Senior Due Diligence Analyst
Kestra Holdings · Austin, Texas, US
Lead with Purpose. Partner with Impact. The Senior Analyst plays a critical role in evaluating and overseeing alternative investments and private market oppo...
Job description
Lead with Purpose. Partner with Impact. The Senior Analyst plays a critical role in evaluating and overseeing alternative investments and private market opportunities. This position involves conducting in-depth due diligence on potential investment solutions, presenting recommendations to the investment product committee, and ensuring ongoing monitoring and updates for funds approved on the platform. The ideal candidate will have a strong background in alternative assets, such as private equity, hedge funds, real estate, and venture capital, with a focus on risk assessment, performance analysis, and market insights to support informed decision-making. What You’ll Do: Conduct comprehensive due diligence on alternative investment and private market solutions, including reviewing fund strategies, historical performance, management teams, operational structures, and risk profiles. · Analyze quantitative and qualitative data, such as financial statements, return metrics, volatility measures, liquidity terms, and fee structures, to assess investment viability. · Prepare detailed reports, investment memos, and presentations for the investment product committee, highlighting key findings,...