Principal Investments Analyst — Build & Scale Portfolios

Stalwart Insurance Group; Toronto; On-site; CAD 85,000 - 140,000; Full time

Benefits offered by this job

Extended health benefits

Job summary

Stalwart Insurance Brokers Ltd. (Stalwart) is seeking an Analyst - Principal Investments to join our team.

You will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies. You will work closely with the founding partners, advisory team, C-suite executives, and board members of portfolio companies and potential investments.

Qualifications

• Undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or related field.
• Exceptional academic results (minimum GPA 89% or 3.7/4.0).
• Strong communication, written and verbal, with ability to explain complex concepts.
• Ability to take initiative and work independently with minimal supervision.
• Willingness to take on increasing levels of responsibility and solve complex problems.
• Attention to detail and commitment to high-quality work under tight deadlines.
• Ability to learn quickly and adapt in a fast-paced environment.

Responsibilities

• Research potential investment opportunities including target companies, sectors, geographies.
• Evaluate investment opportunities and support execution of principal investments.
• Develop financial models with varying levels of complexity for investment transactions.
• Support due diligence processes, coordinating with third-party advisors.
• Assist in development of investment strategies, business plans, and objectives for portfolio companies.
• Managing and consolidating asset-level reporting for portfolio investments.
• Preparing investment materials, presentations, and analysis to support decision-making.
• Collaborating with internal and external stakeholders to support investment activities.

Skills

Communication

Initiative

Attention to detail

Quick learner

Resilience

Teamwork

Independent work

Education

Undergraduate degree in accounting, finance, commerce, business, statistics, computer science

Job description

Stalwart Insurance Brokers Ltd. (Stalwart) is seeking an Analyst - Principal Investments to join our team.

You will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies. You will work closely with the founding partners, advisory team, C-suite executives, and board members of portfolio companies and potential investments.