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Due Diligence Analyst, JD

Robert Half

A highly respected and entrepreneurial financial services organization is seeking a Senior Due Diligence Analyst to join its collaborative team. This is an excellent opportunity for an attorney or analytical professional looking to pursue a non-traditional career path outside of private practice while leveraging their legal, research, writing, and analytical skills in the alternative investments industry.The organization provides independent research and due diligence on a broad range of alternative investment offerings and works closely with wealth management professionals to help them make informed investment decisions.About the OpportunityThis role offers exposure to a variety of complex investment structures and alternative asset classes, including commercial real estate, private equity, private credit, energy investments, and other private market strategies. The successful candidate will work alongside a multidisciplinary team of experienced professionals and will play a key role in evaluating investment offerings, identifying risks, and communicating findings through detailed written analysis.This position offers the opportunity to develop deep expertise in alternative investments while working in a collegial, business-focused environment that provides an alternative to the traditional law firm career track.This is a unique opportunity for attorneys and other analytical professionals seeking to apply their skills in a sophisticated business environment focused on investment due diligence, research, and risk analysis.Key ResponsibilitiesConduct comprehensive due diligence reviews of alternative investment offerings.Analyze offering memoranda, organizational documents, governance materials, financial information, third-party reports, and industry research.Evaluate investment structures, underwriting assumptions, asset performance, and key transaction terms.Identify, assess, and communicate material risks and other significant considerations.Prepare detailed due diligence reports and written analyses for wealth management clients.Manage multiple review projects simultaneously and oversee review timelines.Perform quality control reviews of work completed by other team members.Participate in client meetings, industry events, and other external-facing initiatives as needed.Collaborate with colleagues across a variety of disciplines to support investment review efforts.

Vacancy posted 12 hours ago
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