Analyst, Asset Management Services

Agentis Capital; Vancouver; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Employee ownership

Paid sabbatical

Comprehensive extended health care

Certification fees covered (CFA/CPA)

Job summary

Agentis Capital Advisors is seeking an Asset Management Services professional in Vancouver to grow within a dynamic, entrepreneurial firm. You will build models, value assets, and contribute to client discussions while supporting business development.

The role offers exposure to a wide variety of asset types and valuation methodologies, with opportunities to advance toward partnership in a rapidly expanding platform.

Qualifications

• 0-3 years of industry experience or strong accounting knowledge preferred.
• Undergraduate degree in finance, business, accounting, engineering, economics or statistics.
• Strong financial/analytical skills and entrepreneurial disposition.
• Excellent communication abilities and teamwork.
• Willingness to pursue CFA/CPA certifications with company support.

Responsibilities

• Build and manage complex financial models for infrastructure transactions.
• Develop asset and portfolio/fund valuations using multiple approaches.
• Prepare client presentations and memos; participate in client discussions.

Skills

0-3 years exp

Analytical skills

Entrepreneurial mindset

Team player

Communication skills

Education

Undergraduate degree in finance/business/accounting/engineering/economics/statistics

CFA/CPA certifications support

Job description

Our FirmAgentis 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

• 0 - 3 years of industry experience (strong accounting knowledge preferred)
• An undergraduate degree in finance, business, accounting, engineering, economics, statistics
• 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 TypePermanent, Full-TimeStart date: ImmediateLocation: Vancouver