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Cetera Financial Group
A leading financial services firm in Dallas is seeking a Due Diligence Associate to assist with evaluating investment products like mutual funds and ETFs. The role involves thorough product reviews, generating memos, and maintaining approved product lists. Candidates should have at least 2 years of related experience, a business degree, strong analytical skills, and proficiency in Microsoft Office.
Benefits include competitive salary, healthcare coverage, and flexible time off.#J-18808-Ljbffr
Analysis Skills, Due Diligence, Financial Services, Health Plan, Investment Analysis, Microsoft Office, Mutual Funds, Product Reviews, Product Testing
Cetera Financial Group
Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to:
measure success by our advisors' success
recognize the strength of our team
execute with purpose & efficiency
empower & inspire each other
100 to 499 employees
Financial Services
0
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