Operational Due Diligence Analyst
Athena Ridge Advisors LLC, Chicago, IL, United States
Overview
Athena Ridge Advisors (ARA) is a boutique firm specializing in delivering independent and comprehensive operational due diligence assessments. ARA collaborates closely with investment teams and works with investment targets to help enhance infrastructure to best-in-class standards. Athena Ridge Advisors is proud to be a Certified Women-Owned Business Enterprise.
Role Description Athena Ridge Advisors is hiring a part-time Operational Due Diligence Analyst. This role is remote and flexible starting with up to 20 hours per week. The team works remotely. Responsibilities include preparing for and conducting reviews of Investment Managers’ procedures through interviews, as well as preparing written analysis of overall capabilities, strengths, and weaknesses.
Assist in meeting preparation through review of manager and fund-specific documents including due diligence questionnaire, audited financials, Form ADV, and key policy documents.
Coordinate, prepare for, and actively participate in meetings with investment manager’s key professionals (CFO, COO, CCO).
Draft ODD reports while succinctly communicating with accuracy and clarity.
Assist with the establishment, documentation, and continuous process improvement of internal workflows
Qualifications
Knowledge of Alternative Investments and the broader investment industry
Proven experience in Operational Due Diligence or related roles such as audit experience within the financial services industry
Fund accounting / operations experience with venture capital, private equity, hedge funds
Valuation experience (excellent knowledge of US GAAP)
Fund Administration experience
Strong attention to detail, deadline-oriented
Excellent knowledge of Generally Accepted Accounting Principles
Strong Analytical Skills to evaluate and synthesize complex information
Strong interpersonal skills to make recommendations to key senior professionals in a constructive manner
Effectively interview senior professionals
Describe and present findings to a variety of stakeholders
Ability to work collaboratively in a fast-paced and professional environment
Bachelor's degree in accounting or a related field (advanced degree or certifications, such as CPA or CFA preferred)
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Role Description Athena Ridge Advisors is hiring a part-time Operational Due Diligence Analyst. This role is remote and flexible starting with up to 20 hours per week. The team works remotely. Responsibilities include preparing for and conducting reviews of Investment Managers’ procedures through interviews, as well as preparing written analysis of overall capabilities, strengths, and weaknesses.
Assist in meeting preparation through review of manager and fund-specific documents including due diligence questionnaire, audited financials, Form ADV, and key policy documents.
Coordinate, prepare for, and actively participate in meetings with investment manager’s key professionals (CFO, COO, CCO).
Draft ODD reports while succinctly communicating with accuracy and clarity.
Assist with the establishment, documentation, and continuous process improvement of internal workflows
Qualifications
Knowledge of Alternative Investments and the broader investment industry
Proven experience in Operational Due Diligence or related roles such as audit experience within the financial services industry
Fund accounting / operations experience with venture capital, private equity, hedge funds
Valuation experience (excellent knowledge of US GAAP)
Fund Administration experience
Strong attention to detail, deadline-oriented
Excellent knowledge of Generally Accepted Accounting Principles
Strong Analytical Skills to evaluate and synthesize complex information
Strong interpersonal skills to make recommendations to key senior professionals in a constructive manner
Effectively interview senior professionals
Describe and present findings to a variety of stakeholders
Ability to work collaboratively in a fast-paced and professional environment
Bachelor's degree in accounting or a related field (advanced degree or certifications, such as CPA or CFA preferred)
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