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Director, Subcontracts & Procurement - Modernization
BAE Systems
Radford, VA · Falls Church, VA · Kingsport, TN
This role serves as the senior functional lead and a hands-on subcontract manager for modernization efforts, ensuring talent development and oversight of the team (approx. 5 persons),…
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Supply Chain Program Lead Principal
BAE Systems
Westminster, CO
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Software Product Manager- WXP Care Packs
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Spring, TX · Spring
- $105,050 to $161,800 USD / year
As a Software Product Manager, you will lead execution of the Service Delivery Partner integration experience into the WXP platform - specifically how Service Delivery Partners onboard,…
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Talent Acquisition Manager
EP Wealth Advisors
Remote, United States
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Architectural Designer III
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Project Manager - Environmental Remediation
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- $125,000 to $155,000 USD / year
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Manager, Inspection & Monitoring
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Remote, United States
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Operations Manager
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Braintree, MA
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
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Operations Manager
Kansas CVS Pharmacy, L.L.C.
Emporia, KS
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
Added 1 min ago
Operations Manager
Highland Park CVS, L.L.C.
Belleville, IL
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
Added 1 min ago
Clinical Case Manager Behavioral Health - Work at Home
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Remote, United States
Clinical Case Manager – Behavioral Health (Licensed)
Added 1 min ago
Operations Manager
Georgia CVS Pharmacy, L.L.C.
Lithonia, GA
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
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Lead Retail Sales Associate (Key Holder)
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San Jose, CA
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Other must haves:
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Operations Manager
Holiday CVS, L.L.C.
Riverview, FL
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
Added 2 mins ago
Operations Manager
Holiday CVS, L.L.C.
Apollo Beach, FL
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
Added 2 mins ago
Operations Manager
Connecticut CVS Pharmacy, L.L.C.
Rocky Hill, CT
Unlike the Store Manager in Training position, the Operations Manager position is not part of the CVS/pharmacy Retail Management Development Program. Operations Managers are not eligible…
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R-00193264 Senior Software Test Engineer - Kinetic Effects
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Manufacturing Program Integrator
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Construction Manager - Electrical/I & C
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Boise, ID · ID · Hauser, ID · Kuna, ID · Moscow, ID · Post Falls, ID · Lewiston Orchards, ID
Position Summary: The Instrumentation and Controls (I&C) Construction Manager will work within the Construction Management Department and will report to the Project Manager. They will work…
Added 4 mins ago
Relationship Manager - Middle Market Commercial Real Estate - Dallas
U.S. Bank National Association
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The Relationship Manager serves as a producer and trusted advisor responsible for managing, growing, and deepening a complex portfolio of middle market commercial real estate relationships.…
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Senior Audit Project Manager
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Bank location three (3) or more days per week
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Commercial Parts Pro
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Commercial Parts Pro
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Professional level sales position capable of supporting advanced functions on the commercial side of the business. Position is responsible for profitable growth of the commercial business…

UTIMCO

Operational Due Diligence Lead

Austin, TX, United States

Apply on recruiting2.ultipro.com About employer

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Job details

Posting language: English
Posted: Nov 12, 2026

Original job description

The Associate on the Operational Due Diligence team owns significant components of UTIMCO's ODD program and serves as a content resource for external investment manager, and direct investment, operational reviews. This role is expected to lead assigned ODD workstreams, evaluate complex manager/direct investment risk areas, coach others, coordinate with investment teams, and prepare high-quality reports and recommendations that support manager/direct investment selection, monitoring, and risk mitigation.

Overall Responsibilities:

Own assigned ODD review processes for new and existing external investment partners across multiple asset classes and industries
Perform advanced review of manager/direct investment documentation, fund terms, regulatory filings, audit reports, compliance materials, service provider relationships, technology controls, and operating infrastructure
Participate in and help lead manager/direct investment onsite reviews with senior management and investment support functions
Prepare, review, and refine written ODD reports that clearly describe operational frameworks, risk issues, proposed solutions, and best-practice recommendations
Provide candid feedback to investment teams and external managers/direct investments, where appropriate, on deficiencies and potential remediation steps
Maintain and improve ODD policies, procedures, templates, process documentation, and technology-enabled workflow practices
Coach analysts and senior analysts on documentation review, issue identification, report writing, and workflow discipline
Lead scheduled projects and special reporting requests, including process enhancements and program development efforts
Use ODD functional knowledge to help colleagues solve problems, improve review quality, and complete work accurately
Encourage cross-team work and involve others in developing practical solutions for manager/direct investment risk issues

Requirements:

Bachelor's degree in Accounting, Finance, or a related field
Five or more years of relevant experience in operational due diligence, investment operations, audit, compliance, risk management, asset management, investment consulting, or related fields
Experience conducting operational due diligence on direct investments in individual companies
Demonstrated ability to own review processes, assess operational risk, document conclusions, and communicate practical recommendations
Thorough working knowledge of external manager operations, fund documentation, service provider oversight, audit reports, compliance materials, technology controls, and operational risk concepts
Strong proficiency with Microsoft Word and Excel and ODD workflow tools, data sources, and document repositories
Ability to use approved Artificial Intelligence (AI)-enabled tools responsibly to improve document review, questionnaire analysis, research, report drafting, issue tracking, and process documentation, with appropriate validation and oversight
Elevated attention to detail and commitment to accurate, complete, and well-supported analysis
Strong verbal and written communication skills, including ability to communicate clearly with internal and external stakeholders
Constructive, can-do attitude and commitment to acting in the best interests of the organization
Collegial team player who is intellectually curious and acts with unquestioned honesty, integrity, and transparency
Availability to travel domestically and internationally as needed for onsite reviews, manager/direct investment meetings, conferences, or other ODD program needs

Preferred Qualifications:

Experience leading investment manager/direct investment reviews, onsite diligence, operational risk assessments, audit work, compliance reviews, or investment operations projects
CFA, MBA, CAIA, CPA, FRM, or related credential

Note: This role requires in-office 4 days a week: Monday through Thursday.

Click here to learn more about UTIMCO’s mission and impact

As part of UTIMCO’s Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts. Please refer to UTIMCO’s Code of Ethics for additional information regarding these requirements. If you or someone in your household engages in extensive personal trading, please raise the issue with Human Resources for further discussion.

Apply on recruiting2.ultipro.com About employer

More about this job

Skills

Documentation
Regulatory compliance
Workflow
Report writing
Reporting
Support colleagues
Risk management
Microsoft Word
Microsoft Excel
Artificial intelligence
Research
Attention to detail
Communication skills
CFA
CPA
Securities

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Work requirements

Jobs in the United States