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Benefits offered by this job
Medical, dental, and vision insurance
401(k) plan with company matching
Paid time off of at least 24 days annually
Job summary
A leading financial services firm is seeking an experienced professional for an investment due diligence role. This position focuses on evaluating mutual funds and other investment solutions, ensuring all offerings meet investment standards. The ideal candidate will have extensive experience in financial services, particularly in investment research, and must possess strong analytical judgment. This role offers flexibility in working arrangements and competitive compensation.
Qualifications
Extensive experience in investment research and due diligence.
Ability to thrive in a dynamic environment and manage multiple priorities.
Strong experience with investment research and analysis.
Responsibilities
Conduct comprehensive quantitative and qualitative research on investment managers.
Lead due diligence and ongoing monitoring for investment strategies.
Monitor investment strategies for performance trends and risks.
Skills
Financial services industry experience
Multi-asset investment knowledge
Strong communication skills
Analytical judgement
Familiarity with investment research tools
Education
Series 65/66 or ability to obtain
CFA preferred
Tools
Morningstar
Bloomberg
Job description
A leading financial services firm is seeking an experienced professional for an investment due diligence role. This position focuses on evaluating mutual funds and other investment solutions, ensuring all offerings meet investment standards. The ideal candidate will have extensive experience in financial services, particularly in investment research, and must possess strong analytical judgment. This role offers flexibility in working arrangements and competitive compensation.