Operational Due Diligence Research Analyst

New York City, New York (US)
90,000-120,000 Depending on Experience
May 24, 2021
Jun 23, 2021
Industry Sector
Asset Management
Employment Type
Full Time

The Operational Due Diligence Research Analyst is responsible for a wide range of duties evaluating the operational capabilities of investment managers being considered for investment by Crewcial Partners. This individual will perform the initial and ongoing operational due diligence of third-party investment managers recommended by the Firm. They will also assist with the review and ongoing monitoring of investment managers in accordance with the Firm’s policies and procedures. Responsibilities include, but are not limited to, initial and ongoing investment-manager operational due diligence.

Essential Duties and Responsibilities
• Be a part of a separate operational due-diligence team
• On-site manager meetings
• Review manager-audited financial statements
• Review manager legal documents
• Regulatory and compliance verification checks and document review (etc.)
• Review key fund documentation and reports from third-party service providers
• Review manager trade process, risk management, compliance, and business-continuity planning
• Draft operational due-diligence reports for the firm’s research team, which involves extensive writing
• Create standardized, structured reports for each investment, including reviews of key areas of operations
• Maintain communication with the research team regarding the operational due-diligence capabilities of managers
• Demonstrate a commitment and contribution to fostering and advancing equity, diversity, and inclusion
• Must attend Annual Awareness Training (Interactive Sexual Harassment Training as mandated by New York State and New York City)


Knowledge, Skills, and Abilities (KSAs)
• Auditing (financial/money manager)
• Accounting/finance/economics background
• Proficient in MS Office suite, including Excel, Word, Access, PowerPoint, and Adobe
• Detail-oriented
• Knowledge of how businesses operate
• Information analysis and problem-solving skills; collaborative and adaptative
• Growth mindset – willingness to continually learn, improve, and grow skills; coachable and teachable
• Demonstrated experience that shows strong presentation, interpersonal skills, analytical, and written communication skills
• Experience in project management
• Knowledge of investment operations, investment strategies, policies, and regulations applicable to public and private market alternatives
• Well-versed in quantitative analytical techniques – ability to interpret results
• A record of consistent adherence to the highest ethical standards of professional conduct
• Ability to work effectively in a team-oriented, highly collegial, client-centric, and intellectually challenging consulting model
• Able to work and think independently
• Knowledgeable in a wide range of asset classes, financial instruments, and alternative investment strategies not limited to hedge funds, private equity and credit, real estate, and infrastructure
• Understanding of industry standards and best practices relating to internal controls and procedures, risk management, operational due diligence, and investment regulations
• Demonstrate solid interpersonal, writing, and overall communication skills
• Ability to multi-task with a focus on detail and accuracy
• Comfortable with assisting senior team members with various levels of work and ad-hoc projects in a timely manner
• Team player who enjoys a high-performance culture; adaptable to constantly evolving priorities and open to new challenges
• Ability to program or perform data analytics to streamline or automate workflow processes is beneficial


Education & Experience
• Minimum of bachelor’s degree in finance, economics, business administration, or other related discipline
• Working towards or completion of a relevant professional designation (e.g., CFA, CPA, CAIA)
• Minimum 2 years of experience in operational due diligence, accounting, auditing, valuations, compliance, investment operations, and/or middle office, information technology, or related field
• Minimum 3 years of experience in an investment-related role with a significant investment operations focus
• Previous investment consulting or operations review experience strongly preferred

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