Operational Due Diligence Analyst

Brown Advisory Incorporated; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Fitness event fee reimbursement

401(k) with employer match

Job summary

Brown Advisory Incorporated, situated in New York, is seeking a motivated Operational Due Diligence Analyst to conduct thorough due diligence on investment managers and leverage AI tools for efficiency. Ideal candidates will have a Bachelor's degree and 1-5 years' experience in relevant roles, demonstrating strong analytical and communication skills.

The role includes reviewing financial statements and compliance materials while collaborating across teams on various projects. Competitive salary ranging from $90K to $130K, plus extensive benefits.

Qualifications

• 1-5 years of experience in operational due diligence or related financial services roles.
• Understanding of financial instruments and investment fund structures.
• Excellent verbal, written, and interpersonal communication skills.

Responsibilities

• Conduct operational due diligence on various investment managers.
• Utilize AI tools to enhance research and reporting capabilities.
• Prepare operational due diligence reports and investment memoranda.

Skills

Operational due diligence

Investment operations

Risk management

Data analysis

AI tools

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Job Description

Brown Advisory is seeking a highly motivated, intelligent, and experienced individual to serve as an Operational Due Diligence (ODD) Analyst. This position requires an intrinsically motivated individual with a true passion to learn and the capability to solve complex problems, often under deadlines.

• Conduct operational due diligence on hedge, private equity, real estate and long-only investment managers
• Assist in evaluating external investments focusing on risks associated with fund operations
• Utilize AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities
• Communicate directly with fund managers and service providers to gather and assess due diligence information
• Review and analyze financial statements, legal agreements, compliance materials, cybersecurity policies, valuation procedures, and operational documentation
• Participate in onsite and virtual due diligence meetings with senior investment and operational personnel
• Prepare operational due diligence reports and investment memoranda for internal committees and stakeholders
• Develop and enhance internal due diligence processes, data infrastructure, and workflow automation tools
• Partner with investment, research, risk, legal, compliance, and technology teams on cross-functional initiatives
• Monitor industry developments, operational risk trends, regulatory developments, and emerging technologies impacting investment managers
• Support ad hoc analytical and strategic projects across the investment platform

Qualifications

• 1-5 years of experience in operational due diligence, investment operations, fund accounting, risk management, consulting, audit, or related financial services roles
• Strong interest in investment manager operational risk analysis and alternative investments
• Understanding of financial instruments and investment fund structures
• Demonstrated ability to leverage AI tools and technology to improve workflows, research, analysis, or reporting processes
• Bachelor's degree required
• Ability to work effectively in a team environment
• Excellent verbal, written, and interpersonal communication skills
• CFA or CAIA preferred, not required
• Advanced knowledge of Microsoft Word and Excel
• Highly organized and detail oriented
• Superior analytical, problem solving, organizational, and communication skills
• Superior written and oral communication skills
• Ability to work independently and efficiently on several assignments simultaneously
• Willingness to travel globally, approximately 10-20%
• Works well under pressure

Salary

$90-130K, commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).

Benefits

We offer a competitive compensation package, including full benefits:

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Equal Employment Opportunity

Brown Advisory is an Equal Employment Opportunity Employer.