Senior Associate, Investment Banking

Echelon Wealth; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

A leading investment banking firm in Toronto is seeking a Senior Associate for its Investment Banking division. The role involves significant exposure to client transactions, financial modeling, and mentorship. Ideal candidates have at least three years of investment banking experience and hold an MBA, CPA, or CFA. Candidates must demonstrate strong communication skills and the ability to manage multiple priorities in a demanding environment.

Qualifications

• At least three years of experience in investment banking or a related corporate finance role.
• Completion of an MBA, CPA, or CFA preferred.
• Excellent understanding of market conditions and regulations.

Responsibilities

• Lead and oversee financial modeling and analyses.
• Execute client transactions and manage due diligence activities.
• Prepare transaction documents and maintain communication flow on deal teams.

Skills

Analytical skills

Written and verbal communication

Project management

Client engagement

Education

MBA

CPA

CFA

Job description

COMPANY OVERVIEW

Ventum Financial Corp. is a leading independent, Canadian‑owned and operated Capital Markets and Private Client Services firm, known for its client‑centred approach and entrepreneurial spirit. Ventum was formed as a result of the merger between Echelon Wealth Partners and PI Financial in June 2024. Ventum Capital Markets is a premium full‑service broker‑dealer offering investment banking, advisory, equity research, institutional sales and trading, and retail distribution to small‑cap and mid‑sized public and private companies in a wide variety of sectors across Canada. Our investment banking group works with a broad range of clients to provide a variety of bespoke capital raising, as well as mergers and acquisitions advisory and debt capital markets solutions. We have deep sector experience in the mining, energy, cannabis, real estate, technology, health care and diversified sectors. As a leading independent investment bank, we enable success for our clients through deep sector expertise, tailored advice and a differentiated, highly productive culture.

Job Description

The Senior Associate, Investment Banking position offers the opportunity to gain significant transaction and business development experience. Drawing on previous experience, the ideal candidate will demonstrate a proven ability to take the initiative with files, will possess exceptional communication and management skills, and have a history of client‑facing exposure. The successful candidate will gain valuable exposure to both a wide array of industries, including healthcare, mining, technology, media, real estate and diversified industries, and diverse products ranging from equity offerings through to high‑yield senior debt instruments.

Responsibilities

• Take guidance from and work closely with senior bankers, and act as the point person in utilizing the resources of the junior investment banking team
• Play a significant role in the execution of client transactions, including acting as a central point of contact for the deal team and client team member as appropriate
• Lead and oversee financial modeling and analyses, and provide corresponding recommendations to clients and the internal team
• Plan and execute deal related due diligence activities and present findings internally
• Participate in developing investor presentation materials and in road show marketing activities
• Work with outside working group members including legal advisors, accounting advisors and auditors, among others
• Maintain responsibility for the overall information and communication flow on deal teams
• Actively manage and mentor analysts, and provide regular feedback
• Lead the preparation of transaction documents, including prospectuses, offering memoranda, term sheets, engagement letters and proposals
• Other duties as assigned

Desired Skills, Behaviours and Experience

• At least three years of experience in investment banking or a related corporate finance role (private equity, venture capital, mezzanine finance) combined with completion of an MBA, CPA, or CFA preferred.
• Well‑developed analytical skills evidenced by an ability to define what drives outcomes
• In‑depth knowledge of the industry and market to assess impact of market conditions
• Working knowledge of securities laws and regulatory requirements
• Possess excellent written and verbal communication skills
• Highly motivated, committed and responsible attitude with a demonstrated ability to manage priorities in a demanding work environment
• Consistently demonstrates Ventum’s Values and Pillars and act as a positive team‑player
• PRIOR INVESTMENT BANKING EXPERIENCE IS A PRE‑REQUISITE FOR THIS POSITION

We are reviewing resumes on a rolling basis. We thank all applicants for their response but only those considered for an interview will be contacted.

This role is based in Toronto, Canada. No sponsorships or work visas for U.S. or international applicants will be provided.

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.