Senior Investment Consultant providing investment advisory services for retirement plans at CBIZ. Establishing client relationships and facilitating technical investment expertise while ensuring compliance with regulations.
About the role
- Senior Due Diligence Analyst conducting due diligence on alternative investments for Cetera Financial Group. Collaborating with the team and financial advisors while attending industry events.
Responsibilities
- 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.
Requirements
- 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.
- CFA, CAIA, or progress towards either is nice to have.
- Experience working at a broker dealer is highly preferred.
Benefits
- 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.
Job title
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