Due Diligence

Due Diligence Finance Jobs

25 jobs found

Director, GP Strategies

Westwood Management Corp Houston, TX Hybrid

17d ago

Full time Business Development Communication Data Analysis

Business Development Communication Data Analysis

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Job Description

Westwood Management Corp, a Houston-based energy private equity firm specializing in GP strategies and secondaries, is seeking a Director, GP Strategies to help lead the investment team. This hybrid role in Houston focuses on GP interests, fundraising, underwriting, financial modeling, and due diligence across upstream, midstream, oilfield services, power, and other traditional energy sectors, contributing to portfolio management, strategic decision-making, and investor communications.

Responsibilities

Develop and refine Excel-based underwriting models for GP interests, continuation funds, and direct investments within energy private equity.
Lead company-level analyses across upstream, midstream, and other energy sectors, including discounted cash flow, M&A precedent transactions, well-by-well analyses, and price-sensitivity testing related to oil and gas prices.
Oversee end-to-end due diligence across multiple GPs and funds, evaluating fund and direct investments for underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with data-driven recommendations.
Support origination by assessing opportunities and cultivating relationships with industry contacts, including travel to industry conferences, AGMs, and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Lead deal structuring, negotiations, and documentation in collaboration with legal and advisory teams.
Ensure timely execution aligned with strategic objectives.
Monitor portfolio company performance and drive value-creation initiatives, including M&A, operational improvements, and strategic planning.
Provide experienced input to assist the investment team in key decision-making.
Lead fundraising efforts, engage with investors and prospective investors, and expand industry contacts.
Attend AGM meetings to grow existing relationships and develop new energy private equity connections.
Source new investment opportunities through AGMs, investor meetings, and client engagements.
Other duties as assigned.

Requirements

Bachelor’s degree in finance, economics, petroleum engineering, or related fields.
Series 7 and CFA designation preferred.
12+ years of experience in energy-focused asset management, investment banking, and private equity.
Must be at least 18 years old with unrestricted U.S. work authorization; visa sponsorship is not available.
Superior interpersonal, organizational, and client-service skills with a proven ability to build and maintain relationships.
Proven track record of deal execution, underwriting, and investment analysis.
Advanced financial modeling and valuation skills.
Excellent communication and strong client-focused interpersonal abilities.
Meticulous, organized, and detail-oriented.
Professional, mature demeanor with a positive, proactive attitude.
Ability to maintain confidentiality, work under pressure, and manage deadlines proactively.
Proficiency in Microsoft Office, including Word, Excel, and Outlook.
Team-oriented with the ability to collaborate effectively in a small team environment.

Technologies

Microsoft Excel
Microsoft Office

Physical Demands

The physical demands of performing the essential duties are typical of a professional office environment.

Travel

This position requires up to 20% domestic travel to attend AGMs, investor meetings, and industry conferences.

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Investment Banking Analyst

Santander Holdings USA Inc New York, NY

23d ago

$110k - $135k/yr Full time Analyst Banking Capital Raising

Analyst Banking Capital Raising

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Job Description

The Investment Banking Analyst position at Santander Holdings USA Inc is based onsite in New York, NY. The role supports deal execution, financial analysis, and client relationship management, with participation in the Global Graduate Training Program.

Responsibilities

Enroll in the Investment Banking Graduate Training Program to build core financial modeling, valuation, and presentation skills.
Conduct company and industry research, prepare pitch books, and assist with deal origination efforts.
Develop and maintain detailed financial models to support transaction analysis, including mergers and acquisitions, leveraged buyouts, and capital raising activities.
Assist in the execution of live transactions, covering due diligence, documentation, and client communications.
Collaborate with senior bankers and product partners on strategic advisory mandates and capital markets transactions.
Ensure accuracy and quality of presentation materials and client deliverables.

Requirements

Bachelor’s degree or equivalent in Finance, Business, or a related field — required.
Demonstrated knowledge of corporate finance and investment banking products; sector experience is preferred.
Expert proficiency in Excel and PowerPoint with advanced financial modeling skills.
Strong communication and interpersonal abilities.
Team player and self-starter.

