Director, Alternative Investments Operational Due Diligence

Raymond James

Remote, US
Remote
Alternative investment operational due diligence
Hedge funds, private equity, real estate funds
Onsite diligence meetings
Raymond James is seeking a Director of Alternative Investments Operational Due Diligence to lead operations activities, develop an operational due diligence program, and analyze non-traditional investment opportunities for high net worth clients. This remote position requires extensive experience in the finance sector, particularly with hedge funds and private equity

Job Summary

  • Under very limited supervision, the Director of Alternative Investment Operational Due Diligence utilizes specialized knowledge and skills obtained through direct work experience and formal training to develop and maintain an alternative investment operational due diligence program.
  • The Director is expected to lead onsite diligence meetings and communicate regularly with the C-Suite of external fund managers to acquire information necessary to analyze investment structures, offering terms, trading and operations, along with legal and compliance programs.
  • Interact with Raymond James Financial Advisors to answer questions about the operational infrastructure of funds on the Raymond James platform.

Matching Summary

Match Score: 85

Raymond James is seeking a Director of Alternative Investments Operational Due Diligence to lead operations activities, develop an operational due diligence program, and analyze non-traditional investment opportunities for high net worth clients. This remote position requires extensive experience in the finance sector, particularly with hedge funds and private equity.

Skills & Requirements

Must-have

  • Alternative investment operational due diligence
  • Hedge funds, private equity, real estate funds
  • Onsite diligence meetings
  • Analyze investment structures and terms
  • Evaluate accounting and reporting processes

Nice-to-have

  • Embrace technology for process improvement
  • Strategic mentorship and coaching
  • Educate advisors on regulatory updates

Key Requirements

  • 5-7 years of experience
  • Bachelor's Degree in Accounting or Finance
  • Experience at broker/dealer, hedge fund, or private equity firm
  • Knowledge of fund accounting and audit
  • Proficiency in Excel and Access

Work Rights

Not specified

Tailored Resume

Cover Letter