Join a dynamic team conducting operational due diligence for private investments. Collaborate across departments to ensure comprehensive risk management. Hybrid work arrangement with opportunities for professional growth.
Operational Due Diligence
in Financial Services PermanentJob Detail
Job Description
Overview
- Lead operational due diligence efforts for private equity, real estate, and private credit investments.
- Collaborate with investment, legal, and compliance teams to ensure thorough risk assessments.
- Prepare detailed reports summarizing findings and providing actionable recommendations.
- Monitor fund managers regularly to ensure compliance and identify material risks.
- Engage in ad-hoc projects supporting the alternatives investment platform.
- Stay updated on industry trends, regulatory changes, and best practices.
- Mentor junior team members, fostering professional growth and continuous improvement.
- Conduct site visits and interviews with senior members of non-investment teams.
Key Responsibilities & Duties
- Perform comprehensive operational due diligence on investment opportunities and existing portfolios.
- Assess external fund managers focusing on private equity, private credit, and real assets.
- Identify, evaluate, and mitigate operational risks associated with investments.
- Prepare and present operational due diligence reports to stakeholders.
- Monitor fund managers quarterly to ensure adherence to standards and risk identification.
- Collaborate with cross-functional teams to enhance due diligence processes.
- Participate in industry research to stay informed on operational risk management trends.
- Support the development of junior staff through training and mentorship.
Job Requirements
- Bachelor's degree in finance, business administration, accounting, or related field required.
- MBA or professional certifications (e.g., CPA, CFA) preferred.
- 4-7 years of experience in operational due diligence or related fields.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent written and verbal communication skills for presenting findings.
- Proven ability to manage multiple projects and meet deadlines.
- Experience with private equity, private credit, and real assets preferred.
- Hybrid work arrangement with locations in Connecticut or New York.
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