Investment Due Diligence Analyst

Raymond James

Hybrid
Investment analysis skills
Proficiency in excel and powerpoint
Experience with fund managers
The role involves developing and maintaining an investment due diligence program

Job Summary

  • The role involves developing and maintaining an investment due diligence program.
  • You will collaborate with fund managers and prepare reports based on your analyses.
  • The position supports the firm's regulatory responsibilities while ensuring advisor satisfaction.

Matching Summary

The role involves developing and maintaining an investment due diligence program.

Skills & Requirements

Must-have

  • Investment analysis skills
  • Proficiency in Excel and PowerPoint
  • Experience with fund managers

Nice-to-have

  • Strong communication skills
  • Ability to work independently
  • Willingness to embrace technology

Key Requirements

  • Bachelor’s Degree in finance or economics
  • Minimum of five years of relevant experience
  • SIE required; Series 7 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter