Senior Investment Due Diligence Analyst

CliftonLarsonAllen; Minneapolis (MN); On-site; USD 98,000 - 168,000; Full time

Job summary

CLA Wealth Advisory is seeking a Due Diligence and Investment Analyst Senior in downtown Minneapolis. You will lead investment due diligence for public and private strategies, evaluate managers, analyze risks, and prepare formal recommendations for the CLA Investment Committee.

This role supports research projects, market insights, and client-facing thought leadership, contributing to the CLA Outlook. Four+ years’ experience, CFA Charterholder, Series 7/63/65/66 licenses, and a Bachelor's in

Qualifications

• Four or more years of relevant investment industry experience.
• CFA Charterholder required.
• Series 7 License and Series 63, 65, or 66 Licenses required.

Responsibilities

• Lead investment due diligence for public and private market strategies across the CLA platform.
• Conduct qualitative and quantitative evaluations of investment managers and structures.
• Analyze manager financials, capital structure, revenue sources, profitability and stability.
• Lead manager meetings, due diligence calls, and on-site visits with documentation of findings.
• Prepare formal due diligence reports and memorandums for the CLA Investment Committee.
• Present findings and recommendations to senior leadership and committee members.
• Monitor approved managers and strategies, identifying material developments.
• Maintain due diligence databases, scorecards, and research files.
• Coordinate internal reviews with compliance, operations, trading, and portfolio implementation teams.
• Assist in asset allocation development and portfolio construction research.
• Conduct macroeconomic and capital markets research to support advisor education and client communications.
• Develop content for the CLA Outlook and firmwide investment research initiatives.

Skills

Investment due diligence

Manager research

Financial modeling

Regulatory compliance

Education

Bachelor's degree in Accounting or Finance

Job description

CLA Wealth Advisory is seeking a Due Diligence and Investment Analyst Senior in downtown Minneapolis. You will lead investment due diligence for public and private strategies, evaluate managers, analyze risks, and prepare formal recommendations for the CLA Investment Committee.

This role supports research projects, market insights, and client-facing thought leadership, contributing to the CLA Outlook. Four+ years’ experience, CFA Charterholder, Series 7/63/65/66 licenses, and a Bachelor's in