Secondaries & Primaries Analyst - Montreal

Ardian Jobs & Internships; Montreal; On-site; CAD 65,000 - 90,000; Full time

Job summary

Ardian seeks an Analyst to support primary and secondary investments with advanced financial modeling, valuation analysis of funds and companies, and preparation of investment recommendations for Ardian's global Investment Committee.

You will participate in sourcing opportunities, prepare projections and transaction models, and present to the global team. The role involves monitoring portfolio performance and preparing reporting presentations for Limited Partners.

Qualifications

• Degree in Finance or a related field.
• 0.5–2 years' experience in finance – investment banking, strategy consulting, or valuation.
• Familiarity working with international teams and across cultures.

Responsibilities

• Support primary, early secondary and secondary investments with advanced financial modeling and valuation.
• Prepare investment recommendations for Ardian's global Investment Committee.
• Prepare financial projections and transaction modeling.
• Present to global team and Investment Committee.
• Monitor investments and performance vs targets.
• Prepare reporting presentations to Limited Partners and Advisory Board.

Skills

Investment analysis

Financial analysis

Memo drafting

Analytical mindset

Attention to detail

Education

Degree in Finance

Tools

Excel

Job description

The Role

The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private equity and infrastructure funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.

Secondary fund of funds:

• Participate in investment opportunities sourcing effort
• Value and price equity interests in private equity funds and companies
• Prepare financial projections and transaction modeling
• Prepare investment recommendations
• Present to global team and Investment Committee
• Monitor investments and development vs. targeted performance
• Prepare reporting presentations to Limited Partners and Advisory Board

Primary fund of funds:

• Screen North American et European Private Equity and infrastructure markets
• Compile information and conduct research
• Conduct due diligence (strategy, team, performance)
• Prepare investment recommendation
• Present to global team and Investment Committee
• Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings Prepare reporting presentations to Limited Partners

Mandates and Ardian Customized Solutions:

• Work with the Ardian Customized Solutions team on new mandates through RFP processes
• Prepare quarterly reportings and meetings
• Present to clients performance of underlying funds invested

Required Skills

• Drive for results, teachable, always delivers high quality work
• Deep understanding of corporate finance principles and how to analyze investment opportunities
• Very strong excel modeling skills
• Strong writing and memo-drafting skills
• Organized and motivated
• Strong analytical mindset

Profile

• Degree in Finance or other related field
• .5 - 2 years' experience in finance - investment banking, strategy consulting, or valuation
• Familiarity working with international teams and across cultures