Investment Banking Associate - Public Private Partnership Transaction Advisory

Agentis Capital Advisors; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Toronto is seeking an Associate to join its global public-private partnership advisory team. The role involves executing transactions, developing complex financial models, and preparing client presentations. Candidates should have 2-3 years of experience in PPP transactions and strong communication skills. The firm offers a meritocratic culture with opportunities for rapid career growth, uncapped performance bonuses, and comprehensive benefits including employee ownership programs.

Benefits

Uncapped performance-based bonus

Paid sabbatical every two years

Comprehensive health benefits

Qualifications

• Minimum of 2-3 years of experience in PPP transactions, including financial modeling.
• Ability to communicate complex concepts clearly in both writing and verbally.
• Desire to take initiative and work independently with minimal supervision.

Responsibilities

• Participate in the execution of PPP transactions.
• Develop complex financial models, including macros and VBA.
• Assist in managing due diligence processes.

Skills

Financial modeling

Effective communication

Team collaboration

Independent work

Problem-solving

Job description

Our Firm

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous recent industry rewards, including Financial Advisor of the Year in North America by P3 Awards (2024), Proximo (2022), and IJGlobal (2021).

The Opportunity

Our Associate program is designed to cultivate the quantitative and qualitative skills necessary to excel in an investment banking career. You will receive both formal and on-the‑job training throughout your tenure. You will gain increasing levels of responsibility as you progress in your career, from overseeing the execution of financial model‑related tasks, to managing multiple deal workstreams, to leading client relationships. You will be given unparalleled exposure and opportunities, including the chance to lead numerous transactions. As a result, our team members often achieve accelerated career growth and earn industry recognition. You will be recognized and rewarded for your individual performance within a close‑knit team and meritocratic culture.

Your Contribution

As an integral member of the global public‑private partnership (“PPP” or “P3”) advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.

Your role will include:

• Participating in the execution of PPP transactions


• Developing complex financial models, including the use of macros and VBA programming


• Assisting in the management of due diligence processes, including managing third‑party advisors


• Preparing client presentations and actively participating in discussions


• Researching potential business development opportunities


• Maintaining marketing materials for the firm, including creating pitches to be presented to potential clients

As a member of a high‑performing team working in a fast‑paced environment, there will be times where you will be required to work beyond a normal workday or workweek to fulfill the responsibilities of the role.

Our Differentiators

Breadth of experience and level of responsibility

• Exceptional level of responsibility on complex transactions, allowing for rapid career progression


• Opportunities to work on large global transactions

Training

• Continuous internal training program


• Internal leadership development program

Culture and approach

• Entrepreneurial culture with a flat organization structure


• Direct exposure to Partners and senior management across Agentis' offices


• Defined path to achieving Partner, with all individuals entering the organization receiving the opportunity to become a full Partner in the business

Compensation and employee ownership

• Uncapped performance‑based bonus


• Employee ownership program that commences for all individuals from the end of their first full fiscal‑year of employment

Other benefits

• Paid sabbatical every two years of employment


• Comprehensive benefits including extended health care

Your Skills and Experience

• A minimum of 2-3 years of experience in PPP transactions, including financial modeling


• Ability to concisely communicate complex concepts and ideas verbally and in writing


• Ability to take initiative and work independently with minimal supervision


• Desire to assume increasing levels of responsibility and seek solutions to complex problems


• Committed to producing accurate and thorough work product under tight deadlines


• Ability to learn quickly and adapt in a fast‑paced work environment


• Resilient mindset in the face of adversity


• Ability to work effectively in a team environment

Position Type

• Permanent Full‑Time


• Desired start date: Immediately


• Location: Vancouver or Toronto