Investment and Strategy – Associate / Manager

Vela Software; Toronto; On-site; CAD 85,000 - 115,000; Full time

Job summary

A leading company in vertical market software seeks an Investment and Strategy Associate/Manager to drive M&A processes and optimize investment strategies. This mid-senior level role offers exposure to senior leadership and opportunities for growth within the organization. Candidates should have a strong financial background, exceptional analytical skills, and an interest in corporate development.

Qualifications

• 3+ years in transaction advisory, finance, or consulting.
• Proficient in building financial models.
• Strong understanding of financial statements.

Responsibilities

• Review acquisition rationale and perform due diligence.
• Prepare quarterly board packages and analyze M&A performance.
• Lead strategic initiatives and research projects.

Skills

Investment Analysis

Financial Modeling

Due Diligence

Business Judgement

Collaboration

Education

Bachelor's in Business or Finance

Tools

Excel

PowerPoint

Salesforce

Job description

Investment and Strategy – Associate / Manager

Investment and Strategy – Associate / Manager

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Please read the complete description and note the application process at the bottom

THE COMPANY

Vela Software (“Vela”) acquires, manages, and builds vertical market software companies globally across a range of industries. Vela is a subsidiary of Constellation Software Inc. (“CSI”), a publicly traded software company with ~US$10 billion in revenue. Since inception, CSI has completed over 1,200 software acquisitions and developed deep expertise as both an investor and operator of software businesses. CSI is publicly traded on the Toronto Stock Exchange under the symbol “CSU” and has a market cap of over ~CAD$100 billion.

More information is available at www.velasoftwaregroup.com and www.csisoftware.com.

THE ROLE

Reporting directly to Vela’s Head of M&A (his background : Private Equity, McKinsey, HBS), you will play an integral role in helping drive Vela’s inorganic growth and optimizing our M&A processes. The role provides a great entry point into Constellation Software, an opportunity to learn how we think about investing in and operating software businesses, and good exposure to senior leadership.

You will be involved in a wide variety of projects and work closely with colleagues across Vela and CSI more broadly. Responsibilities of the role include :

Investing (~50% of your time) :

• Work with the head of M&A and other M&A Head Office team members to review acquisition rationale, valuation, investment memos, due diligence reports, and financial models for all prospective Vela acquisitions.
• Participate in deal execution for larger platform acquisitions and smaller acquisitions on an as-needed basis : analyzing company data, developing financial models, attending management meetings, performing industry research, conducting due diligence, writing investment memos, and participating in transaction negotiations.
• Identify attractive acquisition targets and coordinate outreach to company owners. Build and manage a funnel of investment opportunities from scratch.

M&A Analytics and Reporting (~30% of your time) :

• Prepare quarterly and annual board packages in coordination with the M&A HO Team.
• Analyze M&A performance through the pipeline, develop process improvement recommendations, and share best practices across teams.
• Review acquisition performance on a quarterly basis and participate in strategic review calls with our business units.

Learning Development and Corporate Initiatives (~20% of your time) :

• Help develop best practice materials around vertical market software M&A and integration.
• Lead select strategic initiatives and research projects for the CEO and Head of M&A.

THE PERSON

You are driven to perform, results-oriented, and interested in value investing. You are an enthusiastic and energetic self-starter who is comfortable performing detailed analysis in Excel and synthesizing and communicating your conclusions. You are organized and do not let details slip through the cracks. You are collaborative and work well with colleagues across all levels of an organization. You are resourceful and take initiative to put forward suggestions on how to improve the status quo. You are curious and can learn new concepts and ideas with limited direction.

SPECIALIZED SKILLS :

• 3+ years of experience in transaction advisory / corporate finance, private equity, or management consulting with an interest in investing and operations.
• Strong understanding of financial statements and good business judgement.
• Proven ability to build financial models with minimal supervision.
• Advanced Excel and PowerPoint skills; Salesforce experience is a plus.
• Demonstrable experience of being proactive and initiating new ideas in your current / former roles.
• Excellent undergraduate academic performance (Business / Finance degree preferred).
• Exposure to the software industry and CPA / CFA are benefits, but not requirements.

ARE YOU INTERESTED?

To apply for this position, please email your resume and questions (see below) to Jordan Zakkai at [emailprotected] with the following subject : "Investment and Strategy Role - [NAME]" .

As part of your application, please pick one company from our website (https : / / velasoftwaregroup.com / portfolio) and tell me three questions you'd like answered if you were thinking about investing in the company you select.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Expected Start Date : July / August 2025

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Sales

Software Development

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