Assistant Property Manager - The Residences at Tesson Ridge Propper Asset ManagementAssistant Property Manager - The Residences at Tesson RidgeSt. Louis, MOFull timeIn this role, you'll support the Property Manager in all aspects of community operations, including managing accounts payable and receivable, tracking rental income, and ensuring financial accuracy in Yardi or similar property management software. You'll handle leasing activities from start to finish - touring prospective residents, following up on leads, executing leases, and coordinating renewals - while ensuring compliance with all federal, state, and local property management laws.
NewScheduling Manager JobotScheduling ManagerSt. Louis, MO$100,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a privately held firm, the company is committed to long-term client partnerships, high-quality project execution, and meaningful investment in the communities it serves.
Project Manager JobotProject ManagerSt. Louis, MO$80,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a privately held firm, the company is committed to long-term client partnerships, high-quality project execution, and meaningful investment in the communities it serves.
Project Manager - Data Center JobotProject Manager - Data CenterSt. Louis, MO$120,000–$140,000 / yearThe MEP Project Manager works closely with project teams, trade partners, consultants, and clients to help ensure successful delivery of MEP systems from preconstruction through commissioning and closeout. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
HR Manager NucorHR ManagerKansas City, MOSpecific areas to be addressed are building effective talent management strategies, implementation of training and skill development programs, improved alignment, and communications amongst AMR teammates, along with enhancing the culture of whole person safety within the operations. Responsibilities include but are not limited to: Oversee and administer all plans for a variety of Human Resources functions such as recruiting, training and development, wage/benefit administration, compliance with statutory requirements, teammate engagement, performance evaluations, workers compensation and safety etc.
NewManager, Global Mobility Services - Expatriate Tax KPMGManager, Global Mobility Services - Expatriate TaxSt Louis, MOLicensed CPA, JD/LLM, or Enrolled Agent, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Branch Manager, Financial Advisors AmeripriseBranch Manager, Financial AdvisorsSt. Louis, MOKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
Operations Manager-Global Settlements StifelOperations Manager-Global SettlementsSaint Louis, MOThis role provides leadership and guidance to the members of Global Settlements team while ensuring the team is delivering on operational excellence, regulatory compliance, risk mitigation, and high-quality service to internal and external partners. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Fund Banking Analyst StifelFund Banking AnalystSaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Data Analyst II- Credit Risk StifelData Analyst II- Credit RiskSaint Louis, MOThe Credit Data Analyst II will employ data science methodologies to ensure loan portfolio data integrity to be utilized in credit loss forecasting and management reporting as well as supporting discovery or solutions for firm data driven initiatives and developments. Improve the accuracy and consistency of loan risk ratings, and ImpairmentStudio outputs through automation and documentation of internal processes, providing data integrity and reconciliation accuracy and consistency metrics through periodic reporting.
Advisory Marketing Specialist StifelAdvisory Marketing SpecialistSaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Advisory Marketing Specialist has responsibility for supporting the Advisory Program Marketing initiatives offered through the Investment Products & Services Group to Stifel Financial Advisors across the Firm.
Community Investment Manager Helping People - United Way of Greater St. LouisCommunity Investment ManagerSt. Louis, MOFull timeUnited Way of Greater St. Louis mobilizes people, resources, and partnerships around a single, powerful goal: helping individuals and families live their best possible lives. Louis region, working collaboratively with nonprofit partners, funders, and internal teams to strengthen outcomes, deepen impact, and drive meaningful, measurable change.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMO$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Compliance Manager NISA Investment Advisors LLCInvestment Compliance ManagerSt. Louis, MOEmployees at NISA are provided with a wide range of benefits, including health, dental, vision and life insurance options, paid time off, a competitive retirement plan, onsite cafeteria, fitness center, a health and wellness program and an educational assistance program. Candidates with a high degree of independent thinking, strong analytical and quantitative skills, and team-playing abilities who desire to make a difference are encouraged to apply.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerSt. Louis, MOKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Marketing Manager, Planning, Resources and Investments H&R Block IncMarketing Manager, Planning, Resources and InvestmentsKANSAS CITY, MOIn addition, you will support financial and operational governance by partnering with Finance and Procurement to ensure marketing investments are optimized, providing transparency into vendor spend, performance, and overall return on investment. You will also develop and maintain resource and capacity models that provide real-time insight into workload, constraints, and tradeoffs, helping leadership navigate shifting priorities and make informed decisions.
