Financial Due Diligence Analyst/Manager
About the role
Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions.
Responsibilities
- Conduct comprehensive financial due diligence reviews of alternative investments and their programs.
- Analyze financial statements, financial models, and industry research to assess financial performance and risks.
- Evaluate the financial health, historical performance, and operational controls of investment firms.
- Compare program performance to market conditions and industry peers to provide actionable insights.
- Identify and prioritize potential risks associated with complex investment structures.
- Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.
- Represent the company at client meetings to share expertise and build relationships.
- Collaborate with internal teams to manage multiple projects effectively and efficiently.
- Stay informed about developments in capital markets and alternative investment trends to enhance analysis.
Requirements
Minimum of 3 years of experience in financial analysis, due diligence, or a related field.
Bachelor's degree in finance, economics, business, or a related field; CPA highly preferred.
Proven expertise in both qualitative and quantitative analytical skills.
Proficiency in financial modeling and interpreting complex financial data.
Exceptional written and verbal communication skills, with the ability to present findings clearly.
Strong critical thinking and problem-solving abilities.
Ability to manage multiple projects simultaneously while maintaining attention to detail.
Familiarity with capital markets, alternative investments, and financial terminology.
Self-motivated, resourceful, and eager to learn and grow in a dynamic environment.
A passion for the financial services industry and a commitment to delivering high-quality work.
Qualifications
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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Pay
$110,000 - $150,000 USD / Yearly
Schedule
Onsite
Location
Minneapolis, MN
Posted
2026-06-26T00:00:00Z