Senior Due Diligence Analyst

5 - 7 years experience  • 

Salary depends on experience
Posted on 05/24/18
Birmingham, AL
5 - 7 years experience
Salary depends on experience
Posted on 05/24/18

Essential Duties and Responsibilities

  • Help lead the Due Diligence efforts at ProEquities
  • Delegate due diligence responsibilities to committee members
  • Continue to strengthen the processes and procedures for due diligence
  • Understand different aspects involved in the analysis of various product types (separate accounts vs. mutual funds vs. alternatives)
  • Coordinate efforts of due diligence committee into work product for Advisors
  • Travel when necessary to complete due diligence analysis
  • Communicate effectively with Financial Advisors regarding product recommendations
  • Maintain due diligence files and records
  • Establish task timelines so information is produced in a timely manner
  • Proactively create reports and analysis that foster the growth of ProEquities

               

Required Experience and Skills

  • Bachelor’s Degree in Finance, Accounting, Economics or other related field preferred
  • 5 years experience in financial services preferred
  • Securities licensed required; CIMA or work toward it will be important
  • Excellent technical skills required
  • Excellent written skills
  • Excellent oral skills
  • Attention to detail is critical
  • Ability to deliver information in a timely manner important
  • Team player, but proactive in daily work essential

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