Osaic
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Senior Analyst, Product Due Diligence
role at
Osaic 1 week ago Be among the first 25 applicants Join to apply for the
Senior Analyst, Product Due Diligence
role at
Osaic Product Diligence Leadership Opportunity in Financial Services
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Senior Analyst, Product Due Diligence
Location(s):
18700 N Hayden Rd, Scottsdale, AZ 85255
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third St. North, Oakdale, MN 55128
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Blvd, La Vista, NE 68128
Schedule:
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type:
Full time
Salary: $85,000 - $100,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary
The Senior Analyst, Mutual Fund and ETF Product Diligence, will oversee Osaic’s Mutual Fund and ETF products, due diligence efforts and champion investment research to our network of 11,000+ independent financial advisors. The selected individual will provide direction and analytical leadership in the development and implementation of mutual fund and ETF due diligence. Further, the candidate will have proven ability to network within the industry to leverage diligence capabilities. The Senior Analyst is responsible for all aspects of fund due diligence including initiating new reviews and maintaining ongoing diligence of approved products. The individual must have a strong knowledge of financial markets to fully vet mutual fund products, make recommendations and communicate their viewpoint.
Responsibilities
Lead mutual fund, ETF and product diligence functions, which includes initial and ongoing reviews. Actively participate on the Product Review Committee and interact with multiple departments across the organization. Interface cross-functionally within the firm to address escalated/sophisticated product requests/issues within the network. Field escalated product requests/inquiries from affiliated reps/OSJs.
Education Requirements
Bachelor’s degree in related field is required, preferably Finance or Business concentration
Basic Requirements
5+ years of relevant experience, preferably in mutual fund and ETF products space. FINRA Series 7 license is required. Experience with alternative products required. Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment. Ability to rigorously analyze a product, make recommendations, and then stick to decisions. Guiding principal is to limit risk and provide best in class product solutions. Individual should have solid investment/analytical capabilities as well as broad knowledge of alternative products and services. Strong analytical skills, with the ability to see all sides of an issue. Strong understanding of financial markets and market behavior. Solid investment and business acumen. Strong interpersonal and communication skills. Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment. Experience in using performance attribution software such as Morningstar Direct.
Preferred Requirements
CFA designation or progress toward CFA is preferred.
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionResearch, Analyst, and Information Technology Referrals increase your chances of interviewing at Osaic by 2x Get notified about new Senior Product Analyst jobs in
Atlanta, GA . Atlanta, GA $90,000.00-$130,000.00 3 weeks ago Atlanta, GA $50,000.00-$50,000.00 1 week ago Atlanta, GA $80,000.00-$90,000.00 1 week ago Investment Banking Analyst (Class of 2026) Alpharetta, GA $60,000.00-$75,000.00 2 weeks ago Sr. Corporate Finance Strategy Analyst ($110,000 - $130,000 salary plus bonus) Vinings, GA $110,000.00-$130,000.00 1 week ago Atlanta, GA $70,000.00-$70,000.00 3 weeks ago Atlanta, GA $80,000.00-$100,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Senior Analyst, Product Due Diligence
role at
Osaic 1 week ago Be among the first 25 applicants Join to apply for the
Senior Analyst, Product Due Diligence
role at
Osaic Product Diligence Leadership Opportunity in Financial Services
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Senior Analyst, Product Due Diligence
Location(s):
18700 N Hayden Rd, Scottsdale, AZ 85255
2300 Windy Ridge Parkway, Atlanta, GA 30339
7755 Third St. North, Oakdale, MN 55128
877 Executive Center Drive West, St. Petersburg, FL 33702
12325 Port Grace Blvd, La Vista, NE 68128
Schedule:
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type:
Full time
Salary: $85,000 - $100,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Summary
The Senior Analyst, Mutual Fund and ETF Product Diligence, will oversee Osaic’s Mutual Fund and ETF products, due diligence efforts and champion investment research to our network of 11,000+ independent financial advisors. The selected individual will provide direction and analytical leadership in the development and implementation of mutual fund and ETF due diligence. Further, the candidate will have proven ability to network within the industry to leverage diligence capabilities. The Senior Analyst is responsible for all aspects of fund due diligence including initiating new reviews and maintaining ongoing diligence of approved products. The individual must have a strong knowledge of financial markets to fully vet mutual fund products, make recommendations and communicate their viewpoint.
Responsibilities
Lead mutual fund, ETF and product diligence functions, which includes initial and ongoing reviews. Actively participate on the Product Review Committee and interact with multiple departments across the organization. Interface cross-functionally within the firm to address escalated/sophisticated product requests/issues within the network. Field escalated product requests/inquiries from affiliated reps/OSJs.
Education Requirements
Bachelor’s degree in related field is required, preferably Finance or Business concentration
Basic Requirements
5+ years of relevant experience, preferably in mutual fund and ETF products space. FINRA Series 7 license is required. Experience with alternative products required. Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment. Ability to rigorously analyze a product, make recommendations, and then stick to decisions. Guiding principal is to limit risk and provide best in class product solutions. Individual should have solid investment/analytical capabilities as well as broad knowledge of alternative products and services. Strong analytical skills, with the ability to see all sides of an issue. Strong understanding of financial markets and market behavior. Solid investment and business acumen. Strong interpersonal and communication skills. Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment. Experience in using performance attribution software such as Morningstar Direct.
Preferred Requirements
CFA designation or progress toward CFA is preferred.
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionResearch, Analyst, and Information Technology Referrals increase your chances of interviewing at Osaic by 2x Get notified about new Senior Product Analyst jobs in
Atlanta, GA . Atlanta, GA $90,000.00-$130,000.00 3 weeks ago Atlanta, GA $50,000.00-$50,000.00 1 week ago Atlanta, GA $80,000.00-$90,000.00 1 week ago Investment Banking Analyst (Class of 2026) Alpharetta, GA $60,000.00-$75,000.00 2 weeks ago Sr. Corporate Finance Strategy Analyst ($110,000 - $130,000 salary plus bonus) Vinings, GA $110,000.00-$130,000.00 1 week ago Atlanta, GA $70,000.00-$70,000.00 3 weeks ago Atlanta, GA $80,000.00-$100,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr