Due Diligence Investment Analyst for Hedge Fund/Family Office (Fractional/Contract Role)

Job Description

• A key aspect of this role will be your ability to apply fundamental due diligence principals to a variety of applications, such as the diligence of investment programs ranging from large international banks to small RIAs / multi-family offices
• As a member of the due diligence team, you will work closely with other members of the Investments Team, as well as with the Legal & Compliance and Sales Teams
• This role includes frequent presentations to an investment committee and interactions with executive management
• Perform investment and operational due diligence assessments of fund managers and specialized investment managers involving analysis and assessment of prospective strategy, investment process, risk management practices, operational controls, and legal/regulatory matters Lead due diligence meetings with investment managers ranging from niche private markets strategies private real estate, private credit, litigation finance, etc. to diverse hedge fund strategies to long-only traditional asset class portfolios in both an SMA and commingled fund format
• Review materials received to prepare for fund manager interviews and meetings
• Apply analytical skills to review investment managers against peers, benchmarks and existing investment offerings to contextualize diligence findings
• Provide ongoing education and updates to sales and marketing teams about industry and platform trends
• Create due diligence memos and updates and present recommendations to the Investment Committee

Qualifications

• Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks
• Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with Microsoft Office Suite programs Ability to professionally represent the firm
• Familiarity with alternative investments, asset classes and strategies
• Develop ideas of possible improvements to the diligence process
• Demonstrated ability to work in a collaborative, team environment
• Ability to meet tight deadlines and dynamically shifting priorities

Job Status

• Type: Part-Time/Contract
• Hours: Flexible, based on client needs (0-40 hours per week).

Compensation

• Alternative investments
• Due Diligence
• Investment analysis
• Investment management
• Microsoft 365
• Risk management

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