Operational Due Diligence Analyst — Investment Risk & Research

Aksia; San Diego (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Aksia, an alternative assets specialist, seeks an Analyst for its ODD team in San Diego. You will engage with investment managers, review documents, and assess operational risks. You’ll learn to ask thoughtful questions and develop expertise across alternative investment strategies while contributing to written client reports.

The role emphasizes collaboration with senior professionals, structured training, and opportunities to grow within the ODD practice in a global firm.

Qualifications

• 1 to 3 years of relevant experience preferred in accounting, audit, asset management, or risk.
• Strong academic record; GPA of 3.5+ preferred.
• Strong written and verbal communication, with ability to summarize complex info clearly.
• Proficiency in Microsoft Word and Excel.
• Strong analytical and critical-thinking skills with attention to detail.
• Ability to work independently and with a team, and willingness to travel for diligence meetings.

Responsibilities

• Prepare for and participate in operational due diligence meetings with senior finance, compliance and operations professionals at alternative investment managers.
• Conduct detailed reviews of materials including offering memoranda, audited financial statements, and compliance docs.
• Identify potential operational and business risks, including fraud indicators and conflicts of interest.
• Draft clear, well-supported research reports summarizing findings and mitigating ideas.
• Collaborate with ODD team and internal groups to discuss findings and ensure high-quality work.

Skills

Communication skills

Analytical thinking

Attention to detail

Travel willingness

Education

Bachelor's degree preferred

Tools

Microsoft Office

Word

Excel

Job description

Aksia, an alternative assets specialist, seeks an Analyst for its ODD team in San Diego. You will engage with investment managers, review documents, and assess operational risks. You’ll learn to ask thoughtful questions and develop expertise across alternative investment strategies while contributing to written client reports.

The role emphasizes collaboration with senior professionals, structured training, and opportunities to grow within the ODD practice in a global firm.