Operational Due Diligence Analyst

Location
New York City, New York (US)
Salary
Competitive
Posted
Mar 27, 2018
Closes
Apr 26, 2018
Job Function
Wealth Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

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