Technologies

Excel
PowerPoint
Microsoft Office

Opportunities In

Consumer & Retail (C&R)
Real Estate, Gaming and Lodging (REGAL)
Mergers & Acquisitions (M&A)

Certifications

Nice to Have

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience with Microsoft Office products.

Base Pay Range

Minimum: $110,000.00 USD
Maximum: $135,000.00 USD

What to Do Next

If this role aligns with your qualifications and interests, please apply.

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SVP – Financial Planning & Analytics

ProAmpac Cincinnati, OH

25d ago

Full time Analytics Budgeting Capital Expenditure

Analytics Budgeting Capital Expenditure

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Job Description

Position Summary

Lead ProAmpac's financial planning and analysis function to support the achievement of organizational goals and objectives. The role drives enterprise-wide forecasting, performance management, and strategic insights that optimize resource allocation, enhance profitability, and support long-term growth. Partner closely with the Chief Financial Officer and the executive leadership team to align financial strategy with operational execution across the organization. Location: Cincinnati, Ohio 45202.

Essential Duties and Tasks

Reasonable accommodation may be made, upon request, to enable individuals with disabilities to perform the essential functions.
Lead the organization's budgeting, long-range planning, and rolling forecast processes to ensure financial alignment with corporate strategy.
Oversee financial analysis focused on optimizing resources, improving profitability, and enhancing pricing, workforce utilization, and product investment strategies.
Establish and monitor key performance indicators (KPIs) that measure financial health and operational effectiveness across business units and regions.
Analyze historical and current financial results against budget and forecast, providing executive-level insights and recommendations.
Develop advanced financial models and scenario analyses to evaluate the impact of strategic initiatives, capital investments, and business decisions.
Drive continuous improvement in financial reporting, analytics automation, and data governance to increase transparency and decision speed.
Collaborate with executive leadership to shape and execute strategies that achieve long-term financial objectives and sustainable growth.
Develop and implement policies, practices, and procedures that strengthen financial planning, internal controls, and organizational performance.
Lead, mentor, and direct subordinate leaders and teams, with full accountability for hiring, performance management, succession planning, and organizational design.
Support corporate development activities, including due diligence, financial integration planning, and performance tracking of strategic initiatives.
All other duties as assigned.

Qualifications, Education and Experience

Bachelor's Degree in a related field required, or equivalent combination of education and experience.
Master's Degree or higher in a related field or equivalent experience.
CPA, CFA, or equivalent professional certification preferred.
15 or more years' experience in a related field.
Experience using Microsoft Office Suite (Word, Excel, PowerPoint), Visio, Outlook email, and calendar.
Maintains strict confidentiality and protects privacy of confidential/sensitive information.
Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously and establish priorities to meet deadlines.
Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients.
Proactive; exercises sound judgment and decision making; able to identify problems and needs and develop solutions and/or options.
Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment.

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Associate, Natural Resources (Energy) Mid-Corporate Banking

Citi Houston, TX

28d ago

$130k - $145k/yr Full time Associate Bachelor's Degree Banking

Associate Bachelor's Degree Banking

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Job Description

Role Overview

We are seeking a highly motivated Associate to join the front-office Natural Resources (Energy) coverage team in Houston. This role offers a strong pathway for a career in energy finance. The group covers a mix of public and private North American companies, with a focus on Upstream (E&P) and Midstream Oil & Gas, along with Power, Utilities, and the Clean Energy Transition sectors.

The Associate will receive structured training, hands-on experience, and meaningful contributions to the team. The position emphasizes developing core skills in financial analysis, credit risk assessment, and client management within the dynamic energy industry.

