Investment Due Diligence Specialist
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Overview
Job Description
Job Description
About Integrity Wealth
Integrity Marketing Group, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity's formidable and diverse wealth-focused partner firms to more comprehensively work with the company's Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime.
Integrity Wealth, in combination with Integrity's pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being - from health and life insurance to retirement and financial planning.
Job Summary
Excellent opportunity to join a successful, well-established company looking to grow to the next level. The Investment Due Diligence Specialist will be responsible for conducting due diligence on all investment products added to the Integrity Wealth Platform. This position will conduct research, analyze financial data, and prepare recommendations for the Integrity Wealth Investment and Risk committee. Various products will include Alternatives, Private Equity Investments, Third Party Managed Account Programs amongst other investment agreements that need to be added to the platform.
Primary Responsibilities:
- Conduct thorough research on all potential products
- Develop recommendations for products to the Investment and Risk committee
- Analyze product details, financial statements, and legal documents to assess all potential risks to adding a product to the platform
- Collaborate with various third-party vendors and internal stake holders to develop necessary documentation for all decisions
- Develop internal tracking process of all Due Diligence decisions for Integrity Wealth
- Maintain database and files for various products
- Conduct on-going due diligence annually for all approved products on the Integrity platform
Primary Skills & Requirements:
- Bachelor's degree from four-year college in related field, 5-7 years related experience or equivalent combination of education and experience
- 4+ years of experience supporting investment products within a Broker-Dealer, RIA or Insurance Organization
- 2+ years of experience in due diligence support or analyzing investment products
- Knowledge of back-office systems and custodians within a Broker-Dealer and RIA
- Travel up to 15%
- Microsoft Access experience
- Series 6, 7 and 65/66 preferred. Candidates without must obtain within 12 months of employment.
About Integrity
Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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