About Our Client
Our client is a growing Canadian alternative investment and wealth management firm focused on private markets, with its own fund-of-funds platform. It serves high-net-worth clients across Canada, with offices in Toronto and Vancouver. Start date: Jan 2027.
The Role
- Lead due diligence on private-market funds and managers (real estate, private credit, infrastructure, private equity).
- Build financial models and present investment recommendations to the investment committee.
- Monitor the product shelf and write periodic fund reports.
- Prepare product materials and training for the advisor team.
Requirements
- 3+ years in equity research, investment banking, consulting, PE/VC, or a front-office role at a brokerage or wealth manager.
- Experience in Mainland China or Hong Kong is welcome; Canadian experience is not required.
- Fluent Mandarin and English (required).
- Strong financial modeling and valuation skills.
- Experience at an international brokerage is preferred.
- CFA Level II or III is an asset.
Interview Process
Includes a case study: a pitch on a private fund.
Benefits
Dental and vision care, paid time off, tuition reimbursement, company events.
