Manager, Private Investment Research

Rally Assets • Toronto, ON

7d • CA$100,000 - CA$110,000 • Hybrid

About The Position

This role is for a Manager, Private Investment Research at Rally Assets, a purpose-driven impact investment management firm. The position is permanent and full-time, with a salary of $100,000 - $110,000 a year plus bonus. The deadline for applications is Sunday, August 9, 2026, with an expected start date in September or October 2026. The Manager, Private Investment Research will provide essential investment research to Rally’s portfolio managers, working across investment and client teams. This role requires a solid foundation in investment analysis, with a focus on sustainable and impact investing, and expertise in the diligence of private investment assets. The successful candidate will have knowledge of fund managers across Canada with private asset class mandates and will connect client investment mandates to private investment products and model portfolios.

Requirements

• 5-7 years of relevant work experience in private investment fund due diligence and portfolio monitoring across private asset classes.
• 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.
• Relevant degree or equivalent work experience.
• Self-starter with demonstrated strong project management and organizational skills.
• Legally able to work in Canada without restrictions.
• Strong interpersonal skills, emotional intelligence, communication skills, including public communication skills.

Nice To Haves

• Experience investing in direct private investment is preferred.
• Relevant professional credentials (CAIA, CFA, etc.) or a Master level education are an asset.
• 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.

Responsibilities

• 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 to monitor and update views and recommendations on current funds.
• Synthesize, communicate and present research, due diligence and recommendations to 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.
• Support client engagements and be accountable for 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 firm growth.
• Develop and implement strategic priorities and collaborative projects with the firm’s leadership.

Benefits

• Competitive health and benefits plan
• Opportunities for professional development
• Participation in a bonus plan based on financial, impact and corporate performance
• Vacation entitlement starts at 20 days a year
• Hybrid or remote work

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree