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For Companies At a Glance
- Tasks: Conduct operational due diligence on investment funds and managers across various asset classes.
- Company: Join a global multi-family office managing over £20bn in assets.
- Benefits: Enjoy opportunities for travel, collaboration, and professional growth in a dynamic environment.
- Why this job: Be part of a team enhancing risk management while gaining exposure to diverse investment strategies.
- Qualifications: 2+ years in investment management or ODD; strong analytical and communication skills required.
- Other info: Relevant qualifications like CFA or CAIA are a plus.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Operational Due Diligence – Associate
We are working with a global multi-family office and wealth management firm with over £20bn in AUM that is hiring an Operational Due Diligence Associate.
You will be working in the investment research team and play a key role in conducting end-to-end operational due diligence (ODD) on investment funds and managers across various asset classes, including hedge funds, private equity, real estate, and cryptocurrency. You'll also contribute to enhancing the risk management and oversight capabilities.
Responsibilities:
- Conducting ODD reviews of investment funds & managers
- Analysing fund documents, policies, financials & internal controls
- Preparing reports for the Fund Selection & Investment Committees
- Staying up to date with industry & regulatory changes
- Assisting with security database oversight, trading queries & negotiations
- Collaborating on internal projects & potentially traveling for manager visits
Experience:
- At least 2 years of experience in investment management, ODD, or risk management
- Strong analytical, communication & critical thinking skills
- Ability to work autonomously and collaboratively
- Relevant qualifications or progress toward one (CFA, CAIA, ACA, IMC) is a plus
Operational Due Diligence Associate - Multi-Family Office & Private Wealth Manager employer: Edgworth Partners
Contact Detail:
Edgworth Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Due Diligence Associate - Multi-Family Office & Private Wealth Manager
✨Tip Number 1
Familiarise yourself with the latest trends in operational due diligence and investment management. This will not only help you understand the role better but also allow you to engage in informed discussions during interviews.
✨Tip Number 2
Network with professionals in the multi-family office and private wealth management sectors. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Stay updated on regulatory changes affecting investment funds and managers. Being knowledgeable about these changes will demonstrate your commitment to the field and your ability to adapt to evolving industry standards.
✨Tip Number 4
Prepare to discuss specific examples of your analytical and critical thinking skills. Think of scenarios where you've successfully conducted due diligence or managed risks, as these will be crucial in showcasing your fit for the role.
We think you need these skills to ace Operational Due Diligence Associate - Multi-Family Office & Private Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, operational due diligence, or risk management. Use specific examples that demonstrate your analytical and critical thinking skills.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Operational Due Diligence Associate position. Mention your experience with fund analysis and your understanding of industry regulations to show you’re a great fit.
Highlight Relevant Qualifications: If you have any qualifications like CFA, CAIA, or ACA, be sure to mention them prominently in your application. If you're currently pursuing any of these, include that information as well.
Showcase Your Communication Skills: Since the role requires preparing reports for committees, emphasise your communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated complex information in previous roles.
How to prepare for a job interview at Edgworth Partners
✨Showcase Your Analytical Skills
As an Operational Due Diligence Associate, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've analysed fund documents or internal controls in your previous roles. Highlight any tools or methodologies you used to enhance your analysis.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends and regulatory changes in investment management. During the interview, reference recent developments in asset classes like hedge funds or cryptocurrency to show your enthusiasm and understanding of the industry.
✨Prepare for Technical Questions
Expect technical questions related to operational due diligence processes and risk management. Brush up on key concepts and be ready to explain how you would approach conducting ODD reviews or preparing reports for committees.
✨Emphasise Collaboration and Autonomy
This role requires both independent work and teamwork. Share examples of how you've successfully collaborated on projects while also being able to work autonomously. This will demonstrate your versatility and ability to adapt to different working styles.
