Description

Overview

Our client is seeking an experienced professional to manage the Operational Due Diligence (ODD) process across prospective investors, existing clients, and counterparties. This role will act as the central point of coordination for all operational diligence-related inquiries, working closely with internal teams to ensure accurate, timely, and high‑quality responses.

The position sits at the intersection of client services, onboarding, and sales support, and is well suited to candidates from funds of funds, private banking, hedge funds, or private equity environments.

Key Responsibilities

Operational Due Diligence (ODD / DD)

• Serve as the primary point of contact for all operational due diligence requests from institutional and private investors, consultants, and counterparties
• Manage and coordinate responses to ODD questionnaires, DDQs, RFPs, and ad‑hoc information requests
• Maintain high standards of accuracy, consistency, and transparency in all diligence materials

Client Onboarding & Relationship Support

• Support client onboarding processes, including operational, compliance, and documentation workflows
• Partner with Relationship Managers, Sales, Investor Relations, Legal, Compliance, Operations, and Technology teams to gather and validate information
• Act as a trusted operational contact for existing clients, helping address ongoing diligence inquiries

Cross‑Functional Coordination

• Coordinate internal resources across the firm to ensure efficient and timely completion of diligence requests
• Build and maintain a centralized knowledge base of ODD materials, policies, procedures, and historical responses
• Identify opportunities to streamline and improve ODD and onboarding processes

Stakeholder & Risk Awareness

• Develop a strong understanding of the firm's operating model, controls, governance, and risk framework
• Identify recurring diligence themes or potential operational risks and escalate appropriately
• Stay informed on evolving investor expectations, regulatory requirements, and industry best practices

Required Experience & Background

• 5+ years of relevant experience in Operational Due Diligence, Client Services, Investor Relations, Onboarding, or Sales Support
• Prior experience gained from one or more of the following environments:
  • Funds of Funds
  • Hedge Funds / Asset Managers
  • Private Equity
  • Private Banking
  • Institutional Investment Platforms
• Hands-on exposure to institutional and/or private client due diligence processes
• Strong understanding of operational areas including trade operations, valuation, compliance, risk, technology, and business continuity

Skills & Attributes

• Exceptional project management and coordination skills
• Strong written and verbal communication skills; able to clearly explain complex operational topics
• Highly detail-oriented with the ability to manage multiple parallel diligence processes
• Confident engaging with senior internal stakeholders and external investors
• Proactive, solutions-oriented, and comfortable working in a fast-paced, client-facing environment

Why This Role

• High visibility role with direct exposure to investors, clients, and senior internal stakeholders
• Opportunity to shape and enhance the firm's ODD and onboarding framework
• Broad coverage across private and institutional clients within a growing platform