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JPMorgan Research Analyst - Operational Due Diligence 
India, Maharashtra, Mumbai 
935615655

17.12.2024

Job responsibilities

  • Monitor the operational due diligence process for alternative investment managers (hedge fund, private equity, real estate, private credit, and venture capital) and collaborating with the Private investment due diligence team
  • Set and disseminating operationally focused questionnaires across a range of investment strategies
  • Assist in conducting ongoing due diligence on fund managers and investment strategies.
  • Prepare and participate in operational due diligence meetings with third party investment managers; this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance, and regulatory issues.
  • Review and score responses to operational due diligence questionnaires.
  • Review and analyze fund financial statements.
  • Work collaboratively with control partners in governance, risk, compliance, and internal audit.
  • Present analysis, findings and opinions at Investment and Governance Committee meetings

Required qualifications, capabilities, and skills.

  • Qualified professional with 2+ years of relevant work experience
  • Related experience in fund due diligence, risk advisory, consulting etc. (e.g., Asset Management, Big 4 Audit/Advisory, management consulting, regulatory agency)
  • Excellent written and verbal communication skills, being able to communicate effectively with internal stakeholders and third-party managers.
  • Good understanding of investment strategies and fund structures
  • Investigative skills and attention to detail

Preferred qualifications, capabilities, and skills

  • CFA/CAIA designation or any progression towards it will be a plus.