Operational Due Diligence Analyst

We currently have an opportunity for an Operational Due Diligence (ODD) Analyst within our Manager Research Team in London. You will work closely with other Investment Analysts and Consultants and will take responsibility for the timely delivery of ODD reports and projects. Please note that this role does include some travel within Europe.

The Role

• Undertaking initial reviews of operational due diligence questionnaires and screening processes for investment managers across a range of asset classes (hedge funds, private equity, real-estate, bonds and equity managers)
• Managing onsite operational due diligence visits
• Researching the middle and back office functions of various investment managers
• Reviewing selected fund managers' trading systems and pricing procedures
• Assessing the nature and quality of all service providers
• Reviewing fund documentation including audited financial reports, controls reports, offering memorandum, IMA and subscription docs
• Conducting ongoing updates and follow-up where changes have occurred
• Collating and assimilating data to help respond to consultant and client queries

Clients

• Interface with colleagues from other practices and regions on assignments that reflect the client's broader business issues
• Deliver on projects to meet or exceed client expectations
• Work with client teams in delivering 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
• Participate in special projects as needed
• Contribute to the development of new tools and approaches

People

• Build relationships internally and collaborate effectively on cross-functional teams
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

• Financial services experience, preferably operational due diligence, fund accounting, internal audit or related areas
• General understanding of investments and the institutional investment industry
• Understanding of operational processes and risks
• High degree of professionalism in dealing with global colleagues and clients
• Well organized and detail oriented; ability to execute with accuracy
• Compliance focused with ability to follow and improve team procedures and processes
• Excellent written and verbal communication skills; ability to formulate and support a documented thesis and form opinions
• Undergraduate degree, preferably in finance, business or accounting; CFA, CPA and/or advanced degrees advantageous
• Team player comfortable in a professional services environment with the ability to effectively debate and subsequently influence people internally and externally at all levels.
• Proven experience successfully managing multiple projects and teams, producing quality deliverables on time and within budget.

The Company Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.