Data Analyst

**COMPANY DESCRIPTION**

Castle Hall Diligence is a leading specialist in operational, investment, ESG and cybersecurity due diligence of alternative and traditional asset managers. With a rapidly growing team of 80+, Castle Hall has become the largest, dedicated due diligence organization worldwide, operating from offices in Montréal and Halifax, Canada; London, UK; Prage, CZ; Abu Dhabi, UAE; Manila, Philippines, and Sydney, Australia. Castle Hall’s core competitive advantage is DiligenceHub, our proprietary online diligence platform, which has helped our clients review diligence across more than 6,000 fund entities.

**RESPONSIBILITIES**
- Becoming familiar with the firm’s OpsDiligence platform and contribute to its continuous improvement.
- Onboard investment managers and clients to our OpsDiligence platform.
- Review and input various financial information such as those related to hedge funds and private equity investment funds as well as coordinating with certain investment managers and service providers.
- Conducting calls with global asset managers across various strategies and sizes.
- Extract, compile, and manage documents received from investment managers and verify their accuracy before adding them into the back-end proprietary system of Castle Hall.
- Determine the strategies of the investment funds under coverage by verifying data points across marketing and manager proprietary materials as well as legal documents such as offering memoranda, limited partnership agreements, etc. and accurately input vital information for the client into Castle Hall’s back-end system.
- Perform related tasks in conjunction with the end-to-end process of the Data Team which is comprised of asset manager and fund level data input, public domain and service provider verifications.
- Monitor workload progress and report any issues and challenges to reviewers or direct supervisor for any action needed.
- Collaborate with Subject Matter Experts and Senior Data Analysts regarding the review process of the engagements.
- Efficiently contributing to the diligence team and deliverables by exploiting OpsDiligence platform.
- Managing and participating in strategic projects aimed at modernizing and improving OpsDiligence platform.
- Collaborating with the team to offer analytical solutions through data based recommendations.
- Recovering and analyzing data.
- Creating and maintaining dashboards.
- Research critically and carefully curate company websites and third-party media software for valuable information to Castle Hall clients.
- Compile, manage and verify the accuracy of researched data into new and existing databases.
- Writing summaries for notable information found to clients when required.
- Communicating with Castle Hall diligence team members in the review process.
- Other ad-hoc special projects and administrative duties as required.

**DESIRED SKILLS AND EXPERIENCE**
- A Bachelor’s degree or College diploma in Finance, Business Administration, Journalism, Communication, English, and/or a related discipline would be considered an asset.
- Project management skills and process optimization.
- MS Office suite proficiency including Outlook, Excel, Word and PowerPoint.
- Solid knowledge of financial measures and knowledge of the investment management sector
- Ability to handle raw data.
- Familiarity, confidence and accuracy when using a variety of IT tools (e.g. input of information into databases, maintaining files and folders on company servers).
- Outstanding written, verbal and researching skills.
- Able to quickly grasp new tasks working with highly technical information.
- Knowledge of financial industry an asset.
- Experience in a similar role an asset.

**COMPETENCIES**
- Excellent English skills both written and oral.
- High level of accuracy and attention to detail.
- Strong organization skills with the ability to multi-task, prioritize and meet deadlines.
- Ability to function effectively as a member of a fast-paced team and contribute to a growing organization.
- Demonstrate initiative by proactively identifying potential solutions to problems, or making recommendations to enhance operational efficiencies.
- Ability to adapt to change and flexibility to take on varied tasks.
- Strong work ethic and professional integrity.

**WHAT WE OFFER**
- An opportunity to work with some of the most recognized hedge funds, private equity, private credit, real estate, and long only funds in the world on behalf of some of the largest institutional investors in the world
- An opportunity to be a part of a highly successful and growing organization
- An opportunity to work in a highly diversified fast paced global business in the financial industry
- An opportunity to become an expert in alternative investments (often at the forefront of launching new alpha generating strategies) and operational due diligence
- Training program customized to suit individual career development goals
- Ample opportunities for gro