Analyst - Asset Management Services

Agentis Capital Advisors; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading global financial advisory firm in Vancouver is seeking a permanent, full-time team member for its Asset Management Services team. The role requires 3-5 years of industry experience and involves building financial models, preparing valuations, and engaging with clients. Candidates should possess strong financial/analytical skills and will enjoy a culture that supports professional growth and offers above-market compensation and additional benefits. The position starts immediately.

Benefits

Above-market base salary

Performance-based bonus

Employee ownership program

Comprehensive benefits including extended health care

Paid sabbatical every two years

Qualifications

• 3-5 years of industry experience with strong accounting knowledge preferred.
• Highly motivated, seeking to assume increasing levels of authority.
• Exceptional dedication to the firm and clients.

Responsibilities

• Build and manage complex financial models for transactions.
• Develop asset and portfolio valuations using various approaches.
• Prepare client presentations and engage in discussions.

Skills

Strong financial/analytical skills

Excellent communication abilities

Ability to work effectively in a team environment

Education

Completion or in process of completing CPA, CFA, or CBV

Job description

Our Firm

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.

Agentis Capital Advisors is a business segment of Agentis Capital Partners, which operates a synergistic platform across four main business segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management services), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).

The Opportunity

As an integral member of the Asset Management Services team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. You will work closely with senior staff and have exposure to a wide variety of asset types and valuation methodologies. Your work will directly impact our clients and the firm.

Your role will include:

• Building, maintaining, and managing complex financial models for infrastructure transactions, with a focus on incorporating financial and operational updates
• Developing asset and portfolio/fund valuations using a variety of approaches
• Preparing client presentations and memos and participating actively in associated client discussions
• Actively participating and supporting business development opportunities
• Representing Agentis Capital in Vancouver’s finance community by attending industry and networking events

Our Differentiators

Breadth of experience and level of responsibility

• Opportunities for accelerated career growth with a highly respected and rapidly growing firm
• Exceptional level of responsibility on complex portfolios
• Wide breadth of work across verticals
• Opportunities to work alongside the infrastructure team on advisory transactions

Training

• Continuous internal training program
• Internal leadership development program

Culture and approach

• Entrepreneurial culture with a flat organization structure
• Defined path to achieving Partner, with all individuals entering the organization receiving the opportunity to become a full Partner in the business

Compensation and employee ownership

• Above-market base salary versus Canadian competitors
• Performance-based bonus
• Employee ownership program that commences for all individuals from the end of their first full fiscal-year of employment

Other benefits

• Immediate access to principal investment opportunities alongside Partners
• Paid sabbatical every two years of employment
• Comprehensive benefits including extended health care
• Agentis will cover all necessary expenses associated with acquiring CFA or CPA certifications including: exam fees up to one attempt per module, all other module fees, CFE fees, and annual dues

Your Skills and Experience

• 3-5 years of industry experience (strong accounting knowledge preferred)
• Completion or in the process of completing at least one of the following programs: CPA, CFA, or CBV
• Highly motivated with a combination of strong financial/analytical skills, excellent communication abilities and an entrepreneurial disposition
• Desire to assume increasing levels of authority and seek solutions to complex problems
• Committed to producing meticulous, accurate, and thorough work product under tight deadlines
• Exceptional level of dedication to the firm and its clients
• Ability to work effectively in a team environment

Position Type

• Permanent, Full-Time
• Start date: Immediate
• Location: Vancouver