The Due Diligence Analyst leads the initial and ongoing operational due diligence of third-party investment managers recommended by the Firm. The candidate will assist with the
review and ongoing monitoring of investment managers in accordance with the Firm’s policies and procedures. Responsibilities include coordinating, preparing, and conducting interviews with
managers, Chief Financial Officers (CFOs), Chief Compliance Officers (CCOs) and other operational personnel; reviewing documents; analyzing data; and tracking information in the Firm’s databases.
25%: Analyzes and develops formal recommendations for presentation to management for new VFA providers and products. Review, track and update various information on new and existing managers including performance reporting and manager and strategy updates.
30%: Perform ongoing monitoring of investment managers by reviewing, analyzing and tracking due diligence questionnaires, marketing materials, responses, financial statements, ADVs
20%: Oversee and assist with collection of documents as needed. Maintain documents in accordance with VFA’s policies and procedures.
15%: Conduct both on-site due diligence meetings and conference calls with investment managers and other operational personnel at asset managers and with Envestnet PMC
10%: Contribute to initial and ongoing manager and strategy assessment process
5+ years job related experience
CFA charter or interest in pursuing CFA preferred;
7+ years of investment industry experience, minimum 3 years of experience in similar due diligence role or directly related experience preferred
Must be able to work effectively as part of a team and across functional areas within the organization
Additional Salary Information: Base pay plus Short Term Incentive - Great Benefits
Internal Number: JR2002292
American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.