Operational Due Diligence - Sr. Associate

Green Key Resources; Boston (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

Green Key Resources is assisting a client expanding its Operational Due Diligence function, seeking an experienced investment operations professional to evaluate infrastructure, controls, and risk practices of external asset managers.

The role offers exposure to hedge funds, private markets, real assets, and traditional strategies, with regular interaction with senior professionals across the investment management industry and opportunities to drive improvements in diligence processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• 4+ years of experience in operational due diligence, investment operations, or related asset management function.
• Strong understanding of investment operations across public and private markets.
• Advanced Excel and PowerPoint capabilities; experience with reporting/visualization tools is a plus.
• Excellent analytical, investigative, organizational, and project management skills.

Responsibilities

• Lead operational due diligence reviews for prospective and existing investment managers.
• Evaluate operational frameworks across hedge funds, private markets, real assets, and traditional strategies.
• Conduct meetings with senior leaders across operations, finance, compliance, technology, and risk.
• Assess fund administration, valuation, trade operations, technology, cybersecurity, business continuity, and third-party providers.
• Prepare diligence reports, identify operational risks, and present recommendations to internal stakeholders and investment committees.
• Manage diligence timelines, documentation, manager communications, research, and ongoing process improvement initiatives.

Skills

Analytical thinking

Investigative skills

Project management

Stakeholder comms

Attention to detail

Education

Bachelor's degree in Finance/Economics/related

Tools

Excel

PowerPoint

Job description

Our client is expanding its Operational Due Diligence function and is seeking an experienced investment operations professional to evaluate the infrastructure, controls, and risk practices of external asset managers. The role offers exposure to a broad range of investment strategies and regular interaction with senior professionals across the investment management industry.

Key Responsibilities

• Lead operational due diligence reviews for prospective and existing investment managers.
• Evaluate operational frameworks across hedge funds, private markets, real assets, and traditional strategies.
• Conduct meetings with senior leaders across operations, finance, compliance, technology, and risk.
• Assess fund administration, valuation, trade operations, technology, cybersecurity, business continuity, and third-party providers.
• Prepare diligence reports, identify operational risks, and present recommendations to internal stakeholders and investment committees.
• Manage diligence timelines, documentation, manager communications, research, and ongoing process improvement initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• 4+ years of experience in operational due diligence, investment operations, operational risk, fund oversight, or a related asset management function.
• Strong understanding of investment operations across public and private markets and alternative investment structures.
• Excellent analytical, investigative, organizational, and project management skills.
• Advanced Excel and PowerPoint capabilities; experience with reporting, visualization, or business intelligence tools is a plus.
• Strong communication skills, sound judgment, attention to detail, integrity, and confidence engaging with senior investment professionals.

Why This Opportunity

This is an opportunity to join a growing platform where operational due diligence plays a meaningful role in evaluating investment opportunities, identifying risk, and strengthening manager oversight.