PRIMARY DUTIES

- Lead investment research and detailed due diligence on private fund managers and product issuers across private asset classes and direct co-investment opportunities, in Canada and globally
- Collect and analyse operational, financial and impact data from a variety of sources (such as fund annual reports, data rooms, press releases, sector research, third-party research providers and other relevant documents and information sources), to monitor and update views and recommendations on current funds within our various portfolio mandates and watchlists
- Synthesize, communicate and present research, due diligence and recommendations to our internal investment teams, investment committees and clients
- Develop and monitor key KPIs for each investment, including metrics that track financial and impact progress relative to targets
- Lead quarterly financial and impact performance monitoring for private funds and products
- Source, maintain and monitor a database of relevant pipeline opportunities consisting of Canadian and global private fund managers and select co-investments
- Lead relationships with various fund managers and product issuers
- Find ways to improve the rigour and efficiency of our investment research and due diligence process

CROSS-FUNCTIONAL SUPPORT

- Support client engagements and be accountable for your portion of 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, marketing activities and presentations to support growth of the firm
- Develop and implement strategic priorities and collaborative projects with the firm’s leadership

QUALIFICATIONS

On your resume, we ask that you demonstrate the following:

- 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 to assess aspects like the viability of a fund product, business model, stress testing, return profile and market trend analysis
- Relevant degree or equivalent work experience. Relevant skilled credentials (CAIA, CFA, etc.) or a Master level education are an asset
- Self-starter with demonstrated strong project management and organisational 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

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📌 Manager, Private Investment Research | Directeur ou directrice, recherche sur les investissemen[...] (Toronto)
🏢 Rally Assets
📍 Toronto