- Austin, Texas, United States
- On-site
- 5+ years
Lead operational due diligence workstreams for external investment partners, evaluate risk areas, coach team members, and prepare high‑quality reports and recommendations.
Responsibilities
- Own assigned ODD review processes for new and existing external investment partners across multiple asset classes and industries
- Perform advanced review of manager/direct investment documentation, fund terms, regulatory filings, audit reports, compliance materials, service provider relationships, technology controls, and operating infrastructure
- Participate in and help lead manager/direct investment onsite reviews with senior management and investment support functions
- Prepare, review, and refine written ODD reports that clearly describe operational frameworks, risk issues, proposed solutions, and best‑practice recommendations
- Provide candid feedback to investment teams and external managers/direct investments on deficiencies and potential remediation steps
Requirements
- Bachelor's degree in Accounting, Finance, or a related field
- Nice to have: experience leading investment manager/direct investment reviews
- Nice to have: onsite diligence
- Nice to have: operational risk assessments
- Nice to have: audit work