Cnect

Senior Due Diligence Analyst – Alternative Investments

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • United States

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Job Level

Senior

About the role

  • Conducting due diligence on various alternative investment offerings, including real estate, credit, oil and gas, hedge funds, private equity, and other investment types.
  • Summarizing due diligence findings in a written report for presentation to Cetera’s product committee.
  • Working with Due Diligence Team members to assist with firm initiatives, including high-net-worth investment products.
  • Discussing alternative investment offerings with Cetera financial advisors, and answering questions about historical products.
  • Attend industry conferences as needed to stay informed of market updates. Some travel may be required for due diligence meetings and conference participation.

Requirements

  • 7+ years of alternative investment due diligence experience with a firm understanding of securities due diligence.
  • Knowledge of investment structures such as non-traded REITs, BDCs, interval funds, and private offerings.
  • Knowledge of different investment sectors such as real estate, credit, private markets, and oil and gas.
  • Excellent verbal and written communication skills.
  • Ability to synthesize large volumes of information and distill key items.
  • Ability to work on multiple projects at one time.
  • Firm understanding of securities rules and regulations.
  • Firm understanding of and ability to use financial statements.
  • Self-starter who can work independently, with excellent attention to detail.
  • CFA, CAIA, or progress towards either is nice to have.
  • Experience working at a broker dealer is highly preferred.
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
alternative investment due diligencesecurities due diligencenon-traded REITsBDCinterval fundsprivate offeringsfinancial statementsinvestment structuresinvestment sectorsmarket updates
Soft Skills
verbal communicationwritten communicationinformation synthesisattention to detailindependencemulti-project managementself-starter
Certifications
CFACAIA