Due Diligence Financial Analyst

3 weeks ago


Pleasant Grove, United States Orchard Securities Full time


Due Diligence Analyst


Orchard Securities, LLC (“Orchard”) provides investment banking and managing broker dealer services for securities offerings in alternative investments. The company has raised over $10 billion in equity, primarily through independent broker dealers and registered investment advisors.


Duties and Responsibilities

The Due Diligence Analyst role offers a unique opportunity to gain exposure to, and create relationships with, some of the investment industryʼs most sophisticated asset managers and product sponsors, legal scholars, and due diligence professionals. Duties include:

  • Analyzing and creating financial models to understand the sensitivities and return potentials of investment products
  • Creating internal reports and resources documenting Orchardʼs due diligence process and findings for use in an internal investment committee and/or regulatory examination
  • Communicating with asset managers, product sponsors, distribution teams, broker-dealers, registered investment advisors, and third-party due diligence providers about investment products and their characteristics
  • Reviewing offering and advertising materials for factual accuracy and appropriate disclosure
  • Seeking and documenting industry trends with an emphasis on real estate and private offerings
  • Attending industry conferences and, as part of a due diligence process, visiting product sponsors and current or potential future assets associated with an investment product
  • Maintaining records and understanding of prior investment products with which Orchard has been involved
  • Potentially training, creating processes for, or managing other members of the due diligence team that Orchard may hire from time to time


Requirements / Skills

  • Education: Bachelorʼs degree in finance, economics, accounting, or a related field
  • Experience with financial modeling and Excel macros
  • Significant attention to detail and analytical prowess
  • Ability to travel as required
  • Ability to communicate effectively and precisely about investment products
  • Ability to work in a fast-paced environment and manage multiple responsibilities
  • CFA or CAIA designation, or progress towards such designations, a plus but not required
  • Experience with real estate underwriting and investments a plus but not required


Job Characteristics

  • Full time, on site (Pleasant Grove, Utah)
  • Competitive base salary, based on experience, plus bonuses
  • Benefits: 401(k), medical insurance 



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