Financial Due Diligence Manager or Analyst

Are you looking for a career in alternative investments that leverages your CPA license and finance background, presents you with intellectual challenge, and provides you with opportunities to grow? And with no billable hours? We are looking for an experienced professional interested in taking a proactive approach to financial analysis to help wealth managers make informed decisions. FactRight simplifies complex investments, providing clarity to our broker-dealer and registered investment advisor clients, so that they can confidently recommend alternative investments to their clients. FactRight is the gold standard for retail alternative investment due diligence.

We are currently reviewing resumes for a financial due diligence manager/analyst position. The successful candidate will manage due diligence review projects and perform financial-focused analysis on alternative investment sponsors and their investment programs.

Duties will include:

Leverage due diligence findings to help wealth managers make informed decisions for their clients

Assess the financial status, prior performance, internal controls, and overall quality of product sponsors/managers through operational due diligence

Perform due diligence analysis by reviewing audited and interim financial statements, management-prepared schedules, financial models, industry research, and third-party documents

Assess program performance, relative to peers and market conditions

Evaluate complex product structures to identify and prioritize potential risks

Compose technical due diligence reports and issue client recommendations, both orally and in writing, based upon the review and analysis

Represent company at industry conferences and client meetings

Applicants must demonstrate:

Willingness to be a strong, collaborative player in a growing company

Initiative, self-motivation, and integrity

Desire to continuously learn and improve

Highly proficient qualitative and quantitative analytical skills

Strong communication skills—this position involves a substantial amount of writing and client interaction

An inquisitive nature and critical thinking

Ability to manage several review projects simultaneously and effectively

Resourcefulness

Passion for capital markets or the financial services industry, and understanding of financial terminology and/or securities regulations, or a willingness to learn

Qualifications:

CPA (active license, or willing to reactivate) strongly preferred.

Additional designation such as CFA, CAIA, etc. desired but not required.

College-level degree required (in finance, economics, business, or related field of study).

5 to 10+ years of accounting or auditing, financial analysis, investment banking, private equity, alternative investment analysis, or similar experience required

What we offer:

Competitive salary based on qualifications, plus quarterly performance incentives

Health, dental, and vision insurance

Simple IRA plan with company match

17 PTO days per year (increasing with tenure), plus company holidays

Collaborative, supportive team environment

Intellectual challenge and growth opportunities

Meaningful client interaction

Financial Due Diligence Manager or Analyst – Eden Prairie, MN or remote