Investment Due Diligence Analyst (Funds & ETFs)

Cetera Financial Group; Dallas (TX); On-site; USD 28,447 - 41,328; Full time

Benefits offered by this job

Inclusive health, dental, and vision insurance

20+ days of paid time off

401(k) Savings plan with company contribution

Paid parental leave

Job summary

A leading financial services firm in Dallas is seeking a Due Diligence Associate to assist with evaluating investment products like mutual funds and ETFs. The role involves thorough product reviews, generating memos, and maintaining approved product lists. Candidates should have at least 2 years of related experience, a business degree, strong analytical skills, and proficiency in Microsoft Office. Benefits include competitive salary, healthcare coverage, and flexible time off.

Qualifications

• At least 2 years of Due Diligence experience at a Broker Dealer.
• Ability to work in a team environment while being independent.
• Comfortable asking hard questions.

Responsibilities

• Perform extensive, in-depth due diligence of investments.
• Conduct reviews of new mutual fund families.
• Manage ongoing review process of the advisory approved mutual fund list.

Skills

Strong analytical skills

Ability to interact with product vendors

Familiarity with Morningstar software

Proficient with Microsoft Office Suite

Education

College degree in a business related field

Job description

A leading financial services firm in Dallas is seeking a Due Diligence Associate to assist with evaluating investment products like mutual funds and ETFs. The role involves thorough product reviews, generating memos, and maintaining approved product lists. Candidates should have at least 2 years of related experience, a business degree, strong analytical skills, and proficiency in Microsoft Office. Benefits include competitive salary, healthcare coverage, and flexible time off.