CapShift
Operational Due Diligence Consultant (Alternative Funds)
CapShift, Boston, Massachusetts, us, 02298
Operational Due Diligence Consultant (Alternative Funds)
Operational Due Diligence Consultant (Alternative Funds)
Contractor (Part-time) Remote Posted 2 days ago We are seeking an operational due diligence professional to work with our Research Team on reviewing impact investing alternative funds. As part of the team, you will be responsible for identifying investments’ business and operational risks by performing detailed diligence on fund managers’ people, policies, structure, operational processes, legal and compliance matters, counterparties, and service providers. CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Some other details on this unique opportunity: All ODD work will be remote using Microsoft Teams (CapShift Research Team’s HQ are in Boston) This consultant would use CapShift’s proprietary ODD framework developed on best practices in the sector. CapShift is open to integrating other existing ODD frameworks. This consultant would have the opportunity to use and help develop CapShift’s ODD AI tools and improve the overall ODD processes at the Firm. One benefit of the role is receiving training in the impact investment fund landscape and impact due diligence methodologies. However, that work will be segregated from the ODD diligences. This consultant would also get the opportunity to directly interface with fund managers, investors, and large and reputable wealth management platforms as part of the role. Availability to start 5-10 hours a week as early as October 15th, 2025 with preferred (not required) flexibility to scale up to 20 hours per week in 2026. Flexible to work at your preferred hours. Responsibilities
Perform fully remote operational risk reviews of impact investments and prepare written reports based on a proprietary due diligence framework to assist senior staff in selecting, monitoring, and managing external investment managers Evaluate the overall quality of fund systems and infrastructure to identify risks and assess mitigation strategies relevant to the overall investment decision with emphasis on internal practices, governance structure, trade processing, employee management, cash movements, reporting processes and controls, valuation practices, business continuity, disaster recovery, compliance, collateral management, service provider operational support, etc. Assist with leading in the further development and maintenance of CapShift’s operational due diligence methodology Flexibility to cover a diverse array of alternative funds, across US/emerging markets, multi-asset class (venture, private equity, private credit, real asset, and potentially publics), across sectors (climate, health, education, microfinance), and flexibility to cover smaller funds led by emerging managers Report to the Managing Director of Research and Advisory and work closely with other teams at CapShift Qualifications
5 – 15 years of experience in operational due diligence and working knowledge in areas such as operational control design, counterparty risk management, regulatory compliance programs, back-office operations, and independent custody of assets Preference for a candidate who is familiar with ILPA best practices, methodologies, and frameworks. Knowledge of investment strategies and instruments, financial institution operations, and financial analysis usually acquired by a degree and related experience. Excellent communication skills, both verbal and written, to create deliverables to support decision-makers Experience in the alternatives space, including private equity, venture capital, and private credit Familiarity with the UN Sustainable Development Goals, Impact Investing initiatives, and DEI considerations strongly preferred How to apply
Please submit your resume and a cover letter that details your interest in the role and key qualifications or experience using the webform below. CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company. Apply Here
Last Name* Email* Phone* Resume* No File Selected Upload No File Selected Upload Are you currently authorized to work in the United States?* Yes No Do you now, or will you in the future, require sponsorship for employment visa status (e.g., H-1B visa status, etc.) to work legally for our Company in the United States?* Yes No How did you find out about this position? (Please note if you were referred by a CapShift team member). CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply. #J-18808-Ljbffr
Contractor (Part-time) Remote Posted 2 days ago We are seeking an operational due diligence professional to work with our Research Team on reviewing impact investing alternative funds. As part of the team, you will be responsible for identifying investments’ business and operational risks by performing detailed diligence on fund managers’ people, policies, structure, operational processes, legal and compliance matters, counterparties, and service providers. CapShift is a mission-driven growth company working at the intersection of finance and impact to unlock hundreds of billions of dollars to funds and social enterprises tackling major social and environmental challenges. We offer a fast-paced, collaborative environment with a culture of personal development, creative freedom, and the partnership of a dedicated team. Some other details on this unique opportunity: All ODD work will be remote using Microsoft Teams (CapShift Research Team’s HQ are in Boston) This consultant would use CapShift’s proprietary ODD framework developed on best practices in the sector. CapShift is open to integrating other existing ODD frameworks. This consultant would have the opportunity to use and help develop CapShift’s ODD AI tools and improve the overall ODD processes at the Firm. One benefit of the role is receiving training in the impact investment fund landscape and impact due diligence methodologies. However, that work will be segregated from the ODD diligences. This consultant would also get the opportunity to directly interface with fund managers, investors, and large and reputable wealth management platforms as part of the role. Availability to start 5-10 hours a week as early as October 15th, 2025 with preferred (not required) flexibility to scale up to 20 hours per week in 2026. Flexible to work at your preferred hours. Responsibilities
Perform fully remote operational risk reviews of impact investments and prepare written reports based on a proprietary due diligence framework to assist senior staff in selecting, monitoring, and managing external investment managers Evaluate the overall quality of fund systems and infrastructure to identify risks and assess mitigation strategies relevant to the overall investment decision with emphasis on internal practices, governance structure, trade processing, employee management, cash movements, reporting processes and controls, valuation practices, business continuity, disaster recovery, compliance, collateral management, service provider operational support, etc. Assist with leading in the further development and maintenance of CapShift’s operational due diligence methodology Flexibility to cover a diverse array of alternative funds, across US/emerging markets, multi-asset class (venture, private equity, private credit, real asset, and potentially publics), across sectors (climate, health, education, microfinance), and flexibility to cover smaller funds led by emerging managers Report to the Managing Director of Research and Advisory and work closely with other teams at CapShift Qualifications
5 – 15 years of experience in operational due diligence and working knowledge in areas such as operational control design, counterparty risk management, regulatory compliance programs, back-office operations, and independent custody of assets Preference for a candidate who is familiar with ILPA best practices, methodologies, and frameworks. Knowledge of investment strategies and instruments, financial institution operations, and financial analysis usually acquired by a degree and related experience. Excellent communication skills, both verbal and written, to create deliverables to support decision-makers Experience in the alternatives space, including private equity, venture capital, and private credit Familiarity with the UN Sustainable Development Goals, Impact Investing initiatives, and DEI considerations strongly preferred How to apply
Please submit your resume and a cover letter that details your interest in the role and key qualifications or experience using the webform below. CapShift offers competitive compensation along with an opportunity for employees to receive equity in the company. Apply Here
Last Name* Email* Phone* Resume* No File Selected Upload No File Selected Upload Are you currently authorized to work in the United States?* Yes No Do you now, or will you in the future, require sponsorship for employment visa status (e.g., H-1B visa status, etc.) to work legally for our Company in the United States?* Yes No How did you find out about this position? (Please note if you were referred by a CapShift team member). CapShift is an Equal Opportunity Employer and does not discriminate based on race, ethnicity, gender, religion, sexual orientation, age, physical ability, or involvement in the criminal justice system. We invite individuals with diverse life experiences and non-conventional backgrounds to apply. #J-18808-Ljbffr