Robert Douglas
Montreal,Canada
Summary
Experienced Alternative Investment professional with expertise in operational due diligence at Castle Hall. Skilled in analyzing and evaluating complex investment strategies to assist institutional investors in making informed decisions and mitigating operational risks. Holding a Bachelor of Commerce in Finance from John Molson School of Business, I bring a strong analytical foundation and a deep understanding of alternative investments, as well as the broader financial industry.
Overview
6
6
years of professional experience
Work History
Due Diligence Analyst
Castle Hall
Montreal, Quebec
06.2024 - Current
- Spearhead analysis of sophisticated investment strategies across hedge funds, private equity, and alternative asset classes, identifying critical operational risks and control vulnerabilities that protect client investments and ensure regulatory compliance.
- Execute comprehensive evaluations of complex fund documentation, dissecting intricate fund terms including fee structures, redemption mechanisms, and distribution waterfalls to deliver actionable operational due diligence intelligence to institutional investors
- Lead strategic interviews with C-suite executives (CCOs, COOs, CIOs) to uncover operational vulnerabilities within investment strategies and risk management frameworks, resulting in enhanced investor protection measures and strengthened operational infrastructure
Public Works / Park Attendant
City of Beaconsfield
05.2021 - 10.2023
- Managed comprehensive operations for City of Beaconsfield park facilities, ensuring optimal maintenance standards and security protocols while cultivating an exceptional visitor experience through proactive customer service initiatives.
- For two summers in this role, I have honed robust skills in time and task management, refined communication abilities, and demonstrated adept problem-solving capabilities
Front Desk Staff
Olympia Performance gym
Kirkland, Canada
07.2019 - 03.2021
- Company Overview: A small family-run gym
- In this role, I not only gained valuable experience in selling memberships and promoting the benefits of personal training to customers but also cultivated essential sales skills
- Additionally, I assumed responsibilities in supervising and assisting with gym activities and classes.
- This multifaceted position allowed me to deliver exemplary service, enhance customer satisfaction, and contribute significantly to the success of a small family-run gym while simultaneously honing my sales expertise
Education
Bachelor of Commerce - BCom - Finance, General
Concordia University
04.2024
DEC Commerce -
CEGEP - John Abbott College
05.2019
High School -
Loyola High School
05.2017
Skills
- Valuations
- Financial Forecasting
- Cash Flow Forecasting
- Microsoft Office Programs
- Data Analysis and Reporting
- Alternative Investments: Industry Knowledge
- Quantitative and Qualitative Analysis
- Consultative Sales Approach & Client Relationship Management
Timeline
Due Diligence Analyst
Castle Hall
06.2024 - Current
Public Works / Park Attendant
City of Beaconsfield
05.2021 - 10.2023
Front Desk Staff
Olympia Performance gym
07.2019 - 03.2021
Bachelor of Commerce - BCom - Finance, General
Concordia University
DEC Commerce -
CEGEP - John Abbott College
High School -
Loyola High School
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