Strategic Investment Due Diligence Analyst

UTIMCO; Austin (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

UTIMCO is seeking an Analyst for its Operational Due Diligence team to evaluate and monitor external investment managers across asset classes. You will review DDQs, LPAs, PPMs, and firm policies, and document findings for Investment Committee consideration.

The role targets early-career professionals (1–3 years) with strong analytical skills, attention to detail, and excellent communication. Some travel may be required up to 25%.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or a related field.
• 1–3 years of relevant experience in accounting, asset management, M&A, fund operations, or middle/back office.
• Strong interest in investment management operations, compliance, and risk frameworks.
• Demonstrated analytical rigor, attention to detail, and structured problem-solving.
• Effective written and verbal communication skills; ability to engage with internal stakeholders and external managers.
• Exposure to, or strong interest in developing expertise in, regulatory frameworks (e.g., SEC custody rule, AML/KYC, global regimes).
• High integrity, intellectual curiosity, and a collaborative, team-oriented mindset consistent with UTIMCO values.
• Willingness to travel domestically and internationally (up to ~25%).

Responsibilities

• Participate in due diligence meetings with fund managers and key service providers (virtual and in-person)
• Analyze due diligence materials, including DDQs, LPAs, PPMs, fund structures, and firm policies
• Evaluate operating models across governance, compliance, middle- and back-office functions, and risk controls (including IT and cybersecurity)
• Document findings and prepare clear, decision-ready memoranda for internal stakeholders, including the Investment Committee
• Assess oversight and effectiveness of third-party providers (administrators, custodians, auditors)
• Research regulatory frameworks (e.g., SEC, AML/KYC, AIFMD) and evaluate adherence across managers and jurisdictions
• Identify process improvements and leverage AI tools to enhance efficiency and scalability of ODD workflows

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Education

Bachelor’s degree in finance, accounting, economics, or related field

Job description

UTIMCO is seeking an Analyst for its Operational Due Diligence team to evaluate and monitor external investment managers across asset classes. You will review DDQs, LPAs, PPMs, and firm policies, and document findings for Investment Committee consideration.

The role targets early-career professionals (1–3 years) with strong analytical skills, attention to detail, and excellent communication. Some travel may be required up to 25%.