Senior Analyst/Associate Due Diligence Specialist, Private Credit, Investor Relations

2 days ago

Winnipeg MB, Winnipeg Census Division, MB; Manitoba, Canada Northleaf Capital Full-time
About Northleaf Capital PartnersNorthleaf is a global private markets investment firm focused on mid-market companies and assets. With US$31 billion in capital commitments raised to date, Northleaf has an established, long-term track record as an investor in private equity, private credit and infrastructure globally.
Northleaf’s 300+ person team, located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York, Seoul and Tokyo, is focused exclusively on sourcing, evaluating and managing private markets investments. Northleaf manages closed and open-end funds across a range of global private markets strategies and a series of separately managed accounts with customized investment strategies tailored to meet the specific needs of leading institutional investors and family offices. As part of its ambitious growth strategy, Northleaf is also developing specific private markets products and investment solutions for insurance and wealth management clients.
Position: Senior Analyst/Associate Due Diligence Specialist, Private Credit, Investor RelationsThe Private Credit Investor Relations team is responsible for investor relations, business development, product strategy/development and communications for Northleaf’s private credit program. Reporting to the Director, Investor Relations & Product Strategy, the Due Diligence Specialist will support the full investor due diligence process, from the development of core fundraising materials through the coordination and completion of investor-specific requests.
The successful candidate will partner closely with prospective and existing investors and with colleagues across the Investor Relations & Product Strategy, Portfolio Strategy & Analytics, Investment, Sales, Marketing, Product Development, Legal, Compliance and Tax teams. The role offers broad exposure to the private credit platform and an opportunity to build deep knowledge of Northleaf's strategies, portfolios and operating model, while contributing directly to fundraising and investor engagement.
Key Responsibilities
Due diligence execution: develop and manage high-quality deliverables that advance investor diligence processes, including DDQs, RFPs, RFIs, quantitative datasets, operational and investment due diligence presentations, case studies and related materials
Investor communications: develop content for investor communications such as in-person updates, quarterly reports, annual investor conferences and conference calls
Fundraising: develop and maintain content and collateral for fundraising activities such as marketing materials, standard DDQs, investment case studies, RFP responses and online data rooms
Data and portfolio analytics: analyze and track asset-level and fund-level KPIs, investment track record and market data to support portfolio analysis and development of investor-facing materials
Investor servicing: respond to investors’ information needs, requirements and inquiries
Market trends/research: research market trends, competitor positioning and performance benchmarks to support fundraising and investor communications
Independent Contractor
12-month independent contractor engagement
Expected commitment of approximately 40-50 hours per week
Monthly invoices to Northleaf
Qualifications
Undergraduate university degree with strong academic credentials
1-4 years of financial or professional services experience, preferably in private markets, corporate banking, investment banking, management consulting, transaction advisory, direct investing, investor relations, client service or due diligence
Strong analytical and quantitative skills, and comfortable utilizing AI tools in order to generate insights that inform decision-making
Strong project management skills, with experience in managing timelines and stakeholders across multiple projects simultaneously with high degree of attention to detail
Excellent verbal and written communication skills with the ability to articulate and present ideas and perspectives effectively (with fluency in Word, PowerPoint and Excel)
Self-motivated and self-directed, with a high degree of intellectual curiosity;
demonstrated ability tobe proactive
Interest in financial markets, private markets investments, the institutional investment industry and portfolio construction and asset allocation principles
Flexible team player with a history of collaborating with a diverse group of internal and external stakeholders
LocationToronto, Canada
What Sets Us ApartAt Northleaf Capital Partners, you’ll be joining a leading global private markets investment firm with a differentiated platform across mid-market private equity, private credit, and infrastructure. Our integrated approach and long-term perspective have made us a partner of choice to a global base of institutional investors – and that begins with our exceptional team of