Note: The job is a remote job and is open to candidates in USA. Due Diligence Works, Inc. is a firm focused on Product Due Diligence for Broker Dealers and Registered Investment Advisors. The Investment Product Analyst role involves performing due diligence and analysis on investment products to assess their fit for customer platforms, focusing on investment strategy, risk, and performance.
Responsibilities
- Product Analysis: Perform due diligence on new and existing investment products, evaluating investment processes, performance, fees, and liquidity terms
- Operational Review: Assess investment firm operational controls, trade processing, valuation practices, and risk management
- Due Diligence Reports: Author detailed technical reports and prepare presentations for product organizations and investment committees to make product shelf decisions
- Monitoring: Conduct ongoing, regular reviews of approved product lists to ensure continued fit with customer product shelves
- Manager Interaction: Maintain active communication with third-party asset managers
Skills
- Education: Bachelor's degree in Finance, Economics, or related field
- Experience: 3-5 years previous experience in product analysis. Investment research, due diligence, or asset management operations is a plus
- Technical Skills: Proficiency in navigating financial data and advanced Excel
- Knowledge: Strong understanding of investment vehicles (mutual funds, ETFs, FSPs, SMAs, Alternatives, UITs), interpreting prospectuses, and regulatory environments
- Communication: Strong written and verbal communication skills for presenting to customer committees and product management teams
- An Excel power user is a must
- We are looking for intelligent, well-spoken individuals who can perform a detailed analysis and then explain it in simple terms
- We are looking for candidates who love financial services and are eager to learn
Benefits
- Health, Dental, Vision, 401k
Company Overview
Due Diligence Works is an independent research firm focused on investment and insurance products. It was founded in 2017, and is headquartered in Montclair, New Jersey, USA, with a workforce of 2-10 employees. Its website is https://www.duediligenceworks.com.