Investment Analyst/Associate

CFA Institute; Calgary; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Calgary is seeking an Investment Analyst/Associate to join its team. This role involves conducting financial analysis, supporting deal execution, and preparing investment memorandums. The ideal candidate will possess a Bachelor’s or Master’s degree in Finance or related fields, with 1-4 years of relevant experience in Banking or Private Equity. This position offers competitive compensation, comprehensive benefits, and opportunities for continuous learning and professional development.

Benefits

Competitive salary

Bonus structure

Comprehensive benefits package

Qualifications

• 1-4 years of relevant work experience, preferably in Investment Banking, Corporate Banking, or Private Equity.
• Professional designations such as CFA or CPA are considered an asset.
• Ability to prioritize effectively and adapt to changing tasks in a fast-paced environment.

Responsibilities

• Conduct in-depth underwriting and due diligence on new credit opportunities.
• Assist in preparing investment memorandums outlining key risks and recommendations.
• Support deal execution from term sheet through closing and documentation.

Skills

Analytical skills

Financial modelling

Communication skills

Attention to detail

Critical thinking

Organizational skills

Education

Bachelor's or Master’s degree in Finance, Accounting, or Economics

Job description

Position: Investment Analyst/Associate
Location: Calgary, Alberta
Employment Type: Full-Time
Application Deadline: November 28th, 2025
Expected Start Date: January 5th, 2026

About the SAF Group

The SAF Group of entities (collectively, “SAF”, “we”, or “our”) was founded in 2014 in Calgary with the ambition of becoming one of Canada’s leading alternative credit asset management firms. We have offices in Calgary, Vancouver and Toronto, with a team of more than 40 professionals. Since inception, SAF has deployed more than $5.0 billion and assets under management have averaged more than 35% compounded annual growth in the period. SAF is deploying capital via both closed-ended and open-ended investment vehicles with a broad investor base including pensions, insurance companies, asset managers, endowments and family offices, with a focus on generating above-average risk-adjusted returns through curated and carefully vetted credit and structured equity investments.

Our young and dynamic team is our greatest asset. We foster a culture of intellectual curiosity, personal development, collaboration and the unwavering pursuit of excellence.

Position Overview

We are seeking a motivated Investment Analyst/Associate to join our team. The ideal candidate will be a high energy and self-starting individual with a passion for critical thinking and financial/risk analysis, strong communication skills, attention to detail, and work ethic.

Key Responsibilities

• Conduct in-depth underwriting and due diligence on new credit opportunities, including financial modelling, valuation stress-testing, industry/peer analysis, and financial covenant structuring;
• Assist in preparing investment memorandums, outlining key risks, mitigants, return drivers and recommendations;
• Support deal execution from term sheet through closing, including structuring, documentation, and coordination with external counsel and sponsor counterparties;
• Monitor portfolio investments, including reviewing financial performance, covenant compliance, ongoing risk assessments or value-creation opportunities;
• Collaborate with internal and external stakeholders, including originators, legal counsel, and management teams; and,
• Support capital-formation and investor-reporting initiatives by preparing fund/vehicle performance analytics, and external marketing materials for various stakeholders.

Qualifications/Core Competencies

• Success in a Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field, with a quantitative focus;
• Professional designations such as CFA or CPA are considered an asset;
• 1-4 years of relevant work experience including Investment Banking, Corporate Banking, Private Equity, Private Credit, or other capital markets roles;
• Excellent organizational, analytical, financial modelling, and communication skills;
• Ability to prioritize effectively and adapt to changing tasks in a fast-paced environment;Strong decision-making and critical thinking capabilities under pressure; and,
• Desire to be a team player in a high-performance open office environment.

What We Offer

• A competitive salary, bonus structure, and comprehensive benefits package, including HSA, WSA, vision, dental, RRSP matching, and more;
• Several opportunities for team-building events and activities; and
• A supportive team culture that emphasizes excellence, collaboration, innovation, and continuous learning.

How to Apply and Our Recruitment Commitments

• Please submit your resume, university transcripts, and a cover letter detailing your experience and qualifications to [e-mail] indicating the position title (“Analyst/Associate”) in the subject line.
• Applications will be reviewed on a rolling basis. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
• SAF is dedicated to being an equal opportunity employer. We celebrate and welcome the diversity of all our employees and have specific policies in place to prevent discrimination in our hiring practices.