Hedge Funds, Operational Due Diligence – Vice President

iCapital; Lisboa; Híbrido; EUR 75 000 - 120 000; Tempo integral

Resumo da oferta

A leading financial technology firm in Lisbon is seeking an Assistant Vice President/Vice President for operational due diligence within hedge funds. This role includes conducting thorough assessments, risk management, and collaborating with investment teams. The ideal candidate will possess significant experience, excellent analytical skills, and the ability to clearly communicate insights, contributing to the firm’s commitment to delivering quality investment strategies.

Qualificações

• 6-10 years of experience for AVP role, 10-15 years for VP role in operational due diligence.
• 5-7 years directly in hedge funds, risk management, or internal audit.
• Strong analytical and problem-solving skills.

Responsabilidades

• Conduct comprehensive operational due diligence on investment opportunities.
• Prepare and present detailed operational due diligence reports.
• Perform ongoing monitoring of fund managers for compliance.

Conhecimentos

Analytical Skills

Communication Skills

Attention to Detail

Project Management

Interpersonal Skills

Formação académica

Bachelor's degree in finance, business administration, accounting

MBA or relevant professional certifications

Descrição da oferta de emprego

Hedge Funds,Operational Due Diligence – Assistant Vice President/ Vice President

Lisbon, Portugal

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $228 billion in global client assets invested in 1,893 funds, as of March 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).

About the Role

iCapital is looking to hire an Assistant Vice President / Vice President to join the Research and Education team. The individual will be primarily responsible for overseeing and conducting thorough operational due diligence on prospective and current investments focusing on Hedge Funds. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with exceptional analytical skills, and the ability to communicate complex findings effectively.

Responsibilities

• Lead Operational Due Diligence:Conduct comprehensive operational due diligence on investment opportunities, including site visits, interviews with senior members of the non-investment team, service provider confirmations and detailed analysis of operational processes.
• Conduct assessments ofexternal Hedge fund managers
• Risk Assessment:Identify, evaluate, and mitigate operational risks associated with potential and existing investments.
• Due Diligence Reports:Prepare and present detailed operational due diligence reports, summarizing findings and providing recommendations.
• Ongoing Monitoring:Perform ongoing monitoring of fund managers on a regular basis to ensure compliance with established standards and to identify material risks.
• Project Management:Engage in ad-hoc projects to support the Alternatives platform.
• Collaboration:Work closely with investment teams, legal, compliance, and other stakeholders to ensure a holistic approach to due diligence and risk management.
• Industry Best Practices:Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management.
• Training and Development:Mentor and train junior team members, fostering a culture of continuous improvement and professional development.

Qualifications

• Education:Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred
• Experience: 6 - 10 years of experience for the AVP role and 10-15 years of experience for the VP level in operational due diligence with at least 5-7 years directly in hedge funds, risk management, internal audit, or a related field within the investment industry
• Analytical Skills:Strong analytical and problem-solving skills with the ability to synthesize complex information
• Communication Skills:Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively
• Attention to Detail:Exceptional attention to detail and a commitment to delivering high-quality work
• Project Management:Proven project management skills, with the ability to manage multiple projects and meet tight deadlines
• Interpersonal Skills:Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days, with the flexibility to work remotely 2 days.

Accepted file types: pdf, doc, docx, txt, rtf