Albourne is an industry leading investment consultant providing advisory services on alternative investments. The ODD Associate Analyst role involves analyzing and monitoring operational processes and risks of alternative fund managers, contributing to the development of operational due diligence services, and delivering insights through written research reports for clients.
Responsibilities
- Assist with evaluating assigned alternative investment funds and managers across all asset classes
- Conduct with fellow Due Diligence Analysts onsite interviews with fund managers to discuss operational risks, internal controls and information systems, as well as verifying existence of assets. Deploy skills and experience to contribute to these meetings and to prepare clear and concise written notes to summarise the findings
- Review and interpret financial statements, offering documents, and other fund literature. Upon that review and interpretation, produce research deliverables for clients within the scheduled deadline
- Conduct reference checks with service providers for completion of the relevant reports
- Liaise with clients and fund managers with respect to ODD inquiries
- Assist with producing detailed written reports with an analysis of operational risk and internal controls
- Ensure client deliverables are prepared, reviewed, and delivered on a timely and accurate basis
- Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operational risk for those funds
- Conduct reference checks with service providers for completion of the relevant reports
- Develop and implement company “best practices” with respect to ODD. Stay current on industry standards and trends to help to facilitate knowledge transfer within the ODD group, the company, Albourne clients, and across the industry
- Support business development activities and client interactions as required
- Participate in project work to support the due diligence process and broader company initiatives
- Act as an ambassador for Albourne at industry events
- Collaborate with colleagues across teams and regions
- Active idea contributor to client newsletter and internal intranet. Production of white paper research for distribution to clients within UC&O
- Report potential conflicts to compliance and work with compliance to ensure that conflict disclosures appear in research reports
Skills
- Strong academic background (Degree or equivalent qualification)
- 1-2 years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
- Possession of professional qualifications (e.g. CAIA, CFA, ACA) or interest in obtaining relevant professional qualifications
- High level of writing proficiency
- Experience of report writing
- Systems literacy (Microsoft Excel, Word, PowerPoint, Outlook, Co-Pilot)
- Proactive self-starter, proficient time management and multi-tasking
- Professional demeanor and strong interpersonal skills
- Attention to detail
- Ability to travel as required
- Attend company events as required
- Comply with terms of Albourne Compliance Manuals
Benefits
- Comprehensive Compensation and Benefits Package
- Fully paid Medical and Dental PPO
- Fully paid Basic Life and AD&D
- 401k & FSA
- Hybrid work schedule
- Everyday Wellness and fitness
- Free Gym Membership near the office
- 30 days paid time off each year including Vacation and Holidays
Company Overview
Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets. It was founded in 1994, and is headquartered in London, England, GBR, with a workforce of 501-1000 employees. Its website is http://www.albourne.com.
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