Manager - Financial Due Diligence - Private Equity Advisory

At CrossCountry Consulting, we are committed to redefining the advisory experience. Our firm is built on our Core Values, which emphasize collaboration, enthusiasm, generosity, and perseverance. We strive to create a positive environment for both our clients and our team members. Our diverse advisory solutions encompass accounting and risk management, technology-driven transformation, and transactional assistance, ensuring we address contemporary challenges while delivering long-term value.Our dedication to employee satisfaction has garnered us accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through the voices of our employees by visiting here.As a key member of our expanding Financial Due Diligence practice, you will act as a trusted advisor to our clients. Leveraging your expertise and insights, you will craft customized solutions that tackle current challenges while laying the groundwork for future success. Supported by seasoned leaders and a dedicated mentor, you will thrive in a collaborative environment that encourages contributions beyond client engagements.This role presents the chance to engage in intricate M&A transactions, providing clients with vital insights into financial performance and associated risks. Your projects will encompass large-scale transactions, high-volume consolidations, carve-outs, divestitures, and sell-side transactions, working closely with private equity firms, corporate acquirers, and lenders to deliver top-tier analyses that inform strategic decision-making.

At CrossCountry Consulting, we aim to redefine the advisory landscape by prioritizing our Core Values and ensuring a positive impact for both our clients and our team members. We strongly advocate for collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting and risk management, technology-driven transformation, and transactional support, enabling us to partner effectively with clients to address their current challenges while delivering sustainable value into the future.Our dedication to our team has garnered us prestigious accolades, including recognition in Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our vibrant culture through the insights shared by our employees by visiting here.As a key member of our dynamic Financial Due Diligence practice, you will act as a trusted advisor to our clients, leveraging your hands-on experience and unique insights to provide customized, integrated solutions. You'll address today's pressing issues while establishing a foundation for future achievements. With mentorship from seasoned leaders and a supportive team, you'll join a collaborative environment that encourages contributions beyond client engagements.This position involves working on intricate M&A transactions, equipping clients with essential analyses regarding financial performance and associated risks. You will engage in significant projects, including large-scale transactions, high-volume roll-ups, carve-outs, divestitures, and sell-side engagements, collaborating with private equity firms, corporate acquirers, and lenders to deliver meticulous analyses that inform strategic decision-making.

Are you prepared to drive meaningful change?West Monroe is seeking a talented Advisory Architect, Data/AI Due Diligence to join our dynamic Technology & Experience Practice within Transaction Services – Data Engineering & Analytics. In this role, you will spearhead technology M&A due diligence initiatives, collaborating with other advisors and architects from diverse domains such as Cloud, Cybersecurity, and Software Engineering to deliver comprehensive technology assessments across various industries, including Private Equity, High-Tech & Software, Healthcare, and Financial Services. As a technology-agnostic firm, you will have the opportunity to enhance your expertise while engaging with cutting-edge tools, platforms, and frameworks. This is your chance to play a pivotal role in our established technology M&A practice, leading strategic enterprise projects, advanced analytics due diligence efforts, post-merger integrations, and carve-out advisory engagements.

Join Turner Townsend as a Senior Due Diligence Manager and take charge of leading critical evaluation processes for our diverse portfolio of projects. In this pivotal role, you will be responsible for conducting thorough assessments of project viability, financial analysis, and risk management. You will work closely with cross-functional teams to ensure that all due diligence activities align with Turner Townsend’s strategic objectives and client requirements.

At Slash Financial, we are reimagining the future of business banking, crafting tailored financial infrastructure that meets the unique operational needs of various industries. By merging the dependability of traditional banking with specialized financial tools, we empower businesses to enhance their operational efficiency.Founded in 2021, Slash is among the fastest-growing fintech companies globally, facilitating over ten billion dollars in annual business purchasing across diverse sectors.We are actively seeking a Partnerships Lead to forge and nurture relationships with private equity firms and investment groups.

