Operational Due Diligence Analyst

New York City, New York (US)
Mar 27, 2018
Apr 26, 2018
Job Function
Wealth Management
CFA Charterholder
Employment Type
Full Time

Brown Advisory is seeking a highly motivated, intelligent, and experienced individual to serve as an Operational Due Diligence (ODD) Analyst in our New York Office. This position requires an intrinsically motivated individual with a true thirst for learning and the capability to solve complex problems, often under deadlines.

The duties of this position include but are not limited to:

  • Conduct operational due diligence on hedge, private equity, real estate and long only funds
  • Assist in evaluating external investments focusing on risks associated with fund operations
  • Communicate with fund managers to gather relevant due diligence information
  • Review and analyze funds’ financial, legal, and other documents
  • Participate in onsite due diligence meetings with senior fund personnel
  • Create full-length operational due diligence reports for broad distribution
  • Develop and leverage technology to maintain manager specific data and track due diligence metrics
  • Participate in research, asset allocation, and investment committee meetings
  • Attend industry events and seminars to monitor industry trends
  • Conduct ad hoc projects to assist the investment teams'

Desired Qualifications

  • Four (4) + years financial service industry experience
  • Prior operational due diligence, or hedge fund operations/accounting experience, strongly preferred
  • Understanding of various financial instruments
  • Bachelor’s degree required
  • Ability to work effectively in a team environment
  • Excellent verbal, written, and interpersonal communication skills
  • CFA or CAIA preferred
  • Advanced knowledge of Microsoft Word and Excel
  • Highly organized and detail oriented
  • Superior analytical, problem solving, organizational, and communication skills
  • Superior written and oral communication skills
  • Ability to work independently and efficiently on several assignments simultaneously
  • Willingness to travel