Client Due Diligence Jobs

The Investor Services Fund Specialist role resides within the Investor Services team at Wellington Management, providing operational and servicing support for global institutional clients. Key responsibilities include managing investor onboarding and offboarding, coordinating fund data and reporting requests, and maintaining accurate records to ensure regulatory compliance. The position requires close collaboration with internal teams such as compliance, finance, and transfer agencies to support the full client lifecycle. This opportunity appeals to candidates seeking a collaborative culture that values independent thought and long-term client alignment. The role offers a hybrid work arrangement with four days in the office and one day of remote flexibility, fostering both in-person community and professional growth within a leading private investment partnership.

This Associate Attorney role within a leading corporate law firm focuses on serving high-growth technology and life sciences companies. The position involves managing complex corporate transactions such as mergers and acquisitions, conducting due diligence, and handling venture financings including preferred stock issuances. Additional duties include acting as outside general counsel, drafting legal documents, and managing capitalization tables. The role offers a hybrid work arrangement with two days of remote flexibility and provides a collaborative environment with significant opportunities for professional development and career growth.

This role involves serving as a Fractional CFO for Vessel Advisors, a boutique accounting firm supporting small to medium-sized businesses. The position requires a strategic financial leader with over a decade of experience to provide high-level guidance, strategic planning, and operational direction to diverse clients. Key responsibilities include analyzing financial data to assess risk, developing budgets and forecasts, supporting mergers and acquisitions, and acting as a trusted advisor to non-financial stakeholders. The opportunity appeals to experienced professionals seeking flexibility through a contract-based model that allows managing multiple engagements. While the role is primarily remote, it includes occasional hybrid work and limited travel for onsite client assessments in the Irvine, CA area, offering a dynamic environment for those who thrive on autonomy and impactful advisory work.

This full-time Project Manager role within the Property Condition Assessments team at Partner Engineering and Science involves leading the planning, execution, and delivery of commercial real estate due diligence projects. Key responsibilities include managing multiple concurrent projects, overseeing quality assurance and control processes, coordinating with internal teams and external associates, and conducting property inspections alongside report writing. The position appeals to professionals seeking a collaborative environment that values connection and compassion, offering opportunities for growth within a recognized, fast-growing firm. The role supports a mission-driven culture where individual impact is prioritized, and it accommodates a mix of office-based coordination and occasional on-site inspections.

This Director-level investment banking role at Bank of America focuses on originating and executing complex transactions for middle market and emerging growth clients. Key responsibilities include leading buy-side and sell-side M&A deals, overseeing capital markets processes, and managing teams of analysts and associates. The position involves drafting transaction documents, conducting financial due diligence, and preparing valuation models and marketing materials. The role offers a collaborative in-office environment in Chicago with opportunities for remote work within a commutable distance, alongside a culture that values professional growth, inclusive leadership, and meaningful community impact. Approximately 15% domestic travel is required to support client engagements.

The Senior Consultant, EHS Compliance role at ERM supports organizations in navigating environmental, health, and safety regulations while advancing sustainable practices. Based in Indianapolis or St. Louis, the position involves providing technical assistance on compliance, sustainability, and site remediation projects. Key responsibilities include preparing regulatory permits and reports, conducting environmental compliance assessments, performing Phase I site assessments, and executing fieldwork such as sampling and construction oversight. The role appeals to professionals seeking to work on high-profile projects with global clients while collaborating with industry experts in a culture that prioritizes continuous learning and career growth. The position requires frequent travel to various client locations and offers the opportunity to make a direct impact on safer operations and stronger environmental outcomes.

This Vice President role at Blackstone Private Wealth serves as a subject-matter expert for 1031 exchange and tax-deferred real estate solutions. The position supports fundraising and advisor engagement by partnering with investment teams to develop product positioning and manage the full product lifecycle. Key responsibilities include providing technical guidance on tax structures, coordinating due diligence with legal and compliance teams, and creating high-impact market commentary and client updates. The role appeals to professionals seeking to leverage deep private real estate expertise within a global platform managing significant capital. It offers a collaborative environment with opportunities to mentor junior staff and engage with high-net-worth clients across North America, Europe, and Asia, requiring occasional travel for meetings and industry events.

This Consultant role within the Accounting Advisory team supports a collaborative environment alongside Big 4 auditors and client management. Key responsibilities include preparing operational due diligence for complex transactions, managing accounting projects such as business unit carve-outs, and ensuring compliance with SEC reporting requirements. The position offers significant career growth through exposure to diverse industries and the opportunity to own projects from start to finish. It appeals to professionals seeking a challenging, collegial atmosphere where they can develop strong client relationships. The work arrangement provides flexibility with a mix of office, remote, and client site locations depending on specific engagement needs.

