• Job Description

  Req#: 300000642417883
  Job Description
  
  The Senior Due Diligence Analyst will be part of Cetera's Alternative Investment Due Diligence Team, reporting to the Sr. Manager, Due Diligence. This is a hybrid role located in one of our office located in Dallas, TX.
  
  What you will do:
  
  • Conducting due diligence on various alternative investment offerings, including real estate, credit, oil and gas, hedge funds, private equity, and other investment types.
  • Summarizing due diligence findings in a written report for presentation to Cetera's product committee.
  • Working with Due Diligence Team members to assist with firm initiatives, including high-net-worth investment products.
  • Discussing alternative investment offerings with Cetera financial advisors, and answering questions about historical products.
  • Attend industry conferences as needed to stay informed of market updates. Some travel may be required for due diligence meetings and conference participation.
  
  
  What you will have:
  
  • 7+ years of alternative investment due diligence experience with a firm understanding of securities due diligence.
  • Knowledge of investment structures such as non-traded REITs, BDCs, interval funds, and private offerings.
  • Knowledge of different investment sectors such as real estate, credit, private markets, and oil and gas.
  • Excellent verbal and written communication skills.
  • Ability to synthesize large volumes of information and distill key items.
  • Ability to work on multiple projects at one time.
  • Firm understanding of securities rules and regulations.
  • Firm understanding of and ability to use financial statements.
  • Self-starter who can work independently, with excellent attention to detail.
  
  What is nice to have:
  
  • CFA, CAIA, or progress towards either
  • Experience working at a broker dealer is highly preferred
  
  
  About Us
  
  About Us
  
  What we give you in return:
  
  Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  
  About Cetera Financial Group:
  
  Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
  
  Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
  
  "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.
  
  Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
  
  Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
  
  Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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