Alternative Investments - Operational Due Diligence Analyst

LCG Associates, Inc.; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay and benefits

Matching 401(k) contributions

Health, vision, and dental insurance

Discretionary bonuses

Paid time off

Social and community volunteer opportunities

Support for CAIA designation

Increased access to Senior Leadership

Job summary

A national consulting firm is seeking an Operational Due Diligence Analyst in Atlanta, GA. The role requires a focus on due diligence reviews, compliance assessment, and operational risk contribution. Ideal candidates will have a Bachelor's degree and strong analytical, writing, and communication skills. This full-time position offers competitive pay, benefits, and opportunities for continuing education. Interested candidates should send their resumes via email.

Qualifications

• Strong academic credentials, preferring Bachelor's degree.
• Exceptional work ethic with strong analytical and writing skills.
• Highly motivated self-starter who can work independently.
• Strong attention to detail for accurate reporting.
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.

Responsibilities

• Conduct initial due diligence reviews of fund managers.
• Participate in operational due diligence meetings and onsite interviews.
• Assess back office operations and compliance of fund managers.
• Contribute to operational risk measurement and reporting.
• Perform ad hoc projects related to operational due diligence.

Skills

Analytical skills

Writing skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Independent worker

Education

Bachelor's degree

JD, CAIA, CPA, or CFA

Tools

Microsoft Office

Job description

We currently have an opportunity for an Operational Due Diligence Analyst in our Atlanta, GA office.This role requires that you work closely with other team members and take responsibility for the timely delivery of operational due diligence projects and reports to LCG’s Risk Management Committee.

You will perform initial due diligence reviews of fund managers which involves preparation for and participation in manager operational due diligence meetings including onsite interviews with CFOs, COOs, CCOs and other back office operations personnel as well as a review of the fund managers’ operational infrastructure, internal controls, trade process and valuation practices.

You will also perform reviews of documents related to the back office operations and compliance of prospective and existing fund managers; assess appropriateness of compliance procedures, regulatory reporting and examination results; conduct background checks on key fund manager personnel; and assist with the ongoing monitoring of existing fund managers and personnel.

In this role you will contribute to the overall operational risk measurement, monitoring, and reporting environments and perform ad hoc projects and reviews related to the operational due diligence function as necessary.

What Are We Looking For:

• Strong academic credentials preferring candidates with a Bachelor’s degree. An advanced degree, JD, CAIA, CPA or CFA is a plus.
• An exceptional work ethic along with strong analytical, writing and communication skills.
• A highly motivated individual, who is a self-starter and able to work independently.
• Strong attention to detail as accurate and timely reporting is essential.
• Proficiency in Microsoft Word, Excel, Outlook and PowerPoint is a must.

What We Offer:

• Competitive pay and benefits, which could include matching 401(k) contributions, profit sharing, health/vision/dental insurance plans, discretionary bonuses, and paid time off.
• Social and community volunteer opportunities.
• LCG encourages continuing education and internal advancement, including providing support and full sponsorship to pursue the CAIA designation.
• Our flat organizational structure offers increased access to experienced Senior Leadership and mentorship opportunities.

This is a full-time position in our Atlanta, GA office. The position may require travel.

Interested candidates should send resumes to [e-mail].

Who We Are:

LCG is a national consulting firm headquartered in Atlanta, Georgia with offices in Dallas, Texas and Seattle, Washington. Our sole focus is providing investment consulting services. We are an independent, 100% employee-owned firm. We believe this ensures LCG’s and our clients’ interests are aligned long-term. Our goal is to provide a select number of clients with highly customized advice and serve as an “extension of staff.” We work with nationally recognized foundations, endowments, corporations, non-profits, and other institutions as well as private investors. Our job is to help them achieve their portfolio goals in order to further their mission. Being in business for 50+ years and continuing to grow, we hope you’ll consider joining LCG’s team.

Commitment to Equal Opportunity:

At LCG, our policy is to hire the most qualified individuals. We provide equal employment opportunities for our present and prospective team members. LCG prohibits discrimination and harassment of any type on the base of race, ethnicity, gender, national origin, religion, sexual orientation, pregnancy, disability status, marital status, age, genetics, protected veteran status, or any other characteristic protected by federal, state, or local laws. We comply with equal opportunity laws and with the spirit of those laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.