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Investment Due Diligence Analyst (Funds & ETFs)

Cetera Financial Group

  • Dallas, TX
  • 2 days ago
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    Skills

    • Analysis Skillsunmatched
    • Due Diligenceunmatched
    • Financial Servicesunmatched
    • Health Planunmatched
    • Investment Analysisunmatched
    • Microsoft Officeunmatched
    • Mutual Fundsunmatched
    • Product Reviewsunmatched
    • Product Testingunmatched

    Description

    A leading financial services firm in Dallas is seeking a Due Diligence Associate to assist with evaluating investment products like mutual funds and ETFs. The role involves thorough product reviews, generating memos, and maintaining approved product lists. Candidates should have at least 2 years of related experience, a business degree, strong analytical skills, and proficiency in Microsoft Office. Benefits include competitive salary, healthcare coverage, and flexible time off.#J-18808-Ljbffr

    Numbers & Facts

    LocationDallas, TX
    IndustryFinancial Services
    Company Size100 to 499 employees
    Websitehttps://www.cetera.com

    About Company

    Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: measure success by our advisors' success recognize the strength of our team execute with purpose & efficiency empower & inspire each other

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