Operational Due Diligence Associate

Job DetailExperience Level Mid LevelDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference 0000019969Salary Type AnnuallyIndustry Asset Management;Investment ManagementSelling Points Shape investment operations by evaluating frameworks and identifying risks. Enhance workflows and reporting standards in a dynamic hybrid environment. Collaborate with senior leadership on impactful initiatives.Job DescriptionOperational Due Diligence Associate OverviewThe Operational Due Diligence Associate will evaluate operational frameworks and business controls of external investment managers across diverse strategies.Collaborate with senior leadership to conduct comprehensive reviews and identify operational risks supporting investment decisions.Lead assessments of governance, compliance, and technology practices within investment operations.Prepare detailed reports summarizing findings and recommendations for stakeholders and committees.Contribute to strategic initiatives enhancing due diligence processes and operational workflows.Maintain accurate records and ensure adherence to information security standards.Monitor industry developments affecting investment operations and regulatory expectations.This hybrid role offers a dynamic environment for professional growth and collaboration.Operational Due Diligence Associate Key Responsibilities & DutiesManage the operational due diligence lifecycle for investment managers across various asset classes.Conduct meetings with senior management to assess organizational structures and business practices.Analyze operational areas including fund administration, compliance, and cybersecurity.Produce detailed reports highlighting operational risks and strengths for decision-making.Coordinate timelines to ensure assessments align with investment approval deadlines.Perform background research on executives and validate external relationships.Contribute to firmwide database integrity and enhance operational reporting standards.Support strategic initiatives to improve workflows and evaluate vendor performance.Operational Due Diligence Associate Job RequirementsBachelor’s degree in Finance, Accounting, Business, Economics, or related field; advanced certifications like CFA, CPA, CAIA, or FRM preferred.Minimum 3 years of experience in operational due diligence or related functions; 5 years preferred.Proficiency in investment operations across public and private market strategies.Strong analytical skills to identify operational risks and communicate findings effectively.Advanced proficiency with Microsoft Excel, PowerPoint, and reporting tools; knowledge of data visualization platforms advantageous.Excellent organizational skills to manage multiple projects in deadline-driven environments.Strong written and verbal communication skills with professional judgment.Collaborative approach to solving operational issues with attention to detail and integrity.