Director - Alternative Investments

THIS ROLE WILL BE BASED IN ST. PETERSBURG, FLORIDA

Director, Alternative Investments – Operational Due Diligence

Summary:

The Director oversees the operational due diligence program for alternative investments, including hedge funds, private equity, real estate, and other non-traditional strategies. The role involves leading onsite reviews, evaluating operational and compliance practices, and providing written recommendations with a high degree of autonomy. This position interacts regularly with senior leaders at external managers and internal stakeholders.

Key Responsibilities

• Lead and enhance the operational due diligence program.
• Conduct onsite and remote operational reviews of asset managers and service providers.
• Assess internal controls, accounting processes, valuation practices, and compliance frameworks.
• Review financial statements and evaluate control environments.
• Develop and execute the annual due diligence review schedule.
• Produce clear written reports and present findings to internal teams.
• Support internal stakeholders with operational insights on alternative investment products.
• Provide mentorship to team members and help maintain regulatory and educational materials.
• Identify opportunities to improve processes and leverage technology.

Qualifications

• Bachelor’s degree in accounting, finance, business, or related field.
• 5–7 years of relevant experience in alternative investments, asset management, or similar environments.
• Strong knowledge of fund operations, accounting, compliance, and financial markets.
• Excellent communication, analytical, and organizational skills.
• Proficient in Excel and financial analysis.
• Preferred certifications: CAIA, CFA, or CPA.
• Ability to work independently, manage multiple priorities, and meet deadlines.