Key Responsibilities

Portfolio Management: Manage a portfolio of 10-20 clients in collaboration with deal teams composed of Analysts, Associates, Vice Presidents, and senior Credit Officers.
Transaction Execution: Serve as a primary contributor and reviewer in all aspects of deal execution, including in-depth financial analysis, complex financial modeling, risk analysis, and due diligence for credit extensions to new and existing clients.
Client and Partner Interaction: Support senior bankers in maintaining client relationships and coordinate with internal partners such as Loan Structuring & Syndications, Commodities, Treasury & Trade Services, and various operations functions to deliver integrated financial solutions.
Team Development: Assist with the training and professional development of junior Analysts on the team.
Industry Analysis: Conduct thorough company research and industry analysis to identify key trends, risks, and opportunities within the energy sector.
Risk Management: Assess risk in business decisions, uphold the firm’s reputation, and safeguard the bank, its clients, and assets. This includes ensuring compliance with laws, rules, and regulations, following policy, applying ethical judgment, and transparently escalating, managing, and reporting control issues.

Qualifications

3-6 years of relevant work experience
Theoretical and practical application of financial knowledge to Oil & Gas companies and the broader Energy industry
Strong analytical, quantitative, and problem-solving skills
Proficiency in financial modeling and financial data analysis; advanced MS Excel and PowerPoint skills
Excellent written and verbal communication abilities
Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining
Bachelor's/University degree

Preferred Qualifications

Formal credit training from a reputable financial institution
Experience with syndicated and leveraged finance transactions

Job Family and Employment Details

Job Family Group: Management Development Programs
Job Family: Graduate
Time Type: Full time
Primary Location: Houston, Texas, United States

Compensation and Benefits

Primary salary range: $130,000.00 - $145,000.00. In addition to base compensation, Citi may provide discretionary and formulaic incentive and retention awards for eligible employees. Citi offers comprehensive benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; and wellness programs. Paid time off includes vacation, sick leave, and holidays. For more information about Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

Equal Opportunity and Accessibility

Citi is an equal opportunity employer, and qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Citi's accessibility resources. View Citi’s EEO Policy Statement and the Know Your Rights poster for additional information.

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

30d ago

$115k - $150k/yr Full time Alternatives Asset Allocation Bloomberg

Alternatives Asset Allocation Bloomberg

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Job Description

Location and work arrangement

The position is based at our headquarters in State College, Pennsylvania 16801. Relocation assistance is not provided, and remote work is not available for this role.

Who we are looking for

We seek a candidate with a genuine passion for investing and a commitment to managing money for clients rather than relying on models alone. This role will join our investment committee, so prior experience in investment allocation decisions is essential, preferably within an RIA environment. Candidates should be able to cite examples of overweighting and underweighting asset classes such as growth versus value, large cap versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and collaboratively, with a culture that encourages challenging and defending investment theses.

What you are seeking

As a focused analyst with a talent for asset allocation decisions, you aim to have a larger voice in portfolio management and influence across multiple investment strategies. You want to participate actively in portfolio construction discussions and contribute as part of a small, focused team dedicated to helping individual clients achieve their financial futures.

Position summary

The Director, Research and Portfolio Strategy will lead the investment research efforts of our Investment Strategy team and will report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, along with generating detailed fundamental research to inform asset allocation across a broad range of strategies. As a member of the Investment Committee, this individual should possess a strong passion for investing and markets, with a keen interest in research, portfolio allocation and construction, and manager/strategist due diligence. The ability to clearly communicate complex investment concepts to varied audiences is essential.

Principal duties and responsibilities

Conduct allocation research for dynamic and strategic portfolio positioning across asset classes, segments, and sectors
Perform investment research and due diligence on mutual funds, ETFs, Private Alts, SMAs, and related vehicles
Write commentaries and present investment theses
Serve as a member of the Investment Committee
Manage a team of analysts
Collaborate with senior management and fellow Investment Strategy team members to deliver top-tier service to advisors nationwide
Act as a liaison and product expert for clients (financial advisors)
Communicate investment ideas and concepts at varying levels of sophistication
Lead and participate in investment and operational projects as needed

Required skills and qualifications

Bachelor’s degree
Series 65 registration (or successful completion within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and a track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can-do attitude and high energy

Preferred skills and qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, Pennsylvania. As a Registered Investment Advisor (RIA), we design innovative investment strategies and advanced tools for financial advisors nationwide, delivering elite service and a standout experience for advisors and their clients. We value a family atmosphere and a fulfilling work environment. Our employees are trusted to take ownership of their work, and micro-management is not part of our culture. Ongoing opportunities for growth and advancement are encouraged.

