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Analyst, Consultant, Due Diligence, Compliance and/or Legal
4 Year Degree
Albourne is an investment consultant which was founded in 1994. Albourne advises over 280 investors, including institutional investors, financial intermediaries, and family offices, on over $550 billion alternative investments across the liquidity spectrum. It specializes in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients to be the best investors they could be by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Data & Analytics, and Implementation Support (middle and back office) services. Albourne seeks to minimize potential conflicts of interest by only providing non-discretionary advice, which it does on a fixed fee basis.
Albourne’s 400+ employees are in 10 offices globally, including London, San Francisco, Connecticut, Munich, Hong Kong, Singapore, Tokyo, Toronto, Nicosia and Bahrain. Albourne is proud of its flat structure with over 90 Partners, over 75 of whom are either share or option holders.
We are looking for an ODD Analyst to join our team in Norwalk, CT. Operational due diligence is the risk assessment of operational processes at a fund manager for an overall opinion to help Albourne’s clients make an investment decision. The role is to analyze, review and monitor operational processes and risks of alternative fund managers and prepare written research reports for clients.
Evaluate assigned alternative investment fund managers. Particular focus would include an analysis of operational risk and internal controls, examine documentation, review of staff and structure, and inspect information systems/technology infrastructure.
Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operations for those funds.
Prepare clear, accurate, concise reports and recommendations to clients, in line with client and management deadlines.
Liaise with clients and fund managers with respect to operational due diligence inquiries.
Develop and implement company “best practices” with respect to operational due diligence. Stay current on industry standards and help to facilitate knowledge transfer within the ODD group and company.
Support business development activities
Participation in project work to support the due diligence process and broader company initiatives.
Act as an ambassador for Albourne at industry events.
Ensure information within internal database is kept up to date and current
Active idea contribution for client newsletter and intranet. Production of white paper research for distribution to clients.
Mentoring ODD Associate Analysts in Albourne’s ODD process and procedures.
Report potential conflicts to compliance and work with compliance to ensure that conflict disclosures appear on research reports
Benefits & Perks:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Everyday Wellness, weekly yoga/stretch sessions
30 days paid time off each year including Vacation and Holidays
Job Type: Full-time
Location: Norwalk, CT
Work authorization: Must be eligible to work in the United States
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco’s Fair Chance Ordinance.
5+ years relevant prior work experience, with knowledge or experience of one or some of the following areas - fund operations, fund administration, prime brokerage, audit, legal, compliance, technology & information security
Strong written communication and interpersonal skills
Possession of or advanced progression towards relevant professional qualifications (e.g. CFA, CAIA, CPA)
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills.
Systems literacy (excel, ppt, word, Outlook)
About Albourne America LLC
Albourne is an investment consultant which was founded in 1994. Albourne advises over 270 investors, including institutional investors, financial intermediaries and family offices, on over $450billion alternative investments across the liquidity spectrum. It specializes in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients to be the best investors they could be by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. Albourne seeks to minimize potential conflicts of interest by only providing non-discretionary advice, which it does on a fixed fee basis.
Albourne’s 405+ employees are in 10 offices globally, including London, San Francisco, Connecticut, Munich, Hong Kong, Singapore, Tokyo, Toronto, Nicosia and Bahrain. Albourne is proud of its flat structure with over 95 Partners, over 75 of whom are either share or option holders.