Private Equity - Associate

Clairvest; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Private Equity Associate to join their growing investments team in Toronto. This role involves supporting the investment process through research, valuation analysis, and financial modeling. You'll collaborate with seasoned professionals to evaluate investment opportunities, prepare detailed reports, and contribute to decision-making. The ideal candidate will have a strong academic background, relevant experience, and a keen investment mindset. Join a dynamic team where your analytical skills will help shape investment strategies and drive success in a fast-paced environment.

Qualifications

• 2-3 years of relevant experience, preferably in investment banking.
• Strong understanding of investment and valuation analysis.

Responsibilities

• Conduct research and analysis of investment opportunities.
• Prepare financial models and present findings to senior personnel.
• Perform due diligence and monitor portfolio investments.

Skills

Investment Analysis

Valuation Analysis

Financial Modeling

Research Skills

Communication Skills

Detail-oriented

Education

Undergraduate Degree

CFA Enrollment

CA Qualification

Tools

CRM Software

Job description

Current job opportunities are posted here as they become available.

We are seeking to add talent to our growing investments team in Toronto. The role of Private Equity Associate is to support the investment process. As an Associate, you will be part of a team of seasoned investment professionals that sources and diligences investment opportunities and executes the investment plan.

Responsibilities:

1. Perform research, evaluation and analysis of industry sectors, public securities, and private companies.
2. Conduct valuation analysis for new and existing investment opportunities to assist with the investment decision-making process.
3. Prepare financial models, industry overviews, expected return scenarios, and present findings to senior personnel.
4. Perform due diligence tasks, including assessing industry structure, company past performance, quality of the management team, and evaluation of the expected investment merits and risks.
5. Participate in the ongoing monitoring of both the financial and operational aspects of portfolio investments; including preparation of monthly financial performance and trading valuation analysis for public sector comparable companies.
6. Apply best practices to improve information gathering and knowledge management, including CRM.
7. Prepare and undertake additional projects as required or assigned.

Qualifications:

1. Minimum 2 to 3 years of relevant experience, bonus if experiences in investment banking at a top tier platform.
2. Undergraduate degree required with strong academic standing.
3. Additional qualifications are an asset, including CFA (or enrollment in program) and/or CA.
4. Strong understanding of applied investment and valuation analysis.
5. Investment mindset, self-starter, team-oriented, detail-oriented, and proven ability to perform in high-expectation environment.
6. Ability to make sense of incomplete, ambiguous, or conflicting information to develop a point of view on required analyses.
7. Excellent oral and written communication and presentation skills.

Please note, our team works in person in the office at Yonge and St. Clair.