Investment Analyst/Associate: Credit Opportunities

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

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.