Operational Due Diligence Analyst

Brown Advisory•New York, NY

4d•$90,000 - $130,000•Onsite

About The Position

Brown Advisory is seeking a highly motivated, intelligent, and experienced individual to serve as an Operational Due Diligence (ODD) Analyst. This position requires an intrinsically motivated individual with a true passion to learn and the capability to solve complex problems, often under deadlines. The primary duties and responsibilities include but are not limited to: Conduct operational due diligence on hedge, private equity, real estate and long only investment managers Assist in evaluating external investments focusing on risks associated with fund operations Utilize AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities Communicate directly with fund managers and service providers to gather and assess due diligence information Review and analyze financial statements, legal agreements, compliance materials, cybersecurity policies, valuation procedures, and operational documentation Participate in onsite and virtual due diligence meetings with senior investment and operational personnel Prepare operational due diligence reports and investment memoranda for internal committees and stakeholders Develop and enhance internal due diligence processes, data infrastructure, and workflow automation tools Partner with investment, research, risk, legal, compliance, and technology teams on cross-functional initiatives Monitor industry developments, operational risk trends, regulatory developments, and emerging technologies impacting investment managers Support ad hoc analytical and strategic projects across the investment platform

Requirements

1–5 years of experience in operational due diligence, investment operations, fund accounting, risk management, consulting, audit, or related financial services roles
Strong interest in investment manager operational risk analysis and alternative investments
Understanding of financial instruments and investment fund structures
Demonstrated ability to leverage AI tools and technology to improve workflows, research, analysis, or reporting processes
Bachelor’s degree required
Ability to work effectively in a team environment
Excellent verbal, written, and interpersonal communication skills
Advanced knowledge of Microsoft Word and Excel
Highly organized and detail oriented
Superior analytical, problem solving, organizational, and communication skills
Superior written and oral communication skills
Ability to work independently and efficiently on several assignments simultaneously
Willingness to travel globally, approximately 10-20%
Works well under pressure

Nice To Haves

CFA or CAIA preferred, not required

Responsibilities

Conduct operational due diligence on hedge, private equity, real estate and long only investment managers
Assist in evaluating external investments focusing on risks associated with fund operations
Utilize AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities
Communicate directly with fund managers and service providers to gather and assess due diligence information
Review and analyze financial statements, legal agreements, compliance materials, cybersecurity policies, valuation procedures, and operational documentation
Participate in onsite and virtual due diligence meetings with senior investment and operational personnel
Prepare operational due diligence reports and investment memoranda for internal committees and stakeholders
Develop and enhance internal due diligence processes, data infrastructure, and workflow automation tools
Partner with investment, research, risk, legal, compliance, and technology teams on cross-functional initiatives
Monitor industry developments, operational risk trends, regulatory developments, and emerging technologies impacting investment managers
Support ad hoc analytical and strategic projects across the investment platform