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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.
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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
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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.
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