Manager - Operational Due Diligence- Investments

Location: Powai
Discipline: Legal, Risk & Compliance
Job type: Permanent
Contact name: Ovais Bhat

Contact email:
Job ref: 36996
Published: about 1 year ago

Investments – Operational Due Diligence (5+ Years)


Looking for a professional having experience at least of 3 years of experience into operational due diligence role in the wealth management/investment industry. If you think this is the opportunity you are looking for. Read On!!!


Location: Mumbai/ Pune


Your Employer: A leading, global group with a strong foothold in specialty financial services serving millions of customers across the full spectrum.



· Evaluating investment manager operations, internal controls, and key third-party service provider partnerships against the stated investment strategies

· Formulating recommendations and understanding of risks posed to successful execution of the investment strategy

· Conducting initial and ongoing reviews of investment managers within the organization’s Investments’ coverage universe

· Writing risk assessment reports for internal and external distribution

· Ensuring adherence to operational due diligence program’s policies and procedures and contribute to development of future enhancements to organization’s Operational Due Diligence program and evolving industry best practice

· Ensuring accurate capture and maintenance of relevant investment manager and fund data within the centralized database repository

· Assisting in ad-hoc projects and reviews necessitated by current market events



· 3 - 12 years’ experience in the wealth management/investment industry overall with at least 2-3 years in operational due diligence role

· A Masters’ degree with strong quantitative and analytical content

· Strong logical and analytical skills with attention to details

· Strong working knowledge of MS Office, third party tools – Bloomberg, Morning Star, Lipper, etc.

· Proficient understanding of asset classes like (equity, fixed income and alternatives)


What’s in it for you?

· An opportunity to define, lead and coordinate the operations of the company

· Liaise extensively with stakeholders

· An opportunity to work in a high visibility role


Reach Us: If you think this role is aligned with your career, kindly write me an email along with your updated CV on for a confidential discussion on the role.


Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status