Operational Due Diligence Analyst

About the role

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.

Responsibilities

• Conduct operational due diligence on hedge, private equity, real estate and long only investment managers
• Avoids external investments focusing on risks associated with fund operations
• Utilizes AI tools and data analysis techniques to improve research efficiency, document analysis, monitoring workflows, and reporting capabilities
• Communicates directly with fund managers and service providers to gather and assess due diligence information
• Reviews and analyzes financial statements, legal agreements, compliance materials, cybersecurity policies, valuation procedures, and operational documentation
• Participates in onsite and virtual due diligence meetings with senior investment and operational personnel
• Prepares operational due diligence reports and investment memoranda for internal committees and stakeholders
• Develops and enhances 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

Qualifications

• 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
• CFA or CAIA preferred, not required
• 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
• Works well in an office location

Benefits

• Competitive compensation package, including full benefits
• Medical, dental, vision, wellness program participation incentive
• Financial wellness program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Pay

$90-130K Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Schedule

Works in an office location.