Associate, Due Diligence

We are currently seeking a talented and driven professional to join our Transaction Group. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges including, buy and sell-side due diligence, working capital consulting, and purchase price accounting. You will work directly with client executives along with leaders of our Transaction team. You will be key in helping our clients understand, analyze, and respond to various business opportunities and challenges.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

If you are...

Associate, Due Diligence

WealthForge is one of the largest and most experienced managing broker-dealers of alternative investment products.  We have cemented ourselves as an industry innovator by reimagining the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle.  We are passionate, hard-working individuals who value close collaboration to ensure our clients’ success. 

The Associate, Due Diligence is an integral role within the Due Diligence team and the Firm. In addition to the duties listed below, there is the real and ongoing potential for collaborative opportunities within the Firm.

Duties and Responsibilities:

• Assist Compliance Manager with sponsor/issuer and offering due diligence for alternative investment products, including but not limited to:
• Analyze and objectively review offering documents
• Independently verify...