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Financial Services, Investment Consulting, Alternative Investments

Analyst, Operational Due Diligence

San Diego, CAOnsiteFull TimeEntry-level (exp-based)$70,000–$80,000 /yrPosted 1 month ago

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Required skills

  • operational due diligence
  • alternative assets
  • institutional investors
  • investment managers
  • financial statements
  • compliance materials
  • operational risks
  • business risks
  • fraud indicators
  • conflicts of interest

Nice to have

  • accounting
  • asset management
  • fund administration
  • risk management
  • audit
  • internal audit

Role summary

Aksia is seeking an Analyst for its Operational Due Diligence (ODD) team in San Diego. The role involves evaluating operational and business risks of alternative investment managers and funds by participating in meetings, reviewing documentation, and collaborating with senior colleagues. Analysts will identify potential risks, draft research reports summarizing findings, and communicate conclusions to clients to support investment decisions. The position requires a Bachelor's degree, 1-3 years of relevant experience in areas like accounting, audit, or asset management, strong analytical and communication skills, and proficiency in Microsoft Office Suite.

Aksia Overview

Aksia is an alternative assets specialist, providing investment solutions for institutional investors globally. We provide investment management, advisory and research services across hedge funds, private credit, private equity, real assets, and real estate. As of June 30, 2026, Aksia advises on over $353bn and manages $38bn of client capital.

Team Overview

Aksia’s Operational Due Diligence (“ODD”) team is based across the United States, Europe, and Asia. The team is cross-trained across alternative asset classes and evaluates the operational and business risks that may affect alternative investment managers and funds.

ODD combines investigative research and professional judgment to help institutional investors understand how a manager operates, identify areas that warrant further consideration, and make informed investment decisions.

Position Overview

Aksia is seeking an Analyst to join our ODD team in our San Diego office. Analysts participate in meetings with investment managers and key operational professionals, engage with third-party service providers, review and analyze relevant documentation, and work with senior colleagues to assess potential operational and business risks. These findings are summarized in written reports which are presented to our clients to support investment decisions across their portfolios.

Through structured training and on-the-job experience, Analysts develop the ability to ask thoughtful questions, evaluate information critically, and communicate conclusions clearly. Over time, Analysts grow to become subject matter experts across the spectrum of alternative investment strategies.

Responsibilities

  • Prepare for and participate in operational due diligence meetings with senior finance, compliance and operations professionals at alternative investment managers.
  • Conduct detailed reviews of relevant materials, including offering memoranda, audited financial statements, compliance materials, and other manager documentation.
  • Identify potential operational and business risks, including matters relating to fraud indicators, conflicts of interest, control environments, and back-office sufficiency.
  • Draft clear, well-supported research reports that summarize findings, relevant considerations, and potential mitigants.
  • Collaborate with ODD team members and other internal teams to discuss findings, resolve open questions, and support consistent, high-quality work product.
  • Communicate research findings to clients in a clear and professional manner.

    • Qualifications

  • Bachelor’s degree required
  • 1 to 3 years of relevant experience preferred, including experience in accounting, audit, asset management, fund administration, operations, compliance, legal, internal audit, or risk
  • Strong academic record; cumulative GPA of 3.5 and above is preferred
  • Strong written and verbal communication skills, including the ability to summarize complex information clearly and objectively
  • Strong proficiency in Microsoft Office Suite, particularly Word and Excel
  • Strong analytical and critical-thinking skills, with the ability to identify inconsistencies, ask probing questions, and exercise sound judgment
  • Exceptional organization and attention to detail with the ability to manage multiple priorities and deadlines
  • Professional maturity and comfort interacting with senior professionals in a client-facing environment
  • Strong work ethic and initiative
  • Commitment to providing high-quality client service and supporting the team as a whole
  • Ability to work effectively both independently and collaboratively
  • Willingness to travel as needed for diligence meetings

    • The estimated base salary range for this position is $70,000 - $80,000 which is specific to California and may change in the future. Aksia pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package.

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