انتهت صلاحية هذا الإعلان الوظيفي
انتهت بتاريخ ٢٧ مارس ٢٠٢٦
Due Diligence & Investment Research Program Lead
وصف الوظيفة
Leads investment due diligence and research oversight across firm advisory platforms and brokerage product shelf. evaluating mutual funds, ETFs, SMAs, and model strategies.
المسؤوليات
- Conduct comprehensive quantitative and qualitative research on investment managers
- Lead due diligence for mutual funds, ETFs, and model strategies
- Monitor investment strategies for performance trends and risk exposures
- Partner with compliance and legal teams for oversight
المؤهلات
- Extensive experience in financial services with background in investment research
- Required licenses: Series 65/66
- CFA preferred