Sr Manager Investment & Capacity Planning Zelis Healthcare, Inc.Sr Manager Investment & Capacity PlanningSt. Louis, MO$127,000–$160,550 / yearOwn finance operations processes that drive forecast accuracy, capacity alignment, and margin performance, while leading cross-functional strategic initiatives that improve cost discipline, profitability, and scalable decision-making frameworks. The Senior Manager Investment & Capacity Planning is responsible for leading revenue forecasting, capacity planning, cost modeling, and margin optimization for the Price Optimization business.
Senior Lead Product Manager - Artificial Intelligence (AI), Wealth & Investment Management Wells Fargo & CoSenior Lead Product Manager - Artificial Intelligence (AI), Wealth & Investment ManagementSaint Louis, MO$139,000–$239,000 / yearThey 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. As AI initiatives rapidly expand across WIM, this role provides clear ownership, strategic alignment, and disciplined execution to ensure AI capabilities scale responsibly, securely, and consistently within a highly regulated financial services environment.
Manager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementKansas City, MO$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
CIC Fund Investments Associate Huntington National BankCIC Fund Investments AssociateClayton, MissouriThe CIC Fund Investments will support the VP, Equity Investment Manager and help lead the underwriting and project management of LIHTC fund investments with the bank’s syndicator partners. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
CIC Fund Investments Associate Huntington Bancshares IncCIC Fund Investments AssociateClayton, MO$70,000–$140,000 / yearThe CIC Fund Investments will support the VP, Equity Investment Manager and help lead the underwriting and project management of LIHTC fund investments with the bank's syndicator partners. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Client Service Consultant | Retirement and Investment CBIZ IncClient Service Consultant | Retirement and InvestmentKansas City, MOWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Consult with plan sponsors and retirement committees on matters related to fiduciary governance, plan design, plan compliance, vendor oversight, fees & expenses, participant engagement, and investment advisory (if licensed).
Institutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociateSt. Louis, MO$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Institutional Investment Consulting Senior Associate Marsh & McLennan Companies IncInstitutional Investment Consulting Senior AssociateSt. Louis, MO$88,000–$176,000 / yearAs an Institutional Investment Consulting Senior Associate, you will play a key role in supporting the range of investment services provided to a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpKansas City, MO$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantSt. Louis, MO$162,000–$324,000 / yearAs a Senior Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Trust Investment Associate StifelTrust Investment AssociateSaint Louis, MissouriFull timeWhat You'll Be Doing: The Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Trust Investment Analyst StifelTrust Investment AnalystSaint Louis, MissouriFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas.
NewPWM Analyst Investment U.S. BancorpPWM Analyst InvestmentClayton, MO$75,820–$89,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor.
Financial Planner & Investment Adviser - USA Skybound Wealth Management LtdFinancial Planner & Investment Adviser - USAKansas City, MOAbout Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management.
Senior Analyst, Investment Solutions Reinsurance Group of America IncSenior Analyst, Investment SolutionsChesterfield, MO$89,310–$134,870 / yearWork closely with portfolio managers to support various quantitative and analytical functions for asset intensive reinsurance transactions: Design transaction specific asset strategies to optimize return on capital within regulatory, accounting, operating and risk management constraints. Required: Bachelor's degree in a field requiring strong analytical and quantitative skills such as Mathematics, Actuarial, Finance, Engineering, Computer Science, Financial Engineering and other sciences, and 3+ years of relevant work experience OR.
NewInvestment Optimization Analyst Edward D Jones & Co LPInvestment Optimization AnalystSt. Louis, MOTeam Overview: The Portfolio Optimization Group within Investment Management (WMAS) is responsible for personalized and tax-aware investment solutions at scale through the utilization of client data, portfolio construction guidance, investment and risk analytics, and optimization algorithms. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Senior Analyst, Investment Solutions RGASenior Analyst, Investment SolutionsMissouriWork closely with portfolio managers to support various quantitative and analytical functions for asset intensive reinsurance transactions: Design transaction specific asset strategies to optimize return on capital within regulatory, accounting, operating and risk management constraints. Bachelor’s degree in a field requiring strong analytical and quantitative skills such as Mathematics, Actuarial, Finance, Engineering, Computer Science, Financial Engineering and other sciences, and 3+ years of relevant work experience OR.
Call Center Associate - Investment & Retirement Services SGA Inc.Call Center Associate - Investment & Retirement ServicesO Fallon, MOAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities : Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Trust Investment Associate Stifel Financial CorpTrust Investment AssociateSaint Louis, MOThe Trust Investment Associate provides administrative and analytical investment support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Trust Investment Analyst Stifel Financial CorpTrust Investment AnalystMOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas.