About Brain Co.Brain Co. is an innovative Applied AI startup, spearheaded by industry leaders Elad Gil and Jared Kushner, and backed by some of Silicon Valley's most influential figures, including Patrick Collison (CEO of Stripe), Andrej Karpathy (Cofounder of OpenAI), Mike Krieger (CPO of Anthropic), Kevin Weil (CPO of OpenAI), and Aravind Srinivas (CEO of Perplexity).Our mission is to develop an AI platform and applications that address the most pressing challenges faced by the world's foremost institutions, creating tangible impact in real-world scenarios.Our achievements thus far include:Revolutionizing construction permitting processes for a sovereign government, resulting in an 80% acceleration and unlocking over $375M in value.Enhancing supply chains for a global energy leader, achieving a 30% reduction in costs and 99% reliability, thus preventing losses exceeding $100M.Improving patient care in hospitals across national health systems, yielding a 40% increase in outcomes and an 80% decrease in administrative workload.Securing a $30M Series A funding from top-tier investors.Building a dynamic team of over 40 AI specialists from renowned companies such as Tesla, Google DeepMind, NVIDIA, and Databricks.At Brain Co., your contributions will have a direct impact on real-world applications, not confined to research. We are scaling rapidly, driven by demand, and we are in search of outstanding individuals ready to take initiative from day one.

Turner & Townsend is on the lookout for a skilled Manager of Preconstruction Zoning and Due Diligence to spearhead the foundational stages of site selection and planning for an expanding network of electric vehicle service centers. This pivotal role involves assessing site feasibility, navigating zoning and permitting frameworks, and positioning each site for optimal development success. You will oversee multiple projects concurrently in a dynamic setting, collaborating with internal teams and municipal agencies to tackle logistical and regulatory hurdles.Key Responsibilities:Conduct thorough preconstruction evaluations encompassing zoning, land use, title, survey, environmental, and geotechnical analyses.Interpret local regulations and ordinances, formulate entitlement strategies, and secure essential approvals and variances.Act as the primary point of contact with city planning, zoning, and building departments; represent the organization in meetings and public hearings.Manage numerous active projects simultaneously, overseeing schedules, budgets, and deliverables under strict deadlines.Collaborate with internal teams (Real Estate, Design, Construction, Operations) to ensure site plans align with operational and infrastructure requirements.Identify permitting challenges and opportunities, developing innovative solutions for site access, traffic management, and regulatory compliance.Establish and maintain standardized processes, checklists, and reporting tools for zoning and due diligence tasks.Offer insights to leadership on site viability and contribute to the strategic planning of service center growth.Evaluate site access and circulation, including traffic patterns and ingress/egress feasibility.Supervise third-party consultants, legal teams, and technical experts to ensure timely and accurate delivery of due diligence documents.Proactively identify and communicate site-specific risks, proposing mitigation strategies and alternatives.Some SOX control responsibilities may be required.

Join Decagon as a Private Equity Lead within our Founder's Office, where you will play a pivotal role in shaping our investment strategies and driving growth initiatives. Your expertise in private equity will be crucial in identifying new opportunities and optimizing our existing portfolio. Collaborate with our executive team to align our investment goals with the overall vision of the company.

About aptura aptura partners with Mentis AI, a team combining deep asset management experience with advanced machine learning research. Drawing on backgrounds from firms such as Lazard and Partners Group, the group operates in both London and San Francisco. Together, they work with leading AI labs to improve model reasoning, generalization, and decision-making for institutional investment settings. Part-time AI Residency: Role Overview This part-time residency is designed for senior research analysts and portfolio managers interested in the intersection of AI and private markets. The program offers hands-on exposure to advanced AI systems and their impact on investment workflows. Key Responsibilities Prompt Development: Design and refine prompts for junior staff to use in evaluating AI-generated insights. Human vs. Machine Evaluation: Analyze differences between professional investment logic and AI output. Framework Design: Translate investor decision-making into structured challenges for testing AI reasoning. Expert Benchmarking: Build and validate real financial models, return analyses, and case studies to assess advanced AI systems. What Makes This Residency Distinct Direct exposure to how AI is reshaping deal processes, from screening and due diligence to portfolio management and exits. Be among the first investment professionals to work hands-on with AI models analyzing private market scenarios. Who Should Apply 3 to 7 years of experience in Private Equity or Growth Equity at a large-cap or upper-middle market fund in Europe or the US. Currently at the Associate, VP, or Principal level (industry focus is flexible). Strong skills in financial modeling and valuation across the deal lifecycle. Demonstrated curiosity about how AI can be applied in finance. Residency Details This is a part-time role requiring approximately 15 hours per week. Location: USA.

