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Aksia

Specialist alt investment research and advisory

Analyst – Operational Due Diligence

Risk, Regulatory & Legal AdvisoryConfirmed live in the last 24 hours
Full-timeSan Diego, CA, USA

About the Job

Requirements

  • A Bachelor's degree is required.
  • One to three years of relevant experience is preferred, including experience in accounting, audit, asset management, fund administration, operations, compliance, legal, internal audit, or risk.
  • Strong proficiency in Microsoft Office Suite, particularly Word and Excel.
  • Strong analytical and critical-thinking skills, including the ability to identify inconsistencies, ask probing questions, and exercise sound judgment.
  • Strong written and verbal communication skills, including the ability to summarize complex information clearly and objectively.
  • Exceptional organization and attention to detail, with the ability to manage multiple priorities and deadlines.
  • Professional maturity and comfort interacting with senior professionals in a client-facing environment.
  • Willingness to travel as needed for diligence meetings.
  • Ability to work effectively both independently and collaboratively.

Responsibilities

  • Prepare for and participate in operational due diligence meetings with senior finance, compliance, and operations professionals at alternative investment managers.
  • Conduct detailed reviews of relevant materials, including offering memoranda, audited financial statements, compliance materials, and other manager documentation.
  • Identify potential operational and business risks, including matters relating to fraud indicators, conflicts of interest, control environments, and back-office sufficiency.
  • Draft clear, well-supported research reports that summarize findings, relevant considerations, and potential mitigants.
  • Collaborate with ODD team members and other internal teams to discuss findings, resolve open questions, and support consistent, high-quality work product.
  • Communicate research findings to clients in a clear and professional manner.

Desired Qualifications

  • A strong academic record and cumulative GPA of 3.5 or above are preferred.
  • One to three years of relevant experience is preferred, including experience in accounting, audit, asset management, fund administration, operations, compliance, legal, internal audit, or risk.

About the Company

Aksia

Specialist alt investment research and advisory

Aksia provides specialist research and advisory services on alternative investments for institutional investors. It advises on over $160 billion of client allocations and serves pensions, insurers, government-related institutions, endowments, foundations, and superannuation funds through its subsidiaries. It delivers independent manager research, risk/return analysis, and ongoing portfolio monitoring to help clients select and size investments and to optimize portfolio construction across North America, Europe, and Asia from offices in New York, London, and Tokyo. Its differentiators are its global reach, a large experienced team, and an integrated research-and-monitoring framework that supports proactive oversight; its goal is to help institutional investors allocate and manage alternative investments to meet long-term objectives.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
New York City, United States
Founded
2006

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