Operational Due Diligence Specialist (73C0E68)

Referment; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Referment is partnering with a global investment and technology firm to hire an Operational Due Diligence Specialist. You will explain how funds operate and help sophisticated clients understand processes, controls and infrastructure behind their investments.

You'ill own due-diligence inquiries, participate in client meetings, gather information across the organization and improve data and processes that support accurate responses, while coordinating across internal teams to deliver high-quality

Qualifications

• Bachelor's degree or higher and at least seven years' relevant experience in operational due diligence, client service, accounting or a related field.
• Fluency in reading and interpreting financial statements.
• Excellent written and verbal communication, including confidence engaging sophisticated investors and prospects.
• Exceptional attention to detail and the judgement to present complex operational information accurately.
• The ability to coordinate effectively across several internal stakeholders and deliver a high standard of client service.
• Knowledge of alternative investments would be useful, but it is not required.

Responsibilities

• Act as a primary contact for operational due-diligence requests from investors and prospects.
• Provide clear, comprehensive information about operational processes and controls.
• Coordinate and participate in client meetings and calls, ensuring questions are answered accurately and professionally.
• Manage projects that strengthen the team's operating infrastructure, data integrity and regulatory compliance.
• Work across internal teams to gather, verify and synthesize information for investor communications.
• Contribute to continuing improvements in client-service delivery.

Skills

Operational due diligence

Client service

Financial statements literacy

Investor communications

Cross-functional coordination

Attention to detail

Education

Bachelor's degree or higher in finance/accounting/business

Job description

Referment is working with a global investment and technology firm seeking an Operational Due Diligence Specialist to support current and prospective investors. You'll explain how the business and its funds operate, helping sophisticated clients understand the processes, controls and infrastructure behind their investments.

The role combines investor-facing communication, financial understanding and careful internal coordination. You'll own due-diligence enquiries, take part in client meetings, gather information across the organisation and improve the data and processes that support consistently accurate responses.

The Role

• Act as a primary contact for operational due-diligence requests from investors and prospects.
• Provide clear, comprehensive information about operational processes and controls.
• Coordinate and participate in client meetings and calls, ensuring questions are answered accurately and professionally.
• Manage projects that strengthen the team's operating infrastructure, data integrity and regulatory compliance.
• Work across internal teams to gather, verify and synthesise information for investor communications.
• Contribute to continuing improvements in client-service delivery.

What We're Looking For

• A bachelor's degree or higher and at least seven years' relevant experience in operational due diligence, client service, accounting or a related field.
• Fluency in reading and interpreting financial statements.
• Excellent written and verbal communication, including confidence engaging sophisticated investors and prospects.
• Exceptional attention to detail and the judgement to present complex operational information accurately.
• The ability to coordinate effectively across several internal stakeholders and deliver a high standard of client service.

Knowledge of alternative investments would be useful, but it is not required.

This could suit an experienced ODD professional, investor-relations operations specialist, fund-accounting professional or institutional client-service specialist with strong financial-statement literacy.

#Referment