Analyst, Operational Due Diligence

Aksia•San Diego, CA

2d•Onsite

About The Position

Aksia is seeking an Analyst to join our Operational Due Diligence (ODD) team in our San Diego office. Analysts participate in meetings with investment managers and key operational professionals, engage with third-party service providers, review and analyze relevant documentation, and work with senior colleagues to assess potential operational and business risks. These findings are summarized in written reports which are presented to our clients to support investment decisions across their portfolios. Through structured training and on-the-job experience, Analysts develop the ability to ask thoughtful questions, evaluate information critically, and communicate conclusions clearly. Over time, Analysts grow to become subject matter experts across the spectrum of alternative investment strategies.

Requirements

Bachelor’s degree required
1 to 3 years of relevant experience preferred, including experience in accounting, audit, asset management, fund administration, operations, compliance, legal, internal audit, or risk
Strong academic record; cumulative GPA of 3.5 and above is preferred
Strong written and verbal communication skills, including the ability to summarize complex information clearly and objectively
Strong proficiency in Microsoft Office Suite, particularly Word and Excel
Strong analytical and critical-thinking skills, with the ability to identify inconsistencies, ask probing questions, and exercise sound judgment
Exceptional organization and attention to detail with the ability to manage multiple priorities and deadlines
Professional maturity and comfort interacting with senior professionals in a client-facing environment
Strong work ethic and initiative
Commitment to providing high-quality client service and supporting the team as a whole
Ability to work effectively both independently and collaboratively
Willingness to travel as needed for diligence meetings

Responsibilities

Prepare for and participate in operational due diligence meetings with senior finance, compliance and operations professionals at alternative investment managers.
Conduct detailed reviews of relevant materials, including offering memoranda, audited financial statements, compliance materials, and other manager documentation.
Identify potential operational and business risks, including matters relating to fraud indicators, conflicts of interest, control environments, and back-office sufficiency.
Draft clear, well-supported research reports that summarize findings, relevant considerations, and potential mitigants.
Collaborate with ODD team members and other internal teams to discuss findings, resolve open questions, and support consistent, high-quality work product.
Communicate research findings to clients in a clear and professional manner.