Operational Due Diligence Associate Manager

We currently have an opportunity for an Associate within our Operational Due Diligence (ODD) Team in Chicago, IL, Charlotte, NC or Toronto, Canada. You will work closely with other Associates and Consultants and will assist with the timely delivery of ODD reports and projects. Please note that this role may include some future travel within the U.S. Support and training will be provided.

The Role

• Conducting initial and ongoing operational due diligence reviews of asset managers, across a variety of asset classes, including; hedge funds, long-only, private equity and real-estate
• Producing high quality ODD reports, which include clear, concise opinions
• Researching the middle and back office functions of various investment managers
• Reviewing selected fund managers’ trading systems and pricing procedures
• Reviewing fund documentation including audited financial reports, internal controls reports, fund legal documents
• Collating and assimilating data to help respond to consultant and client queries

Performance Objectives

Clients

• Complete ODD reports in a timely manner, including submission and presentation to the Voting Committee members
• Assist on advisory client projects to meet or exceed client expectations
• Work with client consulting teams on client queries and any special consulting projects

Financial

• Support the generation of new business as part of the broader team

Excellence

• Interview and evaluate investment managers for operational risk
• Support senior team members in the provision of first-class advice
• Directly contribute to clients’ success through applying your technical expertise
• Contribute to the development of new tools and approaches

People

• Build relationships internally and collaborate effectively with other internal teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

• Undergraduate degree, or equivalent qualification
• Financial services experience; ODD experience advantageous
• Excellent written and verbal communication skills; ability to formulate and support a documented thesis and form opinions
• Understanding of operational processes and risks
• Well organised and detail oriented; ability to execute with accuracy
• Team player, comfortable in a professional services environment.

• Experience successfully managing multiple projects, producing quality deliverables on time and within budget.

   

   

   

  Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. 

   

  This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation and Benefits 
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation
The base salary compensation range being offered for this role is $76,000.00 - $95, 000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.

Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets