Job Overview
FactRight is the premier source of credible perspective and advice for wealth managers seeking access to alternative investments. Our team consists of credentialed professionals with expertise in assessing investment sponsors and their offerings. FactRight simplifies complex investments, providing clarity to our broker-dealer and registered investment advisor clients, so that they can confidently recommend alternative investments to their clients.
FactRight is seeking a Senior Due Diligence Analyst to evaluate alternative investment offerings for wealth management clients. We are especially interested in attorneys who are seeking a non-traditional career path and want to apply their legal expertise, analytical thinking, research abilities, and writing skills in the retail financial services industry.
Duties will include:
· Conduct comprehensive due diligence reviews of alternative investment offerings by analyzing offering memoranda, governance documents, third-party reports, and industry research.
· Evaluate investment terms, asset performance and condition, financial underwriting, and other key considerations across commercial real estate, oil & gas, private credit, private equity, and other alternative asset classes and strategies.
· Analyze complex investment structures and transactions to identify, assess, and communicate material risks and other key considerations.
· Compose technical due diligence reports based upon the review and analysis.
· Leverage due diligence findings to help wealth managers make informed decisions for their clients
· Project manage assigned due diligence reviews.
· Perform quality control to support reviews of other team members.
· Represent company at industry conferences and client meetings.
Applicants must demonstrate:
· Willingness to be a strong, collaborative player in a growing company.
· Initiative, self-motivation, and integrity.
· Desire to continuously learn and improve.
· Highly proficient qualitative and quantitative analytical skills.
· Strong communication skills—this position involves a substantial amount of writing and client interaction.
· An inquisitive nature and critical thinking.
· Ability to effectively manage and complete several review projects simultaneously.
· Resourcefulness.
· Passion for capital markets or the financial services industry, and understanding of financial terminology and/or securities regulations.
Qualifications:
· J.D. from accredited law school.
· Relevant experience in financial services, investment banking, private equity, alternative investments, commercial real estate, corporate governance, or related legal fields is preferred. We welcome applications from both experienced attorneys and early-career lawyers who possess strong analytical, research, and writing skills and a genuine interest in capital markets and alternative investments.
Pay: $95,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have a Doctor of Law? (JD)
Experience:
- Investment banking: 1 year (Preferred)
- Finance: 1 year (Preferred)
Work Location: In person
