UPP Operational Due Diligence Analyst Role
University Pension Plan Ontario
Join UPP's team as an Operational Due Diligence Analyst based in Toronto, focusing on assessing the risk profiles of investment managers. This hybrid opportunity integrates active remote work designed to enhance due diligence practices. You will play a crucial role in the due diligence process, working with investment teams to evaluate operational capabilities. This entry-level position is ideal for candidates with a passion for finance, looking to develop their expertise and engage with senior leaders. You will participate in assessments and contribute to building a strong foundation for UPP's investment strategy. Key Responsibilities:
- Conduct review meetings with various fund managers
- Liaise regarding inquiries and operational assessments
- Analyze operational due diligence reports from consultants
- Gather essential documentation for reviews
- Document findings in meetings effectively
- Entry-level with some finance industry experience
- Understanding of financial instruments and fund operations
- Undergraduate or advanced degree in relevant fields
- Knowledge of compliance or IT is preferred
- CPA, CFA, or CAIA work-in-progress is advantageous
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