Senior Analyst, Investment Solutions & Due Diligence

Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

SUMMARY :

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• 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, recommendations, and potential risks.
• Present investment opportunities and due diligence results to the committee, addressing questions and providing supporting evidence to facilitate approval decisions.
• Maintain up-to-date diligence on approved funds through periodic reviews, monitoring performance against benchmarks, tracking market changes, and identifying any emerging risks or opportunities.
• Collaborate with internal teams, including portfolio managers, compliance, and legal, to ensure alignment with overall investment strategies and regulatory requirements.
• Stay informed on industry trends, regulatory developments, and best practices in alternative investments to enhance due diligence processes.
• Support ad-hoc projects, such as benchmarking analyses, competitor reviews, or platform enhancements related to private market offerings.

KNOWLEDGE, SKILLS, AND / OR ABILITIES :

EDUCATION AND / OR EXPERIENCE :

PHYSICAL DEMAND : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORKING CONDITIONS : Climate controlled office environment.

NOTE : The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

INTERNAL APPLICANT POLICY :

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS :

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).

DISCLOSURE

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements :

KESTRA VALUES :

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values : SERVE, MAKE IT HAPPEN, and ONE TEAM.