Sr Investment Due Diligence Analyst Job Opening

Sr Investment Due Diligence Analyst


Birmingham, Alabama

Essential Duties and Responsibilities

  • Support the Director of Investments
  • Provide support for internal models/portfolios managed by ProEquities, including quarterly commentary, quarterly webinars and investment research
  • Lead the Due Diligence Committee in monitoring all products offered through ProEquities for which we provide this oversight
  • Lead the due diligence of all non-traded alternative products offered through ProEquities to our advisors and our hybrid RIAs
  • Serve as a member of the Investment Committee to monitor global economics and its effect on our strategies
  • Serve as a member of the PESolutions team to provide portfolio construction, manager search and selection and general product support to our advisors
  • Learn the AMP platform for effective help in transitioning our advisors to our platform
  • Travel when necessary to promote AMP platform
  • Become proficient in financial planning and maintain an understanding of industry trends through research, webinars and/or conferences
  • Promote various resources on Advisor Portal and keep portal content current
  • Proactively create reports and analysis that foster the growth of ProEquities

Required Experience and Skills

  • 5-7 years’ experience in financial services industry preferred
  • Bachelor’s Degree in Finance, Accounting, Economics or other related field preferred
  • Industry designation required or obtained within 6 months, CFA, CFP, CIMA
  • Excellent communication skills important
  • Attention to detail is critical
  • Knowledge of portfolio construction important
  • Team player, but proactive in daily work essential