Due Diligence Analyst

Castle Hall - Montréal, QC (10 months ago)

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  • Montreal -
  • Note: Our next round of hiring for the Due Diligence Analyst - Montreal position is currently scheduled for Fall 2020*
Castle Hall Diligence is a leading specialist in operational, investment and cybersecurity due diligence of alternative and traditional asset managers. With a rapidly growing team of 70+, Castle Hall has become the largest, dedicated due diligence organization worldwide, operating from offices in Montréal and Halifax in Canada; Zurich in Switzerland, Abu Dhabi in the UAE, Manila in the Philippines, and Sydney in Australia. Castle Hall’s core competitive advantage is DiligenceHub, our proprietary online diligence platform, which has helped our clients review diligence across more than 5,000 fund entities.


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 decision making process


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 services industry would be 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
Effective interpersonal skills to interact with highly experienced professionals within asset manager companies worldwide
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 the 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


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