Senior Analyst of Due Diligence

Job Opportunities

Job Summary

Overview Cambridge Investment Research Inc., one of the nation’s top independent broker-dealers, is actively looking for a person who has a passion for financial analysis to join the Investments and Insurance Department for a full time Due Diligence Senior Analyst. The Senior Analyst works under the direction of Due Diligence and Analysis leadership and analyzes and consults on various aspects of the Investments and Insurance department. At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development. A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 11 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,500 independent financial professionals and hundreds of thousands of their investing clients across the country.

Job Description

Essential Duties

Investment Analyst

Subject Matter Expert

Professional Partner

Education & Experience

Four or more years of related experience, education and/or training.

Certificates & Licenses

This job requires obtaining FINRA Series 7, 24, and 66 licenses within the first 6 months in order to complete job responsibilities. Cambridge will provide financial and educational support towards obtaining required license(s) including paid study time, training courses, study materials and online resources.

Preferred Skills

Advanced degree in finance, economics, mathematics, business, or other analytical area of study, including liberal arts programs, preferred.

Financial designation or demonstrable progress towards a designation such as CFA, CAIA, FRM, or CIPM preferred.

Fairfield, Iowa

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