Albourne Partners (Canada) Limited is looking for a Private Markets Investment Due Diligence Associate Analyst to join their Private Credit Team. The successful candidate will support manager selection, investment due diligence, and strategy analysis with a focus on Private Credit strategies.
Responsibilities
- As a member of the research team, the primary responsibility of a PM IDD Associate Analyst is to assist in maintaining and expanding Albourne’s 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
- PM IDD Associate Analysts assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies
- Broader strategy coverage work includes assisting in the production and/or maintenance of industry research outlining the key trends, peer comparison and the competitive landscape, summarizing sub-strategy opportunities and risks, and other topical subjects
- Identify and recommend any additional tools or analytics which will enhance the overall accuracy of Albourne's research
- 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
Skills
- University graduate or equivalent with 0-3 years of experience in alternative fund investment due diligence, investment management, or related experience
- Solid understanding of financial markets and terminology, with a preference for knowledge of private credit or credit markets more broadly
- Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
- Excellent written and oral communication skills
- Experience producing written research reports or deal memos as a deliverable
- Proactive self-starter, proficient in time management and multitasking
- Professional demeanor with refined interpersonal skills
- Willingness and ability to travel to the U.S. and internationally, as required
- Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
Benefits
- Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
- Flexible work options, with hybrid arrangements available where possible
- Generous paid time off, inclusive of vacation leave
- A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
- Comprehensive health benefits including dental, vision, and mental health support
- Wellness programs and sponsored volunteering opportunities
- A welcoming culture that embraces diversity and fosters equity and belonging for all
- Office celebrations, events, and weekly social hours
- Casual dress and a collaborative, collegial team environment
Company Overview
Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets. It was founded in 1994, and is headquartered in London, England, GBR, with a workforce of 501-1000 employees. Its website is http://www.albourne.com.
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