Senior Associate, Private Investment Research / Associé Principal, Recherche En Investissement Privé

(Full job description, in English and French | Description complète du poste, en anglais et en français: https://rallyassets.com/wp-content/uploads/2023/04/SENIOR1.pdf
Making an impact. It’s what you’re passionate about when it comes to the investing sector. You know that impact investing is a way to address social and environmental justice. With a solid foundation of investment analysis, you are ready to dive deep into impact investing. You want to grow your expertise in both impact and financial due diligence of private investment assets, as part of a dynamic and growing team.
Rally Assets’ Senior Associate, Private Investment Research will provide essential decision-making investment research to Rally’s portfolio managers, working across the investment and client teams. Getting to know fund managers across Canada and globally, the Senior Associate, Private Investment Research will connect the supply of impact capital to demand, in order to move more capital to impact.
Primary Duties
Private Impact Investment Researcher
Work closely with private impact investment research team to source new opportunities, maintain a database of products, and conduct due diligence
Support client engagements including mandates for investment search and due diligence, impact reporting, and portfolio management. Such engagements will require accountability for client deliverables, processes, and budget management
Manage relationships with various Fund Managers and product issuers
Find ways to improve the rigor of our due diligence process
Manage relationships with internal stakeholders such as client services, compliance, and impact reporting
Support new initiatives such as market research reports
Continuing to refine and improve our service offering and processes through the ongoing capturing and
retention of developed IP and best practices
Communicating the firm’s service offerings and market leadership to new networks and partners
Developing and implementing strategic priorities and collaborative projects with the firm’s leadership
On your resume, we ask that you demonstrate the following:
Qualifications
3 – 5 years of relevant work experience in social impact, impact investing, investment banking, or private equity, with interdisciplinary experience across both social impact issues and financial analysis preferred
Detailed understanding of the investment and fund management process, and private markets experience is a must
Experience providing financial, modeling, and business analysis to assess viability of the Fund, business model, stress testing, return profile, and market trend analysis
Strong commitment to and/or experience embedding social equity into investment practices
Experience working with a range of investors such as foundations, families, high-net-worth individuals, corporates, and financial institutions
Demonstrable strong project management and organizational skills
Relevant degree or equivalent work experience. Relevant professional credentials (CFA etc.) or a Master level education is an asset
You are English-French bilingual (essential)
You are legally able to work in Canada
During the interviews, we will be reviewing, assessing, and covering the following:
Your passion and interest in impact investing
Your experience with impact investment processes and due diligence in private investments
Your ability to think critically
Your time and project management skills
Your comfort working in a fast-paced, evolving, and self-directed work environment
Your belief in our company values of honesty, generosity, empathy, curiosity, and integrity
Your commitment to contributing to a team’s success
Your opinion on the Canadian impact investing field and products, particularly private investments
Your experience supporting the large environmental and equity challenges impact investing aims to help solve
Your ability to translate complex ideas/information and make them accessible to non-specialist audiences
Strong interpersonal skills, emotional intelligence, and communications skills, including public communication skills
WORKING AT RALLY ASSETS
You’ll have a job that is in accordance with your values and will be able to contribute on a daily basis to make the world better.
Staff development is guided by individuals’ interests and skills rather than simply the official job description.
You get to work alongside a caring team, we respect that staff have busy personal lives and we strive to
support everyone to have a good work-life balance.
We support the welfare of team members through health and wellness benefits and generous holiday time.
We offer opportunities for professional development
There is an opportunity for ownership participation through a stock option plan
Your compensation will consist of both a base salary and performance bonus
Not in Toronto? Not a problem. While most of the Rally team lives in Toronto, we appreciate there are many other wonderful towns and cities in this country and recognize you might too! We have clients and partners across this country and are intentionally working to develop staff teams outside of Toronto.
How To Apply
Interested individuals should submit their resume and cover letter, online in a single document. While we thank all who apply, only those candidates deemed qualified by the hiring manager will be contacted. If you require accommodation during the recruitment and selection process, please let us know: [email protected]. We will work with you to provide as seamless of a recruitment experience as possible.
About Rally Assets
Rally Assets is an impact investment management and advisory firm. We help investors generate positive social and environmental impact alongside a financial return. We create specialized solutions for corporate and institutional investors, foundations, family offices, and individual accredited investors. We are a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario, and Quebec with the respective provincial securities commissions. Rally is a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose.
Rally Assets Inc. is an equal opportunity employer committed to equity, diversity, and inclusion. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Indigenous status. Studies have shown that women, people of colour, people with disabilities, and people from LGBTQ2S+ communities are less likely to apply to jobs unless they meet every single qualification. 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.