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Operational due diligence associate - multi-family office & private wealth manager

London
Permanent
Edgworth Partners
Wealth manager
Posted: 29 July
Offer description

Responsibilities

:
1. Conducting ODD reviews of investment funds & managers
2. Analysing fund documents, policies, financials & internal controls
3. Preparing reports for the Fund Selection & Investmentmittees
4. Staying up to date with industry & regulatory changes
5. Assisting with security database oversight, trading queries & negotiations
6. Collaborating on internal projects & potentially traveling for manager visits

Experience:

7. At least 2 years of experience in investment management, ODD, or risk management
8. Strong analytical,munication & critical thinking skills
9. Ability to work autonomously and collaboratively
10. Relevant qualifications or progress toward one (CFA, CAIA, ACA, IMC) is a plus

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