Investment Analyst

Toronto, Ontario

What we offer you

The successful applicant for this role will: 

  • Have a direct line of sight to the high-level workings of all deals(including but not limited legal, accounting and others).

  • Be provided an opportunity for equity/profit share compensation

  • Work in an entrepreneurial environment that encourages creativity.

  • Be a part of a culture of consensus where your ideas and advice are heard and valued.

Job Duty

  • Day- to day activities will include financial analysis and modeling, creating and preparing presentations, company and industry research, and interacting with partners and clients, among other activities.

  • Support research and communication of finding on macro trends, market considerations;

  • Assist in deal execution, and on-going portfolio management;

  • Conduct due diligence for potential new investments, including market research and analysis of industry trends, financial modeling, and valuation;

  • Develop detailed financial models for financing;

  • Analyze operational forecasts and budgets for active and potential investments;

  • Prepare presentation materials for the firm and its portfolio companies;

  • Conduct company-specific due diligence and valuation analysis, input and maintenance of investment models, portfolio data and supporting analytics;

  • Maintain cordial cooperative relationship with brokers, investment bankers and target company management teams;

  • Monitor investment holdings, exposure forecasting, valuation input and post investment management

What do you need to succeed?

Must have

  • Undergraduate degree in finance, business or economics

  • 1-2 years of investment banking, private equity or M&A/corporate development experience

  • Proficient in all Microsoft Office products (Excel, in particular)

  • Working towards CFA designation

  • Communication skills and strong attention to detail.

  • Analytical Skills & Strong attention to detail

  • Motivation to work as a team player and contribute to / foster a constructive and positive culture

  • Ability to work effectively and prioritize multiple projects or work in a high-pressure environment

Nice to have

  • CFA

  • Experience using Bloomberg, Capital IQ and/or other financial databases

  • Bilingual skills: Mandarin or Cantonese

Job type: Full-time

How to apply

  • A cover letter is not required, there are two ways for us to know you better:​​

       Option A: in one page or less, please tell us the most meaningful thing happened in the last few years to give

                         us a sense of who you are.

       Option B: in one page or less, please tell us what private company (or sector) should we invest in and why.

  • For either option, please send us your response together with your resume in ONE PDF document.