Operational Due Diligence Lead

New

Skills

Asset Management Consultant Platforms DDQ Maintenance Document Management Systems Due Diligence Requests Management Institutional Client Engagement Operational Due Diligence RFI Process RFP Process Team Coordination

The Principal, Insurance and Operational Due Diligence will lead and coordinate the firm's operational due diligence process, engaging with institutional clients and internal teams. This role requires a comprehensive understanding of asset management due diligence frameworks and strong communication skills.

Key Responsibilities
  • Lead and coordinate the firm's operational due diligence process.
  • Host operational due diligence meetings with institutional clients.
  • Coordinate with internal teams across Product, Ops, Compliance, Legal, Finance, and Tech.
  • Lead responses to due diligence requests with timely and accurate information.
  • Maintain firm-level ODDs and DDQs and related materials.
  • Support diligence for insurance-focused strategies including RFPs, RFIs, and DDQs.
Requirements & Qualifications
  • 10+ years of experience in due diligence, RFP, RFI, and DDQ processes in asset management.
  • Experience supporting institutional investor due diligence.
  • Proficient in handling interactions with institutional consultants and clients.
  • Bachelor's Degree; active or eligible for FINRA Series 7 and Series 63 licenses.
  • Strong understanding of investor and consultant due diligence frameworks.
  • Strong communication and organizational skills.
  • Advanced proficiency in Excel, Word, and PowerPoint.
  • Experience with DDQ databases, consultant platforms, and document management systems.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

Share this job:

Similar Jobs

Remote Engagement Manager Role

Posted 63 days ago

Hire a remote Engagement Manager

Ensure successful client adoption

Account management Communication Skills Customer success Problem Solving

Field & Events Manager

Posted 63 days ago

Hiring a Manager for Field & Events

Full-time remote position in the US

Communication Skills Event Planning Organizational Skills Problem-solving

Italian AI Project Lead

Posted 63 days ago

Lead large-scale AI data projects

Ensure high-quality data and evaluation output

Communication Data Labeling Problem Solving Project Management

German AI Project Lead

Posted 63 days ago

Lead and manage AI data labeling projects

Ensure high-quality, consistent project deliverables

Communication Data Labeling German Language German Language Proficiency

Remote Sales Manager, Ireland

Posted 63 days ago

Lead and manage sales development team

Develop sales growth strategies

Communication Skills Leadership Remote Work Sales Management

Remote Events Manager Role

Posted 63 days ago

Hire a remote Events Manager

Plan and execute global events

Budget Management Communication Skills Digital Marketing Event Planning

Remote Line Producer Role

Posted 63 days ago

Coordinate high-paced creative projects

Manage global remote production teams

Ai-generated content Ai/ml Budget Management Communication

Student Project Manager Role

Posted 63 days ago

Develop leadership and project management skills

Gain hands-on consulting experience

Client Communication Leadership Networking Presentation Skills

Statistical Programmer Consultant

Posted 63 days ago

Deliver high-quality programming for clinical projects

Ensure compliance with industry and regulatory standards

Clinical Research Documentation Documentation Management Medical

Account Director - Brand

Posted 63 days ago

Identify and implement project timelines, budgets, workflows, and delivery

Define and set standards for quality, productivity, and timeliness

Budget Management Client Relationship Management Communication Leadership

Marketing Strategist

Posted 63 days ago

Manage multi-channel campaigns for multiple clients

Lead social and paid media campaigns

Campaign Management Client Communication Collaborative Environment Data Analysis

Gas Pipeline Project Lead

Posted 63 days ago

Lead natural gas pipeline projects

Manage project scope, schedule, budget, and quality

Client Communication Project Management Regulatory Compliance Risk Assessment

Maintenance Team Lead

Posted 51 days ago

Oversee maintenance tasks for airline operations.

Coordinate with team to ensure safety.

Communication Skills Leadership Maintenance Management Operational Efficiency

Construction Project Manager

Posted 51 days ago

Manage multiple construction projects effectively.

Recruit and oversee contractors across various trades.

Budgeting Construction Inspection Contract Negotiation Cost Management

Customer Success Manager

Posted 51 days ago

Identify and manage project risks.

Coordinate with teams to mitigate risks.

Agile Methodologies Communication Skills Dashboard Reporting Interpersonal Skills

Disputes Analyst Role

Posted 47 days ago

Manage dispute and chargeback services.

Analyze disputes and submit chargebacks.

Analytical Skills Card Network Regulations Chargeback Processing Customer Interaction

IT Support Specialist

Posted 47 days ago

Maintain and update systems across environments.

Monitor and troubleshoot L2/L3 IT issues.

Asset Management Halo PSA ITGlue License Management

Social Video Producer

Posted 45 days ago

Manage and produce studio shoot days weekly.

Translate briefs into scalable video content.

Asset Management Camera Operation Collaboration Tools Content Creation

Home Care Nurse Manager

Posted 44 days ago

Conduct assessments for geriatric clients.

Develop and implement care plans.

Care Plan Development Client Assessment Communication Skills Geriatric Care

Commercial Electrician Role

Posted 43 days ago

To install and repair electrical systems.

To ensure compliance with electrical codes.

Apprentice Mentorship Blueprint Interpretation Documentation Skills Electrical Systems Installation

Journeyman Electrician Position

Posted 43 days ago

Install and maintain electrical systems.

Read and interpret electrical diagrams.

Blueprint Interpretation Documentation and Reporting Electrical System Installation Field Pulse ERP System

ORM Delivery Manager

Posted 41 days ago

Manage client relationships and operations.

