Manager, Private Investment Research | Directeur ou directrice, recherche sur les investissements privés
About the role
Permanent, Full-Time Position Salary: $100,000 - $110,000 a year plus bonus Deadline for Applications: Sunday August 9, 2026 Expected Start Date: September or October 2026 Interviews: Screening and interviews will be on a rolling basis Apply on our website: https://rallyassets.com/about/team/jobs/
Full job description, in English and French | Description complète du poste, en anglais et en français: https://rallyassets.com/about/team/jobs/
PRIMARY DUTIES Research and Due Diligence 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 (such as fund annual reports, data rooms, press releases, sector research, third-party research providers and other relevant documents and information sources), to monitor and update views and recommendations on current funds within our various portfolio mandates and watchlists Synthesize, communicate and present research, due diligence and recommendations to our 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
Cross-Functional Support 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
QUALIFICATIONS On your resume, we ask that you demonstrate the following: 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 to assess aspects like the viability of a fund product, business model, stress testing, return profile and market trend analysis Relevant degree or equivalent work experience. Relevant professional credentials (CAIA, CFA, etc.) or a Master level education are an asset Self-starter with demonstrated strong project management and organizational skills Strong preference for prior sustainability, ESG or impact investing experience Fluency in French strongly preferred Experience integrating AI into investment research and the investment process is considered an asset Legally able to work in Canada without restrictions
ABOUT RALLY ASSETS 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.
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Manager, Private Investment Research | Directeur ou directrice, recherche sur les investissements privés
About the role
Permanent, Full-Time Position Salary: $100,000 - $110,000 a year plus bonus Deadline for Applications: Sunday August 9, 2026 Expected Start Date: September or October 2026 Interviews: Screening and interviews will be on a rolling basis Apply on our website: https://rallyassets.com/about/team/jobs/
Full job description, in English and French | Description complète du poste, en anglais et en français: https://rallyassets.com/about/team/jobs/
PRIMARY DUTIES Research and Due Diligence 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 (such as fund annual reports, data rooms, press releases, sector research, third-party research providers and other relevant documents and information sources), to monitor and update views and recommendations on current funds within our various portfolio mandates and watchlists Synthesize, communicate and present research, due diligence and recommendations to our 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
Cross-Functional Support 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
QUALIFICATIONS On your resume, we ask that you demonstrate the following: 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 to assess aspects like the viability of a fund product, business model, stress testing, return profile and market trend analysis Relevant degree or equivalent work experience. Relevant professional credentials (CAIA, CFA, etc.) or a Master level education are an asset Self-starter with demonstrated strong project management and organizational skills Strong preference for prior sustainability, ESG or impact investing experience Fluency in French strongly preferred Experience integrating AI into investment research and the investment process is considered an asset Legally able to work in Canada without restrictions
ABOUT RALLY ASSETS 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.