Job
Core
Conduct operational due diligence research on alternative investment managers, including background checks, regulatory updates, and financial statement reviews.
Role type
Operational Due Diligence Analyst
Builds
Background Checks reports and operational due diligence services for fund managers
Domain
Financial Services / Alternative Investments
Required skills
Research, data analysis, report writing, regulatory knowledge, financial statement review
Preferred skills
CFA or CAIA qualification, experience in alternative investments (via careerplan.io/jobs/33686-job)
Technologies
N/A
Responsibilities
Conducting research and preparing Background Checks reports on alternative investment managers; Perusing and summarizing regulatory, legal, or media updates for fund managers; Reviewing fund investor letters to highlight key developments; Conducting high-level reviews of audited financial statements.
Seniority
Junior to Mid-level, working professional