Ascendo Resources
Senior- Alts Operational Due Diligence
Ascendo Resources, St. Petersburg, Florida, United States, 33739
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Direct message the job poster from Ascendo Resources
Executive Director of Financial Services / Partner - Ascendo Resources We are partnering with a leading wealth management firm to identify a Senior in the Alternative Investments Operational Due Diligence. This position is Hybrid based in St Petersburg, FL but
Relocation will be offered.
This is a high‑impact, senior role responsible for developing, managing, and enhancing an ODD program that supports the firm’s growing platform of alternative investment solutions. The position covers a broad spectrum of hedge funds, private equity, real estate, managed futures, and non‑traditional investment strategies, and requires deep experience evaluating operational infrastructures, controls, compliance, and risk frameworks.
You will lead onsite diligence visits, meet regularly with C-suite executives at external fund managers, evaluate operational processes and internal controls, review financial statements, and deliver detailed written recommendations. This individual will also contribute to platform competitiveness, advisor education, regulatory oversight, and team mentorship. The role requires significant autonomy, mature decision-making, and the ability to communicate complex information with clarity.
Responsibilities
Leading and refining the firm’s ODD program
Conducting comprehensive operational risk reviews and writing corresponding reports
Leading onsite diligence with asset managers and service providers
Evaluating accounting, valuation, cash management, NAV oversight, and financial reporting practices
Assessing compliance programs and regulatory adherence
Creating and executing an annual due diligence review plan
Providing mentorship to team members
Supporting advisor questions regarding fund operations
Developing educational materials on operational and regulatory topics
Qualifications
Bachelor’s degree in Finance, Accounting, or related field
5–7 years of experience within a broker/dealer, hedge fund, private equity firm, or similar environment
Strong knowledge of fund accounting, audit processes, operational controls, and alternative investment structures
Exceptional written and verbal communication skills
High proficiency in Excel; ability to analyze financial statements and complex data
Preferred credentials include CAIA, CFA, or CPA
Ability to work independently, lead meetings, manage multiple priorities, and meet recurring deadlines
RELOCATION WILL BE OFFERED
this role must sit in St Petersburg
If you are an experienced ODD professional looking for a senior role with autonomy, visibility, and influence across a dynamic alternatives platform, we’d like to connect. Please reach out directly for a confidential conversation.
Key Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Accounting / Auditing
Industries: Financial Services and Investment Management
#J-18808-Ljbffr
Direct message the job poster from Ascendo Resources
Executive Director of Financial Services / Partner - Ascendo Resources We are partnering with a leading wealth management firm to identify a Senior in the Alternative Investments Operational Due Diligence. This position is Hybrid based in St Petersburg, FL but
Relocation will be offered.
This is a high‑impact, senior role responsible for developing, managing, and enhancing an ODD program that supports the firm’s growing platform of alternative investment solutions. The position covers a broad spectrum of hedge funds, private equity, real estate, managed futures, and non‑traditional investment strategies, and requires deep experience evaluating operational infrastructures, controls, compliance, and risk frameworks.
You will lead onsite diligence visits, meet regularly with C-suite executives at external fund managers, evaluate operational processes and internal controls, review financial statements, and deliver detailed written recommendations. This individual will also contribute to platform competitiveness, advisor education, regulatory oversight, and team mentorship. The role requires significant autonomy, mature decision-making, and the ability to communicate complex information with clarity.
Responsibilities
Leading and refining the firm’s ODD program
Conducting comprehensive operational risk reviews and writing corresponding reports
Leading onsite diligence with asset managers and service providers
Evaluating accounting, valuation, cash management, NAV oversight, and financial reporting practices
Assessing compliance programs and regulatory adherence
Creating and executing an annual due diligence review plan
Providing mentorship to team members
Supporting advisor questions regarding fund operations
Developing educational materials on operational and regulatory topics
Qualifications
Bachelor’s degree in Finance, Accounting, or related field
5–7 years of experience within a broker/dealer, hedge fund, private equity firm, or similar environment
Strong knowledge of fund accounting, audit processes, operational controls, and alternative investment structures
Exceptional written and verbal communication skills
High proficiency in Excel; ability to analyze financial statements and complex data
Preferred credentials include CAIA, CFA, or CPA
Ability to work independently, lead meetings, manage multiple priorities, and meet recurring deadlines
RELOCATION WILL BE OFFERED
this role must sit in St Petersburg
If you are an experienced ODD professional looking for a senior role with autonomy, visibility, and influence across a dynamic alternatives platform, we’d like to connect. Please reach out directly for a confidential conversation.
Key Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Accounting / Auditing
Industries: Financial Services and Investment Management
#J-18808-Ljbffr