Manager, Public Investment Research

[Full job description, in English and French | Description complte du poste, en anglais et en franais: https://rallyassets.com/about/team/jobs/

Making an impact. It's what you're passionate about when it comes to the investing sector. You know that impact investing is a way to address social and environmental justice. With a solid foundation of investment analysis, you are ready to dive deep into sustainable and impact investing. You want to build on your expertise in both impact and financial investment research and diligence of public investment assets, as part of a dynamic and growing team.

Reporting to the Head of Investment Research, the Manager, Public Investment Research provides essential investment research to Rally's portfolio managers and the CIO for decision-making, working across the investment and client teams. Getting to know fund managers and direct public equity investments across Canada and globally, the Manager, Public Investment Research will connect the client investment mandates to public investment products and model portfolios.

PRIMARY DUTIES
Research and Diligence

• Source, lead and conduct investment research and detailed due diligence on model portfolio investments which include sustainable and impact direct public equities, third party fund managers and ETFs
• Collect and analyze financial and impact data from a variety of sources (annual reports, press releases, broker reports and other company documents), in order to monitor current holdings from an impact as well as financial perspective, and to identify possible new investments and develop impact theses for the funds
• Develop and maintain a strong database of sustainable and impact public investment options across asset classes including public equities, fixed income and alternative strategies using both quantitative and qualitative analysis
• Manage relationships with various fund managers and product issuers
• Find ways to improve the rigor and efficiency of our investment research and due diligence process

Model Portfolio Implementation and Monitoring

• Contribute to Rally's public investment model portfolio's oversight and execution by utilizing investment tools and market research to make actionable recommendations, including detailed analysis of risk, return, sustainability, impact and diversification
• Monitor the impact progress in positions and products used within model portfolios and communicate impacts and actionable recommendations
• Lead Rally's proxy voting and corporate engagement efforts for public investments, in alignment with Rally's Proxy Voting Policy
• Execute trading of both direct and third-party fund manager public investments
• Support quarterly financial and impact performance reporting for portfolios

Cross-Functional Support

• Support client engagements including mandates for investment search and due diligence, impact monitoring and reporting and portfolio management. Such engagements will require accountability for client deliverables, processes and budget management
• Assist in providing thought leadership and insights regarding macroeconomics, impact, portfolio strategy and asset allocation
• Actively participate in business development, marketing activities and presentations to support growth of the firm
• Develop and implement strategic priorities and collaborative projects with the firm's leadership

QUALIFICATIONS
On your resume, we ask that you demonstrate the following:

• 5-7 years of relevant work experience in public investment fund due diligence, portfolio management, direct public equity investing, research and monitoring
• Detailed understanding of the investment and fund management process
• Experience conducting financial, attribution, modelling and business analysis and impact analysis of third-party fund managers to assess aspects like the viability of a fund product, business model, stress testing, return profile and market trend analysis
• Experience conducting fundamental research, monitoring and reporting of direct public equities and creating model portfolio strategies
• Experience working with a range of investors such as foundations, families, high net worth individuals, corporates and financial institutions
• Relevant degree or equivalent work experience. Relevant professional credentials (CFA etc.) or a Master level education is an asset
• Self-starter with clear demonstration of strong project management and organizational skills
• Strong preference for prior sustainability, ESG, or impact investing experience in public markets
• Fluency in French considered an asset
• That you are legally able to work in Canada without restrictions

During the interviews we will be reviewing, assessing, and covering the following:

• Your passion and interest in impact investing
• Your experience with sustainable investments and due diligence in public investments; experience and/or education in impact investing is a strong asset
• Your ability to think critically
• Your time and project management skills
• Your comfort working in a fast-paced, evolving and self-directed work environment
• Your belief in our company values of curiosity, empathy, generosity, grit, honesty and integrity
• Your commitment to contributing to a team's success
• Your opinion on the Canadian and global impact investing field and products, particularly public investments
• Your experience regarding the large environmental and equity challenges impact investing aims to help solve
• Your ability to translate complex ideas/information and make them accessible to non-specialist audiences
• Strong interpersonal skills, emotional intelligence, communication skills, including public communication skills

WORKING AT RALLY ASSETS

• Work at a company that is purpose driven and values aligned where you will be able to contribute on a daily basis to making the world better
• A great corporate culture - a certified great place to work and a certified B Corporation
• Flexibility. We strive to support everyone to have a good work-life balance
• A competitive health and benefits plan designed to support the welfare of team members
• Opportunities for professional development
• Opportunity for ownership participation through a stock option plan
• Participation in a bonus plan based on financial, impact and corporate performance
• Vacation entitlement starts at 20 days a year
• Work remotely. While most of the Rally team lives in Toronto, we support hybrid and remote working conditions when possible

APPLICATION INSTRUCTIONS

Interested individuals should apply through our online application portal by April 27. Shortlisted candidates will be contacted for interview. No phone calls please.

COMMITTED TO INCLUSION

Rally Assets Inc. is committed to equity, diversity and inclusion. We intentionally strive to have a workforce that mirrors the diverse demographics in this country. We encourage all applicants to apply regardless of race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability or Indigenous status. Studies have shown that women, people of colour, people with disabilities and people from 2SLGBTQIA+ communities are less likely to apply to jobs unless they meet every single qualification. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway, as you may be the ideal candidate we are looking for. If you require accommodation during the recruitment and selection process, please let us know: info@rallyassets.com. We will work with you to provide as seamless a recruitment experience as possible.

ABOUT RALLY ASSETS

Rally Assets is an impact investment management firm. The firm helps investors generate positive social and environmental impact alongside a financial return. Rally creates impact funds and other portfolios to enable foundations, other institutional investors, family offices and individual accredited investors to invest in alignment with their values. Through Realize Capital Partners, Rally is a fund-of-funds manager for the Government of Canada's Social Finance Fund. Rally is a Portfolio Manager and Exempt Market Dealer registered in Alberta, British Columbia, Ontario and Quebec with the respective provincial securities commissions. Rally is a certified B Corporation. Certified B Corporations meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose.

Salary: $100,000 - $110,000 a year plus bonus

Expected Start Date: June 2025

Application Deadline: Sunday, April 27, 2025