Investment Diligence Analyst: Alternative Investments

Quincy Wells Group; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Quincy Wells Group in Chicago seeks a Due Diligence Analyst to support evaluation, approval, and ongoing monitoring of investment products on our Broker Dealer platform. You will conduct research, analyze sponsor information, and prepare due diligence reports.

This role offers exposure to alternative investments, regulatory due diligence, and product governance, with opportunities to present findings to leadership and contribute to process improvements.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Understanding of investment fundamentals and alternative investment structures.
• Experience in investment research, due diligence, product analysis, financial analysis, or related financial services roles.
• Ability to analyze financial statements, sponsor information, and investment-related materials.
• Strong research, analytical, and report-writing skills.
• Familiarity with Broker Dealer due diligence requirements and regulatory expectations.
• SIE and Series 7 licenses preferred but not required.

Responsibilities

• Assist in conducting due diligence reviews for alternative investment offerings and other products considered for the Broker Dealer platform.
• Gather, organize, and analyze offering documents, financial statements, sponsor materials, and related information.
• Draft comprehensive due diligence reports, summaries, and recommendations for internal stakeholders.
• Conduct market, industry, and competitor research as part of product evaluations.
• Work closely with senior diligence personnel to assess product structures, risk factors, sponsor quality, and investment merits.
• Present findings and recommendations to the Product Review Committee and firm leadership.
• Support ongoing refinement of diligence processes, documentation standards, and approval workflows.
• Participate in sponsor meetings, conference calls, webinars, and educational presentations.

Skills

Analytical mindset

Attention to detail

Strong communication

Team collaboration

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or related field

Job description

Quincy Wells Group in Chicago seeks a Due Diligence Analyst to support evaluation, approval, and ongoing monitoring of investment products on our Broker Dealer platform. You will conduct research, analyze sponsor information, and prepare due diligence reports.

This role offers exposure to alternative investments, regulatory due diligence, and product governance, with opportunities to present findings to leadership and contribute to process improvements.