About Our TeamJoin the Technical Success team at OpenAI, where we prioritize our customers' experience with our cutting-edge suite of AI products. Our mission is to empower developers and enterprises to unlock the full potential of our advanced models, catering to a diverse clientele that ranges from innovative startups to established global corporations.About the OpportunityWe are on the lookout for a Solutions Engineer to collaborate with our key Private Equity clients, ensuring they derive measurable business outcomes from our AI solutions. In this role, you will engage with senior business leaders to assess their pre-sales requirements, shape their AI strategies, and pinpoint the most impactful use cases. You will partner with both business and technical teams to illustrate the value of our offerings, suggesting architectural frameworks to facilitate their implementation. This role requires close interaction with our Private Equity and Large Enterprise Sales, Security, and Product teams.This position is available in San Francisco, CA, or New York, NY, and follows a hybrid work model of three days in the office each week. We also provide relocation assistance to new team members.Your Responsibilities Will Include:Delivering an outstanding pre-sales experience for major Private Equity prospects by offering technical insights, articulating the value proposition, and addressing queries related to our products, APIs, and language models.Demonstrating how OpenAI's product suite can fulfill customer business objectives and yield significant value, which includes creating and showcasing demos, scoping relevant use cases, recommending architectural strategies, and providing comprehensive technical guidance.Documenting and maintaining guides, FAQs, and resources that address common inquiries and requirements identified during the pre-sales phase.Building and nurturing robust customer relationships throughout the evaluation, validation, and purchasing phases.Advocating for customers and ensuring their voices are heard internally by collecting feedback, identifying common themes, and integrating insights into product development.Serving as the initial contact for security and compliance inquiries, providing standardized information, guiding customers to relevant resources (such as the trust portal), and escalating complex issues to specialized teams.You Will Excel in This Role If You Have:Strong technical background in AI and machine learning.Exceptional communication skills, with the ability to simplify complex concepts for diverse audiences.Experience in pre-sales or customer-facing technical roles.Proven ability to build relationships and influence stakeholders.Capacity to thrive in a fast-paced and collaborative environment.

Join Us in Transforming Healthcare AccessAt Assort Health, our mission is to make exceptional healthcare accessible anytime, anywhere, for anyone. We envision a healthcare experience that feels seamless and connected—quick responses, clear communication, and easy access to care. Our innovative platform builds a new foundation for patient-provider interactions, powered by AI and tailored to meet the unique complexities of the healthcare landscape.As the most comprehensive patient experience platform, we leverage specialty-specific agentic AI to enhance interactions. Our omnichannel AI agents integrate effortlessly with EHR/PMS systems to minimize wait times and streamline processes, ensuring patients receive the care they need without hassle.Since our inception in 2023, we have facilitated over 125M+ patient interactions, reducing average hold times from 11 minutes to just 1 minute. Our platform supports thousands of providers, boasting a 98%+ resolution rate and 99% scheduling accuracy. We take pride in a patient satisfaction score of 4.5/5 from over 52K reviews and have experienced 20× revenue growth in 2025. With rapid scaling, we are expanding our footprint across the healthcare industry.About the RoleWe are seeking a Principal, Strategic Partnerships (Private Equity) to spearhead and scale one of Assort’s key growth channels. This high-impact role combines elements of private equity, enterprise sales, and operator-led go-to-market strategy. You will cultivate and manage relationships with healthcare-focused private equity firms, converting these connections into a consistent pipeline of high-value opportunities across their portfolio companies.Your objectives are twofold:Generate immediate revenue by sourcing and converting opportunities derived from private equity.Create a scalable playbook that positions Assort as the preferred AI partner for healthcare-focused private equity firms.This role transcends traditional partnerships; you will act as a hybrid of an enterprise seller, strategic operator, and relationship builder.

The Company You’ll JoinCarta revolutionizes the connection among founders, investors, and limited partners through cutting-edge software crafted for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies in more than 160 countries, Carta’s comprehensive platform of software and services empowers you to build, invest, and scale with assurance.Carta’s Fund Administration platform manages over 9,000 funds and SPVs, representing nearly $185 billion in assets under management, equipped with tools designed to amplify the strategic influence of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.Together, we are developing an all-encompassing ERP platform tailored for private markets. Traditional ERP systems fall short for Private Funds; the private capital markets demand a holistic software solution that supersedes outdated spreadsheets and disjointed service providers. Carta’s software for the Office of the Fund CFO meets this need, creating a new category of software that aligns private markets with the efficiency of public markets—a cohesive ERP for private capital.For insights into our offices and culture, visit our Carta careers page.The Team You’ll Work WithThe Sales Development Representative teams are the engine of Carta’s growth trajectory. In this role, you will directly contribute to private equity pipeline development by identifying and qualifying leads within the PE sector. We are committed to investing in our team and fostering internal advancement. All SDRs undergo comprehensive training on Carta software, private market finance, and equity administration, coupled with continuous education in consultative sales, client management, negotiation, and sales operations.The Problems You’ll Solve Identify and qualify leads from PE-backed companies Develop expertise on Carta’s core product suite and essential private equity principlesEngage actively with new and existing leads through innovative follow-up, fostering heightened interest and enthusiasm in CartaCollaborate with cross-functional teams to optimize top-of-funnel acquisition By supporting the SDR teams, you will enhance the overall company pipelineDeliver prompt and precise front-line support for all prospective customers interested in Carta Interact with potential customers in real-time via phone or video conferencingImplement cold outreach campaigns using a "customer-first" approach targeting finance leaders

