Due Diligence Analyst

Montreal, QC, Canada

Job Description

COMPANY DESCRIPTIONCastle Hall Diligence is a leading specialist in operational, investment, ESG and cybersecurity due diligence of alternative and traditional asset managers. With a rapidly growing team of 80+, Castle Hall has become the largest, dedicated due diligence organization worldwide, operating from offices in Montreal and Halifax, Canada; London, UK; Abu Dhabi, UAE; Manila, Philippines, and Sydney, Australia. Castle Hall's core competitive advantage is DiligenceHub, our proprietary online diligence platform, which has helped our clients review diligence across more than 6,000 fund entities.More information about our company can be found at www.castlehalldiligence.com.Castle Hall is an entrepreneurial, dynamic and fast-moving company that is looking to add a Business Development Specialist to our team. This role is in responds to an increasing demand for Castle Hall's services, and the firms commitment to executing an effective and well-constructed sales process. The successful candidate will be given the opportunity for personal and professional growth.WHAT WE OFFER

  • Exposure to the alternative assets industry, to institutional investors and institutional asset managers across a wide range of strategies
  • An opportunity to be part of a highly successful and growing organization. Excellent working conditions in a dynamic work environment
  • Benefits plan including health spending account, health and dental coverage
  • Learning and Development - Reimbursement for relevant designations
  • Competitive paid time off
  • Wellness initiatives that include portals to access fitness, nutrition and keynote speaker classes. Fitness hours and private events.
RESPONSIBILITIES
  • Review and analysis of key fund documents (e.g. prospectus, financial statements, contracts and compliance documentation)
  • Review and verification of fund and management company data maintained within Castle Hall's extensive due diligence database
  • Conduct of due diligence interviews with global asset managers
  • Documentation of findings in detailed due diligence reports, including written narrative and identification of risk factors using Castle Hall's online risk management application
  • Identification, analysis and documentation of ongoing changes at the fund and management company
  • Communication with clients to relay due diligence findings and proactively support our clients' investment decisions making process.
  • Other duties may be assigned
DESIRED SKILLS AND EXPERIENCECandidates will relish the intellectual challenge of analyzing complex organizations and sophisticated investment strategies. Other requirements are:
  • A Bachelor's degree in finance, commerce, business, accounting, sciences or a related discipline.
  • A minimum of 2 years work experience in the financial service industry would be considered an asset
  • A developed interest in the investment industry as well as the accounting, operational and valuation issues faced by asset managers
  • Pre-existing understanding of hedge fund, private equity and other investment company structures, terms and conditions will be an advantage
  • Confidence and maturity to relay due diligence findings to our global client base and become a trusted advisor to global asset allocators
  • Exceptional attention to detail, combined with excellent English Written and verbal communication skills
  • Candidates may have professional designations such as CAIA, CFA or CPA, CA or have made progress towards one of these designations
  • Character, ambition and drive to succeed within a dynamic industry are critical
Please send your cover letter and resume specifying "Due Diligence Analyst - Montreal". Only candidates under consideration will be contacted.*Due to Covid-19 all employees within Castle Hall are currently working from home with the potential to move back into an office environment when government regulations say it is safe to do so. Until then all interviews and meetings will be held virtually.The ideal candidate will have an appropriate work-from-home designated space & applicable amenities.Castle Hall Diligence is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Job Types: Full-time, PermanentBenefits:
  • Company events
  • Dental care
  • Extended health care
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision care
  • VRSP
  • Wellness program
  • Work from home
Flexible Language Requirement:
  • French not required
Schedule:
  • 8 hour shift
Ability to commute/relocate:
  • Montreal, QC: reliably commute or plan to relocate before starting work (preferred)

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Job Detail

  • Job Id
    JD2030189
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Montreal, QC, Canada
  • Education
    Not mentioned