Operational Due Diligence Analyst

The Team:

Operational Due Diligence (ODD) is one of Albourne’s largest investment functions with over 130+ employees across North America, Europe, and Asia. Albourne Partners (Canada) Limited is an important center for Albourne’s ODD activities, as the base for coverage of most North American alternative investment managers.

We work closely with clients to provide a thorough assessment of all non-investment-related aspects of an investment manager’s business. In a typical day, we are liaising with investment managers to prepare a written research report which outlines risks and recommendations for Albourne’s clients. This includes reviewing an investment manager’s organization, investment operations, counterparty management, financing, valuation, information security, regulatory compliance, ESG and employment practices.  

Accountabilities:

• Evaluate assigned alternative investment fund managers. Particular focus would include an analysis of operational risk and internal controls, examine documentation, review of staff and structure, and inspect information systems/technology infrastructure.
• Ongoing monitoring of assigned funds and updating written reports to reflect changes to the operations for those funds.
• Prepare clear, accurate, concise reports and recommendations to clients, in line with client and management deadlines.
• Liaise with clients and fund managers with respect to operational due diligence inquiries.
• Develop and implement company “best practices” with respect to operational due diligence. Stay current on industry standards and help to facilitate knowledge transfer within the ODD group and company.
• Support business development activities
• Participation in project work to support the due diligence process and broader company initiatives.
• Act as an ambassador for Albourne at industry events.
• Ensure information within internal database is kept up to date and current.
• Active idea contribution for client newsletter and intranet. Production of white paper research for distribution to clients within UC&O.
• Mentoring ODD Support Analysts in Albourne’s 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
• 4+ years relevant prior work experience, with expertise in or familiarity with one or more of the following areas: fund operations, fund administration, prime brokerage, audit, legal, compliance, technology, and information security
• Advanced written and verbal communication skills
• Possession of or advanced progression towards relevant professional qualifications (e.g., CFA, CAIA, CPA)
• Proactive self-starter, proficient time management and multi-tasking
• Professional demeanor and strong interpersonal skills.
• Systems literacy (Excel, PowerPoint, Word, Outlook, Teams)
• Comply with terms of Albourne Compliance Manuals
• Comfortability with frequent travel
• Regulatory registration (dependent on regional requirements)

What Albourne Offers:

• Competitive salary and annual discretionary bonus scheme
• Comprehensive group health coverage
• Registered retirement savings program
• Paid vacation time
• Professional development support
• A work culture focused on continuous learning, sustainability, and fostering diversity, equity, inclusion, and belonging
• Casual dress
• Wellness programs
• Sponsored volunteering opportunities
• Company social hours and celebrations
• A collegial work environment

Job Type: Full-time, Hybrid

Location: Toronto, Ontario, Canada

Work Authorization: Must be eligible to work in Canada

Please click the following link to view Albourne Partners (Canada) Limited's Employee Privacy Notice.

Albourne is an equal opportunity employer and values diversity in its workforce, encouraging applications from all qualified individuals.

Albourne Partners (Canada) Limited (APCA) is in full compliance with the AODA.

APCA will accommodate applicants’ disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process. Any assessment and selection materials or processes used during the recruitment process will be available in an accessible format to applicants with disabilities, upon request. If you require a disability-related accommodation in order to participate in the recruitment process, please contact HR.

You need to be legally eligible to work in Canada at the location specified above and, where applicable, must have a valid work or study permit.

Albourne thanks all applicants, but only successful candidates will be contacted.