Teams at Northleaf Capital Partners

Supports tax structuring, investment monitoring, reporting, and compliance for global private equity, infrastructure, and private credit investments. Responsibilities include coordinating Canadian, U.S., and international tax reporting with external advisors, advising operations teams on transaction tax impacts, reviewing tax returns and financial statement entries, optimizing withholding taxes, and executing restructurings. The role also provides corporate tax, audit, and ad hoc project support.

Supports investor due diligence and fundraising for Northleaf’s private credit platform. Develops DDQs, RFPs, RFIs, presentations, case studies, reports, and data-room materials; analyzes portfolio and fund KPIs; responds to investor inquiries; researches market trends; and coordinates stakeholders across investor relations, investment, sales, legal, compliance, tax, and marketing teams.

Supports corporate financial planning, forecasting, budgeting, performance reporting, KPI development, profitability modeling, valuation, and AUM continuity reporting. Maintains financial models, performs variance and scenario analysis, identifies business improvement opportunities, and provides decision support to senior leadership, the Board, and stakeholders. The role also contributes to strategic planning, financial strategy, and enterprise-wide value creation.