Fractional Due Diligence Investment Analyst – Advisor Network

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct thorough investment and operational due diligence on fund managers and investment strategies, focusing on investment processes, portfolio construction, risk management practices, operational controls, performance attribution, and compliance with legal and regulatory standards.

• Facilitate due diligence meetings and manager interviews across various strategies, including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats.

• Execute comparative analysis and peer benchmarking, assessing investment managers against industry peers, key benchmarks, and existing platform offerings to contextualize findings and pinpoint differentiation factors.

• Create comprehensive due diligence reports and investment memos, detailing strategy assessments, risk factors, operational capabilities, and providing clear recommendations for presentation to investment committees and executive leadership.

• Review and analyze investment documentation, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify critical areas for inquiry.

• Evaluate operational infrastructure and controls, assessing fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities to identify operational risks.

• Analyze risk management frameworks, focusing on position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to evaluate downside protection and risk-adjusted return potential.

• Collaborate with Legal, Compliance, and Sales teams, offering investment expertise to assist in contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and associated risks.

• Monitor existing manager relationships through ongoing due diligence, performance monitoring, strategy drift analysis, and assessments of organizational changes to ensure continued alignment with investment objectives.

• Provide market intelligence and industry education, sharing updates on investment trends, emerging strategies, manager developments, and regulatory changes with sales, marketing, and investment teams.

• Develop and maintain due diligence frameworks, creating standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and thorough manager evaluation.

• Assist with special projects such as new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and the development of investment policy statements.

⛳️ Requirements

• Highly motivated individual with a track record of success in previous roles, capable of independently executing assigned tasks.

• Exceptional organizational skills, with the ability to manage multiple projects and prioritize effectively.

• Strong analytical, problem-solving, communication, and presentation abilities.

• High level of proficiency in Microsoft Office Suite programs.

• Capacity to professionally represent the firm.

• Familiarity with alternative investments, asset classes, and strategies.

• Ability to propose potential improvements to the diligence process.

• Proven capability to work collaboratively in a team environment.

• Ability to meet tight deadlines while managing dynamically shifting priorities.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and advancement.

• Flexible work arrangements and a positive work environment.