Senior Operational Due Diligence

Posted 4 days 21 hours ago by Ad Idem Consulting

Permanent
Not Specified
University and College Jobs
London, United Kingdom
Job Description

Our client, a boutique asset management firm, is seeking a Senior Operational Due Diligence Associate.

Key Responsibilities include:

  • Conduct operational reviews, review legal documents and significant service providers, as well as prepare ODD reports for proposed new investments
  • Present the results of the pre-investment due diligence and work with the Investment team to resolve any issues identified during the process
  • For existing investments; monitor procedures, including producing reports, review annual audited financial statements, provide support on any corporate action
  • Keep up to date with relevant regulatory developments and compliance requirements
  • Participate in client meetings and presentations
  • Prepare business risk assessments, conduct operational reviews, and prepare detail reports of proposed candidates to their UCITS platform
  • Annually, review the audited financial statements, the key service providers, and all sub-funds, producing reports where required
  • Continue to develop and improve the sustainability program, including SFDR requirements and any client specific ESG mandates
  • Continue to review internal business practices and policies to improve internal operations, and review key vendors for any operational concerns

Key Requirements:

  • 4 years' plus experience within operational due diligence
  • University degree