At a Glance
- Tasks: Lead in-depth operational due diligence reviews and influence investment decisions.
- Company: Join a dynamic investment team focused on private markets and innovative strategies.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Shape investment strategies while developing strong industry relationships and enhancing your expertise.
- Qualifications: Experience in private markets ODD and strong communication skills are essential.
- Other info: This is a senior-level role with significant influence on investment outcomes.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
About the Role
We're seeking a commercially minded Senior Operational Due Diligence (ODD) Manager to join a dynamic investment team. This is a senior-level position with a particular focus on private markets, including private equity, VC, private credit, and real assets, while also supporting due diligence on selected public market funds.
In addition to leading and executing comprehensive ODD reviews, this individual will play a key strategic role as a voting member of the Investment Committee, influencing the firm’s investment decisions with a practical and commercial lens on operational risks.
Key Responsibilities
- Lead and execute in-depth operational due diligence reviews of investment managers, with a primary focus on private market strategies.
- Evaluate fund structures, operational infrastructures, governance, compliance frameworks, and service providers.
- Collaborate closely with investment teams to integrate operational risk assessments into the overall investment process.
- Provide clear, concise reports and recommendations to senior stakeholders and contribute meaningfully to investment decisions as an active voting member of the Investment Committee.
- Monitor and review existing managers through ongoing due diligence and reassessments.
- Develop and maintain strong relationships with managers and service providers to stay informed of industry developments and best practices.
- Help shape the ODD framework, policies, and procedures.
Requirements
- Experience in private markets operational due diligence.
- Deep understanding of private fund structures, operational models, and regulatory environments.
- Experience with public market funds is a plus.
- Strong commercial acumen and the ability to assess operational risks in a pragmatic and business-aligned way.
- Excellent communication and report-writing skills, with the confidence to challenge and influence investment decisions at a senior level.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
- Strong interpersonal skills and a collaborative mindset.
Senior Operational Due Diligence employer: William Rose Associates
Contact Detail:
William Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Operational Due Diligence
✨Tip Number 1
Network with professionals in the private equity and venture capital sectors. Attend industry conferences, webinars, and local meetups to connect with potential colleagues and mentors who can provide insights into the operational due diligence landscape.
✨Tip Number 2
Stay updated on the latest trends and regulatory changes in private markets. Subscribe to relevant financial news outlets and join online forums to engage in discussions about operational risks and best practices in due diligence.
✨Tip Number 3
Prepare to demonstrate your commercial acumen during interviews. Be ready to discuss specific examples of how you've assessed operational risks in previous roles and how those experiences can translate to the responsibilities of this position.
✨Tip Number 4
Foster relationships with current and former investment managers. Understanding their perspectives on operational challenges can provide you with valuable insights that will enhance your ability to contribute to the Investment Committee's decision-making process.
We think you need these skills to ace Senior Operational Due Diligence
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operational due diligence, particularly in private markets. Use specific examples that demonstrate your understanding of fund structures and operational models.
Craft a Compelling Cover Letter: In your cover letter, express your commercial acumen and ability to assess operational risks. Mention how your previous experiences align with the responsibilities of the Senior Operational Due Diligence role and how you can contribute to the Investment Committee.
Showcase Communication Skills: Since excellent communication and report-writing skills are crucial for this role, consider including a brief example of a report or presentation you've created in the past. This will demonstrate your ability to convey complex information clearly.
Highlight Interpersonal Skills: Emphasise your collaborative mindset and strong interpersonal skills in your application. Provide examples of how you've successfully built relationships with stakeholders or worked within a team to achieve common goals.
How to prepare for a job interview at William Rose Associates
✨Showcase Your Experience
Be prepared to discuss your previous experience in operational due diligence, particularly in private markets. Highlight specific projects where you evaluated fund structures and operational infrastructures, as this will demonstrate your expertise and relevance to the role.
✨Understand the Investment Committee's Role
Familiarise yourself with how an Investment Committee operates and the importance of their decisions. Be ready to articulate how you can contribute to discussions and influence outcomes, showcasing your commercial acumen and ability to assess operational risks.
✨Prepare for Technical Questions
Expect technical questions related to private fund structures, operational models, and regulatory environments. Brush up on these topics and be ready to provide insights or examples from your past work that illustrate your understanding and analytical skills.
✨Demonstrate Strong Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and concisely. Prepare to present a mock report or recommendation during the interview to showcase your report-writing skills and ability to convey complex information effectively.