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
  • 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
  •  ...& Company is seeking a candidate for the Life Sciences Private Capital team in Boston. You will advise clients on investment theses, perform due diligence, and contribute to standardized modules and market insights. You will also maintain knowledge assets and collaborate... 
    Suggested

    McKinsey & Company

    Dallas, TX
    1 day ago
  • $80k

     ...Senior Business Analyst For Exchange Traded Fund Services The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally,... 
    Suggested
    Work at office
    Worldwide

    Apex Group

    Dallas, TX
    4 days ago
  • Position Summary The Senior Analyst, Business Development will play a critical...  ...offering memoranda, strategy overviews, due diligence presentations, and fund-level cash flow forecasts....  ...Experience 1-2 years of experience in investment management, private equity, investment... 
    Suggested
    Work at office

    Hudson Advisors L.P.

    Dallas, TX
    1 day ago
  • Growth & Development Analyst (Data Centers) Who We Are: Galaxy is...  ...assets platform spans trading, investment banking, asset management,...  ...preferred equity, and infrastructure fund capital. Analyze power...  ...financial modeling, valuation, due diligence coordination, deal... 
    Full time
    Contract work
    For contractors
    Work at office
    Local area
    Remote work

    Crypto Pro Network

    Dallas, TX
    18 hours ago
  • ## ETF AnalystApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob...  ...with highly experienced bankers who truly invest in people’s success — today and tomorrow....  ...of equity and fixed income ETF and mutual fund strategies, including rebalancing and... 
    Immediate start
    Day shift

    Texas Capital Bank

    Dallas, TX
    4 days ago
  •  ...~500 employees oversees all aspects of investments, asset management, operations, leasing...  ...under management. JOB PURPOSE The Fall Analyst will assist in the evaluation, underwriting...  ...present said assumptions. Assist with due diligence processes associated with acquisitions... 
    Internship
    Work at office
    Local area

    Universitypartners

    Dallas, TX
    3 days ago
  •  ...is a vertically integrated real estate investment platform focused on acquiring and operating...  ...Partners is seeking a highly motivated Analyst, Investments to join its Investments...  ..., and lenders to enhance deal flow Due Diligence & Execution Execute due diligence, including... 

    NAREIM

    Dallas, TX
    1 day ago
  • Texas Capital Bank in Dallas is seeking an ETF Analyst to support the daily management of equity and fixed income ETF and mutual fund strategies. The role involves monitoring portfolio exposures, managing cash positions, and implementing tax-efficient trading strategies... 

    Texas Capital Bank

    Dallas, TX
    4 days ago
  • University Partners in Dallas is seeking a Fall Analyst to assist in evaluating student housing investment opportunities, underwriting acquisitions, and asset...  ...market trends, and support the deal team through due diligence and preparation of investment committee materials... 

    University Partners

    Dallas, TX
    3 days ago
  • Sixth Street is hiring a Fund Accounting Analyst in Dallas, Texas. The ideal candidate will manage accounting responsibilities for investment funds, including financial reporting, cash management, and investor reporting. A minimum of 3-5 years of relevant experience in... 

    Sixth-Street

    Dallas, TX
    3 days ago
  •  ...you can expect to participate in exciting investment opportunities while collaborating with...  ...services for pension plans, sovereign wealth funds, insurance companies, endowments,...  ...services, and regulations (e.g., mutual funds, ETFs, hedge funds, private equity, wealth advisory... 
    Private practice
    Work at office

    The Goldman Sachs Group

    Dallas, TX
    2 days ago
  • Company Overview LP Analyst is a leading independent private asset...  ...institutional investors (LPs) and fund managers (GPs) to get better,...  ...makers at our clients’ investment programs, including private asset...  ...etc., to address monitoring, diligence, valuation and other... 
    Casual work
    Work at office

    LP Analyst

    Dallas, TX
    3 days ago
  •  ...relationship management, portfolio oversight, and bespoke asset allocations within a global, client‑centric platform. You will collaborate with Private Wealth Advisors, conduct rigorous due diligence, and communicate complex investment insights. #J-18808-Ljbffr Goldman Sachs

    Goldman Sachs

    Dallas, TX
    3 days ago
  •  ...operating model, delivering support across the client, product, and investment lifecycle with the ultimate aim of delivering greater...  ...accurately managing the firm’s books and records. Perform regular due diligence by evaluating client payments inbound and outbound globally... 
    Work experience placement

    eTeam

    Dallas, TX
    3 days ago
  •  ...Residential is a privately owned real estate investment company headquartered in Newport Beach,...  ...Bluecore is adding an Asset Management Analyst to sit at the intersection of...  ...analysis, and scenario modeling Assist in due diligence processes, including review of third-party... 
    Remote work

    Bluecore Residential

    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 Markets...  ...transaction managers and due diligence teams to... 

    The Goldman Sachs Group

    Dallas, TX
    1 day ago
  •  ...Delos Capital Advisors is seeking a Portfolio Management Analyst to support the Chief Investment Officer in the day‑to‑day management, execution, and...  ...portfolio positioning and risk. Risk Oversight, Due Diligence & Surveillance Conduct ongoing portfolio and client account... 
    Work at office

    First United Bank

    Dallas, TX
    3 days ago
  •  ...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 work
    Work at office
    Worldwide

    Goldman Sachs Bank AG

    Dallas, TX
    1 day ago
  •  ...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 time
    Work at office
    Local area

    Sixth Street Inc

    Dallas, TX
    6 hours 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
    6 hours ago
  •  ...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 work
    For contractors
    Work experience placement

    Dalfen Industrial

    Dallas, TX
    5 hours 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
  •  ...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
    18 hours 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
  •  ...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... 
    Work at office

    Sonida Senior Living

    Dallas, TX
    3 days ago
  • $100k - $110k

     ...we connect expertise with discipline, investing across the risk spectrum - from core to...  ...other transaction counterparts to perform due diligence throughout the closing process. Play a...  ...legal services, a retirement pension funded entirely by MetLife and 401(k) with employer... 
    Temporary work
    Work at office
    Local area
    3 days per week

    MetLife

    Dallas, TX
    1 day ago
  •  ...Solutions - Client Portfolio Management, Analyst Overview Goldman Sachs Asset...  ...portfolios and a range of fund solutions. The QES team delivers bespoke investment solutions to High Net Worth, Institutional...  ...accounts, derivative income ETFs, and exchange funds. Our solutions... 
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    Dallas, TX
    4 days ago
  • $52.5k - $105k

     ...position]. Job Profile As a Loan Closing Analyst Senior - Commercial within PNC's Real...  ...without supervision and disburses loan funds. Prepares and/or reviews all loan documents...  ...documentation. Reviews and validates due diligence associated with project or transaction with... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Dallas, TX
    2 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!