Operational Due Diligence Associate Analyst

Role overview

Responsibilities

• Attend ODD meetings and assess managers' operational risks and internal controls.
• Review documentation, organizational structures, information systems, and technology infrastructure.
• Analyze fund financial statements and literature to prepare client recommendations.
• Coordinate with fund service providers to collect information for reports.
• Monitor assigned funds and update reports to reflect operational changes.
• Prepare accurate, concise reports and recommendations to deadlines.
• Analyze data trends and use data-mining methods to produce insights.
• Share ODD practices and knowledge with colleagues, clients, and investment managers.
• Contribute to process improvement and company projects, newsletters, intranet content, and client white papers.

Requirements

• Completed undergraduate degree in business, commerce, finance, accounting, economics, or a related discipline.
• Microsoft 365 proficiency, including Excel, PowerPoint, Word, Outlook, and Teams, is required.
• Strong written and verbal English communication; ability to manage deadlines and multiple priorities; collaborative interpersonal skills.
• Willingness and ability to travel to the U.S. and internationally as required.
• Internship or related industry experience; fund strategy and U.S. GAAP familiarity; analytics exposure and VBA, Python, or Power BI; Copilot experience; and CFA or CAIA plans are assets.

Benefits

• Competitive total rewards include a discretionary bonus scheme and optional GRSP with employer contributions.
• Flexible work options, paid time off, professional development, certification support, and mentorship are offered.
• Health benefits include dental, vision, and mental health support; wellness programs and volunteering opportunities are available.
• The company describes a welcoming, collaborative culture with events, social hours, and casual dress.

Compensation and employment

• Base salary is CAD $60,000 to $75,000 per annum.
• Job type is full-time; the arrangement is hybrid.

Location and work authorization

• The role is based in Toronto, Ontario, Canada.
• Candidates must be eligible to work in Canada.