Due Diligence Analyst / Senior Due Diligence Analyst

What You’ll Do

• Conduct comprehensive due diligence on alternative investment and private market solutions, including reviewing fund strategies, historical performance, management teams, operational structures, and risk profiles.
• Analyze quantitative and qualitative data, such as financial statements, return metrics, volatility measures, liquidity terms, and fee structures, to assess investment viability.
• Prepare detailed reports, investment memos, and presentations for the investment product committee, highlighting key findings, recommendations, and potential risks.
• Present investment opportunities and due diligence results to the committee, addressing questions and providing supporting evidence to facilitate approval decisions.
• Maintain up-to-date diligence on approved funds through periodic reviews, monitoring performance against benchmarks, tracking market changes, and identifying any emerging risks or opportunities.
• Collaborate with internal teams, including portfolio managers, compliance, and legal, to ensure alignment with overall investment strategies and regulatory requirements.
• Stay informed on industry trends, regulatory developments, and best practices in alternative investments to enhance due diligence processes.
• Support ad-hoc projects, such as benchmarking analyses, competitor reviews, or platform enhancements related to private market offerings.

What You Bring

• Strong analytical skills with proficiency in financial modeling, data analysis tools (e.g., Excel, Bloomberg, or similar), and interpreting complex financial data.
• Excellent communication and presentation skills, with the ability to convey technical information clearly to non-technical audiences, such as committee members.
• Proven ability to manage multiple priorities in a fast-paced environment, with strong attention to detail and organizational skills.
• High level of integrity, independence, and the ability to handle confidential information responsibly.
• Team-oriented mindset with the capacity to work collaboratively while also operating autonomously on assignments.

Qualifications

• Minimum of 3-5 years of relevant experience in investment analysis, due diligence, or asset management, with a focus on alternative investments and private markets.
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Advanced degree (MBA) or professional certifications (CFA, CAIA, or equivalent) strongly preferred.