Private Equity Analyst / Senior Analyst, Walter Global Asset Management

Walter Capital Management Inc.; Montreal; On-site; CAD 75,000 - 110,000; Full time

Job summary

Walter Global Asset Management seeks a Private Equity Analyst to join its investment team in Montreal. The role involves evaluating portfolio investments, building financial models, and assisting in investor communications. Ideal candidates will possess strong analytical skills and a relevant educational background, and will be bilingual in English and French.

Qualifications

• 1 to 3 years of relevant experience in investment banking, private equity, corporate development, or M&A.
• Ability to manage multiple projects and deadlines simultaneously.
• Exceptional written communication skills in both English and French.

Responsibilities

• Conduct research into prospective investment opportunities.
• Build and maintain detailed financial models (LBO, DCF).
• Support due diligence activities and contribute to transaction execution.

Skills

Analytical thinking

Financial modeling

Accounting skills

Bilingual

Education

Bachelor’s degree in finance, economics, accounting or related field

CFA designation or in progress

Master’s degree in Finance, a strong asset

Tools

Financial modeling software

Python

SQL

Job description

Private Equity Analyst / Senior Analyst, Walter Global Asset Management

POSITION: Private Equity Analyst / Senior Analyst, Walter Global Asset Management
STATUS: Permanent - Full-Time
LOCATION: Montreal, Quebec
REPORTS TO: Partner, Walter Global Asset Management

Walter Global Asset Management (“WGAM”) is a globally-diversified private equity firm in the asset management industry. We invest in exceptional investment management, technology-enabled financial services and wealth management firms.

We take an active partnership approach, supporting entrepreneurial teams in accelerating and sustaining their growth to create value over a long-term investment horizon.

POSITION SUMMARY

We are seeking a highly motivated Private Equity Analyst to join our investment team. In this role, you will participate in the evaluation of potential portfolio investments and support the team to drive value creation initiatives across portfolio companies. You will also play an important role in our investor communications, including reporting and marketing materials.

The ideal candidate should be a self-starter with exceptional analytical skills, high curiosity and resourcefulness. In this role, you will interact closely with senior professionals from the asset management industry, as well as global-class investors. You will be called upon to contribute your ideas and your views as we continue to establish partnerships with leading asset managers around the world.

We aim to grow leaders and accelerate career paths for ambitious professionals, offering the opportunity to work in a collaborative, high-performance environment. The entire WGAM team is committed to developing its members that demonstrate accountability, a continuous appetite for learning and a determination to constantly improving our firm and the performance of our portfolio partners.

KEY RESPONSABILITIES

Conduct research into prospective investment opportunities and the underlying asset classes managed by these target firms

Build and maintain detailed financial models (LBO, DCF) and conduct precedent transaction and comparable company analysis to support investment valuation, transaction structuring and financing

Support due diligence activities for prospective investments, including the coordination of third-party advisors

Contribute to the execution of transactions

Support the preparation of investment recommendations and memoranda for WGAM’s investment committee

Ongoing monitoring and support of portfolio companies, including the quarterly valuation process and presentation materials for internal and external stakeholders

Collaborate with portfolio company management teams on strategic value creation initiatives

Assist in the creation and regular updating of investor-facing marketing materials including presentations, factsheets, and newsletters

Participate in investor communications and reporting efforts, including the drafting of investor reports and responses to RFPs

QUALIFICATIONS

Exceptional analytical thinking, critical judgment and attention to detail

1 to 3 years of relevant experience in investment banking, private equity, corporate development, asset management, or M&A

Strong financial modeling, analytical, and accounting skills

CFA designation or in progress or Master’s degree in Finance, a strong asset

Bachelor’s degree in finance, economics, accounting, or a related field

Ability to manage multiple projects and deadlines simultaneously

Fully bilingual (English and French), with exceptional written communication skills in both languages*

Familiarity with AI tools and ability to program in Python, SQL or other, an asset

POSITION: Private Equity Analyst / Senior Analyst, Walter Global Asset Management
STATUS: Permanent - Full-Time
LOCATION: Montreal, Quebec
REPORTS TO: Partner, Walter Global Asset Management

ABOUT WALTER GLOBAL ASSET MANAGEMENT

Walter Global Asset Management (“WGAM”) is a globally-diversified private equity firm in the asset management industry. We invest in exceptional investment management, technology-enabled financial services and wealth management firms.

We take an active partnership approach, supporting entrepreneurial teams in accelerating and sustaining their growth to create value over a long-term investment horizon.

POSITION SUMMARY

We are seeking a highly motivated Private Equity Analyst to join our investment team. In this role, you will participate in the evaluation of potential portfolio investments and support the team to drive value creation initiatives across portfolio companies. You will also play an important role in our investor communications, including reporting and marketing materials.

The ideal candidate should be a self-starter with exceptional analytical skills, high curiosity and resourcefulness. In this role, you will interact closely with senior professionals from the asset management industry, as well as global-class investors. You will be called upon to contribute your ideas and your views as we continue to establish partnerships with leading asset managers around the world.

We aim to grow leaders and accelerate career paths for ambitious professionals, offering the opportunity to work in a collaborative, high-performance environment. The entire WGAM team is committed to developing its members that demonstrate accountability, a continuous appetite for learning and a determination to constantly improving our firm and the performance of our portfolio partners.

KEY RESPONSABILITIES

• Conduct research into prospective investment opportunities and the underlying asset classes managed by these target firms

• Build and maintain detailed financial models (LBO, DCF) and conduct precedent transaction and comparable company analysis to support investment valuation, transaction structuring and financing

• Support due diligence activities for prospective investments, including the coordination of third-party advisors

• Contribute to the execution of transactions

• Support the preparation of investment recommendations and memoranda for WGAM’s investment committee

• Ongoing monitoring and support of portfolio companies, including the quarterly valuation process and presentation materials for internal and external stakeholders

• Collaborate with portfolio company management teams on strategic value creation initiatives

• Assist in the creation and regular updating of investor-facing marketing materials including presentations, factsheets, and newsletters

• Participate in investor communications and reporting efforts, including the drafting of investor reports and responses to RFPs

QUALIFICATIONS

• Exceptional analytical thinking, critical judgment and attention to detail

• 1 to 3 years of relevant experience in investment banking, private equity, corporate development, asset management, or M&A

• Strong financial modeling, analytical, and accounting skills

• CFA designation or in progress or Master’s degree in Finance, a strong asset

• Bachelor’s degree in finance, economics, accounting, or a related field

• Ability to manage multiple projects and deadlines simultaneously

• Fully bilingual (English and French), with exceptional written communication skills in both languages*

• Familiarity with AI tools and ability to program in Python, SQL or other, an asset

* Required due to frequent interactions with portfolio companies located outside of Quebec and the need to produce investor-facing materials in English.

TO APPLY

• Please submit your resume and cover letter to: [e-mail]

• We thank all candidates for their interest in Walter Global Asset Management. Only those selected for an interview will be contacted.