Investment & Due Diligence Analyst

Protective Life Corporation Birmingham , AL 35202

Posted 3 weeks ago

Essential Duties and Responsibilities

  • Support the Director of Investments

  • Provide support for internal models/portfolios managed by ProEquities, including quarterly commentary, quarterly webinars and investment research

  • Serve as a member of the Due Diligence Committee in monitoring all products offered through ProEquities for which we provide this oversight

  • Enhance and maintain our due diligence process and records for all products including non-traded alternatives

  • Oversee due diligence on third party platforms

  • Oversee the annual due diligence process for third party managers and platforms

  • Serve as a member of the Investment Committee to monitor global economics and its effect on our strategies

  • Serve as a member of the PESolutions team to provide portfolio construction, manager search and selection and general product support to our advisors

  • Promote various resources on Advisor Portal and keep portal content current

  • Proactively create reports and analysis that foster the growth of ProEquities

Required Experience and Skills

  • 3 years' experience in financial services industry preferred

  • Bachelor's Degree in Finance, Accounting, Economics or related field preferred

  • Industry designation preferred, CFA, CFP, CIMA

  • Excellent communication skills important

  • Attention to detail is critical

  • Team player, but proactive in daily work essential

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Investment & Due Diligence Analyst

Protective Life Corporation