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
- ...) 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...SuggestedWork at office
- ...Investment Analyst Link Logistics Real Estate ("Link") is a leading operator of last-mile logistics real estate. Established by Blackstone... ...and Blackstones Review Committee, and assisting with the due diligence for opportunities that have been awarded to Link. The...SuggestedLocal area
- ...supervision globally, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from... ...and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors...Suggested
- ...Internship Program across multiple investment functions, including Investor... ...real estate private equity funds and ventures, interacting... ...through initial and ongoing diligence efforts. Candidate should have... ...Responsibilities Assist in completing Due Diligence Questionnaires,...SuggestedSummer workInternshipSummer internshipWork at office
$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...SuggestedWork experience placementLocal areaNight shift- ...experienced bankers who truly invest in people’s success — today... ...serve. The Community Relations Analyst supports Texas Capital's... ...including application intake, due diligence, approvals, applicant communications... ...other community development funding and grant applications....Work at officeLocal areaImmediate startNight shiftAfternoon shift
$93k - $208k
...Summary:As a Power Market and Technical Diligence Analyst, you will play a pivotal role in... ...financing opportunities and in making prudent investment decisions.The successful candidate will... ...responsible for performing technical due diligence, evaluating project risks and...Full timeWork at officeRemote workWork from homeFlexible hours- ...estate acquisitions, M&A, preferred equity investments, joint ventures, and development... ...The Business Development & Acquisitions Analyst (BD&A Analyst) is an integral member of... ...financial modeling, market analysis, and due diligence. If you want exposure to the full toolkit...Full timeWork at office
$108.38k - $127.5k
...DescriptionThe Fraud Strategy Data Analyst provides enterprise-level... ...management, and prioritize investments based on measurable enterprise... ...leave401(k) and employer-funded retirement planPaid vacation... ...Posting may be closed earlier due to high volume of applicants....Full timeWork experience placementWork at officeLocal area3 days per week- ...About Fortress Fortress Investment Group LLC is a leading, highly diversified... ...offices around the globe. Hedge Fund/Private Equity Analyst Dallas, TX About Position... ...illiquid assets ~ Coordinate due diligence on investments including travel as necessary...Permanent employmentLocal areaWorldwideFlexible hours
- ...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 workFor contractorsWork experience placement
- ...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 timeWork at officeRemote work
$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
$100k - $125k
...Investment Banking Analyst Opportunity Our client is a leanly staffed $125 Million single PM equity fund with outstanding returns over ten years. The founder would like to find someone completing 1-2 years of an Investment Banking Analyst program who has a passion for...- ...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...Full timeWork at officeLocal area
$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- G MASS Consulting seeks a paralegal or legal entity specialist with fund operations experience to support a buy-side client engagement focused on the structured dissolution and lifecycle management of complex legal entities including SPVs, trusts and funds. The role sits...
- ...client for transactions. Reviews client-executed documents for compliance.* Prepares requests to release client funds.* Satisfies documentation due diligence for standard transactions. Interacts professionally with internal and external contacts to gather necessary information...
- SRI Conference is seeking an Asset & Wealth Management Division Public Legal Associate/Analyst to support the AWM Public businesses, funds and transactions. The role emphasizes legal entity formation, governance and regulatory compliance within a fast-paced financial environment...
- Job Title: Fund Services Public Analyst - Hiring FAST! Industry: Finance Location: Dallas, TX Pay Rate: $23/HR on W2 Only - NO C2C Setting:... ...information appropriately. Genuine interest in learning about investment products, fund operations, and asset management....Remote work
- Roots Management Group is seeking an Asset Management Analyst to join our Investment Management Group. This hybrid role focuses on maximizing performance... ...assets and leading reporting for current and future funds. You will collaborate with JV partners, support deal flow...
$130k - $240k
...YouTube. Job Description:Shield AI is seeking a Product Portfolio Analyst, X-BAT Family of Systems (FoS) to strengthen the analytical... ...value, timing, stage progression, probability of win, customer funding, and other factors that affect forecast confidence.Identify pipeline...Full timeTemporary workPart timeWorldwide- ..., and PTO.Position Summary:The Financial Analyst is responsible for tracking financial performance... ...mergers and acquisitions, capital investments, and market expansion.Support the company... ...in a stationary position 50% of the time due to prolonged periods of sitting or...Temporary workWork experience placementWork at officeNight shift
- ...Financial Data Analyst Dallas, TX: WFH 2-3 days/week What you'll be doing:... ...maintain financial models and run company/fund/portfolio-level analytics on an ongoing... ...analytics Work closely with the Accounting, Investments, and Data Analytics teams to ensure data...Work from home2 days per week3 days per week
$119.77k - $140.9k
...disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending... ...conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Irving, TX; Atlanta...Full timeLocal area3 days per week- ...providing counsel and advice that support activities across the firm. We handle litigation and arbitration, perform research and due diligence, aid in financing and legal filings, and deal with contracts and intellectual property rights that show our commitment to...
$23 - $28 per hour
...East West Bank Commercial Banking Summer Analyst Program is dedicated to developing future... ...& Gas (Dallas), Healthcare (Dallas), and Fund Finance (New York City and Pasadena). Responsibilities... ...respective office: see location above. Due to specific requirements applicable to...Full timeSummer workCasual workWork at officeRelocation- ...BSA Analyst This position monitors compliance with the Bank's policy, Bank Secrecy Act, and other related laws and regulations (... ...of reports generated for BSA/AML/OFAC. Assist with enhanced due diligence reviews and provide recommendation for next step actions. Assist...Full timeWork experience placementWork at officeLocal area
- ...Analyst of Capital Markets Brio Real Estate is a Blackstone Real... ...Debt Strategies (BREDS) investments across the globe. The company... ...opportunistic real estate credit funds, a publicly traded Mortgage REIT... ...Statements, providing diligence materials to financing counterparties...Local area
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