Investment Risk & Operations Associate

Addison Group; Oklahoma City (OK); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Hybrid schedule with remote Fridays

Job summary

Addison Group in Oklahoma City is seeking an Investment Risk & Operations Associate to evaluate investment managers, assess controls and regulatory compliance, and support due diligence. The role blends accounting and investment operations with exposure to global strategies and financial reporting.

You will interview CFOs/COOs, review filings and agreements, and present findings to the investment team. Hybrid work with Fridays remote, travel up to 15% domestically and internationally.

Qualifications

• Bachelor's degree in accounting, finance, or business administration.
• 2+ years of relevant experience in accounting, internal audit, financial services, investment management, or due diligence.
• Experience in financial services or investment management beneficial.
• Strong written and verbal communication with executives.

Responsibilities

• Evaluate prospective and existing investment managers by reviewing financial statements, internal controls, operational procedures, and business practices
• Conduct interviews and onsite meetings with CFOs, COOs, compliance officers, and other investment firm executives
• Assess financial stability, operational infrastructure, valuation practices, regulatory compliance, and risks
• Review regulatory filings, investment agreements, valuation policies, and due diligence documents
• Prepare and present reports outlining findings, concerns, and recommendations
• Collaborate with legal professionals on investment documentation
• Assist in refining internal risk assessment processes and monitoring developments

Skills

Financial analysis

Risk assessment

Critical thinking

Executive communication

Excel proficiency

Education

Bachelor's degree in accounting, finance, or business administration

Tools

Microsoft Excel

Job description

Investment Risk & Operations Associate - Oklahoma City, OK

Compensation: $100,000 to $150,000 Base + Bonus + Benefits

Schedule: Hybrid | Remote Fridays

Travel: Approximately 10%-15% Domestic & International

Location: Must currently reside in the Oklahoma City metro area

ABOUT THE ROLE

We are partnering with an established investment management firm seeking an accounting or audit professional interested in transitioning into the investment industry.

This position offers a unique opportunity to apply accounting and analytical skills to evaluating investment firms, identifying financial and operational risks, and supporting investment decisions. You'll work closely with investment professionals while gaining exposure to global investment strategies, financial reporting, and investment operations.

WHY CONSIDER THIS OPPORTUNITY?

An excellent opportunity for an accounting or audit professional looking to move beyond traditional audit and into the investment industry. You'll gain exposure to global investment management, work directly with senior financial executives, and develop expertise in investment risk and operational due diligence.

KEY RESPONSIBILITIES

• Evaluate prospective and existing investment managers by reviewing financial statements, internal controls, operational procedures, and business practices
• Conduct interviews and participate in onsite meetings with CFOs, COOs, compliance officers, and other investment firm executives
• Assess financial stability, operational infrastructure, valuation practices, regulatory compliance, and potential risks
• Review regulatory filings, investment agreements, valuation policies, and due diligence documentation
• Prepare and present reports outlining findings, areas of concern, and recommendations to the investment team
• Collaborate with legal professionals on investment documentation and contractual matters
• Assist in refining internal risk assessment processes and monitoring regulatory and industry developments

Investment Operations & Financial Reporting (20%)

• Review investment transactions, reconciliations, performance reporting, and financial data
• Coordinate with accounting, legal, tax, and audit professionals on investment-related matters
• Prepare financial and investment materials for leadership and investment committee meetings
• Participate in discussions regarding market conditions, investment strategies, and portfolio considerations
• Support junior team members and assist with additional investment operations projects

QUALIFICATIONS

Required

• Must currently reside in the Oklahoma City metro area. Relocation candidates are not being considered at this time
• Bachelor's degree in accounting, finance, or business adminstration
• Minimum of 2 years of relevant experience in public accounting, internal audit, financial services, investment management, or due diligence
• Strong financial analysis, critical thinking, and risk assessment skills
• Excellent written and verbal communication skills with the ability to interact with senior-level executives
• Strong attention to detail, organizational skills, and proficiency in Microsoft Excel
• Ability to manage competing priorities, work collaboratively, and maintain confidentiality
• Willingness to travel domestically and internationally

Preferred

• Big 4 or large national/regional public accounting experience
• Banking or financial services internal audit experience, or experience as a bank examiner
• Degree in accounting, finance, or business and/or relevant professional certification
• Exposure to investment accounting, financial reporting, or investment operations
• Familiarity with alternative investments, including private equity and hedge funds

COMPENSATION & BENEFITS

• $100,000 to $150,000 base salary, depending on experience + annual bonus
• Comprehensive health benefits with competitive employer contributions
• Hybrid schedule with remote Fridays and additional flexibility when needed