Manager, Private Investment Research

Role Overview

• 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.

Requirements

• 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.

Benefits

• 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