Investment Analyst

Valsef Group; Montreal; On-site; CAD 30,000 - 40,000; Full time

Job summary

A leading investment firm in Montreal is seeking a Winter Intern to join their investment team. This role offers hands-on experience in evaluating companies and constructing financial models. Interns will assist in preparing investment committee materials and support risk management decisions. Ideal candidates have previous internship experience in investment banking or research, strong Excel and financial analysis skills, and a passion for investing. This could transition into a full-time analyst position after graduation.

Qualifications

• Previous internships in investment banking or research.
• Strong financial analysis and modeling background.
• Effective communication and teamwork skills.

Responsibilities

• Support idea generation and financial modeling.
• Assist in preparing investment committee presentations.
• Conduct deep-dive research and analysis.

Skills

Excel modeling

PowerPoint proficiency

Financial analysis

Bloomberg

Capital IQ

Python

R

Job description

Valsef Capital

Valsef Capital, a member of the Valsef Group, runs a high-conviction, concentrated, long-short equity strategy. We conduct deep, bottoms-up research to identify and partner with the world’s best owner-operators. Our flexible global mandate is agnostic to both geography and market capitalization and is centered around exploiting the benefits of our permanent capital base while exercising diligent risk and portfolio management.

Valsef Group

Valsef Group is a family office headquartered in Montreal, Canada. Established in 2011, the firm invests its capital across a multitude of industries and avenues, ranging from online properties and industrials, to vertical market software and publicly traded equities.

Role Description

Valsef Capital is looking for an ambitious Winter Intern to join our investment team and directly influence real capital allocation, transitioning into a Full-Time Analyst position thereafter upon graduation. In this role, you’ll gain hands‑on experience evaluating companies, constructing rigorous financial models, analyzing the aggregate portfolio, and building robust investment frameworks. You’ll contribute to portfolio strategy, prepare investment committee materials, and support risk management decisions, all while working closely with seasoned professionals in a collaborative, high‑performance environment. This is a unique opportunity to deepen your investment expertise while making a tangible impact on real‑world investment decisions.

Key Responsibilities

• Support idea generation, financial modeling, and ongoing coverage of investment opportunities.
• Contribute to the creation and maintenance of investment frameworks, tools, and reports.
• Assist in preparing investment committee presentations, updates, and materials.
• Conduct deep-dive research and analysis on companies, industries, and markets.
• Help with portfolio management activities, including position sizing, hedging, risk monitoring, etc.

Mandatory Qualifications/Requirements

• Numerous previous internship experiences in investment banking, investment research, private equity, or public equity.
• Strong Excel modeling, PowerPoint, writing, and financial analysis skills; experience with Bloomberg, Capital IQ, or similar tools.
• Basic programming skills (e.g., Python, R) are a plus.
• Demonstrated personal/professional passion for investing & experience managing personal capital with commendable results.
• Excellent teamwork and problem-solving skills, with high attention to detail and ability to thrive in a high-expectation & tight-deadline-centric environment.
• Effective communication skills and ability to present analysis clearly to senior team members.

Application Instructions

Please attach your resume and a 1-page cover letter that sufficiently conveys your passion for public markets and personal investment philosophy, if you’re interested in this position.