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Private Markets Investment Due Diligence Analyst

3 months ago


Toronto, Canada Albourne Full time

**Analyst Intern, Private Markets Investment Due Diligence (Real Assets) - Summer 2024**

Albourne Partners (Canada) Limited

366 Adelaide Street W, Toronto, ON

Open to: Undergraduate students

**Overview**:
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 $700 billion in 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 115 Partners, over 75 of whom are either share or option holders.

**The Team**:
Private Markets Investment Due Diligence (PM IDD) is the process of analyzing private alternative investments to identify investment-related risks and form opinions, which in turn help Albournes clients make investment decisions. Albournes PM IDD Real Assets team includes a global network of professionals who specialize in infrastructure and natural resources, as well as other esoteric asset classes. We work closely with clients to provide a thorough assessment of all investment-related aspects of various private fund offerings.

In a typical day, the Real Assets team is liaising with investment managers to prepare a written research report outlining risks and recommendations for our clients. This includes reviewing a selected investment managers strategy & investment process, track record, management & team, portfolio, and fund terms, as well as assessing the risk and potential for alpha generation.

Albournes PM IDD Internship Program is an exciting opportunity for undergraduate students to get a head start in their finance career by joining a global investment consultant in the investment due diligence and Real Assets space. Students will spend their summer term gaining technical training with databases, acquiring hands-on alternative investment markets experience, and working alongside industry specialists. Our PM IDD summer internship will run from 6 May through to 30 August 2024.

**Responsibilities**:
As an PM IDD Analyst Intern (Real Assets), you will:

- In coordination with PM IDD Analysts, assist with the production of summary reports and/or spreadsheets related to investment funds, which may involve the review of relevant due diligence documentation and research.
- Attend calls with external investment managers and take notes.
- Participate in internal group calls, including weekly Private Markets calls and a monthly Portfolio Group call, providing exposure to Private Markets knowledge-sharing and updates.
- Review and interpret alternative investment fund marketing information, performance, and due diligence documentation.
- Help collect and organize data on real assets sectors, as well as information on various types of institutional investors.
- Ensure information within internal database is kept up to date and current, including company, fund, and people profiles.
- Perform other ad hoc projects from time to time upon request.

**Desired Qualifications**:

- Bachelors degree in business, commerce, finance, economics, or accounting-related disciplines to be completed after August 2024
- Working towards or planning to pursue a relevant designation (CPA, CFA, CAIA, CMA) is an asset
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook, Teams)
- Optimal interpersonal skills with the ability to work cross functionally
- Advanced multitasking skills with demonstrable commitment to precision in all aspects of work
- Ability to stay organized and work under tight deadlines imposed by management and clients
- Exceptional written and verbal communication skills in English
- Previous internship experience is considered an asset
- Familiarity with alternative fund strategies/structures is considered an asset

**Albourne Offers**:

- A unique finance experience working for a global and established investment consultant in the alternative investment and investment due diligence space.
- A work culture that values continuous learning and professional development, sustainability, and diversity, equity, inclusion, and belonging
- Sponsored charity day events and volunteering opportunities
- Company social hours and celebrations
- A collegial work environment
- Paid vacation days
- Casual dress

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

**Location**: Toron