Private Markets Investment Due Diligence Intern Job at Albourne (Hong Kong)

Private Markets Investment Due Diligence Associate Analyst - Private Credit

Albourne Partners (Canada) Limited is looking for a Private Markets Investment D...

Location

Canada , Toronto

Salary:

70000.00 - 90000.00 CAD / Year

Albourne

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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
Participate in the due diligence process including 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
Coordinate diligence call schedules, draft internal meeting notes, and ensure the predefined research process is adhered to
Initiate ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds
Help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
Assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies

What we offer

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

Fulltime

Private Markets Investment Due Diligence Analyst

We are looking for an Analyst to join our Private Markets Investment Due Diligen...

Location

Singapore , Singapore

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent
Relevant prior work experience, with knowledge or experience of alternatives industry
Strong written and verbal communication skills
Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA)
Abide by 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, proficient time management and multi-tasking
Professional demeanour and strong interpersonal skills.
Systems literacy (excel, ppt, word, Outlook)
Travel (as requested)
Comply with terms of Albourne Compliance Manuals

Job Responsibility

Strategy Coverage
Generate fund lists: Work in coordination with the Head of the Asia Private Markets IDD, Head of the Real Estate IDD, Head of Real Assets IDD and Private Markets IDD Analysts to maintain manager review and due diligence focus lists for assigned strategies and regions (if applicable)
Rate managers: Rate managers in the given strategy and exhibit the ability to clearly and persuasively articulate the rationale for those ratings
Produce IDD and associated reports: Produce clear & concise investment due diligence reports and recommendations to present to clients in coordination with the PM IDD Analyst(s) (Real Assets and Real Estate)
Monitoring: Provide ongoing monitoring of funds in client portfolios or on fund lists in the given strategy to ensure accuracy of existing ratings
Assist clients with accessing managers: To the extent possible, help build relationships between Albourne, the client, and covered managers to assist with client access to preferred funds
Strategy Analysis and Communication
Forward Calendar: Support production of an up-to-date and accurate Forward Calendar for the assigned strategy
Strategy Forecasts: Support production of strategy forecasting for assigned strategies within PM
White paper, CIO Notes & ATV: Support production and maintenance of research on the extranet, outlining the key attributes, trends, and drivers of a given strategy

What we offer

Professional development support
22 days' annual leave
Discretionary bonus scheme
Private medical and dental insurance
Business travel insurance

Fulltime

Private Markets Investment Due Diligence Associate Analyst

Albourne Partners (Canada) Limited is looking for a Private Markets Investment D...

Location

Canada , Toronto

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 2+ 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

Job Responsibility

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
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, help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
Assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies

What we offer

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

Fulltime

Private Markets Investment Due Diligence Senior Analyst

Albourne Partners is seeking a highly motivated Private Markets IDD Senior Analy...

Location

United States , San Francisco

Salary:

150000.00 - 190000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

University graduate
4 to 7 years’ experience in investment due diligence and private markets, with a focus on venture capital
Excellent written and oral communication skills
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook)
Travel (frequent)
(Optional) Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
Regulatory registration (dependent on regional requirements)
Must be eligible to work in the United States

Job Responsibility

Conduct Fund Investment Due Diligence
Generate and maintain manager review and due diligence focus lists for assigned strategies and regions
Rate managers and articulate the rationale for ratings through active debate within the PM IDD Teams
Produce clear and concise investment due diligence reports and recommendations for clients
Provide ongoing monitoring of funds in client portfolios or on fund lists
Assist clients with accessing managers and building relationships
Engage with managers providing high-quality co-investment opportunities and refer these to the internal Customized Investments team
Collaborate with the new funds team
Produce an up-to-date and accurate Forward Calendar for the assigned strategy
Develop strategy forecasts for assigned strategies within PM and HF

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness - onsite monthly fitness & mental health activities
30 days paid time off each year including Vacation and Holidays

Fulltime

Private Markets Investment Due Diligence Associate Analyst

To provide research support for manager selection, due diligence and related Pri...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with less than 4 years’ full-time experience
Excellent written and spoken English
Mandarin proficiency is strongly preferred
Excel macros programming skills a must
Regulatory registration with the Securities and Futures Commission in Hong Kong and any other relevant regulator a plus
Attendance at Company offsite and other Company events
Compliance with the Compliance Manual and other Albourne Policies and procedures
Travel (frequent)

