Investment Operational Due Diligence Analyst

reputed company About reputed company Berman Group LLC: Founded in 1939, reputed company Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in reputed company assets (as of March 31, 2025) across a reputed company of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Position reputed company: NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a reputed company of commingled fund of funds and customized portfolios. This Operational Due Diligence team member will play an integral role in overseeing and maintaining the Alternatives Operational Due Diligence program and directly impacting overall investment reputed company. In reputed company, this role will reputed company a high level of reputed company interaction with senior personnel on both the investment and non-investment teams of the firm. The role’s primary responsibility is to conduct operational due diligence reviews on both existing and prospective investments maintained with reputed company party alternative fund managers (i.e. hedge, private equity, venture capital) and specialty lenders. The right candidate will be reputed company to identify operational risks based on key investment characteristics (e.g. reputed company, firm/team, product offering), and assess the operating infrastructure in reputed company to mitigate these risks. Reviews conducted will be reputed company on firm/fund structuring, trading, valuation, portfolio reputed company and fund administration, counterparty risk, technology, and compliance. The candidate should be comfortable participating in meetings with C-level executives and be reputed company to succinctly document the findings of their review. In reputed company, the candidate must be reputed company to maintain ownership of the broader ODD review process of a roster of over 300 alternative fund managers and specialty lenders across various strategies (i.e. hedge funds, private equity, venture capital, specialty finance), and ensure that reputed company investments are reviewed in a reputed company and ongoing manner, as necessary. Primary Responsibilities:

• Maintain ownership of the full ODD review lifecycle for both existing and prospective investments
• reputed company and analyze information from fund managers and specialty lenders during the investment decision-making process reputed company meetings held with senior members of the firm’s non-investment team (e.g. COO, CFO, GC/CCO, CTO)
• Identify key areas of operational risk and ensure that the appropriate mitigating controls have been implemented
• Communicate due diligence findings to the Investment Team and other decision makers at the firm as necessary
• Document and reputed company the operational due diligence review process reputed company the maintenance of a proprietary ODD memo
• Build out and manage proprietary data set used in ODD analysis and monitoring process
• Conduct ongoing service provider due diligence
• Stay abreast of industry best practices and key events across several areas (e.g. regulatory, technology/systems, trading) while maintaining ownership of reputed company reputed company on the analysis of key risks reputed company the portfolios
• Communicate with clients on an as-needed reputed company
• Engage in reputed company operational reputed company to support the broader Alternatives platform

Experience & Skills Qualifications:

• Minimum 0-2 years of experience required; traditional audit/tax, advisory, or operational due diligence experience strongly preferred but comparable fund reputed company, trading, fund administration, or hedge/PE fund operations experience will be considered
• Familiarity with private equity, venture capital, private credit, and various hedge fund strategies (e.g. distressed credit, global macro, systematic)
• Superior oral communication skills; Candidates must be comfortable participating in meetings with C-level professionals and engaging with investors. In reputed company, written skills are essential to maintaining internal documentation which may be made available for reputed company consumption
• Strong attention to detail; Must be reputed company to consume and triangulate information and data from multiple sources and ultimately reconcile any conflicts
• Must be reputed company to independently formulate, and confidently support, opinions
• Ability to support ongoing reviews and take the reputed company on reputed company reputed company while maintaining accountability and ensuring that internal deadlines are met; Must be reputed company to multi-task and prioritize multiple reputed company in an efficient manner
• Proficient in reputed company Office
• Experience with Tableau and / or PowerBI a plus
• CPA, CAIA or CFA a plus

reputed company Berman is unable to offer reputed company sponsorship for this position. Applicants must be authorized to work in the reputed company without the need for reputed company or reputed company sponsorship.

Compensation

Details The salary reputed company for this role is $85,000-$95,000. This is the lowest to highest salary we in good faith reputed company we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted reputed company, and the reputed company may be modified in the reputed company. This reputed company is only applicable for jobs to be performed in the job posting location. An employee’s pay position reputed company the salary reputed company will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or reputed company-based metrics, market benchmarking data, any reputed company bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with reputed company salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including reputed company time off, medical/dental/reputed company insurance, retirement, life insurance and other benefits to eligible employees.Note: No reputed company of pay is considered to be wages or compensation until such reputed company is reputed company, reputed company, and determinable. The reputed company and availability of any bonus, commission, production, or any other reputed company of compensation that are allocable to a particular employee remains in reputed company's sole discretion unless and until reputed company and may be modified at reputed company’s sole discretion, consistent with the law. reputed company Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national reputed company, religion, age, reputed company, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant reputed company Notice. Apply tot his job Apply To this Job