Investment Planning Analyst Northwestern Mutual - ClaytonInvestment Planning AnalystChesterfield, MOFull timeAssociates will excel in this role through multi-tasking, demonstrating an understanding of portfolio theory and asset allocation, and expressing curiosity about investments, the economy, and financial planning. Case Prep Each of the below will need to be learned and mastered as quickly as possible – note that Illustrations and PXs are created via proprietary software Illustrations.
Executive Director, Investment Business Analysis Reinsurance Group of America IncExecutive Director, Investment Business AnalysisChesterfield, MO$126,710–$188,840 / yearThe Executive Director partners closely with Investment leaders, Technology, Data, and Architecture teams to ensure solutions are fit for purpose and ready for adoption. The Executive Director, Investment Business Analysis is a senior delivery and functional leader responsible for overseeing business analysis execution across major investment initiatives.
Director, Investment Business Analyst Reinsurance Group of America IncDirector, Investment Business AnalystMO$107,060–$159,390 / yearThe Director, Investment Business Analysis is responsible for leading day-to-day business analysis delivery across investment initiatives and owning execution quality within assigned programs or portfolios. The Director partners closely with Investment stakeholders and Technology delivery teams to drive clear outcomes, manage delivery risk, and support successful adoption.
NewPWM Analyst Investment U.S. BankPWM Analyst InvestmentClayton, MissouriIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Will be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor.
Director of Investment Management Plancorp LLCDirector of Investment ManagementSt. Louis, MOThe role works closely with the investment team and key internal partners to improve workflows, strengthen governance, and ensure the investment platform evolves in a disciplined, scalable way. This role owns the execution and follow-through of investment-related initiatives, including investment committee operations, cross-functional project leadership, and the translation of research and decisions into implementation.
Executive Director, Investment Data Management Operations Reinsurance Group of America IncExecutive Director, Investment Data Management OperationsChesterfield, MO$126,710–$188,840 / yearThe Executive Director is accountable for ensuring that investment data is accurate, consistent, and fit for downstream consumption across all Investment Operations, Investment Accounting, Portfolio Management, Risk, and Compliance functions - and that data quality issues are identified, escalated, and resolved with rigor and speed. 10+ years of progressive investment operations or data management experience with deep specialization in investment reference data, data quality governance, or position reconciliation within an insurance company, asset manager, reinsurer, or large institutional investment organization.
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesO Fallon, MOAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Controller - Investment & Fiduciary Services U.S. BancorpController - Investment & Fiduciary ServicesSaint Louis, MO$143,905–$169,300 / yearThis role ensures accurate financial reporting, maintains strong internal controls, supports audits and regulatory examinations, and partners with business leaders to drive operational excellence. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
VP, Head of Investment Accounting Reinsurance Group of America IncVP, Head of Investment AccountingChesterfield, MO$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
Real Estate and Investment Associate J.E. Dunn Construction Group IncReal Estate and Investment AssociateKansas City, MOProactively manages and monitors portfolio assets following acquisition, tracking property and investment performance against underwriting, identifying value-creation and risk-mitigation opportunities, and recommending hold, refinance, or exit actions to optimize returns. Increasingly, this role emphasizes proactive, hands-on asset management of the portfolio by monitoring performance against underwriting, anticipating risks and opportunities, and balancing competing timelines and stakeholder needs to keep initiatives on track.
Portfolio Manager Central Bancompany IncPortfolio ManagerJefferson City, MOCentral Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. A successful Portfolio Manager will be an attentive listener, driven to grow personally and professionally, an experienced investment manager, and will be clear and concise in presenting the services offered by Central Trust Company.
Manager Research Sr Analyst StifelManager Research Sr AnalystSaint Louis, MissouriFull timeThe Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of client assets invested across various fee-based advisory platforms and trust company programs, and provides Firm-wide research support through the monthly publication of MF, SMA and ETF product recommended lists. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Manager Research Sr Analyst Stifel Financial CorpManager Research Sr AnalystSaint Louis, MOThe Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of client assets invested across various fee-based advisory platforms and trust company programs, and provides Firm-wide research support through the monthly publication of MF, SMA and ETF product recommended lists. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu LtdPrivate Equity Mergers & Acquisitions Strategy & Diligence Senior ManagerMO$189,200–$372,900 / yearThe team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.