Analyst - Principal Investments

family-innovation-corp; Toronto; On-site; CAD 75,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Extended health benefits

Job summary

Stalwart Insurance Brokers Ltd. seeks an Analyst - Principal Investments to join our team. You will work with the principal investments group on evaluating opportunities, executing transactions, and supporting portfolio companies.

You will develop investment strategies, build financial models, and assist with due diligence while collaborating with founding partners, advisory teams, and C-suite executives.

Qualifications

• Undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or related field.
• Exceptional academic results (cgpa or equivalent).
• Ability to communicate complex concepts clearly, verbally and in writing.
• Ability to take initiative and work independently with minimal supervision.
• Desire to take on increasing levels of responsibility and solve problems.
• Attention to detail and ability to meet tight deadlines.
• Ability to learn quickly in a fast-paced environment.
• Resilient mindset; able to navigate challenges.

Responsibilities

• Research potential investment opportunities by company, sector, geography.
• Evaluate opportunities and support execution of principal investments.
• Develop financial models for investment transactions.
• Support due diligence with third-party advisors.
• Contribute to investment strategies and portfolio plans.
• Consolidate asset-level reporting for portfolio investments.
• Prepare investment materials and analyses for decisions.
• Collaborate with internal and external stakeholders.

Education

Bachelor's degree in accounting/finance/commerce/business/statistics/CS

Tools

Financial modelling

Job description

About the job Analyst - Principal Investments

About Stalwart Insurance Brokers Ltd.

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.

Summary

We are looking for an Analyst - Principal Investments to join our team. In this role, you will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies. You will work closely with the founding partners, advisory team, C-suite executives, and board members of portfolio companies and potential investments.

This position will provide a dynamic opportunity for an individual seeking meaningful responsibility across a broad range of industries and investment activities. The successful candidate will have the opportunity to develop strong investment, financial modelling, and transaction execution skills while working alongside an experienced team.

Role Overview

Your role will include:

• Researching potential investment opportunities, including target companies, sectors, industries, and geographies


• Evaluating investment opportunities and supporting the execution of principal investments


• Developing financial models with varying levels of complexity for investment transactions


• Supporting due diligence processes, including coordinating with third-party advisors


• Assisting in the development of investment strategies, business plans, and objectives for portfolio companies


• Managing and consolidating asset-level reporting for portfolio investments


• Preparing investment materials, presentations, and analysis to support decision-making


• Collaborating with internal and external stakeholders to support investment activities

As a member of a high-performing team working in a fast-paced environment, you will be expected to take ownership of your work, manage competing priorities, and work beyond a normal workday or workweek when required to fulfill your responsibilities.

Required Skills or Experience

• An undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or other related fields


• Exceptional academic results (minimum cGPA of 89% or 3.7/4.0)


• Ability to communicate complex concepts and ideas clearly, both verbally and in writing


• Ability to take initiative and work independently with minimal supervision


• Desire to take on increasing levels of responsibility and solve complex problems


• Strong attention to detail and commitment to producing accurate, high-quality work under tight deadlines


• Ability to learn quickly and adapt in a fast-paced work environment


• Resilient mindset and ability to navigate challenges effectively


• Ability to work collaboratively in a team environment

Salary and Benefits

• Discretionary bonus based on company and personal performance


• Extended health benefits

Position Type

• Nature: Permanent, Full-time, and in person.


• Time Commitment: High-commitment position with the requirement for extensive overtime as needed


• Work Location: Vancouver, BC and Toronto, ON


• Start Date: Immediate

Please note: Candidates must be currently authorized to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.