Due Diligence Analyst

- Montreal - 

Castle Hall is an entrepreneurial, dynamic and fast-moving company that is looking to add a Due Diligence Analyst to join our team. This role responds to an increasing demand for Castle Hall’s services, and the firm’s commitment to executing an effective and well-constructed product. The successful candidate will be given the opportunity for personal and professional growth.


  • Review and analysis of key fund documents (e.g. prospectus, financial statements, contracts and compliance documentation)
  • Review and verification of fund and management company data maintained within Castle Hall’s extensive due diligence database
  • Conduct of due diligence interviews with global asset managers
  • Documentation of findings in detailed due diligence reports, including written narrative and identification of risk factors using Castle Hall’s online risk management application
  • Identification, analysis and documentation of ongoing changes at the fund and management company
  • Communication with clients to relay due diligence findings and proactively support our clients’ investment decisions making process.
  • Other duties may be assigned


Candidates will relish the intellectual challenge of analyzing complex organizations and sophisticated investment strategies. Other requirements are:

  • A Bachelor’s degree in finance, commerce, business, accounting, sciences or a related discipline.
  • A minimum of 2 years’ work experience in the financial service industry would be considered an asset
  • A developed interest in the investment industry as well as the accounting, operational and valuation issues faced by asset managers
  • Pre-existing understanding of hedge fund, private equity and other investment company structures, terms and conditions will be an advantage
  • Confidence and maturity to relay due diligence findings to our global client base and become a trusted advisor to global asset allocators
  • Exceptional attention to detail, combined with excellent English Written and verbal communication skills
  • Candidates may have professional designations such as CAIA, CFA or CPA, CA or have made progress towards one of these designations
  • Character, ambition and drive to succeed within a dynamic industry are critical


  • Exposure to the alternative assets industry, to institutional investors and institutional asset managers across a wide range of strategies
  • 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 cover letter and resume specifying “Due Diligence Analyst - Montreal”. Only candidates under consideration will be contacted.

Job Type: Full-time

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