Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Due Diligence Analyst (Funds & ETFs) in Dallas, TX vacancy
  •  ...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... 
    Suggested
    Local area
    Flexible hours

    Scotiabank

    Dallas, TX
    3 days ago
  • $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... 
    Suggested
    Work at office
    Remote work
    Visa sponsorship
    Free visa

    Glacier Bancorp

    Addison, TX
    1 day ago
  • 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

    Scotiabank

    Dallas, TX
    3 days ago
  •  ...Client Risk Unit Professional within Global Financial Crimes (GFC) to evaluate high‑risk client relationships and oversee enhanced due diligence, serving as a check on first‑line execution. This Associate level role focuses on mitigating financial crime risk and... 
    Suggested

    PowerToFly

    Dallas, TX
    5 days ago
  • CLA (CliftonLarsonAllen) is seeking an Associate in Deal Services to perform financial quality of earnings, due diligence, and sophisticated financial analysis for clients considering mergers or acquisitions. You will support multiple engagements with detailed analysis,... 
    Suggested

    CLA (CliftonLarsonAllen)

    Dallas, TX
    3 days ago
  •  ...Transaction Banking risk professional to join the TxB risk team. You will support senior risk members on client risk management, due diligence, and governance. The role emphasizes collaboration with business managers, legal, and compliance; strong communication and... 

    Goldman Sachs, Inc.

    Dallas, TX
    5 days ago
  • We are seeking a detail-oriented Fund Finance Analyst for a PE company to support the financial...  ...excellence across capital management, investment tracking, financial reporting, and...  ...Support fundraising efforts by preparing due diligence materials and responding to... 
    Work at office

    LHH

    Dallas, TX
    3 days ago
  •  ...GFC) team to evaluate high-risk client relationships and ensure anti-money laundering controls are effective. The role emphasizes due diligence, risk ranking, and escalation of financial crimes signals. You will engage with multiple stakeholders, review complex corporate... 

    Morgan Stanley

    Dallas, TX
    5 days ago
  •  ...States and abroad. We are looking for an Investment Research Analyst who will be responsible for performing investment research and due diligence leading to investment recommendations...  ...through separate accounts, mutual funds, ETFs as well as investment limited partnerships... 

    CFA Institute

    Dallas, TX
    3 days ago
  •  ...Asset Managers, Hedge Funds, Banks and Brokerages,...  ...helping them to raise money, invest, and transfer risk...  ...team is a multi-faceted diligence and asset management platform...  ...is seeking an Analyst to support Global Market...  ...transaction managers and due diligence teams to ensure... 

    Goldman Sachs

    Dallas, TX
    2 days ago
  •  ...Capital Advisors, LLC in Dallas is seeking an Investment Research Analyst to perform investment research and due diligence, guiding recommendations for client advisors and...  ...The role emphasizes managing relationships with fund managers, monitoring investments, and... 

    CFA Institute

    Dallas, TX
    3 days ago
  • $10k

     ...want you on our best-in-class team. ABOUT THE ROLE Analysts are responsible for analysis of investment reporting, acquisitions, developments, and dispositions...  ...valuation and deal structuring through detailed due diligence and closing. KEY RESPONSIBILITIES Investment... 
    Work experience placement
    Local area
    Night shift

    Reit Tv

    Dallas, TX
    2 days ago
  •  ...) 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

    Oppenheimer & Co. Inc.

    Dallas, TX
    7 days ago
  • $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

    Glacier Bancorp

    Addison, TX
    1 day ago
  • 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... 

    Fox Rothschild LLP

    Dallas, TX
    3 days ago
  •  ...client financial crime risk profiles, including through targeted due diligence of clients’ financial crime compliance control frameworks,...  ...we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered... 
    Local area

    Goldman Sachs

    Dallas, TX
    1 day ago
  •  ...The Business Development & Acquisitions Analyst (BD&A Analyst) is an integral member of...  ...acquisitions, analysis to support investment strategies, and maintain investment pipeline...  ...modeling, market analysis, and due diligence. Strong analytical abilities, attention... 
    Full time
    Work at office

    Sonida Senior Living

    Dallas, TX
    1 day ago
  •  ...Dalfen Industrial is looking for an Analyst to join our investments team based in our headquarters office...  ...pursuits Coordinate the due diligence process for assets under contract across...  ...has raised multiple private equity funds and currently manages more than 74 million... 
    Contract work
    For contractors
    Work experience placement

    Dalfen Industrial

    Dallas, TX
    5 days ago
  •  ...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

    Crow Holdings

    Dallas, TX
    1 day ago
  • $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 time
    Worldwide

    Houlihan Lokey

    Dallas, TX
    2 days ago
  •  ...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 time
    Work experience placement
    Work at office

    Stockdale Management, LLC

    Dallas, TX
    3 days ago
  •  ...Sr Analyst (CAVS) GA Group is a leading provider of advisory...  ...liquidation, asset-based lending, investment banking, restructuring...  ...Group is majority-owned by funds managed by Oaktree Capital Management...  ...consulting and transaction due diligence services. These services... 
    Full time
    Work at office
    Remote work

    GA Group

    Dallas, TX
    5 days ago
  • $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 time
    Work at office
    Local area
    Immediate start
    Flexible hours

    Bellwether

    Dallas, TX
    5 days ago
  • 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... 

    HumCap

    Dallas, TX
    1 day ago
  •  ...develop your expertise. As a risk manager in our Commercial & Investment Bank, you'll help manage our financial reputation and...  ...York, NY Job Responsibilities Perform analysis/due diligence on counterparties/products Monitor risk sensitivities across... 
    Summer work
    Internship
    Work at office
    Immediate start
    Visa sponsorship

    Chase

    Dallas, TX
    5 days ago
  • $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 time
    Summer work
    Work at office
    Local area
    Immediate start
    Relocation package
    Flexible hours

    Bellwether

    Dallas, TX
    4 days ago
  • 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 placement
    Work at office

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...POSITION SUMMARY A Development Analyst is responsible for managing...  ...credit applications, coordinating due diligence for lenders and investors,...  ...demand to identify potential investment opportunities and support...  ...Dominium Employee Emergency Fund. Dominium is committed to providing... 
    Temporary work
    For contractors
    Work at office
    Local area
    Flexible hours

    Dominium Inc

    Dallas, TX
    1 day ago
  • The Management Trust is seeking a Reserve Analyst to create comprehensive Reserve Study Reports for HOAs and Condos in Dallas, Austin,...  ...independent judgement and strong financial analysis to guide long-range funding plans. You will work with the centralized Reserve Team,... 
    Full time

    The Management Trust

    Dallas, TX
    2 days ago
  • $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 time
    Currently hiring
    Work at office
    Remote work
    Work visa
    Monday to Thursday
    Shift work

    Lincoln International

    Dallas, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Due Diligence Analyst (Funds & ETFs). Be the first to apply!