Benefits and compensation

This is a full-time salaried position with an incentive compensation package. A comprehensive benefits package includes Health Insurance, Dental and Vision Insurance, Group Life Insurance, Short Term Disability Insurance, and a 401(k) with safe harbor employer contributions.

Salary/Compensation: $115,000 - $150,000 per year

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Director, Research and Portfolio Strategy

Vicus Capital State College, PA

1mo ago

$115k - $150k/yr Full time Alternative Investments Asset Allocation Director

Alternative Investments Asset Allocation Director

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Job Description

Location and Work Arrangement

The position is based at our headquarters in State College, PA 16801. Relocation assistance is not provided, and remote work is not available for this role.

What We Are Looking For

We seek a candidate who is passionate about investing and focused on managing money for clients rather than relying solely on computer models. This role will join our investment committee, so prior experience in investment allocation decision making is essential, ideally within an RIA setting. Candidates should be able to point to examples of over weighting and under weighting asset classes such as growth versus value, large versus small cap, international versus domestic equity, and equity versus fixed income. Investment ideas are generated both independently and in collaboration with the team, and all members are encouraged to challenge and defend investment theses.

What You Are Looking For

As a dedicated analyst with a strong aptitude for asset allocation decisions, you seek a larger voice in portfolio management and the ability to influence a range of investment strategies. You want to be in the room where portfolio construction decisions are made and enjoy being part of a small, focused team helping individual clients achieve their financial futures.

Position Summary

The Director, Research and Portfolio Strategy will lead the investment research initiatives of our Investment Strategy team and report to the CEO. This team collaborates with the Chief Market Strategist to conduct thorough due diligence on mutual funds, ETFs, Private Alts, SMAs, and other investment vehicles used across client accounts, and to generate detailed fundamental research that informs asset allocation recommendations across our diverse set of strategies. As a member of the Investment Committee, this individual should possess a passion for investing and markets with a strong interest in investment research, portfolio allocation and construction, and manager due diligence. The ability to clearly communicate complex investment concepts to audiences at multiple levels of understanding is essential.

Principal Duties and Responsibilities

Allocation research for dynamic and strategic portfolio positioning, including asset classes, segments, and sectors
Investment research and due diligence of mutual funds, ETFs, Private Alts, SMAs, etc.
Writing of commentaries and presentations of investment theses
Member of Investment Committee
Manage a team of analysts
Collaborate with upper management and other members of the Investment Strategy team to provide world class service to our advisors throughout the country
Act as a liaison and product expert for our clients (financial advisors)
Communicate investment ideas and concepts at different levels of sophistication
Investment and operational projects as needed

Required Skills and Qualifications

Bachelor’s degree
Series 65 registration (or successful completion of Series 65 within 90 days of hire)
7+ years of experience in an investment analyst role
Experience performing manager due diligence
Exposure to multi-asset class allocation decision making
Preferably within an RIA
Must have a relevant industry designation (CFA, CMT, CIPM, FRM, etc.)
Experience leading a team and developing analysts
Ability to write commentaries and present investment themes in written format
Strong proficiency with Microsoft Excel
Organizational skills and track record of meeting deadlines
Demonstrated ownership of tasks and projects
Exceptional attention to detail, accuracy, and follow-through
High degree of professionalism and work ethic
Strong listening and communication skills
Can do attitude and high energy

Preferred Skills and Qualifications

10+ years of experience
Experience working with financial advisors or RIAs
Knowledge of some or all of the following is a plus: Bloomberg, Morningstar DAS, Morningstar Direct, Fidelity WealthScape, Schwab Advisor Center, FactSet, Black Diamond

About Vicus Capital

Vicus Capital is an independent investment management firm with over $3 billion in AUM headquartered in State College, PA. As a Registered Investment Advisor (RIA), we develop innovative investment strategies and advanced tools for financial advisors nationwide, delivering premier service to advisors and their clients. We pride ourselves on a family oriented work environment where employees are entrusted with ownership of their work and micro management is not practiced. We encourage evolving opportunities and ongoing advancement.