Are you ready to drive transformative change in the tech industry?West Monroe is on the lookout for a Senior Manager with extensive experience and a fervent interest in the Software and High-Tech sectors to enhance our national practice. Our team collaborates with a diverse range of dynamic Software and High-Tech, Private Equity, and Corporate Strategic clients across the country.In your role as a Senior Manager, you will provide strategic guidance to Software and High-Tech clients as well as Private Equity investors, emphasizing software, SaaS, TMT, and tech-enabled services businesses. Your engagements will cover value creation initiatives, including product and growth strategy, technological innovation, operational enhancements, and due diligence—spanning product, technology, and operational assessments, along with merger integrations and carve-outs.Beyond client delivery, you will play a vital role in business development—seeking new clients and nurturing existing relationships—while also contributing to the internal leadership of our practice. Senior Managers at West Monroe are entrusted with three primary responsibilities:Client DeliveryLead rapid due diligence engagements for Private Equity and Corporate Strategic clients investing in Software and High-Tech, assessing market opportunities, product technologies, operating models, and their impact on margins, revenues, growth, and overall value creation.Evaluate functional and technology investment strategies, benchmarking operational models and organizational structures against industry-leading practices.Oversee teams serving Software and High-Tech clients while showcasing advisory skills with high-level client executives, including C-suite leaders, Business Unit GMs, and Private Equity Deal and Operating Partners.Drive value creation projects for Software and High-Tech companies and Private Equity clients.Engage in complex transactions within the Software and High-Tech sector, focusing on initiatives like post-merger integration, carve-outs/divestitures, operating model transformations, product strategy, target operating model development, and enhancements in post-sales operations and retention.Practice DevelopmentCreate data-driven methodologies and resources for effective practice development.

About Lincoln International Lincoln International is a global investment banking advisory firm serving business owners, senior executives, private equity firms, their portfolio companies, and both public and private corporations. The firm’s services include mergers and acquisitions advisory, private funds and capital markets consulting, valuations, and fairness opinions. With more than 1,400 professionals across 25+ offices in 16 countries, Lincoln International brings deep industry knowledge and timely market intelligence to private capital markets. The team is known for strong execution and a commitment to building lasting client relationships. Learn more at www.lincolninternational.com. Our Approach to Talent Lincoln International values the strength that comes from a diverse team. The firm actively seeks to attract, retain, and engage professionals from a wide range of backgrounds. Diversity, equity, and inclusion are central to how the company fosters innovation and creative problem-solving. This commitment helps Lincoln International meet the varied needs of its clients and adapt to a changing marketplace. Equal Opportunity Employer Lincoln International is proud to be an equal opportunity employer. All qualified candidates receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Explore more about the firm's diversity commitment and ESG initiatives. Work Model Lincoln International follows a hybrid work model focused on in-office collaboration. Employees are expected to work on-site Monday through Thursday, with the option to work remotely or in-office on Fridays.

Role Overview West Monroe Partners is seeking a Senior Consultant focused on Mergers & Acquisitions in the high-tech and software private equity sectors. This position is available in Chicago, Los Angeles, New York, or San Francisco. What You Will Do Work closely with clients in high-tech and software private equity to support complex transactions and strategic partnerships. Apply analytical skills and industry knowledge to deliver solutions that address client needs. Contribute to projects that help clients navigate mergers, acquisitions, and related challenges. Who We’re Looking For Experience in M&A within high-tech or software private equity sectors. Strong analytical approach and familiarity with transaction processes. Ability to collaborate with clients and internal teams on high-impact projects.

