Director, Alternative Investments Operational Due Diligence

Chartwell Investment Partners

Not specified; not specified; not specified
Hybrid
5-7 years broker/dealer experience
Hedge fund operational risk reviews
Fund accounting and valuation analysis
The Director will lead onsite diligence meetings and communicate regularly with the C-Suite of external fund managers to analyze investment structures

Job Summary

  • The Director will lead onsite diligence meetings and communicate regularly with the C-Suite of external fund managers to analyze investment structures.
  • This role requires evaluating accounting processes, internal controls, and compliance policies across hedge funds, private equity, and real estate funds.
  • The incumbent is expected to provide supported recommendations in written reports and interact with financial advisors regarding operational infrastructure.

Matching Summary

The Director will lead onsite diligence meetings and communicate regularly with the C-Suite of external fund managers to analyze investment structures.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 5-7 years broker/dealer experience
  • Hedge fund operational risk reviews
  • Fund accounting and valuation analysis
  • Onsite due diligence leadership
  • Financial statement interpretation

Nice-to-have

  • CAIA, CFA, or CPA certification preference
  • Strategic mentorship capabilities
  • Technology adoption for process improvement
  • Economic negotiation skills
  • Public presentation abilities

Key Requirements

  • Bachelor's Degree in Accounting or Finance
  • 5-7 years experience at broker/dealer or hedge fund
  • Prefer CAIA, CFA, or CPA certification
  • Proficiency in Excel and Access
  • SIE License (Securities Industry Essentials Exam)

Work Rights

Not specified

Tailored Resume

Cover Letter