Manager, Investments (Public Market and Hedge Fund)

Overview

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.

Position Summary

The Manager/Senior Manager – Investments will report into the head of public markets, hedge funds and direct investment transactions and part of the RFOC investment team. The RFOC investment team is responsible for the management and monitoring of the investment platform. The Manager / Senior Manager is accountable for the evaluation, selection, and ongoing oversight of public markets and hedge fund investments across the RFOC investment platform. The role spans fund due diligence, portfolio oversight, investment selection across public markets (equity and fixed income) as well as hedge funds investments. The position also involves portfolio-construction and other ad hoc projects in close collaboration with other investment team members. The successful candidate pairs rigorous analytical work with clear communication to recommend opportunities, monitor risks, and advance the firm’s priorities. The role is part of a small team where adaptability and versatility are key attributes.

Key Responsibilities

• Lead investment due diligence processes and demonstrate strong transaction execution capabilities across various external asset management strategies, including but not limited to public equities, public fixed income, and hedge funds.
• Support the head of public markets, hedge funds and direct investment transactions with the underwriting of co-investments.
• Prepare investment memos and present recommendations to senior leadership and the Investment Committee (IC).
• Collaborate with operations/compliance/reporting on documentation, subscription, and closing workflows.
• Oversee and report on the public markets, hedge funds and co-investments portfolio
• Support client team with data and analyses related to the public market and hedge funds investments.
• Write up of quarterly talking points.
• Cultivate and manage relationships with general partners (GPs).
• Contribute to portfolio construction and ad hoc research projects
• Stay abreast of global capital-market conditions to identify strategic initiatives and opportunities across regions and themes.
• Perform other duties and special projects as assigned; contribute positively to a collaborative, entrepreneurial team culture.

Knowledge, skills, abilities and other requirements for the role

• Bachelor’s degree in Finance, Economics, or related field
• 5+ years of professional investment experience in manager selection / investment due diligence (preference for background in hedge funds, public equity, and public fixed income strategies).
• Experience in co-investments is an asset.
• A demonstrated ability to work effectively with internal and external partners and build strong relationships
• A passion for investing with a desire to follow investment markets and their dynamics.
• CFA and/or CAIA is an asset.
• Proficiency with investment analytics/portfolio systems (Bloomberg, Pitchbook), and comfort with API/data automation.
• Strong command of Excel and PowerPoint; working knowledge of VBA, Python, SQL, and Power BI is a strong asset.
• Strong written and verbal communication—able to distill complex analysis into clear, compelling presentations for senior stakeholders and clients.
• Able to work independently, manage multiple priorities, and meet tight deadlines in a fast-paced environment; strong attention to detail and follow-up
• Collaborative mindset and ability to build trust with internal teams and external partners.
• High integrity, sound judgment, and discretion with sensitive information.

What’s in it for you?

• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
• Employee and Family access to virtual healthcare network
• Employee and Family Assistance Programs, including consultations with mental health professionals
• Annual Health & Well-being Program
• Hybrid work Environment
• Competitive Performance Bonus
• Tuition Reimbursement
• Professional Dues Reimbursement
• CFE leave financial support
• Academic Incentives
• Talent referral bonus
• Client referral bonus
• Access to an on-demand concierge nannying, babysitting, and tutoring service
• Annual employee rewards and recognition

The salary range for this position is $112,000–$162,000, and employees may also be eligible to participate in our bonus program. Compensation complies with applicable pay transparency legislation and is regularly reviewed to stay market competitive. Salaries within the range reflect individual contributions and are based on objective factors such as internal equity, experience, education, role scope, and required skills.