Senior Analyst, Product Due Diligence

Join to apply for the Senior Analyst, Product Due Diligence role at Osaic1 week ago Be among the first 25 applicantsJoin to apply for the Senior Analyst, Product Due Diligence role at OsaicProduct Diligence Leadership Opportunity in Financial ServicesSenior Analyst, Product Due DiligenceLocation(s):18700 N Hayden Rd, Scottsdale, AZ 852552300 Windy Ridge Parkway, Atlanta, GA 303397755 Third St. North, Oakdale, MN 55128877 Executive Center Drive West, St. Petersburg, FL 3370212325 Port Grace Blvd, La Vista, NE 68128Schedule: 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 timeSalary: $85,000 - $100,000 per year + annual bonusActual 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: 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.ResponsibilitiesLead 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 terface 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 RequirementsBachelor’s degree in related field is required, preferably Finance or Business concentrationBasic Requirements5+ 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 dividual 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 RequirementsCFA designation or progress toward CFA is preferred.Equal Opportunity EmployerOsaic 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.EligibilityApplicants 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 ApplicationsOsaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.Recruiting AgenciesOsaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionResearch, Analyst, and Information TechnologyReferrals increase your chances of interviewing at Osaic by 2xGet notified about new Senior Product Analyst jobs in Atlanta, GA.Atlanta, GA $90,000.00-$130,000.00 3 weeks agoAtlanta, GA $50,000.00-$50,000.00 1 week agoAtlanta, GA $80,000.00-$90,000.00 1 week agoInvestment Banking Analyst (Class of 2026)Alpharetta, GA $60,000.00-$75,000.00 2 weeks agoSr. Corporate Finance Strategy Analyst ($110,000 - $130,000 salary plus bonus)Vinings, GA $110,000.00-$130,000.00 1 week agoAtlanta, GA $70,000.00-$70,000.00 3 weeks agoAtlanta, GA $80,000.00-$100,000.00 2 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-10-08