Due Diligence Analyst, JD

About the role

A highly respected and entrepreneurial financial services organization is seeking a Senior Due Diligence Analyst to join its collaborative team. This is an excellent opportunity for an attorney or analytical professional looking to pursue a non-traditional career path outside of private practice while leveraging their legal, research, writing, and analytical skills in the alternative investments industry.

Key Responsibilities

• Conduct comprehensive due diligence reviews of alternative investment offerings.
• Analyze offering memoranda, organizational documents, governance materials, financial information, third-party reports, and industry research.
• Evaluate investment structures, underwriting assumptions, asset performance, and key transaction terms.
• Identify, assess, and communicate material risks and other significant considerations.
• Prepare detailed due diligence reports and written analyses for wealth management clients.
• Manage multiple review projects simultaneously and oversee review timelines.
• Perform quality control reviews of work completed by other team members.
• Participate in client meetings, industry events, and other external-facing initiatives as needed.
• Collaborate with colleagues across a variety of disciplines to support investment review efforts.

Requirements

• J.D. from an accredited law school required.
• Experience in one or more of the following areas is highly desirable: Securities law, Corporate governance, Commercial real estate, Mergers & acquisitions, Private equity, Investment management, Financial services, Alternative investments.
• Strong legal research, analytical, and writing skills.
• The ability to understand and evaluate complex organizational and investment structures.
• Demonstrated critical thinking and sound judgment.
• Strong project management and organizational abilities.
• Comfortable managing multiple priorities in a fast-paced environment.
• Naturally curious and intellectually engaged.
• A self-starter with strong initiative and accountability.
• A collaborative team player who thrives in a growing organization.
• A resourceful problem solver with excellent attention to detail.
• Strong written and verbal communication skills.
• A commitment to continuous learning and professional development.

Qualifications

N/A

Skills

• Legal research
• Writing
• Analysis
• Project management
• Attention to detail
• Communication
• Continuous learning

Benefits

• Health Insurance
• Dental and Vision Insurance
• Disability and Life Insurance
• Retail savings plan with matching contribution