Job Description
ABOUT INNOCAP
Innocap is the leading Dedicated Managed Account Platform (DMAP) globally, providing institutional allocators with a superior way to structure, access, and oversee their alternative investments. With over US$125 billion on the platform and more than 530 employees across the globe, we are transforming how allocators access and manage alternative investments.
Powered by our people, processes and purpose‑built technology, Innocap is seeking forward-thinking individuals to join us on our exciting journey. At Innocap, you won't just manage what’s here today. You’ll build what comes next. Here, careers are about building, not maintaining.
We give our people the freedom to think boldly, move quickly, and create real impact with less red tape. Driven by transformation, trust and collaboration, we never settle for the status quo and are constantly finding better ways to serve our clients and actively shape the future of the investment industry.
At Innocap, your work makes a difference every day – and helps build what’s next for our clients, the industry, and your career.
Because the future doesn’t build itself. We do.
ABOUT THE ROLE
Innocap's Investment Team is looking for a Portfolio Monitoring Associate who is enthusiastic about using data to tell stories and solve problems. The Investment Solutions team delivers actionable insights and advanced portfolio analytics to support client investment decision-making and portfolio oversight. The Associate’s primary responsibilities include:
Enhance the client selection, allocation, and monitoring process:
Develop a deep understanding of the manager’s investment strategies by assisting in investment due diligence on new funds and co-investment opportunities.
Develop true insights on portfolio risk and return profiles, understand hedge fund manager investment rationales, and deliver actionable analysis to external clients.
Partner effectively with the Portfolio Analytics and Insights team to drive analytical solutions and market research forward.
Develop strong client engagement:
Use data to tell a compelling story and create impactful visual displays of quantitative and qualitative information.
Collaborate with lead client coverage to identify new absolute return investment opportunities.
Build robust monitoring processes:
Monitor the absolute return portfolio daily to ensure alignment between the investment strategy and expectations.
Prepare quarterly portfolio reviews for committee presentations.
Gradually work toward independently delivering presentations to stakeholders.
PRIMARY QUALIFICATIONS & SKILLS
Higher education in a relevant field or equivalent combination of education and experience.
CFA designation is considered an asset.
Desired seniority: entry-level.
Experience in reporting roles within investment management, pension funds, or financial services industries.
Experience in managing and reviewing periodic deliverables for management reporting.
Knowledge of absolute return strategies and the investment industry, such as performance measurement and key risk metrics.
Analytical, detail-oriented, curious, and resourceful with a proven ability to answer challenging questions and deliver timely, accurate insights.
Exceptional verbal and written communication skills (French and English), with the ability to conceptualize and articulate information to internal and external stakeholders.
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