Job Description

We currently have an opportunity for an Associate within our Operational Due Diligence (ODD) Team in Chicago, IL, Charlotte, NC or Toronto, Canada. You will work closely with other Associates and Consultants and will assist with the timely delivery of ODD reports and projects. Please note that this role may include some future travel within the U.S. Support and training will be provided.

The Role

• Conducting initial and ongoing operational due diligence reviews of asset managers, across a variety of asset classes, including; hedge funds, long-only, private equity and real-estate
• Producing high quality ODD reports, which include clear, concise opinions
• Researching the middle and back office functions of various investment managers
• Reviewing selected fund managers’ trading systems and pricing procedures
• Reviewing fund documentation including audited financial reports, internal controls reports, fund legal documents
• Collating and assimilating data to help respond to consultant and client queries

Performance Objectives

Clients

• Complete ODD reports in a timely manner, including submission and presentation to the Voting Committee members
• Assist on advisory client projects to meet or exceed client expectations
• Work with client consulting teams on client queries and any special consulting projects

Financial

• Support the generation of new business as part of the broader team

Excellence

• Interview and evaluate investment managers for operational risk
• Support senior team members in the provision of first-class advice
• Directly contribute to clients’ success through applying your technical expertise
• Contribute to the development of new tools and approaches

People

• Build relationships internally and collaborate effectively with other internal teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

• Undergraduate degree, or equivalent qualification
• Financial services experience; ODD experience advantageous
• Excellent written and verbal communication skills; ability to formulate and support a documented thesis and form opinions
• Understanding of operational processes and risks
• Well organised and detail oriented; ability to execute with accuracy
• Team player, comfortable in a professional services environment.

• Experience successfully managing multiple projects, producing quality deliverables on time and within budget.

  Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The base salary compensation range being offered for this role is $65,000 - $110,000 CAD per year. This role is also eligible for an annual short-term incentive bonus.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer