rallyassets

Manager, Private Investment Research

Toronto, Ontario · Full-time

Sponsorship not specified$100k-$110kDetected 8 days ago

Project ManagementBusiness DevelopmentLoad TestingResearchLeadershipCommunicationPublic SpeakingOrganizational SkillsCFA

About the role

It's what you're passionate about when it comes to the investing sector.
You know that impact investing is a way to address social and environmental justice.
With a solid foundation in investment analysis, you're ready to dive deep into sustainable and impact investing.

You want to build on your expertise in both impact and financial investment research and diligence of private investment assets, as part of a dynamic and growing team.
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
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
Support client engagements and be accountable for your portion of client deliverables, processes and budget management
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

5-7 years of relevant work experience in private investment fund due diligence and portfolio monitoring across private asset classes.
Relevant degree or equivalent work experience.
Experience integrating AI into investment research and the investment process is considered an asset
Your experience with impact investment process and due diligence in private investments
Your ability to think critically
Your ability to translate complex ideas/information and make them accessible to non-specialist audiences
On your resume, we ask that you demonstrate the following:
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 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
Legally able to work in Canada without restrictions

Research and Due Diligence
Find ways to improve the rigour and efficiency of our investment research and due diligence process
Cross-Functional Support
Assist in providing thought leadership and insights regarding macroeconomics, impact, portfolio strategy and asset allocation

Rally Assets Inc. is an impact investment management firm.
We strive to help investors generate positive social and environmental impact alongside a financial return.
We provide portfolio management services to funds and create custom impact portfolios, aiming to enable foundations, institutional investors, family offices and individual accredited investors to invest in alignment with their values.
We are registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Ontario and Quebec.
Realize Capital Partners Inc. a subsidiary of Rally Assets Inc. is the manager of Realize Fund LP, under the Government of Canada's Social Finance Fund.

This listing is sourced directly from rallyassets's careers page and normalized into a canonical job model.