Ensure quality delivery of ORM services.

Client Relationship Management Digital Marketing ORM Strategy Development Proactive Communication

Account Manager Role

Posted 40 days ago

Manage client relationships effectively.

Serve as the main client contact.

Account Management Client Relationship Management Communication Skills Enterprise Solutions

ORM Client Manager

Posted 37 days ago

Manage client relationships effectively.

Oversee delivery operations and ensure quality.

ClickUp Client Relationship Management Communication Skills Digital Marketing

Account Director Position

Posted 34 days ago

Coordinate creative development processes.

Facilitate production and client management.

Attention to Detail Client Management Cross-functional Collaboration Digital Creative Production

ORM Client Manager

Posted 34 days ago

Manage client relationships and communications.

Oversee delivery processes and ensure quality.

Client Relationship Management Communication Skills Digital Marketing ORM Strategy Development

Private Securities Director

Posted 33 days ago

Manage and grow client relationships.

Drive successful transaction outcomes.

Asset Management Capital Markets Client Relationship Management Hedge Fund Knowledge

Customer Success Team Lead

Posted 33 days ago

Ensure client value and retention.

Coordinate with offshore representatives.

Bilingual (Spanish) Client Retention Strategies Communication Skills Confluence

Executive Assistant Project Manager

Posted 33 days ago

Provide project management services.

Require TS/SCI clearance.

Agile Methodology Budget Management PMP Certification Project Management

Gaming Production Manager

Posted 33 days ago

Oversee production workflows effectively.

Ensure quality in project delivery.

Agile Methodologies Budget Management Communication Skills Gaming Industry Knowledge

Administration Supervisor Role

Posted 30 days ago

Manage compliance and legal support tasks.

Oversee administrative duties and documentation processes.

Administrative Management Compliance Management Documentation Processes Interpersonal Communication

ORM Delivery Manager

Posted 30 days ago

To find a candidate who can manage client relationships effectively.

To oversee the delivery of ORM services and ensure quality.

Client Relationship Management Communication Skills Digital Marketing ORM Strategy Development

Surety Underwriting Assistant

Posted 27 days ago

Support Surety Underwriters in bond management.

Mentor partners in contract management.

Client Relationship Management Communication Skills Contract Management Document Management Systems

Head Personal Assistant

Posted 26 days ago

Support the founder in daily operations.

Manage personal assets effectively.

Administrative Support Communication Skills Document Management Financial Management

Account Executive III

Posted 26 days ago

Lead enterprise sales growth.

Enhance customer relationships.

Cross-Functional Collaboration Customer Engagement Customer Relationship Management Enterprise SaaS Sales

Home Care Nurse Manager

Posted 25 days ago

Conduct assessments for geriatric clients.

Develop and execute individualized care plans.

Care Plan Development Communication Skills Flexible Scheduling Healthcare Management

Front Desk Associate

Posted 22 days ago

Provide exceptional client service.

Manage clinic schedules and bookings.

Attention to Detail Claim Submission Client Communication Customer Service

Legal AI Engineer

Posted 22 days ago

Connect AI stack and tools for legal workflows.

Build a structured and searchable legal repository.

AI Integration AI Workflow Implementation Contract Review Tools Data Flow Management

Intake Specialist Role

Posted 22 days ago

Manage client intake processes effectively.

Ensure a smooth onboarding experience for clients.

Attention to Detail Client Assessment Communication Skills Confidentiality

Client Relations Specialist

Posted 21 days ago

Maintain strong client relationships.

Act as primary contact for clients.

Client Engagement Communication Skills CRM Software Customer Service

Aerospace Chief Engineer

Posted 19 days ago

Manage multidisciplinary teams for propulsion systems.

Lead technical execution of aerospace projects.

Aerospace Engineering Analytical Skills Communication Skills Problem-Solving

IT Coordinator Role

Posted 17 days ago

Serve as main IT contact.

Assist with onboarding new employees.

Apple Device Management Asset Management Collaboration Tools Help Desk Support

Settlement Attorney Management

Posted 17 days ago

Collaborate with case management for settlement preparation.

Manage client interactions during the settlement offer process.

Adobe Acrobat Case Management Client Communication Interpersonal Communication

Business Development Support

Posted 17 days ago

Support sales leadership effectively.

Maintain accurate sales pipeline data.

Client Information Management CRM Software Data Management Data Visualization

Product Information Specialist

Posted 16 days ago

Review AI-generated vehicle assets for quality assurance.

Identify visual defects and inconsistencies.

Asset Management Attention to Detail Collaboration Tools Communication Skills

Moving Consultant Position

Posted 12 days ago

Notify applicants about response time.

Acknowledge the challenges of job searching.

Client Relationship Management Communication Customer Service Logistics Management

Production Designer Role

Posted 11 days ago

Lead production projects for visual identity.

Manage print processes with vendors.

3D Design Tools Adobe Creative Suite Asset Management Color Matching

Operations Coordinator Role

Posted 11 days ago

Oversee daily stockroom operations.

Manage inventory counts and stock levels.

Interpersonal Communication Inventory Counts Leadership Skills Organizational Skills

Operations Manager Role

Posted 11 days ago

Oversee daily stockroom operations.

Lead stock team and deliveries.

Communication Skills Flexibility Inventory Accuracy Leadership Skills

Remote Project Manager

Posted 8 days ago

Hiring for a full-time remote position.

Seeking a candidate with project management experience.

Agile Methodology Budget Management Communication Skills Problem Solving