Chartwell Investment Partners is seeking an Investment Due Diligence Analyst to manage and improve their investment due diligence processes. The role involves analyzing fund operations, communicating with fund managers, and preparing reports to support investment decisions
Job Summary
Responsible for the implementation of processes and infrastructure to ensure delivery of high-quality products and timeliness of product operations.
Under general supervision, uses specialized knowledge and skills obtained through experience and formal training to develop and maintain an investment due diligence program.
Will communicate regularly with outside fund managers, analyze fund operations, and prepare written reports or slides based on analysis performed.
Matching Summary
Match Score: 75
Chartwell Investment Partners is seeking an Investment Due Diligence Analyst to manage and improve their investment due diligence processes. The role involves analyzing fund operations, communicating with fund managers, and preparing reports to support investment decisions.
Skills & Requirements
Must-have
investment due diligence program
analyze fund operations
prepare written reports
quantitative and qualitative understanding
performance calculations
Nice-to-have
embrace technology
continuous evolution of the firm
client-first
integrity
independence
Key Requirements
5 years experience at a broker/dealer, registered investment advisor or asset manager