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
$110.7k - $218.3k
...functional teams across financial, accounting, operational, and tax due diligence to manage data analysis and support transaction... ...data analytics to generate meaningful insights tied to client investment hypotheses and transaction decisionsIdentifying opportunities...SuggestedLocal area- ...Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin... ...to drive ambition for every future! Purpose The Analyst, Enhanced Due Diligence (EDD), Global AML contributes to the execution of the Bank...SuggestedLocal areaFlexible hours
$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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$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- University Partners is seeking a Summer Analyst in Dallas to assist in evaluating and underwriting student housing investments. You will work on financial modeling, cash flow analyses, and due diligence while supporting asset management activities across the portfolio....Summer work
- ...) is a leading middle-market investment bank and full service broker-... ...Debt Private Placements and Fund Placement & Advisory. This combination... ...looking to add a Senior Analyst for our Dallas office. The... ...Coordinate and perform business due diligence and execute debt advisory and...Work at office
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$138k - $223k
.../Asset Allocation, the Director, Sr. Investment Research Analyst, is a key leadership role within TIAA... ...methodology build out for private market funds. Key Responsibilities And Duties... ...quantitative and qualitative analysis and due diligence of public and private market...Work experience placementWork at officeImmediate startFlexible hours- ...customized strategies drawn from our deep investment experience, diverse wealth management... ...and private banking services. Finance analysts support Private Wealth Management by... ...economic insights. Rigorous Investment Due Diligence: Conduct thorough due diligence on internal...Temporary workWork at officeWorldwide
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...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
- ...Dalfen Industrial is looking for an Analyst to join our investments team. The Analyst will be integral in... ...pursuits Coordinate the due diligence process for assets under contract across... ...has raised multiple private equity funds, and currently manages over 55 million...Contract workFor contractorsWork experience placement
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- ...in Dallas, TX. As an Investor Services Analyst, you will be a part of the Investor Services... ...Participate in the administration of due diligence databases Investor On‑boarding Support... ...) a plus Experience in alternative investments a plus Experience with AI tools and prompts...Full timeWork at officeLocal area
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- ...Asset Management Analyst Trammell Crow Residential (TCR) is... ...Provide secondary support for due diligence activities on new acquisitions... ...flow projections Prepare investment waterfall analysis for refi... ...needs and sources of funding. Analysis will consider historical...Work at office
$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
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