Financial Due Diligence Analyst/Manager

DescriptionAre you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions.Responsibilities:• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.• Analyze financial statements, financial models, and industry research to assess financial performance and risks.• Evaluate the financial health, historical performance, and operational controls of investment firms.• Compare program performance to market conditions and industry peers to provide actionable insights.• Identify and prioritize potential risks associated with complex investment structures.• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.• Represent the company at client meetings to share expertise and build relationships.• Collaborate with internal teams to manage multiple projects effectively and efficiently.• Stay informed about developments in capital markets and alternative investment trends to enhance analysis.If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm thencontact Douglas Rickart on LinkedIn, call Doug at View phone number on click.appcast.io or apply to the link provided.Requirements• Minimum of 3 years of experience in financial analysis, due diligence, or a related field.• Bachelor's degree in finance, economics, business, or a related field; CPA highly preferred.• Proven expertise in both qualitative and quantitative analytical skills.• Proficiency in financial modeling and interpreting complex financial data.• Exceptional written and verbal communication skills, with the ability to present findings clearly.• Strong critical thinking and problem-solving abilities. • Ability to manage multiple projects simultaneously while maintaining attention to detail.• Familiarity with capital markets, alternative investments, and financial terminology.• Self-motivated, resourceful, and eager to learn and grow in a dynamic environment.• A passion for the financial services industry and a commitment to delivering high-quality work.Job typePermIndustryInvestment Management/Companies