Rally Assets

Full job description, in English and French | Description complete du poste, en anglais et en francais:https://rallyassets.com/about/team/jobs/

Manager, Private Investment Research

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

ROLE DESCRIPTION

Making an impact. It's what you're passionate about when it comes to the investing sector. You know that impact investing is a way to address social and environmental justice. With a solid foundation in investment analysis, you're ready to dive deep into sustainable and impact investing. You want to build on your expertise in both impact and financial investment research and diligence of private investment assets, as part of a dynamic and growing team.

Reporting to the Head of Investment Research, and working alongside other team members, the Manager, Private Investment Research provides essential investment research to Rally's portfolio managers for decision-making, working across the investment and client teams. With knowledge of fund managers across Canada with private asset class mandates (such as private equity, venture capital, private debt, private real estate and real assets), the Manager, Private Investment Research connects client investment mandates to private investment products and model portfolios.

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

During the interviews we will review, assess and cover the following:

• Your passion and interest in impact investing
• Your experience with impact investment process and due diligence in private investments
• Your ability to think critically
• Your time and project management skills
• Your comfort working in a fast-paced, evolving and self-directed work environment
• Your belief in our company values of curiosity, empathy, generosity, grit, honesty and integrity
• Your commitment to contributing to a team's success
• Your opinion on the Canadian and global impact investing field and products, particularly private investments
• Your experience regarding the large environmental and equity challenges impact investing aims to help solve
• Your ability to translate complex ideas/information and make them accessible to non-specialist audiences
• Strong interpersonal skills, emotional intelligence, communication skills, including public communication skills

WORKING AT RALLY ASSETS

• Work at a company that is purpose driven and values aligned where you will be able to contribute on a daily basis to making the world better
• A great corporate culture - certified as a Great Place to Work and a B Corporation
• We strive to support everyone in achieving a good work-life balance
• A competitive health and benefits plan designed to support the welfare of team members
• 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. While most of the Rally team lives in Toronto, we have team members across the country and support hybrid and remote working when possible

APPLICATION INSTRUCTIONS

Interested individuals should apply through our online application portal by August 9. Shortlisted candidates will be contacted for interview. No phone calls please.

COMMITTED TO INCLUSION

Rally Assets Inc. is committed to equity, diversity and inclusion. We intentionally strive to have a workforce that mirrors the diverse demographics in this country. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status. Studies have shown that women, people of colour, people with disabilities and people from 2SLGBTQIA+ communities are less likely to apply to jobs unless they meet every single qualification. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for. If you require accommodation during the recruitment and selection process, please let us know: info@rallyassets.com . We will work with you to provide as seamless a recruitment experience as possible.

To support fairness and reduce administrative burden, we may use AI-assisted tools to help organize or review resume content. These tools never disqualify candidates or make decisions. All hiring decisions are made by human reviewers.

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.