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Investment Due Diligence Analyst for Wealth Platform
Job in
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2026-08-13
Listing for:
Insurance Administrative Solutions, L.l.c.
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Analyst, Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Integrity Wealth is seeking an Investment Due Diligence Specialist to research and analyze potential investment products added to the Integrity Wealth Platform. You will prepare recommendations for the Investment and Risk committee, reviewing financial statements and legal documents to assess risk.
The role requires 4+ years supporting investment products in a Broker-Dealer, RIA or Insurance setting, and 2+ years in due diligence. Travel up to 15% may be required;
Series 6/7/65/66 preferred.
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