Operational Due Diligence Lead

4 weeks ago

Old Toronto, Canada Tbwa ChiatDay Inc Full time
Operational Due Diligence Lead - Senior Vice President

Toronto, Canada

About the Role

iCapital is looking to hire a Senior Vice President to join the iCapital Solutions team. The Operational Due Diligence (ODD) Lead will be responsible for overseeing and conducting thorough operational due diligence on prospective and current investments. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with exceptional analytical skills, and the ability to communicate complex findings effectively.

Responsibilities

  • Lead Operational Due Diligence: Conduct and oversee comprehensive operational due diligence on investment opportunities, including site visits, interviews, and detailed analysis of operational processes.
  • Conduct assessments of external fund managers, with a focus on private equity, private credit, and real assets.
  • Risk Assessment: Identify, evaluate, and mitigate operational risks associated with potential and existing investments.
  • Due Diligence Reports: Prepare and present detailed due diligence reports, summarizing findings and providing recommendations to the investment committee.
  • Monitor Investments: Monitor the operational performance of portfolio companies on a regular basis to ensure compliance with established standards and identify any emerging risks.
  • Collaboration: Work closely with investment teams, legal, compliance, and other stakeholders to ensure a holistic approach to due diligence and risk management.
  • Industry Best Practices: Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management.
  • Training and Development: Mentor and train junior team members, fostering a culture of continuous improvement and professional development.

Qualifications

  • Education: Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred.
  • Experience: 10-15 years of experience in operational due diligence, risk management, internal audit, or a related field within the investment industry.
  • Analytical Skills: Strong analytical and problem-solving skills with the ability to synthesize complex information.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively.
  • Attention to Detail: Exceptional attention to detail and a commitment to delivering high-quality work.
  • Project Management: Proven project management skills, with the ability to manage multiple projects and meet tight deadlines.
  • Interpersonal Skills: Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day.

iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long term disability. We offer a variety of Retirement Plans some of which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.

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