Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead operational due diligence on diverse investment funds and managers.
- Company: Join a global multi-family office managing over £20bn in assets.
- Benefits: Enjoy a competitive salary up to £90,000 plus bonuses.
- Why this job: Be part of a dynamic team enhancing risk management in finance.
- Qualifications: 3+ years in investment management; strong analytical and communication skills required.
- Other info: Opportunity for travel and collaboration on exciting internal projects.
The predicted salary is between 54000 - 126000 £ per year.
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 Lead. 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 3 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
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Research
Industries: Financial Services and Investment Management
Operational Due Diligence Lead - 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 Lead - Multi-Family Office & Private Wealth Manager
✨Tip Number 1
Network with professionals in the investment management and operational due diligence sectors. Attend industry conferences, webinars, or local meetups to connect with people who can provide insights or even refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in the financial services industry. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your proactive approach to professional development.
✨Tip Number 3
Prepare to discuss specific examples of your analytical and critical thinking skills during interviews. Think of scenarios where you've successfully conducted due diligence or managed risk, as these experiences will be highly relevant to the role.
✨Tip Number 4
Familiarise yourself with the various asset classes mentioned in the job description, such as hedge funds, private equity, and cryptocurrency. Being able to speak knowledgeably about these areas will set you apart from other candidates and show your genuine interest in the position.
We think you need these skills to ace Operational Due Diligence Lead - Multi-Family Office & Private Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operational due diligence, investment management, and risk management. Use specific examples that demonstrate your analytical and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are the perfect fit for the Operational Due Diligence Lead role. Mention your experience with various asset classes and your ability to stay updated with industry changes.
Highlight Relevant Qualifications: If you have any qualifications like CFA, CAIA, or ACA, be sure to mention them prominently. If you're currently pursuing any of these, include that information as well to show your commitment to professional development.
Proofread Your Application: Before submitting, carefully proofread your application materials. Look for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Edgworth Partners
✨Showcase Your Analytical Skills
As an Operational Due Diligence Lead, 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 with the latest trends and regulatory changes in investment management. During the interview, reference recent developments in hedge funds, private equity, or cryptocurrency that could impact operational due diligence. This shows your commitment to the field.
✨Prepare for Technical Questions
Expect technical questions related to operational due diligence processes and risk management. Brush up on your knowledge of financial statements, compliance regulations, and risk assessment techniques. Being well-prepared will help you answer confidently.
✨Emphasise Collaboration Experience
This role involves working with various teams and potentially travelling for manager visits. Share examples of successful collaborations from your past experiences, focusing on how you contributed to team projects and maintained effective communication.
