Meketa Investment Group
Operational Due Diligence Analyst
Meketa Investment Group, Westwood, Massachusetts, us, 02090
Operational Due Diligence Analyst
Meketa Investment Group is a growing, investment consulting firm providing strategic investment advice to large institutional clients. In this position, you will demonstrate your keen analytical skills and attention to detail to assess financial processes, compliance frameworks, and operational controls, ensuring our investments are both secure and strategically sound.
Responsibilities:Conduct comprehensive due diligence reviews of investment managers, focusing on operational risk and compliance.Analyze financial documents, operational controls, and risk management processes of external fund managers.Evaluate the adequacy and efficiency of internal controls and governance structures.Prepare detailed reports summarizing findings and recommendations for investment committees or senior management.Monitor and assess ongoing operational risks of existing investments and suggest vital actions.Collaborate with investment teams to integrate operational due diligence insights into the investment decision-making process.Maintain updated records and documentation of due diligence processes and findings.Liaise with legal and compliance teams to ensure adherence to applicable regulations and internal policies.Develop and implement operational due diligence frameworks and methodologies.Stay informed on industry trends, regulatory changes, and standard processes in operational risk management.Participate in meetings and discussions with fund managers to capture information and clarify due diligence queries.Assist in the development and improvement of due diligence tools and resources.Position Requirements:
Bachelor's Degree with evidence of strong academic achievement.5+ years of professional experience in asset management, banking, or general finance, preferably in operations and/or other back-office functions before working in operational due diligence. This experience can come from working in (as examples):Fund AdministrationPrime BrokeragePublic AccountingRegulatory complianceStrong understanding of Operations and process driven tasks.At least 3 years of experience directly performing operational due diligence assessments of hedge funds, private equity, and/or public fund managers.Travel up to 30% of the time.Measures of Success :
Understanding of the operational nuances and risks as they relate to various financial instruments, such as: equities, fixed income, derivatives, OTC derivatives, distressed debt, etc.Understanding of various asset classes and strategies and their related operational risk: hedge funds, venture capital, private equity, real estate, private debt, infrastructure, real assets, etc.Excellent grasp of the following concepts as they relate to ODD:General operational risk.Separation of duties, controls, and operational standard practices.Technology and cybersecurity.Regulatory compliance.Asset valuations.Fund accounting, audit, tax.Cash management controls.Counterparty, service provider, and vendor risk.Experience in reviewing fund documentation and terms (i.e., private placement memorandums, limited partnership agreements, etc.)
Meketa Investment Group is a growing, investment consulting firm providing strategic investment advice to large institutional clients. In this position, you will demonstrate your keen analytical skills and attention to detail to assess financial processes, compliance frameworks, and operational controls, ensuring our investments are both secure and strategically sound.
Responsibilities:Conduct comprehensive due diligence reviews of investment managers, focusing on operational risk and compliance.Analyze financial documents, operational controls, and risk management processes of external fund managers.Evaluate the adequacy and efficiency of internal controls and governance structures.Prepare detailed reports summarizing findings and recommendations for investment committees or senior management.Monitor and assess ongoing operational risks of existing investments and suggest vital actions.Collaborate with investment teams to integrate operational due diligence insights into the investment decision-making process.Maintain updated records and documentation of due diligence processes and findings.Liaise with legal and compliance teams to ensure adherence to applicable regulations and internal policies.Develop and implement operational due diligence frameworks and methodologies.Stay informed on industry trends, regulatory changes, and standard processes in operational risk management.Participate in meetings and discussions with fund managers to capture information and clarify due diligence queries.Assist in the development and improvement of due diligence tools and resources.Position Requirements:
Bachelor's Degree with evidence of strong academic achievement.5+ years of professional experience in asset management, banking, or general finance, preferably in operations and/or other back-office functions before working in operational due diligence. This experience can come from working in (as examples):Fund AdministrationPrime BrokeragePublic AccountingRegulatory complianceStrong understanding of Operations and process driven tasks.At least 3 years of experience directly performing operational due diligence assessments of hedge funds, private equity, and/or public fund managers.Travel up to 30% of the time.Measures of Success :
Understanding of the operational nuances and risks as they relate to various financial instruments, such as: equities, fixed income, derivatives, OTC derivatives, distressed debt, etc.Understanding of various asset classes and strategies and their related operational risk: hedge funds, venture capital, private equity, real estate, private debt, infrastructure, real assets, etc.Excellent grasp of the following concepts as they relate to ODD:General operational risk.Separation of duties, controls, and operational standard practices.Technology and cybersecurity.Regulatory compliance.Asset valuations.Fund accounting, audit, tax.Cash management controls.Counterparty, service provider, and vendor risk.Experience in reviewing fund documentation and terms (i.e., private placement memorandums, limited partnership agreements, etc.)