Job Overview – Operational Due Diligence Analyst
Compensation: $90,000 – $100,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring an Operational Due Diligence Analyst in New York, NY for our client, supporting investment manager evaluations, operational risk assessments, and due diligence research within an alternative investment environment. This role will analyze financial, operational, and compliance information to identify potential risks and support institutional investment decisions. The ideal candidate brings experience in accounting, auditing, financial services, or risk management, along with strong analytical skills and the ability to communicate research findings effectively.
Responsibilities as the Operational Due Diligence Analyst:
- Operational Due Diligence: Evaluate investment managers’ operational practices, business processes, and internal controls to identify potential risks.
- Financial Analysis: Review audited financial statements, investment documentation, and supporting financial information to assess operational and business risks.
- Risk Assessment: Identify potential concerns related to internal controls, regulatory compliance, conflicts of interest, and operational processes.
- Investment Research: Conduct research on investment managers, service providers, and operational structures to support due diligence evaluations.
- Due Diligence Reporting: Prepare detailed research reports summarizing findings, risk considerations, and recommendations for internal and external stakeholders.
- Stakeholder Collaboration: Participate in meetings with investment managers, finance professionals, and internal teams to gather information and communicate due diligence findings.
Qualifications for the Operational Due Diligence Analyst:
- Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required.
- Experience: 1–3 years of experience in public accounting, auditing, financial services, fund administration, investment operations, compliance, or risk management is preferred.
- Industry Knowledge: Understanding of financial statements, internal controls, operational risk, and financial services processes is required, with alternative investment industry experience preferred.
- Technical Skills: Strong proficiency in Microsoft Excel, Word, and financial analysis or research tools is required.
- Skills & Attributes: Strong analytical, research, organizational, and communication skills with excellent attention to detail, sound judgment, and the ability to manage multiple priorities and collaborate effectively with investment professionals are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, TAG MedStaffing will keep your resume on file for future opportunities and may contact you for further discussion.