Partnership Employment ยท 3 hours ago
Director, Alternative Investments Operational Due Diligence
St. Petersburg, FL
Full-time
Hybrid
Director/ExecutivePartnership Employment is seeking a Director for Alternative Investments Operational Due Diligence. The role involves supporting the refinement of the ODD framework, conducting assessments of investment vehicles, and leading diligence meetings with external investment managers.
ConsultingHuman ResourcesStaffing Agency
Hiring Manager
Steven Cebel
Responsibilities
Support the refinement and upkeep of the ODD framework, incorporating enhancements based on evolving industry standards and internal needs
Conduct risk-focused assessments of investment vehicles, culminating in formal documentation and written evaluations
Lead and participate in on-site and virtual diligence meetings with external investment managers and their service providers, with a focus on operational workflows, internal controls, and organizational design
Assess middle- and back-office functions, including fund accounting, pricing policies, treasury operations, and net asset value procedures
Review audit materials, financial statements, and other documentation to evaluate internal environments and controls
Monitor adherence to internal compliance frameworks and applicable regulatory guidelines by third-party investment managers
Own and execute an annual diligence calendar, ensuring consistent review coverage across all assigned strategies
Contribute to process optimization efforts by identifying opportunities to leverage tools, data, and automation
Qualification
Required
Support the refinement and upkeep of the ODD framework, incorporating enhancements based on evolving industry standards and internal needs
Conduct risk-focused assessments of investment vehicles, culminating in formal documentation and written evaluations
Lead and participate in on-site and virtual diligence meetings with external investment managers and their service providers, with a focus on operational workflows, internal controls, and organizational design
Assess middle- and back-office functions, including fund accounting, pricing policies, treasury operations, and net asset value procedures
Review audit materials, financial statements, and other documentation to evaluate internal environments and controls
Monitor adherence to internal compliance frameworks and applicable regulatory guidelines by third-party investment managers
Own and execute an annual diligence calendar, ensuring consistent review coverage across all assigned strategies
Contribute to process optimization efforts by identifying opportunities to leverage tools, data, and automation
Company
Partnership Employment
Partnership Employment is a staffing and recruiting company offering staffing and executive search services.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageLeadership Team
David Lutz
Managing Partner
Joseph Kelly
Managing Partner
Company data provided by crunchbase