Job Responsibility

To work in coordination with Head of Private Markets IDD in Asia and Private Markets IDD Analysts to maintain manager selection focus lists and support due diligence of Private Market funds for the Asia Pacific region
To assist with the arrangement, support and write up of meetings to evaluate Private Market managers leading to the production of core.concept reports
To assist with the preparation and updating of core.concept/due diligence reports and recommendations to present to clients
To assist and support in the preparation of market landscape and other ad-hoc presentations
To follow company’s ‘best practices’ in respect of Private Markets due diligence
To help ensure various internal databases are maintained and up to date
To facilitate knowledge accumulation and transfer within the company including, from time to time, working within a team to research selected topics for the preparation of insightful reports for clients
To help ensure client deliverables are prepared, reviewed and sent to clients on a timely and accurate basis
To provide assistance with the preparation of information for clients and respond to “ad hoc” requests

Fulltime

Hedge Fund Investment Due Diligence Intern

We are looking for a Hedge Fund Investment Due Diligence Intern to join the Hong...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

Currently enrolled in undergraduate program or recent graduate
Proactive self-starter, proficient at time management and multi-tasking
Excellent verbal and written communication skills
Professional demeanor and strong interpersonal skills
Systems literacy (Excel, Word and PowerPoint)
Compliance with Albourne compliance manuals
Participate in a training programme organised by the Company focused on the investment aspects of Asia hedge funds

Job Responsibility

Assist with an MS Excel based project building an Asia private market credit track record and Asia hedge fund flow report which will involve quantitative work
Assist in the development of analysis models
Undertake qualitative works
Write up manager meetings and assist with concept drafting

Private Markets, Due Diligence - Vice President

iCapital is looking for a candidate to join its growing Research and Education t...

Location

United States , Greenwich; New York

Salary:

165000.00 - 190000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

10+ years of total experience in financial services
5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds
Prior experience focusing on fund manager evaluations
Demonstrated qualitative and quantitative analytical skills
Strong written communication skills and able to present in front of senior professionals in the industry
Able to work independently

Job Responsibility

Lead investment and operational due diligence on private capital managers identified for inclusion on iCapital’s platform
Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors
Help lead internal processes for conducting due diligence and overseeing the quality and consistency of due diligence reports
Play an active role in the management of the due diligence projects pipeline
Keep abreast of investment opportunities and be able to successfully communicate information to the investment team
Source new managers, perform initial screening, and identify managers for further consideration
Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy
Prepare marketing and education materials on various products and strategies for clients of the company
Present investment merits of current products in the market as well as current trends in the private capital investing to clients

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Director, Alternative Investments Operational Due Diligence

Under very limited supervision, the Director of Alternative Investment Operation...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s Degree (B.A.) in accounting or finance and a minimum of five to seven (5-7) years of experience at a broker/dealer, hedge fund, private equity firm, or similar in a related role
Any equivalent combination of experience, education, and/or training approved by Human Resources
Knowledge of operations of broker dealers, hedge funds, private equity, and similar firms
Knowledge of fund accounting procedures and audit
Knowledge of complex investment concepts, practices and procedures used in the securities industry
Knowledge of financial markets and complex products
Knowledge of quantitative and qualitative understanding of the investment management business and performance measurement
Knowledge of major securities acts and how they apply to alternative investment funds
Skill in excellent written and verbal communication
Skill in performance calculations

Job Responsibility

Leads operations activities, including the planning, organizing and execution
contributes to overall strategy development
Develop and maintain an alternative investment operational due diligence program
Lead onsite diligence meetings and communicate regularly with the C-Suite of external fund managers
Analyze investment structures, offering terms, trading and operations, along with legal and compliance programs
Provide a supported recommendation within written reports
Participate in economic negotiations and be expected to present to large groups
Assist with leading in the further development and maintenance of AIG’s operational due diligence program
Perform operational risk reviews of funds
Prepare written reports

Fulltime

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Private Markets Investment Due Diligence Intern

Job Description

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