Financial Due Diligence Manager or Analyst
Job Title: Financial Due Diligence Manager or Analyst
Job Description:
Are you looking for a career in alternative investments that leverages your CPA license and finance background, presents you with intellectual challenge, and provides you with opportunities to grow? And with no billable hours? We are looking for an experienced professional interested in taking a proactive approach to financial analysis to help wealth managers make informed decisions. 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. FactRight is the gold standard for retail alternative investment due diligence.
We are currently reviewing resumes for a financial due diligence manager/analyst position. The successful candidate will manage due diligence review projects and perform financial-focused analysis on alternative investment sponsors and their investment programs.
Duties will include:
- Leverage due diligence findings to help wealth managers make informed decisions for their clients
- Assess the financial status, prior performance, internal controls, and overall quality of product sponsors/managers through operational due diligence
- Perform due diligence analysis by reviewing audited and interim financial statements, management-prepared schedules, financial models, industry research, and third-party documents
- Assess program performance, relative to peers and market conditions
- Evaluate complex product structures to identify and prioritize potential risks
- Compose technical due diligence reports and issue client recommendations, both orally and in writing, based upon the review and analysis
- 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, or a willingness to learn
Qualifications:
- CPA (active license, or willing to reactivate) strongly preferred.
- Additional designation such as CFA, CAIA, etc. desired but not required.
- College-level degree required (in finance, economics, business, or related field of study).
- 5 to 10+ years of accounting or auditing, financial analysis, investment banking, private equity, alternative investment analysis, or similar experience required
What we offer:
- Competitive salary based on qualifications, plus quarterly performance incentives
- Health, dental, and vision insurance
- Simple IRA plan with company match
- 17 PTO days per year (increasing with tenure), plus company holidays
- Collaborative, supportive team environment
- Intellectual challenge and growth opportunities
- Meaningful client interaction
Financial Due Diligence Manager or Analyst – Eden Prairie, MN or remote
Application Instructions:
Eden Prairie, MN or remote
To apply for this position, please send your resume directly to Vicki Hoogheem at [email protected]
