Due Diligence Analyst, JD

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. The organization provides independent research and due diligence on a broad range of alternative investment offerings and works closely with wealth management professionals to help them make informed investment decisions. About the Opportunity This role offers exposure to a variety of complex investment structures and alternative asset classes, including commercial real estate, private equity, private credit, energy investments, and other private market strategies. The successful candidate will work alongside a multidisciplinary team of experienced professionals and will play a key role in evaluating investment offerings, identifying risks, and communicating findings through detailed written analysis.

This position offers the opportunity to develop deep expertise in alternative investments while working in a collegial, business-focused environment that provides an alternative to the traditional law firm career track.

This is a unique opportunity for attorneys and other analytical professionals seeking to apply their skills in a sophisticated business environment focused on investment due diligence, research, and risk analysis.

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.
• 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.
• 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.
• Interest in capital markets, investments, financial services, or securities regulation.

Desired Characteristics

• Naturally curious and intellectually engaged.
• Self-starter with strong initiative and accountability.
• Collaborative team player who thrives in a growing organization.
• Resourceful problem solver with excellent attention to detail.
• Strong written and verbal communication skills.
• Commitment to continuous learning and professional development.

Benefits Overview

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