About ColumnAt Column, we revolutionize the financial technology landscape by streamlining the banking infrastructure that underpins innovation. With extensive backgrounds at industry giants like Plaid, Square, Meta, Blend, and Affirm, we understand the challenges faced by builders and developers working with traditional banks. We aim to eliminate the complexities and costs associated with the fragmented banking supply chain, providing cutting-edge banking solutions that empower fintech innovators.Join us as we simplify the banking experience for developers and businesses alike, eliminating unnecessary vendors and providing a seamless, transparent banking process.The OpportunityAs a pivotal member of the Partner Diligence team, you'll utilize your regulatory compliance expertise to oversee the diligence, risk assessment, control review, approval, and onboarding processes for Column’s fintech partners. In a rapidly evolving regulatory environment, we strive to exceed expectations in partner onboarding, and we need someone with a robust understanding of federal and state financial regulations. Your role will be crucial in identifying, assessing, and mitigating compliance risks in both consumer and commercial partnerships.Implementing a top-tier Third-Party Risk Management program is essential for Column's growth and success. In this role, you will have the opportunity to significantly influence the strategic direction and safety of our banking operations. Reporting directly to the Bank’s General Counsel, you will collaborate closely with various departments, including legal, compliance, and risk management.While we prefer this role to be based in our Presidio office in San Francisco, we are open to considering remote candidates willing to travel frequently to San Francisco.

About Juniper SquareAt Juniper Square, our mission is to revolutionize private markets. We aim to make privately held assets such as commercial real estate, private equity, and venture capital more accessible to everyone. By digitizing these markets, we enhance efficiency, transparency, and access within a vital segment of our financial ecosystem. If you are passionate about improving the world through technology and want to be part of a values-driven organization, we would love to hear from you.Juniper Square offers flexible working arrangements, including fully remote roles or opportunities to work out of our offices located in San Francisco, New York City, Mumbai, and Bangalore. Our digital-first operations empower our teams to collaborate seamlessly across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England.Your RoleWe are seeking an innovative Senior Product Manager to define and execute the product strategy for our private credit operations. This is not a conventional SaaS role; you will be instrumental in transforming how private credit firms operate by replacing outdated, Excel-based processes with a scalable, system-driven platform.You will be responsible for delivering products that manage:Daily loan activities (draws, paydowns, interest, fees)Complex contract structures (revolvers, DDTLs, multi-tranche facilities)Event-driven workflows (rate resets, payments, lifecycle notices)Lender allocations and ownership structuresIntegration with accounting systems and downstream reporting (e.g., Investran)AI-driven processing of credit agreements and lifecycle noticesCollaboration will be key as you work closely with:The Loan Operations teamThe Fund Administration teamOur client base—private credit managers (GPs)Engineering and design teams

At Jordan Park, we specialize in providing comprehensive investment management and tailored financial advisory services to a distinguished group of individuals, families, and institutions. Our clients have made remarkable contributions across various sectors including business, philanthropy, government, and society. Our dedicated team consists of empathetic problem solvers who bring a wealth of diverse experience. We thrive in complexity and are committed to navigating challenges, empowering our clients to achieve their most favorable outcomes.Our overarching mission is to enhance lives and legacies. The Client Advisory Team at Jordan Park is focused on delivering an exceptional and differentiated client experience. By seamlessly integrating investment management, financial planning, and customized advice, our team addresses the comprehensive financial needs of our clients. This includes portfolio construction, risk management, cash flow planning, single stock diversification, tax analysis, philanthropic strategies, and other essential aspects of wealth management.

Join Mercury as a Compliance Risk Manager within our Banking Advisory team, where your expertise will guide financial institutions in navigating complex regulatory landscapes. You will work collaboratively with clients to develop compliance strategies, assess risks, and implement effective controls to mitigate potential issues.Your role will involve analyzing compliance frameworks, conducting risk assessments, and providing actionable insights to enhance the client’s operational integrity. As a key member of our team, you will also stay abreast of evolving regulations and industry trends, ensuring our advisory services remain relevant and impactful.

Role overview The Senior Manager of Global Equity Programs at Lyft, based in San Francisco, CA, shapes the company’s equity compensation strategy. This position is responsible for designing and launching equity programs that support Lyft’s business needs and encourage employee engagement. Key responsibilities Develop and implement equity compensation programs for a global employee base Collaborate with teams throughout the company to ensure smooth program operations and adherence to regulatory requirements Ensure equity offerings align with Lyft’s goals and organizational culture Collaboration and compliance This role works closely with cross-functional partners to deliver effective equity solutions. Maintaining compliance with regulatory standards is an essential part of the position.