours.
Learn more about CACI here. ( Range** : There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. Learn more here ( .
The proposed salary range for this position is:
$57,500-$117,900
_CACI is_ _an Equal Opportunity Employer._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any_ _other protected characteristic._
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Research Analyst

35808 Redstone Arsenal, Alabama Intrepid Solutions and Services

Posted 2 days ago

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Job Description

**Overview**
Intrepid Solutions, a CIS company, is looking for a Research Analyst to support the acquisition management function of a new contract that is anticipated to begin in September, 2025. This contract is providing research, analysis, and modernization support services to a DoD customer. This role will be incorporated into the modernization planning support area. We expect that the Research Analyst would be able to handle the below responsibilities and exceed the minimum qualifications listed.
**Responsibilities**
+ **Conduct Advanced Research and Analysis on PNT and EW Technologies:**
+ Investigate emerging capabilities and threats in GPS modernization/M-Code, GNSS constellations, A-PNT, and Electromagnetic Warfare.
+ Analyze technical literature, global trends, and intelligence reports to inform program strategies and capability development.
+ **Support Acquisition and Requirements Development:**
+ Provide analytical support to acquisition planning, including development of requirements documents, technology roadmaps, and program justifications.
+ Translate operational needs into technical requirements aligned with DoD acquisition processes and lifecycle frameworks.
+ **Contribute to PPBES and Program Strategy Formulation:**
+ Assist in the development and justification of programmatic inputs to the Planning, Programming, Budgeting, and Execution System (PPBES).
+ Analyze budgetary trade-offs and assess the impacts of funding decisions on system capabilities and readiness.
+ **Develop Analytical Reports and Decision Support Products:**
+ Create comprehensive white papers, data summaries, and decision briefs to inform senior leadership on capability gaps, risk areas, and investment priorities.
+ Communicate complex findings clearly to both technical and non-technical audiences.
+ **Perform Threat and Gap Analysis in Navigation and EW Domains:**
+ Assess current and emerging threats to U.S. and allied navigation capabilities, particularly in contested or denied environments.
+ Evaluate system performance under various threat scenarios, including jamming and spoofing.
+ **Engage in Cross-Functional Collaboration and Stakeholder Outreach:**
+ Coordinate with program managers, engineers, intelligence analysts, and operational users to integrate multi-disciplinary insights into analysis.
+ Participate in working groups and IPTs to align research findings with broader program goals.
+ **Track International and Commercial PNT Developments:**
+ Monitor foreign GNSS initiatives, commercial A-PNT advancements, and their implications for U.S. national security and technological leadership.
+ Provide recommendations to guide DoD response and investment strategies.
1.
**OPERATING HOURS AND EXPECTATIONS:**
+ This position anticipates onsite work at Redstone Arsenal, Huntsville, AL with standard work hours, Monday-Friday.
**TRAVEL:**
+ Up 30% travel expected.
**Qualifications**
**CLEARANCE:**
+ Active Secret clearance required at the time of application for initial consideration. *This position is not open to clearance sponsorship, upgrade, or reactivation.*
**EDUCATION:**
+ Bachelor's degree, desired.
**CERTIFICATION(S):**
+ None required.
**REQUIRED SKILLS AND EXPERIENCE:**
+ 7 years of progressive experience related to the responsibilities listed above.
+ Experience in Global Positioning System modernization/M-Code, Global Navigation Satellite System constellations, Alternative Positioning, Navigation ang Timing Technologies and Electromagnetic Warfare.
+ Experience in Acquisition program functions and associated Planning, Programming, Budgeting and Execution (PPBES) processes.
**Benefits**
**WHAT WE OFFER:**
At CIS Secure and its associated companies, Intrepid Solutions and Services and Darkblade Systems, we believe in promoting fair and transparent pay practices. We are committed to disclosing the compensation range for transparency and to set clear expectations for all applicants for this posting. This range represents the anticipated low and high end of the base salary for the advertised job, promotion, or transfer opportunity. Please note that the pay range provided is a good faith estimate for the position at the time of posting. The actual salary offered may vary based on various factors including but not limited to relevant experience, knowledge, skills and abilities, education, geographic location, as well as internal equity, and alignment to market data.
**Job Type:** Full-time (onsite)
**Pay Range:** $90,000.00 - $105,000.00 per year
**Benefits:**
+ 401(k)
+ Dental insurance
+ Medical insurance
+ Health Savings Account option
+ Flexible Spending
+ Vision insurance
+ Life and Disability Insurance
+ Ancillary offerings (Hospital Indemnity, Accident, Critical Illness, Pet Insurance)
+ Paid Time Off
+ Holiday pay
_CIS Secure is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other protected class._
**Job Locations** _US-AL-Huntsville_
**ID** _ _ **Category** _Professionals_ **Type** _Full Time_ **Clearance** _Secret_ **Clearance** _Secret_
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