Operational Due Diligence Associate for Investment Risk

Coda Search; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A global investment firm is seeking an Operational Due Diligence Associate to support its growing operational risk and diligence function in NYC. This new role involves performing comprehensive assessments of investment managers across various strategies, evaluating their operational frameworks, and presenting findings to senior leadership. The ideal candidate should possess a bachelor's degree in a relevant field and have over 3 years of experience in audit and operational review, preferably from a Big 4 background. Strong analytical skills and communication abilities are essential for this role.

Qualifications

• 3+ years of experience in audit, risk, or operational review—Big 4 or top-tier public accounting background strongly preferred.
• Strong understanding of financial services internal controls and risk assessment.
• Excellent ability to evaluate complex operating models.

Responsibilities

• Perform in-depth operational assessments of external investment managers across various asset classes.
• Review and evaluate operational frameworks including governance, compliance, and business continuity.
• Synthesize findings into clear reports outlining risks and areas for enhancement.
• Present conclusions and recommendations to investment and risk leadership.
• Maintain ongoing monitoring of approved managers, including periodic reviews.

Skills

Analytical skills

Written and verbal communication skills

Understanding of internal controls

Risk assessment

Operational processes

Education

Bachelor’s degree in Accounting, Finance, Economics or related field

Job description

A global investment firm is seeking an Operational Due Diligence Associate to support its growing operational risk and diligence function in NYC. This new role involves performing comprehensive assessments of investment managers across various strategies, evaluating their operational frameworks, and presenting findings to senior leadership. The ideal candidate should possess a bachelor's degree in a relevant field and have over 3 years of experience in audit and operational review, preferably from a Big 4 background. Strong analytical skills and communication abilities are essential for this role.