Investment Due Diligence Analyst

Willenborg Wealth Management

Remote
**
Analyze operational risk performance
Develop and maintain due diligence program
Analyze fund operations
** Willenborg Wealth Management is seeking an Investment Due Diligence Analyst to develop and maintain a due diligence program for various investment products, including mutual funds and private offerings. The role involves analyzing fund operations, interacting with fund managers, and preparing reports while working remotely. **

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.
  • Interact with Raymond James Financial Advisors to answer questions about the performance and analysis of funds on the Raymond James platform.

Matching Summary

Match Score: 75

** Willenborg Wealth Management is seeking an Investment Due Diligence Analyst to develop and maintain a due diligence program for various investment products, including mutual funds and private offerings. The role involves analyzing fund operations, interacting with fund managers, and preparing reports while working remotely. **

Skills & Requirements

Must-have

  • Analyze operational risk performance
  • Develop and maintain due diligence program
  • Analyze fund operations
  • Morningstar Direct proficiency
  • Quantitative and qualitative understanding

Nice-to-have

  • Embrace technology for process improvement
  • Client-first, integrity, independence
  • Continuous evolution of the firm

Key Requirements

  • Minimum of five (5) years experience
  • Bachelor’s Degree in economics or finance
  • SIE required
  • Series 7 strongly preferred
  • CFA Candidate or CFA Charterholder preferred

Work Rights

Not specified

Tailored Resume

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