Due Diligence Associate
2 weeks ago
Cetera Financial Group (“CFG”) is a network of independent broker-dealers located throughout the country. CFG is currently seeking a Due Diligence Associate to assist with the due diligence review of all products offered by Cetera Financial Group.The Due Diligence Associate, working with other diligence personnel, will review products offered by Cetera Financial Group (primarily mutual funds and ETFs), generate a review memo, and present findings to the firm’s Product Review Committee.The analyst will have the responsibility to maintain the firm’s approved product list for active ETFs, mutual funds, and the review of existing products on an ongoing basis.The due diligence process requires involvement with product manufacturers, third party research firms, and senior leaders within Cetera Financial Group.What you will do: Perform extensive, in-depth due diligence of investments based on industry best practices.Conduct reviews of new mutual fund families for possible use at Cetera Financial GroupConduct reviews of specific mutual funds for possible inclusion on Cetera’s approved list of mutual funds for use in advisory accountsManage ongoing review process of the advisory approved mutual fund listMaintain process to review new ETF offerings with a specific focus on actively managed ETFsManage ongoing review of newly launched active ETFsCommunicate result of due diligence reviews with advisorsOrganize and maintain due diligence filing systems, file correspondence, and other due diligence related records Work closely with analysts with primary responsibility to review advisory and insurance offeringsAssist with tasks related to the review of insurance and advisory productsAttending Sponsor meetings where neededOrganize and maintain due diligence filing systems, file correspondence, and other due diligence related records What you need to have: At least 2 years of Due Diligence experience at a Broker DealerCollege degree in a buiness related field is required Strong analytical skills. Ability to interact with product vendors and registered representativesFamiliarity with Morningstar software and capabilitiesComfortable asking hard questionsAbility to work in a team environment while also being independentProficient with Microsoft Office SuiteSecurities licensing a plusCompensation: The base annual salary range for this role is $20.65 to $33.15 an hour, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Hybrid
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Due Diligence Associate
2 weeks ago
Dallas, United States Cetera Financial Group Full timeJob Description Cetera Financial Group ("CFG") is a network of independent broker-dealers located throughout the country. CFG is currently seeking a Due Diligence Associate to assist with the due diligence review of all products offered by Cetera Financial Group. The Due Diligence Associate, working with other diligence personnel, will review products...
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Due Diligence Associate
6 days ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description Cetera Financial Group ("CFG") is a network of independent broker-dealers located throughout the country. CFG is currently seeking a Due Diligence Associate to assist with the due diligence review of all products offered by Cetera Financial Group. The Due Diligence Associate, working with other diligence personnel, will review products...
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Due Diligence Associate
6 days ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description Cetera Financial Group ("CFG") is a network of independent broker-dealers located throughout the country. CFG is currently seeking a Due Diligence Associate to assist with the due diligence review of all products offered by Cetera Financial Group. The Due Diligence Associate, working with other diligence personnel, will review products...
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Due Diligence Coordinator
4 days ago
Dallas, United States Texas Staffing Full timeJob PostingSummary of Responsibilities: The due diligence coordinator is primarily responsible for supporting every stage of the due diligence process by coordinating the ordering, execution, and reporting of due diligence inspections. This role is responsible for gathering information promptly from key stakeholders, coordinating inspection schedules, and...
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Due Diligence Coordinator
2 days ago
Dallas, United States Avenue5 Residential Full timeUnlock your potential with Avenue5 Residential.Your ideas. Your development. Your experience.We take care of you, so you can take care of our residents, properties and clients.Property management may be our business, but people are our passion.Empowering you to be the best.Our benefits take a holistic approach to take care of your mind and body. We care...
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Due Diligence Specialist
5 days ago
Dallas, United States Maharaja Enterprises LLC Full timeAbout the job Due Diligence Specialist Learn more about the general tasks related to this opportunity below, as well as required skills. IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAYMaharaja Enterprises LLC - Creative Financing ExpertsCommission Based Pay: 15% Maharaja Enterprises LLC in Dallas, GA is looking for one Due Diligence Analyst to join our...
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Due Diligence Manager
2 weeks ago
Dallas, United States Dallas Staffing Full timeJob TitleEssential duties include the following:Participate in buy-side and sell-side pre-transaction financial due diligence engagements, providing financial due diligence assistance and advisory services to publicly traded healthcare companies, large health systems, private equity investors, and investment banks across the U.S.Build financial models to...
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TAS Senior Associate
2 weeks ago
Dallas, United States RSM Full timeSenior Associate - Financial Due DiligenceWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be...
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Financial Due Diligence Manager
3 weeks ago
Dallas, United States Texas Staffing Full timeFinancial Due Diligence ManagerAs a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice all with the resources, environment, and support to help you...
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Financial Due Diligence Manager
3 weeks ago
Dallas, United States Dallas Staffing Full timeFinancial Due Diligence ManagerAs a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice all with the resources, environment, and support to help you...
