Raymond James & Associates, Inc., Research Division

Operational Due Diligence Analyst, Alternative Investments

Raymond James & Associates, Inc., Research Division(2 months ago)

HybridFull TimeMedior$76,512 - $102,560 (estimated)Investment Operations
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About this role

The role develops and maintains an operational due diligence program for alternative investments spanning private equity, hedge funds, real estate, and credit products. It serves as a liaison with external fund managers and internal teams to obtain information, analyze fund operations and reporting, and produce written due diligence reports. The position also supports education and awareness of alternative investment products for financial advisors.

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Required Skills

  • Due Diligence
  • Fund Accounting
  • NAV Analysis
  • Financial Analysis
  • Excel
  • Access
  • Onsite Reviews
  • Communication
  • Project Planning
  • Compliance

Qualifications

  • Bachelor's Degree in Accounting or Finance
  • SIE
  • Series 7 (within 6 months)
  • CFA (preferred)
  • CIMA (preferred)
  • CAIA (preferred)

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