Senior Due Diligence Analyst - Alternative Investments
About the position
The Senior Due Diligence Analyst twill be part of Cetera’s Alternative
Investment Due Diligence Team, reporting to the Sr. Manager, Due Diligence. This
is a hybrid role located in one of our office located in Dallas, TX.
Responsibilities
• Conducting due diligence on various alternative investment offerings, including real estate, credit, oil and gas, hedge funds, private equity, and other investment types.
• Summarizing due diligence findings in a written report for presentation to Cetera’s product committee.
• Working with Due Diligence Team members to assist with firm initiatives, including high-net-worth investment products.
• Discussing alternative investment offerings with Cetera financial advisors, and answering questions about historical products.
• Attend industry conferences as needed to stay informed of market updates. Some travel may be required for due diligence meetings and conference participation.
Requirements
• 7+ years of alternative investment due diligence experience with a firm understanding of securities due diligence.
• Knowledge of investment structures such as non-traded REITs, BDCs, interval funds, and private offerings.
• Knowledge of different investment sectors such as real estate, credit, private markets, and oil and gas.
• Excellent verbal and written communication skills.
• Ability to synthesize large volumes of information and distill key items.
• Ability to work on multiple projects at one time.
• Firm understanding of securities rules and regulations.
• Firm understanding of and ability to use financial statements.
• Self-starter who can work independently, with excellent attention to detail.
Nice-to-haves
• CFA, CAIA, or progress towards either
• Experience working at a broker dealer is highly preferred
Benefits
• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Apply Now
Apply Now
The Senior Due Diligence Analyst twill be part of Cetera’s Alternative
Investment Due Diligence Team, reporting to the Sr. Manager, Due Diligence. This
is a hybrid role located in one of our office located in Dallas, TX.
Responsibilities
• Conducting due diligence on various alternative investment offerings, including real estate, credit, oil and gas, hedge funds, private equity, and other investment types.
• Summarizing due diligence findings in a written report for presentation to Cetera’s product committee.
• Working with Due Diligence Team members to assist with firm initiatives, including high-net-worth investment products.
• Discussing alternative investment offerings with Cetera financial advisors, and answering questions about historical products.
• Attend industry conferences as needed to stay informed of market updates. Some travel may be required for due diligence meetings and conference participation.
Requirements
• 7+ years of alternative investment due diligence experience with a firm understanding of securities due diligence.
• Knowledge of investment structures such as non-traded REITs, BDCs, interval funds, and private offerings.
• Knowledge of different investment sectors such as real estate, credit, private markets, and oil and gas.
• Excellent verbal and written communication skills.
• Ability to synthesize large volumes of information and distill key items.
• Ability to work on multiple projects at one time.
• Firm understanding of securities rules and regulations.
• Firm understanding of and ability to use financial statements.
• Self-starter who can work independently, with excellent attention to detail.
Nice-to-haves
• CFA, CAIA, or progress towards either
• Experience working at a broker dealer is highly preferred
Benefits
• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Apply Now
Apply Now