This Consultant role within the Accounting Advisory team supports a collaborative environment alongside Big 4 auditors and client management. Key responsibilities include preparing operational due diligence for complex transactions, managing accounting projects such as business unit carve-outs, and ensuring compliance with SEC reporting requirements. The position offers the appeal of owning projects from start to finish while gaining exposure to diverse industries and working with top-tier experts. It features a flexible work arrangement that adapts between office, remote, and client site locations based on engagement needs, fostering professional growth through a challenging and collegial culture.

This junior project accountant role within Gensler's Charlotte office supports the firm's architecture and design projects by managing financial account management and analysis. The position involves partnering with Studio Directors to ensure project fiscal health, handling timely invoicing and collections, and reconciling consultant expenses and revenue. Key responsibilities include maintaining accurate project budgets, auditing financial data, and acting as a trusted advisor on fee management and revenue recognition. The role appeals to candidates seeking a collaborative environment that values work-life balance, professional development, and a dynamic office culture. While the position requires on-site presence in Charlotte, it offers opportunities for growth through mentorship, tuition reimbursement, and engagement in firm-wide well-being initiatives.

This full-time Bilingual Credit Risk Associate role within MUFG's Japanese Corporate Banking team focuses on portfolio management and underwriting for complex non-investment grade clients. Key responsibilities include conducting due diligence, performing credit risk analysis, managing covenant compliance, and supporting deal structuring for structured finance transactions. The position requires fluency in Japanese and offers a hybrid work arrangement with four days on-site and one day remote. The role is appealing for its opportunity to work with a globally trusted financial group, engage in high-impact strategic risk management, and receive mentorship while developing expertise in international corporate lending.

This full-time commercial real estate role focuses on investment sales within a collaborative advisory team. The position involves developing client relationships, conducting property analysis and financial modeling, and leveraging proprietary tools to create markets for investment opportunities. The role appeals to entrepreneurial individuals seeking the freedom to build their own business while benefiting from extensive training, coaching, and a shared client database. The work arrangement supports independent goal setting and operates on a commission-only basis with unlimited earning potential.

The Environmental Specialist role supports Ulteig's environmental team in ensuring regulatory compliance for agricultural-industrial and infrastructure clients across North Dakota. Key responsibilities include coordinating air, water, and waste compliance, overseeing field sampling and monitoring programs, and preparing clear, defensible technical documentation. The position requires collaboration with multidisciplinary teams, engagement with regulatory agencies, and occasional travel to remote field sites. This opportunity appeals to candidates seeking a purpose-driven culture that values flexibility, employee ownership, and professional growth within a collaborative environment. The role offers a hybrid work arrangement and the chance to contribute to sustainable infrastructure solutions while developing lasting client relationships.

The Real Estate Senior Acquisitions Specialist role at Zeres Group focuses on driving the sourcing, evaluation, and execution of property investments within the Sales and Business Development team. Key responsibilities include leading deal origination, conducting detailed financial modeling and market analysis, and managing end-to-end due diligence to secure favorable transaction terms. The position offers the opportunity to mentor junior staff, collaborate with data teams on advanced analytics, and shape investment strategies for clients. This role appeals to candidates seeking a high-accountability environment where they can leverage their analytical rigor and entrepreneurial mindset. The position operates in a fast-paced, collaborative culture that values professional growth and strategic impact.

This entry-level Patent Attorney role supports a sophisticated patent disputes practice within a nationally recognized IP law firm. The position involves drafting and prosecuting applications through the U.S. Patent and Trademark Office, managing international filings, and supporting due diligence efforts. Key responsibilities include handling discovery strategy, motion practice, and claim construction for complex federal court matters. The role appeals to candidates seeking meaningful ownership of high-stakes litigation with exposure to trial and appellate work. The firm offers a streamlined, team-oriented environment that prioritizes mentorship and practical client strategy, featuring flexible work schedules and accelerated career growth opportunities.

This Corporate Associate Attorney role supports the largest locally based full-service regional firm in Florida, focusing on real estate, corporate restructuring, litigation, and estate planning. The position involves assisting with the structuring, negotiation, and documentation of complex transactions such as mergers, acquisitions, and joint ventures. Key responsibilities include advising clients on federal and state tax implications, drafting transaction documents like stock purchase agreements, and conducting corporate due diligence to identify risks. The role appeals to candidates seeking a collaborative environment with a strong commitment to client trust and professional excellence. Benefits include mentorship opportunities, profit sharing, 401K, and health coverage. The work arrangement offers hybrid and remote flexibility.

