Job description 

Diligence Analyst 

- Montreal - 

The Diligence Analyst will compile data on complex and sophisticated investment vehicles and may also provide some administrative support to our Due Diligence team. In this environment, accuracy and attention to detail are critical.


Reading previous year due diligence reports, offering documents, due diligence questionnaires and financial statements of the investment vehicle

      • Learning and understanding how financial information of hedge funds and private equity are disclosed in financial statements
      • Identifying and researching through proper documents and capturing appropriate information from financial source documents following the communicated format
      • Extracting information from a variety of financial source documents and reports and inputting appropriate data accurately into our online database
      • Compiling, managing, and verifying the accuracy of data
      • Tracking progress on workload and monitoring internal workflow
      • Communicating with team members in the review process
      • Transferring data into electronic formats
      • Maintaining positive and professional relationships with investment managers
      • Contributing to the continuous improvement of OpsDiligence platform
      • Other ad-hoc special projects and administrative duties as required


      • Bachelor degree or College diploma in Commerce / Business Administration or equivalent work experience.
      • Proficiency with full MS Office suite including Outlook, Excel, Word and PowerPoint
      • Technologically inclined
      • Excellent written and verbal communication skills
      • Able to quickly grasp new tasks working with highly technical information
      • Knowledge of financial statements or financial industry an asset
      • Experience in a similar role an asset


  • High level of accuracy and attention to detail
  • Strong organization skills with the ability to multi-task, prioritize and meet deadlines
  • Ability to function effectively as a member of a fast-paced team and contribute to a growing organization
  • Demonstrate initiative by proactively identifying potential solutions to problems, or making recommendations to enhance operational efficiencies
  • Ability to adapt to change and flexibility to take on varied tasks
  • Strong work ethic and professional integrity


      • An opportunity to be part of a highly successful and growing organization
      • Excellent working conditions in a young and dynamic work environment
      • Benefits plan including health and dental coverage
      • Learning and Development - Reimbursement for relevant designations

Please send your covering letter and resume specifying “Diligence Analyst - Montreal”. Only candidates under consideration will be contacted.

Job Type: Full-time

Clean & Elegant
Fully Responsive

Apply Now !