Sustainable Investing Associate Analyst
Albourne Partners (Canada) Limited
Albourne is an investment consultant which was founded in 1994. Albourne advises over 300 investors, including institutional investors, financial intermediaries, and family offices, on over $650 billion alternative investments across the liquidity spectrum. It specializes in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry – best practices have always been a defining part of who we are.
Albourne’s 600+ employees are in 11 offices globally, including London, San Francisco, Connecticut, Munich, Hong Kong, Singapore, Tokyo, Toronto, Nicosia, Bahrain, and Bermuda. Albourne is proud of its flat structure with over 90 Partners, over 75 of whom are either share or option holders.
Job Summary & Purpose:
Albourne Partners (Canada) Limited is looking for a Sustainable Investing Associate Analyst. The Sustainable Investing Associate Analyst will be tasked with the product of Sustainable Investing (“SI”) research and analytics for individual funds and clients’ portfolios. Generally, they will also contribute to delivering the SI Team accountabilities and contribute to the ongoing development of the SI Team’s outputs and other ad hoc projects and initiatives as required.
Contribute toward, along with other Sustainable Investing Team colleagues, the following:
- Ongoing refinement, maintenance, and management of sustainability due diligence research instruments, including handling of secondary referrals of manager queries and the review and publication of manager submissions. Management of other data sourcing, channels and internal handling. Conduct analysis and produce reports on insights from survey data.
- Sustainability-related due diligence on and the production of reports on funds and managers.
- Analysis and production of reports on clients’ portfolios using Albourne’s Sustainable Investing data, analytics and research.
- Production, presentation or delivery, as appropriate, of Sustainable Investing advisory services to clients.
- Provision of training, advice and guidance to colleagues, and otherwise contribute to the production, ongoing development and quality assurance of Sustainable Investing outputs by other teams or functions.
- Maintenance of Albourne’s information systems with accurate and timely information, including meeting notes, recommendations, presentations, and other board material. Ensure that client material is stored in commonly accessible areas as directed.
- Management of the client interface.
- Support of business strategic initiatives as required.
- Coordination of interactions with industry and regulatory bodies.
- Production of written and media collateral.
- Management of technology projects and related interactions with Technology colleagues.
- Management of Sustainable Investing supplier relationships.
- Coordination of the Sustainable Investing Team’s interaction with other business functions, including Legal and Compliance, Finance, Client Services, and Communications.
- General administration of the Sustainable Investing Team and their activities.
- Other ad hoc activities, as directed by the Line Manager or their delegate.
- University graduate or equivalent.
- Up to 2 years of work experience as an analyst (including but not limited to any one or more of due diligence, investment, operational, financial, risk) in investment consulting, investment management or other financial or investment institutions or organizations, including fund managers and asset managers.
- Regulatory registration (dependent on regional requirements).
- Experience in sustainable finance or sustainable investing is not essential but would be advantageous.
- Strong written communication skills.
- Qualitative and quantitative research skills or willingness and aptitude to develop such capabilities.
- Willingness to pursue, or progression towards, a relevant professional financial qualification (e.g. CFA, CAIA, ACA/ACCA, CPA), or a sustainability-related qualification or degree.
- Abide by the Portfolio Group policies and procedures as well as the Albourne Group’s policies and procedures, including but not limited to compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
- Proactive self-starter, with proficient time management and multi-tasking skills.
- Professional demeanor and strong interpersonal skills.
- Systems literacy (Microsoft Excel, PowerPoint, Word, and Outlook).
- Ability to travel.
- Comply with terms of Albourne Compliance Manuals.
- Comprehensive group health coverage
- Registered retirement savings program
- Bonus scheme
- Education reimbursement
- A work culture that values continuous learning and professional development, sustainability, and diversity, equity, inclusion, and belonging
- Casual dress
- Wellness programs
- Sponsored charity day events and volunteering opportunities
- Company social hours, celebrations, and company offsite events
- A collegial work environment
Job Type: Full-time, Hybrid
Location: Toronto, Canada
Work authorization: Must be eligible to work in Canada
Albourne is an equal opportunity employer and values diversity in its workforce, encouraging applications from all qualified individuals.
Albourne Partners (Canada) Limited (APCA) is in full compliance with the AODA.
APCA will accommodate applicants’ disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process. Any assessment and selection materials or processes used during the recruitment process will be available in an accessible format to applicants with disabilities, upon request. If you require a disability-related accommodation in order to participate in the recruitment process, please contact HR.
You need to be legally eligible to work in Canada at the location specified above and, where applicable, must have a valid work or study permit.
Albourne thanks all applicants, but only successful candidates will be contacted.