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Independent Financial Group, LLC · 6 hours ago

Alternative Investment Analyst

San Diego, CA

Full-time

Onsite

Mid Level

3+ years exp

Independent Financial Group (IFG) is seeking an Alternative Investment Analyst to evaluate and analyze both existing and prospective alternative investment partners and products. The Analyst will be responsible for assessing and monitoring investments, preparing reports, and presenting findings to the firm’s senior management.

AdviceAsset ManagementFinancial Services

Responsibilities

Conduct thorough due diligence and analysis of alternative investment offerings and sponsors

Prepare detailed internal due diligence reports for presentation to the Product Review Committee

Maintain current knowledge of IFG’s alternative investment platform, monitor industry trends, and contribute to platform enhancements

Respond to alternative product-related inquiries from IFG Advisors

Serve as the primary expert resource for all DST offerings, including due diligence and inquiries

Support the Alternative Investments Product Manager on departmental projects and priorities

Produce and maintain alternative product sales and revenue reports

Manage and deliver key communications and other components for new alternative product launches

Organize and maintain due diligence filing systems, including correspondence and related records

Provide outstanding customer service to internal and external stakeholders

Qualification

Investment due diligenceAlternative investment analysisSecurities licensing Series 7Financial services knowledgeAdvanced Excel skillsAnalytical skillsProfessional communicationCritical-thinking skillsTeam collaboration

Required

Bachelor's degree from an accredited university in a business-related field required

3–5 years of experience in an investment due diligence role; experience at a broker-dealer, pension, endowment, or investment sponsor fund is considered a plus

Prior experience in real estate and/or alternative investment analysis required

Securities licensing: Series 7 required

Preferred

Experience with a broad range of alternative investment strategies preferred

Advanced degree and/or professional designation is a plus

Benefits

Free on-site fitness center

Company-paid medical insurance

401(k) matching

Market-level compensation, based on experience

Company

Independent Financial Group, LLC

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals.

Founded in 2003

San Diego, California, USA

51-200 employees