Financial Due Diligence Analyst/Manager

Robert Half

Job Description

Are 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 then

contact Douglas Rickart on LinkedIn, call Doug at View phone number on ziprecruiter.com or apply to the link provided.

Apply

Vacancy posted 1 day ago

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