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.

Qualifications:

• 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

Compensation

$100,000.00-$150,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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