Associate, Due Diligence in Virginia

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...