Investment Analyst

Orangetheory Fitness Canada; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A private investment firm in Edmonton is looking for an Investment Analyst to assist with investment activities across various asset classes. The role involves building financial models, conducting equity research, and supporting deal execution. Candidates should have a Bachelor’s degree in Finance or a related field, along with 1–3 years of relevant experience. Strong analytical skills and proficiency in Excel are essential for this full-time position.

Qualifications

• 1–3 years of relevant experience in investment banking, private equity, or similar analytical role.
• Demonstrated ability to assess and support business software solutions.
• Entrepreneurial mindset and interest in private equity.

Responsibilities

• Build and update detailed financial models for investments.
• Support due diligence and closing processes for direct investments.
• Conduct equity research to identify investment opportunities.

Skills

Analytical skills

Financial modeling

Business software solutions

Excel proficiency

Communication skills

Organizational skills

Education

Bachelor’s degree in Finance, Economics, Accounting, or related discipline

Tools

Excel

PowerPoint

Tableau

Python

SQL

Job description

About us:

Franvest Capital Partners is an Edmonton based single-family office that manages a diversified portfolio across direct investments in the franchising sector, as well as real estate, private equity, private debt, and public market securities. We take a long-term, fundamentals-driven approach to investing and capital allocation. By partnering with exceptional operators and fund managers Franvest aims to generate sustainable growth and value creation.

About the Role:

The Investment Analyst will play an integral role in supporting the firm’s investment activities across asset classes. This individual will work directly with senior leadership to evaluate new opportunities, perform detailed financial analysis, and support the execution and monitoring of investments. The ideal candidate combines strong analytical and modeling skills with intellectual curiosity and business acumen.

Key Responsibilities

Investment Analysis & Financial Modeling

• Build, maintain, and update detailed financial and valuation models (DCF, IRR, LBO, comparable company analysis, precedent transactions, etc.) for prospective and existing investments.
• Analyze operating metrics within portfolio companies, key performance indicators, and valuation trends across target sectors—particularly within franchising, real estate, and private markets.
• Provide actionable guidance to management based on detailed performance analysis.

Deal Execution Support

• Assist in due diligence, transaction structuring, and closing processes for direct investments and fund allocations.
• Coordinate with external advisors, consultants, and management teams to gather and analyze information.

Research & Competitive Intelligence

• Conduct equity research and industry analysis to identify investment opportunities and monitor portfolio performance.
• Prepare written research briefs, thematic reports, and benchmarking analyses on relevant sectors and companies.

Board & Portfolio Support

• Prepare and evaluate board materials, investment memoranda, and quarterly portfolio updates.
• Track operating and financial performance of portfolio companies and funds, highlighting key trends and risks.

Strategic and Ad Hoc Projects

• Support capital allocation decisions, portfolio construction initiatives, and ad hoc research requests from senior management.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• 1–3 years of relevant experience in investment banking, private equity, asset management, corporate development, or similar analytical role.
• Strong analytical and financial modeling skills.
• Demonstrated ability to assess, implement, or support business software solutions.
• Advanced proficiency with Excel and PowerPoint; familiarity with AI tools, data visualization platforms (e.g., Tableau, Power BI), or coding (e.g., Python, SQL) is a strong plus.
• Excellent organizational and communication skills; able to manage multiple priorities with discretion and professionalism.
• Entrepreneurial mindset, high personal integrity, and a genuine interest in private equity and business building.

Why Join Us

This is a rare opportunity to work directly with senior personnel of a private investment firm and build a long-term career. The role offers early exposure to deals, strategy, and portfolio operations, with a built-in progression to Associate responsibilities for the right candidate. You’ll gain practical experience at the intersection of finance, operations, and technology.

This is a full time position that will be based out of our Franvest office in Edmonton, Alberta.

For more information on Franvest, please visit www.franvest.ca

Please apply online to [e-mail]

Only those applicants selected for interview will be contacted. Please thoroughly review the requirements for this position; only those applicants whose skills match our criteria will be selected.