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Type of Role: InvestmentsOperations

Experience Level: Analyst/Associate

Location: Boston, Massachusetts

Salary: $72K - $93K

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting and OCIO firm advising more than 250 institutional and private clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Description

We seek someone with a keen eye for detail and who works well independently as well as part of a dynamic team. Are you looking to work for an investment firm committed to diversity, inclusion, sustainability, and Corporate Social Responsibility? Are you seeking a challenging professional opportunity where you can leverage your skills and build a long-term career? Then this might be the fit for you!

The Job

As an Operational Due Diligence Analyst, you are involved in the initial and ongoing operational due diligence of alternative and traditional investment advisors. This position is integral to the success of the client. You are a key resource to Research team members, Consultants and clients on matters related to the operations of investment managers under consideration for recommendation and recommended to Firm clients. If you have auditing, compliance or fund accounting experience, we strongly urge you to apply!

You’ll be responsible for:

  • Evaluating qualifications of key non-investment personnel, operational infrastructure, written policies and procedures of investment managers
  • Preparing written summaries of managers’ operational capabilities across traditional and alternative investment strategies
  • Identifying and evaluating operational red flags and addressing issues with applicable investment manager personnel
  • Acting as a liaison with outside vendors utilized in the operational due diligence review process
  • Collaborating closely with and being a key resource for Research department peers, Consultants and clients
  • Participating in on-site due diligence meetings and conference calls with senior back-office professionals

We’re looking for:

  • One to three years of working experience, ideally in an alternative investment industry
  • Audit, compliance, or fund accounting preferred
  • Bachelor’s degree in finance or business-related field preferred or equivalent industry experience
  • Attention to detail and strict adherence to deadlines
  • Strong verbal and written communication skills
  • Experience utilizing systems such as Quickbase and DiligenceHub a plus

What We Offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we’ll shower you with perks, including:

  • Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.