Due Diligence Manager
Job Title: Due Diligence Manager
Job Location: Hybrid – Eden Prairie, MN
Job Description:
FactRight is the premier source of credible perspective and advice for wealth managers seeking access to alternative investments. Our team consists of credentialed professionals with expertise in assessing investment sponsors and their offerings. FactRight simplifies complex investments, providing clarity to our broker-dealer and registered investment advisor clients, so that they can confidently recommend alternative investments to their clients.
We are passionate about alternative investment due diligence! We are looking for an experienced professional to join our tight-knit team of analysts.
Duties will include:
- Leverage due diligence findings to help wealth managers make informed decisions for their clients
- Evaluate complex product structures to identify and prioritize potential risks
- Perform due diligence analysis of investment by reviewing third-party documents and industry research, concentrating on asset condition and performance, legal aspects, and financial underwriting of illiquid securities offerings
- Assess the financial status, prior performance, internal controls, and overall quality of product sponsors/managers through operational due diligence
- Assess program performance, relative to peers and market conditions
- Compose technical due diligence reports and issue client recommendations, both orally and in writing, based upon the review and analysis
- Project manage assigned due diligence reviews
- Perform quality control to support reviews of other team members
- Represent company at industry conferences and client meetings
Applicants must demonstrate:
- Willingness to be a strong, collaborative player in a growing company
- Initiative, self-motivation, and integrity
- Desire to continuously learn and improve
- Highly proficient qualitative and quantitative analytical skills
- Strong communication skills—this position involves a substantial amount of writing and client interaction
- An inquisitive nature and critical thinking
- Ability to manage several review projects simultaneously and effectively
- Resourcefulness
- Passion for capital markets or the financial services industry, and understanding of financial terminology and/or securities regulations
Qualifications:
- Advanced degree or qualification strongly preferred: CFA, CPA, CAIA, J.D., or M.B.A.
- College-level degree required (in finance, economics, business, or related field of study).
- 7 to 15+ years of accounting or auditing, financial analysis, investment banking, private equity, alternative investment analysis, commercial real estate, or similar experience required
Eden Prairie, MN – Office or remote depending on applicants’ location
Application Instructions:
To apply, please email resumes to Brandon Raatikka at [email protected]
