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About the Role

Manager, Private Investment Research provides essential investment research to Rally’s portfolio managers for decision-making, working across the investment and client teams. With knowledge of fund managers across Canada with private asset class mandates, the Manager, Private Investment Research connects client investment mandates to private investment products and model portfolios.

Responsibilities

• Lead investment research and detailed due diligence on private fund managers and product issuers across private asset classes and direct co-investment opportunities, in Canada and globally.
• Collect and analyze operational, financial and impact data from a variety of sources to monitor and update views and recommendations on current funds.
• Synthesize, communicate and present research, due diligence and recommendations to internal investment teams, investment committees and clients.
• Develop and monitor key KPIs for each investment, including metrics that track financial and impact progress relative to targets.
• Lead quarterly financial and impact performance monitoring for private funds and products.
• Source, maintain and monitor a database of relevant pipeline opportunities consisting of Canadian and global private fund managers and select co-investments.
• Lead relationships with various fund managers and product issuers.
• Find ways to improve the rigour and efficiency of our investment research and due diligence process.
• Support client engagements and be accountable for your portion of client deliverables, processes and budget management.
• Assist in providing thought leadership and insights regarding macroeconomics, impact, portfolio strategy and asset allocation.
• Actively participate in business development, marketing activities and presentations to support growth of the firm.
• Develop and implement strategic priorities and collaborative projects with the firm’s leadership.

Requirements

• 5-7 years of relevant work experience in private investment fund due diligence and portfolio monitoring across private asset classes.
• Experience investing in direct private investment is preferred.
• Detailed understanding of the full investment and fund management due diligence including legal negotiations and monitoring process.
• Experience conducting financial, attribution, modelling, business and impact analysis of third-party fund managers.
• Self-starter with demonstrated strong project management and organizational skills.
• Strong preference for prior sustainability, ESG or impact investing experience.
• Legally able to work in Canada without restrictions.

Skills

• Investment analysis
• Sustainable and impact investing
• Impact and financial investment research
• Diligence of private investment assets
• Fund managers across Canada with private asset class mandates (private equity, venture capital, private debt, private real estate and real assets)
• Financial analysis
• Impact analysis
• Project management
• Organizational skills
• Critical thinking
• Time management
• Interpersonal skills
• Emotional intelligence
• Communication skills
• Public communication skills
• AI integration into investment research and process (asset)

Location

• Canada

Work Type

• Permanent
• Full-Time
• Hybrid
• Remote

Experience Level

• Manager

Education Level

• Relevant degree or equivalent work experience
• Relevant professional credentials (CAIA, CFA, etc.) or a Master level education are an asset

Salary/Compensations

• $100,000 - $110,000 a year plus bonus

Benefits

• Competitive health and benefits plan
• Opportunities for professional development
• Participation in a bonus plan based on financial, impact and corporate performance
• Vacation entitlement starts at 20 days a year

About the Company

• Rally Assets Inc. is an impact investment management firm.
• We strive to help investors generate positive social and environmental impact alongside a financial return.
• We provide portfolio management services to funds and create custom impact portfolios, aiming to enable foundations, institutional investors, family offices and individual accredited investors to invest in alignment with their values.
• We are registered as a Portfolio Manager and Exempt Market Dealer in Alberta, British Columbia, Ontario and Quebec.
• Realize Capital Partners Inc. a subsidiary of Rally Assets Inc. is the manager of Realize Fund LP, under the Government of Canada’s Social Finance Fund.

Equal Opportunity

• Rally Assets Inc. is committed to equity, diversity and inclusion.
• We intentionally strive to have a workforce that mirrors the diverse demographics in this country.
• We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status.
• If you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for.
• If you require accommodation during the recruitment and selection process, please let us know: info@rallyassets.com . We will work with you to provide as seamless a recruitment experience as possible.
• To support fairness and reduce administrative burden, we may use AI-assisted tools to help organize or review resume content. These tools never disqualify candidates or make decisions. All hiring decisions are made by human reviewers.