This full-time Commercial Real Estate Paralegal role supports a Miami-based law firm specializing in complex transactions, litigation, and advisory services. The position involves drafting and reviewing purchase agreements, leases, and closing documents while conducting title reviews and coordinating closing logistics. Key duties also include performing due diligence on zoning and environmental reports and managing UCC filings. The role offers a hybrid work schedule, allowing for a balance between office and remote work. Candidates are drawn to the opportunity to work alongside respected attorneys, access to excellent benefits including employer-paid health premiums, and a culture that prioritizes career growth and generous vacation time.

The Financial Solutions Advisor role in the South San Antonio area focuses on delivering comprehensive financial advice and customized investment solutions to help clients achieve their goals. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads, and referring customers to appropriate internal partners based on their needs and asset levels. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and community impact. The role operates in an in-office setting with a Monday through Friday schedule that includes rotating Saturdays, offering a structured environment for those passionate about financial planning and client relationship management.

The Risk Analyst Lead role is a full-time position within the Payments Solutions team at Commercial Bank of California, offering a hybrid work arrangement with eligibility for remote work. The position focuses on protecting ACH and BankCard programs by leading risk monitoring for third-party processors and merchant accounts. Key responsibilities include conducting due diligence reviews, analyzing transaction patterns to identify fraud, investigating exceptions, and collaborating with underwriting and compliance teams to strengthen risk policies. This opportunity appeals to strategic thinkers seeking to make a meaningful impact in a purpose-driven financial institution that prioritizes community empowerment and financial inclusion. The role offers a collaborative environment with opportunities for professional growth and access to comprehensive benefits.

The Financial Solutions Advisor role at Bank of America supports clients in the Pioneer Valley Market by delivering comprehensive financial advice and customized investment strategies. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads to connect them with appropriate internal partners, and identifying new business opportunities through referrals. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and employee wellness. The role operates on a hybrid schedule with specific in-office requirements and includes rotating Saturday shifts to accommodate client needs.

The Associate role in Business Valuation Litigation at Stout's Valuation Advisory team supports high-impact engagements involving financial disputes, transactions, and marital dissolution matters. Key responsibilities include performing business valuations using methodologies like discounted cash flow, conducting forensic accounting for asset tracing, and preparing comprehensive reports for mediation or trial settings. The position offers a hybrid work arrangement and provides a collaborative, team-oriented culture focused on Relentless Excellence. Professionals benefit from significant exposure to complex financial structures, opportunities for mentorship, and a supportive environment that encourages continuous learning and career growth.

This Senior Vice President role within Stout's Valuation Advisory group focuses on leading business valuation and litigation support engagements for high-stakes disputes. Key responsibilities include directing complex financial analyses for mergers, acquisitions, and economic damages, preparing expert reports for legal proceedings, and managing client relationships alongside junior team members. The position appeals to professionals seeking a hybrid work environment that fosters Relentless Excellence, offering significant opportunities for practice growth, mentorship, and professional development within a collaborative, inclusive culture.

This internship role is based at Outreach Development Corporation's outpatient program in Richmond Hill, NY, offering hands-on experience in substance abuse and mental health counseling. The intern works alongside experienced professionals to deliver clinical services to clients with co-occurring disorders. Key responsibilities include conducting client assessments and intakes, assisting in treatment plan development, and facilitating individual, group, or family counseling sessions. The position also involves managing caseloads, coordinating with external agencies, and maintaining accurate clinical documentation. This opportunity is appealing for those pursuing degrees in human services or behavioral health, providing a supportive environment to develop practical skills while contributing to a mission of helping individuals achieve healthy lives.

The Financial Solutions Advisor role serves clients in the South Austin and North San Antonio areas to help them achieve their financial goals through customized investment and banking strategies. Key responsibilities include building comprehensive financial plans, recommending brokerage products such as stocks and bonds, triaging client leads, and referring clients to appropriate internal partners based on their needs. The position requires holding Series 7 and 66 licenses and involves managing client relationships while adhering to regulatory standards. This opportunity appeals to professionals seeking a career with growth potential within an inclusive culture that values responsible growth and community impact. The role operates on a hybrid basis with specific in-office attendance requirements and includes rotating Saturday shifts.

This Project Manager role at Giles Flythe Engineers combines civil engineering expertise with community association management across North Carolina and Virginia. The position focuses on non-traditional projects, including capital reserve planning, construction administration, and property condition assessments for residential and commercial properties. Key responsibilities involve conducting on-site field investigations, developing 30-year capital reserve plans, and communicating directly with board members and homeowners. The role appeals to engineers seeking a collaborative, decentralized environment with opportunities to mentor others and grow within a team-oriented culture. While the work requires routine regional travel and occasional physical inspections, it offers a clear path for professional development and a supportive atmosphere that values autonomous decision-making.