Job Title: AVP, Operational Due Diligence
Location: New York, NY (Hybrid)
Salary: $130k-$170k base + Bonus
Summary
This is an exciting opportunity to join a leading global investment organization and play a key role within the Operational Due Diligence (ODD) function. Supporting investment teams across public and private markets, you will be responsible for evaluating the operational risk, governance, controls, valuation frameworks, and infrastructure of external investment managers across a broad range of asset classes, including private equity, private credit, venture capital, real estate, infrastructure, hedge funds, and traditional investments. Working closely with stakeholders across North America and Asia, this role offers significant exposure to investment decision-making and senior leadership. The position is ideal for someone who enjoys conducting deep investigative reviews, identifying operational risks, leveraging technology and AI-driven tools, and helping build scalable due diligence frameworks within a sophisticated global investment platform.
In this role you will be responsible for:
- Leading operational due diligence reviews across both liquid and illiquid investment managers.
- Assessing operational infrastructure, governance frameworks, valuation practices, service providers, compliance programs, and risk controls.
- Managing the full due diligence lifecycle, including planning, onsite meetings, documentation review, reporting, and ongoing monitoring.
- Conducting qualitative and quantitative analysis of fund managers, business developments, regulatory changes, and emerging risks.
- Developing benchmarking and comparative analyses to support investment decisions.
- Monitoring industry trends, regulatory developments, and evolving operational risks across global markets.
- Coordinating and overseeing external due diligence providers and consultants where appropriate.
- Driving process improvements, workflow enhancements, and operational efficiencies across the ODD function.
- Leading initiatives focused on technology adoption, automation, and data-driven risk assessment.
- Identifying and implementing AI-enabled solutions to improve document review, control testing, benchmarking, and risk identification processes.
The ideal candidate should have the following qualifications and skills:
- 5-8 years of experience in operational due diligence, audit, accounting, fund operations, risk management, or a related investment management function.
- Strong understanding of public and private market investment operations, fund structures, valuation methodologies, operational controls, and regulatory requirements.
- Strong analytical, investigative, and critical-thinking capabilities with exceptional attention to detail.
- Experience evaluating operational risks and control environments within asset managers, hedge funds, private markets firms, or institutional investment platforms.
- Familiarity with data management concepts and experience utilizing technology to improve due diligence workflows.
- Exposure to AI tools, automation initiatives, or data-driven review processes is highly desirable.
- Excellent written and verbal communication skills with strong report-writing and stakeholder management abilities.
- Ability to manage multiple concurrent reviews and work effectively across global teams and time zones.
- High degree of professional skepticism, commercial judgment, and problem-solving capability.