Investment Due Diligence Analyst (Funds & ETFs)
Cetera Financial Group
A leading financial services firm in Dallas is seeking a Due Diligence Associate to assist with evaluating investment products like mutual funds and ETFs. The role involves thorough product reviews, generating memos, and maintaining approved product lists. Candidates should have at least 2 years of related experience, a business degree, strong analytical skills, and proficiency in Microsoft Office. Benefits include competitive salary, healthcare coverage, and flexible time off. #J-18808-Ljbffr Cetera Financial Group
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$18.82 per hour
...assigned online training courses and achieve a passing score by due date. Qualifications Education Required: Associate Degree; Preferred... ...services and understanding of bank operations and the flow of funds. Knowledge Of: BSA/AML regulations and compliance as it applies to...SuggestedWork at officeRemote workVisa sponsorshipFree visa- Scotiabank is seeking an Analyst, Enhanced Due Diligence to support their Global AML Program in Dallas, Texas. This role involves conducting in-depth due diligence reviews on high-risk clients and identifying financial crime risks. The ideal candidate will have a degree...Suggested
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$10k
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$18.82 per hour
Glacier Bancorp is seeking a BSA/AML Investigator to monitor and investigate High Risk Customers (HRC) within the BSA/AML/CFT Department. You will prepare Questionable Activity Referrals (QARs) and document findings in HRCR review folders, updating systems per bank policy...Hourly pay- Fox Rothschild LLP is seeking a Risk Mitigation Analyst within the Knowledge Management Department. You will conduct hands-on public records and investigative research to support client engagements and internal risk management. The role requires drafting concise, well-sourced...
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$100k - $170k
...NYSE:HLI) is a leading global investment bank recognized for... ...Services, Portfolio Valuation and Fund Advisory Services, Real Estate... ...business and financial due diligence;Valuing companies, businesses... ...communication skillsExperience managing analysts or other personnelBe an...Full timeWorldwide- ...vertically integrated real estate investment firm with a 30-year history... ...as four (4) discretionary funds. The firm is actively... ...JOB OVERVIEW: The Analyst will play an important role... ...analysis, market research, due diligence, financing, business plan development...Full timeWork experience placementWork at office
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$10k
...London and Dallas. Overview The Senior Analyst, Portfolio Management (Torchlight)... ...real estate debt and equity investments in Torchlight’s fund businesses, which include assets throughout... ...Lead compilation of responses for due diligence responses and review for accuracy;...Full timeWork at officeLocal areaImmediate startFlexible hours- The Investor Relations Analyst will support CLIENT’s Investor Relations... ...mission-driven, early-stage fund. The Analyst will own core... ...the premier early-stage fund investing in technologies in the... ...portfolio highlights, and ad-hoc diligence requests. Assist in responding...
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$100k
...cooperation. We are seeking analysts to join our 2027 Equity... ...instruction in financial modeling, fund-level reporting, underwriting debt and equity investments, utilization of CRE software (... ...Complete underwriting and due diligence for prospective investments...Full timeSummer workWork at officeLocal areaImmediate startRelocation packageFlexible hours- PRIVATE MARKETS INVESTING AND LENDING GROUPThe Private Markets Investing... ...specializes in innovative fund-level financing, providing... ...We are currently seeking an Analyst to join our Dallas office.ResponsibilitiesPartner... ...parametersConduct thorough diligence on private equity funds and...Work experience placementWork at office
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$95k
.... (NYSE: LCLN) is a trusted investment banking advisor to business... ...acquisitions advisory, private funds and capital markets advisory... ...International is seeking Analysts to join our rapidly growing... ...securities Participating in due diligence meetings, communicating with...Full timeCurrently hiringWork at officeRemote workWork visaMonday to ThursdayShift work
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