About the Role
As an intern in the Finance – Due Diligence & Advisory role, you will gain immersive work experience applying analytical and problem-solving skills. You will gain exposure to various asset classes, investment strategies, fund structures, and supporting investment operations. You will work alongside experienced operational due diligence professionals.
Responsibilities
- Assist the team with preparation and documentation of external manager and service provider due diligence.
- Update internal systems with relevant information and key points from ongoing due diligence activities.
- Work with the team to ensure deal tracking tools are accurately maintained and ongoing monitoring activities are completed on time.
- Help prepare monthly reports for the Chief Financial Officer and other relevant information for inclusion in oversight committee presentations.
- Perform high volume filing and administrative support as required.
Requirements
- Progress (3rd year) towards a relevant university degree (e.g., business degree with a finance focus) with a demonstrated record of academic and extracurricular achievement.
- Interest in/progress towards the CFA, and/or CAIA designation is desired.
- Attention to detail with a strong ability to multi-task while maintaining a high work standard.
- Good priority setting and time management skills.
- Strong interest in asset management industry and investment products.
- Proficient use of MS Office products and CRM-type tools.
- Excellent written and verbal communication skills.
- Proficient use of AI tools such as Copilot for automating tasks.
- Must be enrolled in a co-op program or returning to studies after the work term is completed.
- Must be legally entitled to work in the country where the role is located.
Skills
- Analytical skills
- Problem-solving skills
- Independent thinking
- Time management
- Communication skills
- MS Office proficiency
- CRM proficiency
- AI tool proficiency (e.g., Copilot)
Location
- Toronto
Work Type
- Internship
- Full-time
Experience Level
- Intern
Education Level
- 3rd year university degree (business with finance focus preferred)
Salary/Compensations
- $24 - $28 per hour
Benefits
- Opportunities for professional growth and development
- Lunch and learns
- Student led team building events
- Employee discount programs (Edvantage, Perkopolis)
About the Company
- The Due Diligence & Advisory group (DDA) supports the Investment department by conducting operational due diligence on fund managers and key service providers.
- Ontario Teachers' values diversity as a core strength and is committed to fostering an inclusive and equitable workplace.
Equal Opportunity
- At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.
