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
- ...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
$110k - $135k
...more specific details for this role. Job Description: The Investment Banking Analyst provides financial, strategic, and execution support on... ...on financial modeling, valuation, transaction analysis, due diligence, and the preparation of materials for live M&A engagements...SuggestedLocal areaWork from homeFlexible hours$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- ...) 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
- ...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...SuggestedFull timeWork at office
- ...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
- ...Dalfen Industrial is looking for an Analyst to join our investments team based in our headquarters office... ...acquisition pursuits Coordinate the due diligence process for assets under contract... ...has raised multiple private equity funds and currently manages more than 74 million...Contract workFor contractorsWork experience placement
$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- ...Job Description Senior Business Analyst - Finance COMPANY OVERVIEW Bioworld... ..., margin expansion initiatives, and investment and acquisition diligence, translating financial insight into... .... ~ Exposure to M&A, financial due diligence, valuation, integration...Casual workWork at officeRemote work
- 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
- ...Finance Group. The team is a multi-faceted diligence and asset management platform... ...markets- Performing valuation analyses and due diligence related activities- Tracking and... ...required to evaluate, pursue, and close debt investment opportunities.- Coordination of internal...Work at office
- ...vertically integrated real estate investment firm with a 30-year history... ...as four (4) discretionary funds. The firm is actively... ...employees. JOB OVERVIEW The Analyst will play an important role... ...analysis, market research, due diligence, financing, business plan development...Full timeWork experience placementWork 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$95k
.... (NYSE: LCLN) is a trusted investment banking advisor to business... ...acquisitions advisory, private funds and capital markets advisory... ...& Responsibilities: The VOG Analyst Intern position at Lincoln... ...Participating in and shadowing due diligence meetings, communication with...Full timeSummer workInternshipSummer internshipCurrently hiringWork at officeRemote workWork visaMonday to Thursday$100k
...London and Dallas. We are seeking analysts to join our 2027 Debt Analyst... ...instruction in financial modeling, fund-level reporting, underwriting debt investments, utilization of CRE software (e.... ...Perform market-level due diligence Maintain detailed and complex asset...Full timeSummer workWork at officeLocal areaImmediate startRelocation packageFlexible hours$500 - $3,000 per month
Development Underwriting Analyst Location: Dallas, TX Gillon Property... ...with a genuinely long-term investment horizon — at Highland Park... ...pipeline — real, funded projects, not theoretical exercises... ...lease-up assumptions. Support due diligence for land acquisitions and construction...Flexible hours$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- ...Job Description Job Description Fall Analyst Intern – Acquisitions & Asset... ...approximately 500 employees oversee all aspects of investments, asset management, operations, leasing,... ..., market research, underwriting, due diligence, and portfolio monitoring. Responsibilities...InternshipWork at office
- ...multibillion-dollar alternative investment firm based in Dallas, Texas.... ...in a range of vehicles and fund structures, including mutual... ...analytical Sales Operations Analyst to support its National Accounts... ...support business strategy, due diligence initiatives, CRM reporting, and...
- Goldman Sachs in Dallas, Texas, is seeking an Analyst/Associate for its Prime Services division. This role involves managing hedge fund and institutional client relationships while gaining exposure to portfolio financing strategies and capital markets products. The ideal...
- 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...Work at office
- 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 timeContract workFor contractorsWork at officeLocal areaRemote work
$100k - $125k
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 the stock market. While a connection to...- ...SPECIFICATION ASSET MANAGEMENT ANALYST Shine Associates, LLC has... ...fully integrated principal investment firm focused exclusively on... ...of existing properties and funds. Prepare and maintain... ...committee level. Conduct due diligence of legal documents, financial...Full time
- ..., 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 Build... ...maintain financial models and run company/fund/portfolio-level analytics on an ongoing... ...Work closely with the Accounting, Investments, and Data Analytics teams to ensure data...Work from home2 days per week3 days per week
- ...We are seeking a Financial Services Analyst to provide financial, operational, reporting... ..., invoicing, contractor expenses, and investment planning. The ideal candidate is analytical... ...needs. Assist with evaluating funding requirements and investment impacts....For contractors
- ...academic or business setting is preferredFoundational knowledge of due diligence (e.g., market modeling, expert interviews, external report... ...you ever thought possible. Your colleagues—at all levels—will invest deeply in your development, just as much as they invest in...ApprenticeshipWork at officeEasy work
$92k - $110k
...who are passionate about financial markets, investment research, and data-driven decision making. The Investment Research Analyst will support portfolio construction, asset... ...annual salary may also differ significantly due to geography and cost of labor considerations...- ...bank holding company and a leading global investment banking, securities and investment... ...identify risk and capital vulnerabilities due to inaccuracies in risk/capital measures... ...offered or a related role; (Preferred): Analyst-level position: Master’s degree (U.S. or...
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