Investment Due Diligence & Manager Research Analyst (CFA)

NexWealth; Philadelphia (Philadelphia County); On-site; USD 80,000 - 110,000; Full time

Job summary

NexWealth, located in Philadelphia, is looking for an Investment Research & Manager Due Diligence Analyst to support investment research and manager due diligence initiatives. This role involves direct interaction with high-net-worth clients, conducting comprehensive due diligence, monitoring investment strategies, and preparing detailed research reports.

The ideal candidate should be a CFA® Charterholder or a Level III candidate, with 5–7+ years of relevant experience. Strong analytical, organizational, and communication skills are essential, as well as proficiency with investment research platforms.

Qualifications

• 5–7+ years of investment research and due diligence experience.
• Experience in evaluating traditional and alternative investment strategies.
• Strong qualitative and quantitative analytical skills.

Responsibilities

• Conduct due diligence across public and private market strategies.
• Perform ongoing monitoring of investment managers and strategies.
• Prepare detailed investment research reports and presentations.
• Analyze portfolio characteristics and performance attribution.

Skills

Analytical capabilities

Investment judgment

Communication skills

Organizational skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in Finance, Economics, or Accounting

CFA® Charterholder or Level III Candidate

Tools

Investment research platforms

Portfolio analytics tools

Job description

NexWealth, located in Philadelphia, is looking for an Investment Research & Manager Due Diligence Analyst to support investment research and manager due diligence initiatives. This role involves direct interaction with high-net-worth clients, conducting comprehensive due diligence, monitoring investment strategies, and preparing detailed research reports.

The ideal candidate should be a CFA® Charterholder or a Level III candidate, with 5–7+ years of relevant experience. Strong analytical, organizational, and communication skills are essential, as well as proficiency with investment research platforms.