Operational Due Diligence Senior Analyst

Albourne America, LLC; Greater London; On-site; GBP 75,000 - 100,000; Full time

Job summary

A leading investment consultancy seeks an Operational Due Diligence Senior Analyst to conduct thorough analysis of investment managers, prepare detailed reports, and mentor junior staff. The role requires extensive ODD experience, excellent communication skills, and the ability to handle complex fund evaluations. As part of a collaborative team, you'll contribute to best practices and grow your career in a dynamic environment focused on alternative investments.

Benefits

Discretionary bonus

Life insurance

Tax-efficient benefits (cycle to work, season ticket loan, private medical insurance)

Qualifications

• At least six years' operational due diligence experience.
• Excellent written and verbal communication skills.
• Proactive self-starter and proficient in time management.

Responsibilities

• Conduct ODD across various alternative investment strategies.
• Prepare high-quality reports and recommendations.
• Mentor and review other Analysts and Associate Analysts.

Skills

Communication

Leadership

Time Management

Interpersonal Skills

Problem Solving

Tools

Excel

Word

PowerPoint

Job description

Who are we?

Albourne is an industry leading investment consultant with offices around the globe. Our firm of 600+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit. Real Assets, Real Estate and Alternative Risk Premia.

Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.

Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry – best practices have always been a defining part of who we are.

Operational Due Diligence (“ODD”) is Albourne’s largest investment function with 130 employees across North America, Europe and Asia.

We provide our clients with a thorough analysis of all non-investment related aspects of an investment manager’s business and prepare a written research report which outlines risks and recommendations. This includes reviewing an investment manager’s organization, investment operations, counterparty management, financing, valuation, information security, regulatory compliance, and employment practices.

As part of the ODD team, you will review funds with a diverse mix of strategies. You will have access to work collaboratively with a large group of peers, and you will have the opportunity for self-development through access to Albourne’s significant internal knowledge sharing resources and systems.

Job Summary & Purpose:

To conduct ODD across a broad range of alternative investment strategies, including the most complex managers with high report quality output and minimal supervision.

To proactively and independently contribute outside of report writing to internal and client content.

To assist in monitoring, mentoring & reviewing other Analysts & Associate Analysts.

Accountabilities:

• Superior ability to evaluate the most complex alternative investment fund managers
• High level of knowledge about finance and the alternatives industry
• Monitor assigned funds and update written reports to reflect pertinent changes to the operational risks of those funds, in line with expectations for the role
• Prepare high quality, clear, accurate, concise reports, and recommendations to clients, in line with client and management deadlines, and expectations for the role
• High level of report production (without losing quality) and turnaround of a report should be possible at short notice
• Assist Team Leader in reviewing reports
• Demonstrate leadership in mentoring and training Analysts & Associate Analysts
• Provide accurate, timely and insightful responses to client ODD inquiries
• Develop relationships with local (and visiting) prospects and clients to support business development activities
• Attend and speak at local industry events as an ambassador for Albourne
• Assist in developing and implementing company “best practices” with respect to ODD
• Develop a network to stay current on industry standards and help to facilitate knowledge transfer within the ODD group and company
• Contribute ideas for client newsletter and intranet
  

Other Requirements:

• At least six years' operational due diligence experience across a wide range of alternative investments Excellent communication skills, both written and verbal, and a strong presentational style
• Proactive self-starter, proficient time management and multi-tasking
• Professional demeanor and strong interpersonal skills.
• Competent in Excel, Word and PowerPoint
  
• Travel (occasional, typically within the EMEA region)
• Comply with terms of Albourne Compliance Manuals
• Abide by the ODD policies and procedures as well as the Albourne Group’s policies and procedures, including, but not limited to IFFM; compliance reporting; Information, Communications & Cyber Security Policy; Expense & Travel Policy, etc.
• Attend company Offsites
• Regulatory registration (dependent on regional requirements)
• Report potential conflicts to compliance and work with compliance to ensure that conflict disclosures appear on research reports.
• Discretionary bonus
• Life insurance
• Tax-efficient benefits (cycle to work, season ticket loan, private medical insurance)

At Albourne we believe a diverse, inclusive, and equitable workplace is one where all employees feel valued and respected.

All reasonable facilities will be provided for applicants and staff with disabilities to enable them to perform their roles.

Job Title

Operational Due Diligence Senior Analyst