Investment Analyst / Associate

Teakie.com; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A modern brand studio in Montreal is seeking an Analyst/Associate with a strong foundation in finance and at least 5 years of experience in investment banking or accounting. The role entails building financial models, preparing reports for stakeholders, and supporting business strategy development. Ideal candidates are detail-oriented and possess strong analytical and communication skills. Apply by sending your cover letter and CV to the provided email.

Qualifications

• 5+ years in corporate or investment banking, accounting, private equity, or related field.
• Exceptional written and verbal communication skills.
• Strong financial modeling and forecasting skills.

Responsibilities

• Build financial models and cash flow forecasts.
• Prepare executive-level reports for investors and stakeholders.
• Develop polished presentations and pitch decks.

Skills

Financial modeling

Quantitative analysis

Communication

Attention to detail

Bilingual (English/French)

Education

Bachelor of Commerce in Finance, Accounting, or related field

CPA, CFA, or MBA (an asset)

Tools

Excel

PowerPoint

Financial reporting tools

Job description

Position: Analyst / Associate

Location: Montréal, Québec

Job Type: Full-Time Position

Workplace Type: On-site

About Teakie

Teakie is a modern brand studio where beauty meets strategy. We design, build, and scale businesses and brands that inspire, combining creativity with operational excellence. Our work spans client partnerships and our own portfolio of companies, where every detail matters.

Position Overview

We are seeking an Analyst / Associate with a strong foundation in finance, accounting, or corporate strategy. With 5+ years of experience in investment banking, the Big 4, or a related field, you bring the discipline, precision, and analytical expertise that only top-tier training provides.

This role is designed for someone who has mastered the structure of the corporate world—but is ready to channel that expertise into a more entrepreneurial, creative, and visionary environment. At Teakie, you won’t just analyze numbers—you’ll shape the stories behind them. From building financial models and cash flow forecasts to crafting investor-ready pitch decks and business narratives, you’ll help guide decisions that grow brands and ventures that are as aesthetic as they are strategic.

Key Responsibilities

• Financial Analysis – Build and analyze models, cash flow forecasts, and performance reports to guide strategic decisions.
• Company Reporting – Prepare executive-level reports and materials for investors and stakeholders.
• Presentations & Pitch Decks – Develop polished presentations, pitch decks, and client-ready materials that communicate insights clearly and persuasively.
• Business Descriptions – Create professional descriptions, proposals, and reports that position businesses and projects effectively.
• Business Strategy – Evaluate performance, identify key drivers, and recommend strategies for optimization and growth.
• Market Research – Conduct industry, competitor, and trend analysis to support planning and positioning.
• Performance Monitoring – Track KPIs and build dashboards to measure success across Teakie’s portfolio and client initiatives.
• Project Support – Partner with operations, creative, and leadership teams to provide financial and strategic input.
• Due Diligence – Support evaluation of new ventures, partnerships, and business opportunities.

Qualifications

• Education – Bachelor of Commerce in Finance, Accounting, or related field (CPA, CFA, or MBA an asset).
• Experience – 5+ years in corporate or investment banking, accounting, private equity, or related field.
• Analytical Expertise – Strong financial modeling, forecasting, and quantitative analysis skills.
• Technical Skills – Proficiency in Excel, PowerPoint, and financial reporting tools.
• Communication – Exceptional written and verbal communication skills.
• Detail-Oriented – Meticulous attention to accuracy, structure, and quality.
• Languages – Bilingual (English/French) is an asset.

Why Us?

After nearly a decade of honing our craft, we’re entering a new chapter—and we’re growing our team. At Teakie, we believe the right people, working together, can create something greater than themselves. That’s why we’re building a select team whose synergy, creativity, and vision form the foundation of what’s next.

We don’t just imagine brands—we build them. We partner with discerning clients to manage and grow their brands, while also developing our own portfolio. Here, we work hard, stay curious, and push our limits—because life is short, and we’re building something great.

How to Apply

Send your cover letter + CV to [e-mail]. We look forward to hearing from you.