Senior Due Diligence Analyst - Alternative Investments
About The Position
The Senior Due Diligence Analyst will 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. What you will do: 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. What you will have: 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. What is nice to have: CFA, CAIA, or progress towards either Experience working at a broker dealer is highly preferred
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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
