Lead investment research and detailed due diligence on private fund managers and product issuers across private asset classes and direct co-investment opportunities.
Collect and analyze operational, financial and impact data from various sources.
Synthesize, communicate and present research, due diligence and recommendations to internal investment teams, investment committees and clients.
Develop and monitor key KPIs for each investment, including metrics that track financial and impact progress.
Lead quarterly financial and impact performance monitoring for private funds and products.
Source, maintain and monitor a database of relevant pipeline opportunities.
Lead relationships with various fund managers and product issuers.
Find ways to improve the rigour and efficiency of investment research and due diligence processes.
Support client engagements and be accountable for client deliverables, processes and budget management.
Assist in providing thought leadership and insights regarding macroeconomics, impact, portfolio strategy and asset allocation.
Actively participate in business development and marketing activities.

5-7 years of relevant work experience in private investment fund due diligence and portfolio monitoring across private asset classes.
Experience investing in direct private investment is preferred.
Detailed understanding of the full investment and fund management due diligence including legal negotiations and monitoring process
Experience conducting financial, attribution, modelling, business and impact analysis of third-party fund managers.
Relevant degree or equivalent work experience.
Relevant professional credentials (CAIA, CFA, etc.) or a Master level education are an asset.
Self-starter with demonstrated strong project management and organizational skills.
Strong preference for prior sustainability, ESG or impact investing experience.
Fluency in French strongly preferred.
Experience integrating AI into investment research and the investment process is considered an asset.
Legally able to work in Canada without restrictions.

Competitive health and benefits plan
Opportunities for professional development
Participation in a bonus plan based on financial, impact and corporate performance
Vacation entitlement starts at 20 days a year
Hybrid or remote work options

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