Operational Due Diligence Analyst

3 weeks ago

London, United Kingdom CGM UK Advisors Ltd Full time

 

Core Responsibilities

Portfolio Companies

Operational review / support of existing portfolio

  • Conduct annual operational due diligence on current portfolio of investment managers across asset classes (including private markets). Scope includes current operational framework versus best practices, operational change (e.g. service providers) and incidents
  • Assist in setting operational goals / expectations for managers and advise on best practice
  • Track performance against prior years / achievement of operational targets
  • Productively liaise across multiple stakeholders: accountants, fund administrators, prime brokers, counterparties, technology teams, portfolio managers and operational functions

Operational due diligence of prospective investments

  • Conduct initial operational review for potential new investments, support full operational due diligence

Management Company and Fund

  • Assist in building, maintaining and disseminating information on topics affecting portfolio of fund managers on topics such as: risk, governance, regulation, compliance, operations, ESG
  • Support in maintaining contacts with key service providers, consultants, counterparties
  • Contribute to CGMs approach to ODD and development of our policies and procedures
  • Participate in ad-hoc operational matters / projects / areas for development

Qualifications

  • Educated to degree level; Relevant professional qualifications desirable (CFA, CAIA, CPA, ACCA, LLB, etc.)
  • 3+ years of previous work experience in relevant roles
  • Basic financial and accounting knowledge (some fund accounting / taxation experience desirable but not required)
  • Ability to work collaboratively in a team environment / provide constructive challenge to fund managers
  • Knowledge of regulatory / compliance requirements and operational risk frameworks in traditional, alternative or private market asset classes
  • Problem solving and strong communication skills
  • Strong quantitative and qualitative analytical abilities
  • Excellent systems skills (inc. Excel and PowerPoint)
  • Fluency in English, additional European languages desirable but not required
  • Strong personal and professional ethics and integrity

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