Operational Due Diligence Risk Assessment Professional
6 days ago
Job Summary
We are seeking an experienced Senior Manager - Operational Due Diligence to join our team at Elements HR Services Pvt Ltd. In this role, you will be responsible for conducting operational due diligence risk assessments of investment managers for a highly esteemed US-based insurance and investment client.
About the Role
As an extension of the US team, you will work closely with investment managers to gather information, coordinate on-site visits, and manage schedules. You will also review responses and documentation provided by investment managers for the risk assessment and author research notes ahead of on-site team meetings to support the onshore team.
Responsibilities
- Conduct operational due diligence risk assessments of investment managers for a highly esteemed US-based insurance and investment client.
- Work as an extension of the US team to gather information, coordinate on-site visits, and manage schedules.
- Review responses and documentation provided by investment managers for the risk assessment and author research notes ahead of on-site team meetings to support the onshore team.
- Support virtual investment manager on-site visits through the preparation of pre-meeting notes, note-taking during meetings, and producing high-quality draft written reports afterward.
- Challenge and improve operational processes for the ODD framework.
- Contribute to the team's intellectual capital through market research and process innovation.
- Update and maintain pertinent tools/databases with relevant information, including research publications, and coordinate with asset managers for requisite data and scheduling research calls.
Requirements
- A bachelor's degree in economics, finance, or other business-related areas with a high level of written content.
- Professional qualification (Actuarial, ACA, ACCA, CFA, or equivalent) – preferential but not required.
- Two years plus of experience in a similar operational due diligence role preferred.
- Experience with investment management, operations, fund management, or investment consulting.
- Previous experience in operational risk analysis, fund administration, and/or financial/portfolio accounting would be beneficial.
- Thorough knowledge of Microsoft Office applications (Word, Excel, PowerPoint).
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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