Senior Due Diligence & Research Strategist

The Inland Real Estate Group of Companies, Inc.; Chicago (IL); On-site; USD 112,000 - 143,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance (PPO)

Participation in 401(k) plan with a公司匹

Vacation Time

Nine Paid Holidays

Floating holidays

Sick time

Tuition reimbursement

Company-paid life insurance

Disability

Paid Parental Leave

Job summary

The Inland Real Estate Group, LLC is seeking an experienced Senior Due Diligence & Research Specialist to support third-party due diligence, investment research, and platform reviews across broker-dealers, RIAs, FinTech platforms, and other distribution partners.

You will manage complex due diligence requests, coordinate with cross-functional teams, prepare executive briefings, and help drive growth through rigorous analysis and timely, accurate insights.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.
• 8+ years of experience in investment management, asset management, due diligence, product management, investment research, wealth management, capital markets, or related financial services.
• Experience supporting broker-dealer, RIA, FinTech, or intermediary distribution platform reviews preferred.
• Experience with alternative investments, product review processes, investment research, platform evaluations, or sales enablement materials strongly preferred.

Responsibilities

• Lead and manage complex due diligence questionnaires, inquiries, and research requests from broker-dealers, RIAs, FinTech platforms, and external research organizations.
• Analyze investment, product, platform, and market information for accuracy, consistency, completeness, and potential risk considerations.
• Identify information gaps and coordinate follow-up efforts to ensure high-quality and timely responses.
• Maintain and enhance due diligence databases, questionnaires, platform profiles, research repositories, and related documentation.

Skills

Written communication

Verbal communication

Analytical thinking

Attention to detail

Project management

Cross-functional collaboration

Excel

Word

PowerPoint

Outlook

Research/data management

Education

Bachelor's degree in Finance/Economics/Business/Accounting

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Research/data management systems

Job description

The Inland Real Estate Group, LLC is seeking an experienced Senior Due Diligence & Research Specialist to support third-party due diligence, investment research, and platform reviews across broker-dealers, RIAs, FinTech platforms, and other distribution partners.

You will manage complex due diligence requests, coordinate with cross-functional teams, prepare executive briefings, and help drive growth through rigorous analysis and timely, accurate insights.