Operational Due Diligence Associate Analyst (Ontario)

Operational Due Diligence Associate Analyst (Ontario)

05 Oct
|
Salesforce Sites
|
Ontario

05 Oct

Salesforce Sites

Ontario

Description In this role, you will support the assessment of non-investment operational risks within investment managers' businesses and help prepare written research reports for clients. You will also be at the forefront of the AI transition by assisting with transformation of the function. This is a great opportunity to join a growing team and gain exposure to a wide range of fund structures and strategies within a collaborative, fast-paced environment.
Key Responsibilities Attend ODD meetings with Analysts and Senior Analysts to support the evaluation of assigned alternative investment managers, with a particular focus on analyzing operational risk and internal controls. Responsibilities include examining documentation, reviewing staff and organizational structure, and assessing information systems and technology infrastructure.
Review and interpret alternative investment fund financial statements, offering documents, and other fund literature to create investment recommendations for clients.
Liaise with fund service providers to ensure timely receipt of information on the funds for completion of the relevant reports.
Monitor assigned funds on an ongoing basis and update written reports to reflect changes in fund operations.
Prepare clear, accurate, and concise reports and recommendations in line with client and management deadlines.
Identify and analyze trends in data systematically, leveraging data mining techniques to provide actionable insights.
Support the development and sharing of best practices for ODD by participating in internal discussions and facilitating knowledge transfer within the ODD team, as well as among clients and investment managers.




Participate in project work to enhance the due diligence process and broader company initiatives.
Contribute to the client newsletter and intranet and assist with the production of white paper research for distribution to clients.
Key Requirements A completed undergraduate degree in business, commerce, finance, accounting, economics, or a related discipline
Previous internship or relevant industry experience is an asset
Familiarity with alternative fund strategies/structures and U.S. GAAP accounting is considered an asset
Exposure to data analytics, data mining, or data science methodologies is considered an asset, as is experience using tools such as VBA, Python, and Power BI
Proficiency in Microsoft 365 (Excel, PowerPoint, Word, Outlook, Teams) is required; experience using AI tools such as Microsoft Copilot is a strong asset
Strong written and verbal communication skills in English
Working towards or planning to pursue a relevant designation (CFA, CAIA) is considered an asset
Ability to work under tight deadlines and manage multiple priorities effectively
Optimal interpersonal skills with the ability to collaborate cross-functionally
Willingness and ability to travel to the U.S. and internationally, as required
Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
Flexible work options, with hybrid arrangements available where possible
Generous paid time off,



inclusive of vacation leave
A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
Wellness programs and sponsored volunteering opportunities
A welcoming culture that embraces diversity and fosters equity and belonging for all
Office celebrations, events, and weekly social hours
Casual dress and a collaborative, collegial team environment
Country Canada
Region Canada
City Toronto
Job Pay Transparency: CAD $60,000.00 to $75,000.00 per annum base salary
Job Type: Full time, Hybrid
Work Authorization: Must be eligible to work in Canada
Vacancy Status: This job posting is to fill an existing vacancy
Albourne is an equal opportunity employer and values diversity in its workforce, encouraging applications from all qualified individuals.
Albourne Partners (Canada) Limited (APCA) is in full compliance with the AODA.
APCA will accommodate applicants’ disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process. Any assessment and selection materials or processes used during the recruitment process will be available in an accessible format to applicants with disabilities, upon request. If you require a disability-related accommodation in order to participate in the recruitment process, please contact HR.
You need to be legally eligible to work in Canada at the location specified above and, where applicable, must have a valid work or study permit.
Albourne thanks all applicants, but only successful candidates will be contacted.

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📌 Operational Due Diligence Associate Analyst (Ontario)
🏢 Salesforce Sites
📍 Ontario

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