Private Markets Investment Due Diligence Associate

3 weeks ago


Toronto, Canada Albourne Full time

**Job Title**:Private Markets Investment Due Diligence Associate Analyst (Private Credit)**

Albourne Partners (Canada) Limited

Location: 366 Adelaide Street W, Toronto, ON M5V 1R9

**The Company**:
Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial intermediaries, and family offices, on over $650 billion alternative investments across the liquidity spectrum. It specializes in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.

Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry best practices have always been a defining part of who we are.

Albournes 600+ employees are in 11 offices globally, including London, San Francisco, Connecticut, Munich, Hong Kong, Singapore, Tokyo, Toronto, Nicosia, Bahrain, and Bermuda. Albourne is proud of its flat structure with over 90 Partners, over 75 of whom are either share or option holders.

**Job Summary & Purpose**:
Albourne Partners (Canada) Limited is looking for a **Private Markets Investment Due Diligence Associate Analyst (Private Credit)** to join our team in Toronto. This associate analyst will provide support for manager selection, investment due diligence and strategy analysis with a focus on **Private Credit strategies**.

**Accountabilities**:
Strategy Coverage

Fund Investment Due Diligence:

- As a member of the research team, the primary responsibility of a PM IDD Associate Analyst is to assist in maintaining and expanding Albournes coverage of Private Credit fund offerings the primary deliverable is a written research report based on qualitative and quantitative analysis.
- The due diligence process includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis; engaging in an open dialogue with both colleagues and fund managers; and participating in the fund rating process.
- In addition to preparing written research reports, PM IDD Associate Analysts are responsible for coordinating diligence call schedules, drafting internal meeting notes, and ensuring the predefined research process is adhered to.
- Fund coverage includes initiating new research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings and ratings, coverage of client portfolios, and comprehensive strategy coverage.
- To the extent possible, PM IDD Associate Analysts should help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations.

Strategy Analysis:

- PM IDD Associate Analysts assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies.
- Identify and recommend any additional tools or analytics which will enhance the overall accuracy of Albourne's research.

Additional Responsibilities
- Meet deadlines set by management and clients.
- Ensure internal database is maintained with up-to-date information and internal processes are followed.
- Assist with client communication and business development activities, as required.
- Other ad hoc projects as assigned.

**Desired Qualifications**:

- University graduate or equivalent with 2-4 years experience in alternative fund investment due diligence, investment management, or related experience with a preference for knowledge of private credit or credit markets more generally.
- Achieved or pursuing CFA or CAIA is an asset.
- Excellent written and oral communication skills.
- Experience producing written research reports, or deal memos as a deliverable.
- Proactive self-starter, proficient time management and multi-tasking.
- Professional demeanor and strong interpersonal skills.
- Literate in financial markets and terminology.
- Strong Excel skills.
- Travel (as required).
- Regulatory registration (dependent on regional requirements).

**Benefits**:

- Comprehensive group health coverage.
- Registered retirement savings program.
- Bonus scheme.
- Education reimbursement.

**Albourne Offers**:

- A work culture that values continuous learning and professional development, sustainability, and diversity, equity, inclusion, and belonging.
- Casual dress.
- Wellness programs.
- Sponsored charity day events and volunteering opportunities.
- Company social hours, celebrations, and company offsite events.
- A collegial work environment.

**Job Type**: Full-time, Hybrid

**Location**: Toronto, Canada

**Work authorization**: Must be eligible to work in Canada
- Albourne Partners (Canada) Limited (APCA) is in full compliance with the AODA._
- APCA will ac



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