Senior Analyst/Associate Due Diligence Specialist, Private Credit, Investor Relations (Contract)

Northleaf Capital Partners; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Benefits plan

Retirement plan

Fitness reimbursement

Charitable donation matching

Tuition assistance

Hybrid work options

Flexible work practices

Job summary

Northleaf Capital Partners, a global private markets investment firm based in Toronto, seeks a Due Diligence Specialist to support the full investor diligence process and fundraising materials. You will collaborate with Investor Relations, Portfolio Strategy, Legal, and Compliance teams to deliver high-quality content for prospective and existing investors.

The role involves analyzing KPI data, preparing investor updates and reports, and coordinating responses to inquiries.

Qualifications

• Undergraduate university degree with strong academic credentials.
• 1-4 years of financial or professional services experience, preferably in private markets, corporate banking, investment banking, management consulting, transaction advisory, direct investing, investor relations, client service or due diligence.
• Strong analytical and quantitative skills, and comfortable utilizing AI tools to generate insights.
• Excellent verbal and written communication with fluency in Word, PowerPoint and Excel.
• Self-motivated and proactive with intellectual curiosity.

Responsibilities

• Due diligence execution: develop and manage high-quality deliverables for investor diligence (DDQs, RFPs, RFIs, data sets, presentations, case studies).
• Investor communications: create content for updates, reports, conferences and calls.
• Fundraising: maintain content and collateral for materials, DDQs, case studies, RFP responses and online data rooms.
• Data and portfolio analytics: analyze asset- and fund-level KPIs and market data for investor materials.
• Investor servicing: respond to investor information needs and inquiries.
• Market trends/research: research benchmarks to support fundraising and communications.
• Commitment: ~40-50 hours per week.
• Monthly invoices to Northleaf.

Skills

Analytical skills

Due diligence

Financial modeling

Project management

Communication

AI tools

Cross-functional collaboration

Education

Undergraduate degree

Tools

Excel

PowerPoint

AI tools

Job description

Northleaf is a global private markets investment firm focused on mid-market companies and assets. With US$31 billion in capital commitments raised to date, Northleaf has an established, long-term track record as an investor in private equity, private credit and infrastructure globally.

Northleaf's 300+ person team, located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York, Seoul and Tokyo, is focused exclusively on sourcing, evaluating and managing private markets investments. Northleaf manages closed and open-end funds across a range of global private markets strategies and a series of separately managed accounts with customized investment strategies tailored to meet the specific needs of leading institutional investors and family offices. As part of its ambitious growth strategy, Northleaf is also developing specific private markets products and investment solutions for insurance and wealth management clients.

The Private Credit Investor Relations team is responsible for investor relations, business development, product strategy/development and communications for Northleaf's private credit program. Reporting to the Director, Investor Relations & Product Strategy, the Due Diligence Specialist will support the full investor due diligence process, from the development of core fundraising materials through the coordination and completion of investor-specific requests.

The successful candidate will partner closely with prospective and existing investors and with colleagues across the Investor Relations & Product Strategy, Portfolio Strategy & Analytics, Investment, Sales, Marketing, Product Development, Legal, Compliance and Tax teams. The role offers broad exposure to the private credit platform and an opportunity to build deep knowledge of Northleaf's strategies, portfolios and operating model, while contributing directly to fundraising and investor engagement.

Key Responsibilities

• Due diligence execution: develop and manage high-quality deliverables that advance investor diligence processes, including DDQs, RFPs, RFIs, quantitative datasets, operational and investment due diligence presentations, case studies and related materials
• Investor communications: develop content for investor communications such as in-person updates, quarterly reports, annual investor conferences and conference calls
• Fundraising: develop and maintain content and collateral for fundraising activities such as marketing materials, standard DDQs, investment case studies, RFP responses and online data rooms
• Data and portfolio analytics: analyze and track asset-level and fund-level KPIs, investment track record and market data to support portfolio analysis and development of investor-facing materials
• Investor servicing: respond to investors' information needs, requirements and inquiries
• Market trends/research: research market trends, competitor positioning and performance benchmarks to support fundraising and investor communications
• Expected commitment of approximately 40-50 hours per week
• Monthly invoices to Northleaf

Qualifications

• Undergraduate university degree with strong academic credentials
• 1-4 years of financial or professional services experience, preferably in private markets, corporate banking, investment banking, management consulting, transaction advisory, direct investing, investor relations, client service or due diligence
• Strong analytical and quantitative skills, and comfortable utilizing AI tools in order to generate insights that inform decision-making
• Strong project management skills, with experience in managing timelines and stakeholders across multiple projects simultaneously with high degree of attention to detail
• Excellent verbal and written communication skills with the ability to articulate and present ideas and perspectives effectively (with fluency in Word, PowerPoint and Excel)
• Self-motivated and self-directed, with a high degree of intellectual curiosity; demonstrated ability to be proactive
• Interest in financial markets, private markets investments, the institutional investment industry and portfolio construction and asset allocation principles
• Flexible team player with a history of collaborating with a diverse group of internal and external stakeholders

Location

Toronto, Canada

What Sets Us Apart

At Northleaf Capital Partners, you'll be joining a leading global private markets investment firm with a differentiated platform across mid-market private equity, private credit, and infrastructure. Our integrated approach and long-term perspective have made us a partner of choice to a global base of institutional investors - and that begins with our exceptional team of professionals.

At our core, our culture is built on the foundation of trust, openness, respect, integrity, and professionalism. These values guide every interaction with our investors, our partners, and one another. We are focused on building long-term relationships and creating a collaborative, professional environment where everyone feels supported and valued.

We foster a collegial and non-hierarchical workplace where ideas are valued, decision-making is grounded in data, and individuals are empowered to contribute meaningfully. Our success depends on an engaged and inclusive workforce, and we invest in fostering that culture. We celebrate the diverse backgrounds, perspectives, and experiences of our team members and are committed to ensuring a workplace built on inclusion and shared success.

We celebrate achievements, encourage teamwork, and work hard to cultivate a sense of community to achieve strong results.

• employer-funded benefits plan
• attractive retirement offering, which includes a group retirement plan and the ability to invest in Northleaf funds on a no fee/no carry basis
• fitness and wellness reimbursement
• charitable donation matching
• tuition assistance
• flexible working arrangements, with our current hybrid work model offering up to two remote days per week and the option to work fully remotely for up to two weeks per year
• flexible work practices are reviewed periodically and may be adjusted to reflect business and operational needs

Northleaf Capital Partners is committed to providing an inclusive and accessible candidate experience. Should you require accommodations during the selection process, please do not hesitate to let us know and suitable arrangements will be made.