Overview
Financial Advisor – Nashville, TN Jobs in Nashville, TN at Corebridge Financial
Firm Overview:
Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Position Summary:
The Business Risk Management (BRM) group is part of the Global Investment Research team. The Operational Due Diligence Analyst will be a member of the BRM team that is responsible for conducting business and operational risk reviews of long-only and alternative investment managers.
BRM’s operational due diligence program involves a comprehensive review of investment manager processes and procedures pertaining to such key areas as operations, compliance, valuation, fund accounting, counterparty-risk management, technology and other support functions. Its primary mandate is to mitigate the risk of financial loss and/or reputational damages resulting from business or operational related issues.
Key Responsibilities:
Support the BRM team with initial and ongoing operational due diligence on investment managers across all asset classes (including hedge funds, credit, real assets, digital assets, private equity and venture capital)
Responsibilities include developing due diligence plans, reviews of managers’ documented procedures, attending onsite meetings with manager leadership teams (COO, CFO, CCO etc.), coordinating background checks, and preparing written analyses of managers’ business and operational capabilities and their risk management frameworks.
Provide support in the review of external service providers including fund administrators, law firms, auditors, compliance consultants and prime brokers.
Review and monitor audited financial statements and ongoing operational and risk-related developments at investment manager firms.
Maintain database of fund operational and vendor data for strategy and peer group analyses.
Coordinate special projects and interact with operational due diligence analysts, investment research professionals and investment directors.
Qualifications:
1 – 3 years of experience within the financial services industry, preferably in investment fund operations, fund accounting, risk management, auditing of investment products or investment management regulatory/compliance environment
Experience conducting operational due diligence strongly preferred
Bachelor’s degree with a record of achievement.
Strong written and oral communication skills. Ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness, and timeliness of data.
Strong quantitative and analytical skills.
Excellent written and verbal communication skills.
Ability to work both independently and in a team under tight deadlines
Ability to travel for work (~20%).
All applicants should submit a copy of their resume.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
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Title: Financial Advisor – Nashville, TN
Company: Corebridge Financial
Location: Nashville, TN