Benefits

Salary/Compensation: $115,000 - $150,000 per year
Health Insurance
Dental and Vision Insurance
Group Life Insurance
Short Term Disability Insurance
401k with safe harbor employer contributions

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EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Los Angeles

EY Los Angeles, CA

1mo ago

$95k - $179k/yr Full time Senior Angeles Associate

Senior Angeles Associate

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Job Description

The Opportunity

EY Parthenon, within EY's Corporate Finance practice, combines strategy, transactions and valuation to deliver practical value across engagements. In this role, you will contribute to projects that address commercial issues, collaborate with management on elements of the acquisition process, and regularly perform valuations for strategic priorities with a focus on intangible assets. EY has an established Valuation, Modeling and Economics Practice that guides clients on planning, regulatory compliance, financial reporting, tax and fair market value documentation. You will have opportunities to grow through a broad range of engagements, mentorship and formal learning as you develop leadership capabilities and help build a better working world for colleagues, clients and communities.

Your Key Responsibilities

Address commercial valuation matters and support management in parts of the acquisition process
Regularly perform valuations for strategic priorities with a focus on intangible assets
Provide insights and may contribute to fairness opinions on transactions and restructurings

Skills and Attributes for Success

Commercial: regularly advise on valuation issues related to acquisitions or divestitures and provide fairness opinions on transactions and restructurings
Regulatory and Accounting: collaborate with management during acquisitions to understand how the value of acquired intangible and financial assets will impact accounting requirements
Taxation: regularly undertake valuations for US tax purposes and advise clients on US tax valuation issues
Intangible Assets: specialize in valuing intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking licenses, patents, tech and know-how

To Qualify for the Role You Must Have

A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and approximately 18 months of related work experience
Previous business valuation experience
Financial modeling skills including experience building models from scratch
Demonstrated record of solving complex problems and completing challenging projects
Residency or commutable distance to the office location for this position
Willingness and ability to travel and work beyond standard hours when necessary; travel may be required beyond the work location based on client and project needs

Ideally You Will Have

Previous valuation experience in professional services or a Big Four firm
Financial modeling experience
Achievement of or significant progress toward a CFA
ASA or AM designations are a plus with the expectation of one completed designation within a given timeframe
Knowledge of leveraging firm-approved AI tools in a business setting, including Microsoft Copilot

What We Look For

We seek candidates who are highly motivated, analytical and logical thinkers with a strong passion for valuations and meticulous attention to detail. A collaborative team orientation and the ability to adapt to changing requirements or deadlines in support of client goals are essential.

What We Offer You

EY will help you develop future-focused skills and provide world-class experiences. We support a flexible environment and foster a diverse, inclusive culture of globally connected teams. Our comprehensive compensation and benefits package rewards performance and recognizes the value you bring to the business.

The base salary range for this job in all geographic locations in the US is $95,200 to $157,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,200 to $178,500. Individual salaries within those ranges are determined based on factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

We operate in a team-led and leader-enabled hybrid model. For most external client-facing roles, in-person collaboration is expected about 40 to 60 percent of the time over the course of engagements, projects or a year. Our flexible vacation policy lets you decide the amount of time off based on personal circumstances, with EY paid holidays, winter and summer breaks, personal and family care, and other leaves of absence to support well-being.

Applications for this position are accepted on an ongoing basis. For those based in California, additional information is available upon request.

Location

Los Angeles, CA 90017

Travel and Hours

The role requires the ability to travel and work extended hours when necessary. Travel may be beyond the usual work location depending on client and project needs.