Operational Due Diligence Analyst
4 days ago
Albourne Partners (Canada) Limited
366 Adelaide Street West, Toronto, Ontario
**The Role**
We are seeking an** Operational Due Diligence (ODD) Analyst**to join our team in Toronto**. This role requires a seasoned professional with 5+ years of relevant work experience**to conduct a thorough assessment of non-investment operational risks within investment managers' businesses and deliver key insights, risks, and recommendations through written reports to our clients.
Our Analysts cover a wide range of investment managers, strategies, and fund structures, ensuring a dynamic and continuous learning environment. Our ODD team members come from diverse backgrounds, including investment management, fund administration, auditing, and forensic accounting.
**Company Overview**
Albourne is an industry-leading investment consultant with offices around the globe. Our firm of 600+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion in alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Alternative Risk Premia.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative Due Diligence), Analytics (Data and Tools) and Implementation (Middle and Back Office) services. We are committed to non-discretionary advice, fixed fee pricing, and independence.
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.
**Responsibilities**
As an Operational Due Diligence Analyst, you will:
- Evaluate 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.
- Conduct on-site interviews with investment managers to discuss operational risks, internal controls, and information systems, as well as verify the existence of assets.
- 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 to clients, in line with client and management deadlines.
- Liaise with clients and investment managers with respect to ODD inquiries.
- Develop and implement company best practices for ODD and facilitate knowledge transfer within the ODD group and company, as well as among clients and investment managers.
- Participate in project work to enhance the due diligence process and broader company initiatives.
- Provide thought leadership by contributing to the client newsletter and intranet and assist with the production of white paper research for distribution to clients.
- Act as an ambassador for Albourne at industry events.
- Mentor ODD Associate Analysts in Albournes ODD process.
- Report potential conflicts to Compliance and work with Compliance to ensure that conflict disclosures appear on research reports.
**Desired Qualifications**
- University graduate or equivalent
- 5+ years of relevant prior work experience, with expertise in or familiarity with one or more of the following areas: operational due diligence, fund due diligence, audit (including internal audit), legal and compliance, technology and information security, fund operations, fund administration, or prime brokerage
- Proficiency in Microsoft Office 365 (including Excel, PowerPoint, Word, Outlook, Teams) and Microsoft Copilot and/or other AI tools, in addition to experience with Power BI.
- Advanced written and verbal communication skills in English
- Proactive self-starter with advanced time management and multitasking skills
- Professional demeanor and strong interpersonal skills
- Willingness and ability to travel frequently to the U.S. and internationally
- Possession of, or advanced progression toward, a relevant professional qualification (e.g., CFA, CAIA, CPA)
**Albourne Offers**
- Competitive salary and annual discretionary bonus scheme
- Paid vacation time
- Comprehensive group health coverage and registered retirement savings program
- Professional development support
- A work culture focused on continuous learning, sustainability, and fostering diversity, equity, inclusion, and belonging
- Casual dress
- Company social hours and celebrations
- Wellness programs and sponsored volunteering opportunities
- A collegial work environment
**Job Type**:Full-time, Hybrid
**Location**: Toronto, Ontario, Canada
**Work Authorization**: Must be eligible to work in Canada
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