Alternatives
Southern Institution To Interview Three Finalists In Alternatives Investment Mgmt. Search

The institution is in a search for discretionary alternative investment management services for its portfolio, which has strategic allocations of 50% to marketable alternatives, 30% to private credit and 20% to private equity.

08.12.26
Venture Capital
Canadian Impact-First Investor Seeks Venture Advisory Services

The organization is seeking an advisor to assist with supporting its portfolio of innovations with capital and financing strategy as well as business models and operations for growth.

08.12.26
Multi-Asset/Investment Advisor
Mid-Atlantic Association Seeks Financial Management Outsourcing Services

The association has issued an RFP seeking firms to provide comprehensive finance, accounting, technology and financial management outsourcing services as it evaluates its operational approach.

08.12.26
People Moves
Northeast Institution Searching For Associate

The healthcare institution is seeking an associate to monitor existing investments as well as source and drive due diligence for external investment managers.

08.12.26
People Moves
Midwest Mott Foundation Hires Senior Analyst

The foundation hired a senior analyst to work closely with its investment team in all phases of the investment process with a special focus on quantitative data analysis and ad hoc reporting.

08.12.26
People Moves
Northeast Trust Seeks Director Of Investment Ops. And Treasury

The trust is searching for a director to provide investment analysis, reporting and oversight for its invested assets.

08.12.26
Asset Study/Review
Canadian University Seeks Endowment Optimization Review

The university is seeking firms with specialized financial and legal expertise in trust law and endowment management to conduct a comprehensive, risk-aware review of its underutilized endowments.

08.12.26
People Moves
Southern University Searching For Investment Analyst

The investment analyst will help oversee and manage the university’s endowment as well as support the diligence, monitoring and documentation of investments across asset classes.

08.12.26
Multi-Asset/Investment Advisor
Wealth Manager Acquiring HNW Registered Investment Advisor

The multi-family office and wealth manager is acquiring an RIA with more than $21 billion in assets on behalf of individual, family and institutional clients.

08.06.26
People Moves
Midwest University Names CFO As Interim President Following Retirement

The university named its finance head as its interim president last month as its president retired on June 30 after 17 years of service in the role.

08.06.26