Investment Banking Analyst

ATB Financial; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic team at an established financial institution as an Investment Banking Analyst. This role offers the chance to engage in exciting projects within the Energy, Renewables, and Infrastructure sectors. You'll support senior bankers in M&A and financing transactions, develop complex financial models, and conduct in-depth research. If you're looking for a career where your unique skills and perspectives are valued, this position provides a fantastic opportunity to grow in a supportive and inclusive environment. Embrace the chance to make a real impact in the financial services industry while working with a talented team committed to excellence and innovation.

Qualifications

• University degree in relevant fields required, CFA or similar is a plus.
• Proficiency in Microsoft Office and financial modeling is essential.

Responsibilities

• Support senior bankers on financing and M&A transactions.
• Construct financial models and conduct industry research.

Skills

Financial Analysis

Research Skills

Attention to Detail

Communication Skills

Teamwork

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Education

University Degree in Finance, Business, Economics, Accounting, or Engineering

CFA, CA, CPA, CBV

Tools

Microsoft Office

Bloomberg

Factset

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

ATB Capital Markets is a wholly owned subsidiary of ATB Financial, an Alberta-based institution with offices in Calgary, Edmonton, Toronto and Denver. Together, we represent a highly specialized team of experts who provide a full suite of financial service solutions including:

• Advice on mergers and acquisitions, divestiture and private equity
• Corporate banking, loan syndications and project finance
• Equity capital, Debt capital and financial markets
• Institutional sales and trading
• Institutional research to leverage industry and sector insight

ATB Capital Markets is looking for an Investment Banking Analyst in our Energy, Renewables, and Infrastructure group. The team draws from a breadth and depth of experience, with insights into the complexity of the energy industry from upstream, midstream, energy services and technology, and renewables sectors. The successful candidate will be involved in all aspects of the transaction process and development of strategic business ideas.

You will join a dynamic entrepreneurial team and have the opportunity to work with clients and senior management. You will assist in the execution of M&A, Equity, and other Financing mandates and will closely work with professionals across the firm to deliver high quality advice to our clients.

Accountabilities

Primary duties consist of, but are not limited to:

• Supporting senior bankers on financing and M&A transactions
• Maintaining and developing databases and spreadsheets
• Constructing complex financial models and performing financial analysis
• Conducting in-depth industry and company related research
• Developing presentation materials and transaction documents

Skills, experience & requirements

• A university degree with a focus on Finance, Business, Economics, Accounting or Engineering
• CFA, CA, CPA, CBV will be considered an asset
• Highly proficient in Microsoft Office (Excel, PowerPoint, Word, etc.)
• Knowledge of Bloomberg and Factset a plus
• Strong work ethic with an appreciation for schedule uncertainty
• Exceptional attention to detail and commitment to excellence
• Team oriented with the ability to work in an open and unstructured environment
• Excellent written and verbal communication skills
• Prior investment banking, corporate development, or capital markets experience is not required but is considered an asset

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail].

Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook, and Instagram to learn more about what our team is up to.