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Private Markets Investment Due Diligence Associate Analyst - Private Credit jobs in United States
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Albourne · 1 month ago

Private Markets Investment Due Diligence Associate Analyst - Private Credit

Albourne Partners (Canada) Limited is looking for a Private Markets Investment Due Diligence Associate Analyst to join their Private Credit Team. The successful candidate will support manager selection, investment due diligence, and strategy analysis with a focus on Private Credit strategies.
FinanceConsultingFinancial Services
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Culture & Values

Responsibilities

As a member of the research team, the primary responsibility of a PM IDD Associate Analyst is to assist in maintaining and expanding Albourne’s coverage of Private Credit fund offerings – the primary deliverable is a written research report based on qualitative and quantitative analysis
The due diligence process includes the initial screening of investment managers; participating in meetings with the managers; quantitative performance analysis; engaging in an open dialogue with both colleagues and fund managers; and participating in the fund rating process
In addition to preparing written research reports, PM IDD Associate Analysts are responsible for coordinating diligence call schedules, drafting internal meeting notes, and ensuring the predefined research process is adhered to
Fund coverage includes initiating ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings and ratings, coverage of client portfolios, and comprehensive strategy coverage
To the extent possible, PM IDD Associate Analysts should help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
PM IDD Associate Analysts assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies
Broader strategy coverage work includes assisting in the production and/or maintenance of industry research outlining the key trends, peer comparison and the competitive landscape, summarizing sub-strategy opportunities and risks, and other topical subjects
Identify and recommend any additional tools or analytics which will enhance the overall accuracy of Albourne's research
Meet deadlines set by management and clients
Ensure internal database is maintained with up-to-date information and internal processes are followed
Assist with client communication and business development activities, as required
Other ad hoc projects as assigned

Qualification

Investment Due DiligencePrivate Credit KnowledgeFinancial Markets UnderstandingCFACAIA ProgressionMicrosoft 365 ProficiencyWritten CommunicationOral CommunicationTime ManagementInterpersonal Skills

Required

University graduate or equivalent with 0-3 years of experience in alternative fund investment due diligence, investment management, or related experience
Solid understanding of financial markets and terminology, with a preference for knowledge of private credit or credit markets more broadly
Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
Excellent written and oral communication skills
Experience producing written research reports or deal memos as a deliverable
Proactive self-starter, proficient in time management and multitasking
Professional demeanor with refined interpersonal skills
Willingness and ability to travel to the U.S. and internationally, as required

Benefits

Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
Flexible work options, with hybrid arrangements available where possible
Generous paid time off, inclusive of vacation leave
A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
Comprehensive health benefits including dental, vision, and mental health support
Wellness programs and sponsored volunteering opportunities
A welcoming culture that embraces diversity and fosters equity and belonging for all
Office celebrations, events, and weekly social hours
Casual dress and a collaborative, collegial team environment

Company

Albourne

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Albourne¹ was established in London in March 1994 as an independently owned advisor specializing in alternative assets.

Funding

Current Stage
Late Stage

Leadership Team

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John C.
Chief Executive Officer
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Chris Reel, CFA, CAIA
Partner
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Company data provided by crunchbase