BXMA - Business & Financial Evaluation - Analyst
Core
Perform initial and ongoing operational due diligence on hedge funds and asset management firms to evaluate non-investment risks, operational infrastructure, and compliance.
Role type
Analyst, operational due diligence
Builds
Risk assessments, investment memoranda, monitoring updates, and client responses for BXMA's Multi-Asset Investing platform
Domain
Alternative asset management (hedge funds, private equity, credit)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
operational due diligence, regulatory compliance analysis, financial statement review, risk identification, service provider verification, written report synthesis, stakeholder management
Preferred skills
hedge fund operations knowledge, asset management firm experience, prime broker familiarity, public accounting background, law firm asset management practice
Technologies
data analytics tools, artificial intelligence tools
Responsibilities
Conduct operational due diligence reviews of third-party investment managers; Lead due diligence meetings to evaluate operational infrastructure, governance, and compliance; Review and analyze due diligence materials including regulatory filings and audited financial statements; Identify operational risks and control gaps; Perform independent verification procedures such as service provider confirmations and background investigations; Produce comprehensive written due diligence reports and risk assessments; Monitor existing manager relationships and emerging risks; Respond to internal and client due diligence requests; Collaborate with investment professionals to support underwriting and oversight; Leverage emerging technologies to enhance due diligence efficiency.
Seniority
Junior, hands-on IC