Coda SearchStaffing
Manager, Financial Due Diligence and Deal Advisory - Private Equity (New York)
Coda SearchStaffing, New York, New York, United States, 10261
Our client, a global investment organization with a large and diversified private markets platform is seeking a Manager, Financial Due Diligence and Deal Advisory to join its Investment Services team. This group supports the firms private equity, credit, real assets, and multi-strategy investments by developing scalable processes, building operating frameworks, and driving financial and infrastructural planning across the portfolio. The team plays a central role in transaction execution, overseeing elements such as due diligence, deal structuring, regulatory operations, valuations, tax considerations, and financial reporting.
As a Manager, Financial Due Diligence and Deal Advisory you will support the end-to-end execution of private markets transactions across multiple asset classes. Youll serve as a key partner to deal teams, guiding them through financial and operational requirements to ensure timely closings and a smooth investment lifecycle.
Responsibilities Serve as a primary point of contact for deal execution, coordinating with internal stakeholders and external advisors Deliver financial due diligence and broader transaction advisory support across assigned private asset classes Assess investment structures and manage operational and financial feasibility during acquisitions and divestments Oversee cross-functional workstreams and ensure that onboarding and offboarding activities are executed efficiently Partner with investment, operations, tax, legal, and compliance teams to support all aspects of the transaction lifecycle Manage end-to-end closing activities, including funding coordination with operations teams and banking partners Contribute to global transformation initiatives that enhance scale and standardization in deal management Identify workflow gaps and propose process or technology improvements to strengthen operational effectiveness
Qualifications At least four years of experience in deal advisory, due diligence, or transaction management, ideally within private equity or infrastructure Solid understanding of private investment closing mechanics, investment structuring, documentation, and control frameworks Bachelors degree in accounting, finance, business, or related field; accounting certification and Big Four training preferred Strong analytical abilities with a detail-oriented approach and the capacity to manage complex situations Excellent time-management skills with the ability to handle multiple transactions and deadlines concurrently Effective communication and stakeholder-management skills across internal and external partners A proactive, curious mindset and comfort working in a fast-paced, cross-regional environment
As a Manager, Financial Due Diligence and Deal Advisory you will support the end-to-end execution of private markets transactions across multiple asset classes. Youll serve as a key partner to deal teams, guiding them through financial and operational requirements to ensure timely closings and a smooth investment lifecycle.
Responsibilities Serve as a primary point of contact for deal execution, coordinating with internal stakeholders and external advisors Deliver financial due diligence and broader transaction advisory support across assigned private asset classes Assess investment structures and manage operational and financial feasibility during acquisitions and divestments Oversee cross-functional workstreams and ensure that onboarding and offboarding activities are executed efficiently Partner with investment, operations, tax, legal, and compliance teams to support all aspects of the transaction lifecycle Manage end-to-end closing activities, including funding coordination with operations teams and banking partners Contribute to global transformation initiatives that enhance scale and standardization in deal management Identify workflow gaps and propose process or technology improvements to strengthen operational effectiveness
Qualifications At least four years of experience in deal advisory, due diligence, or transaction management, ideally within private equity or infrastructure Solid understanding of private investment closing mechanics, investment structuring, documentation, and control frameworks Bachelors degree in accounting, finance, business, or related field; accounting certification and Big Four training preferred Strong analytical abilities with a detail-oriented approach and the capacity to manage complex situations Excellent time-management skills with the ability to handle multiple transactions and deadlines concurrently Effective communication and stakeholder-management skills across internal and external partners A proactive, curious mindset and comfort working in a fast-paced, cross-regional environment