Venture Capital – Financial Specialist – Toronto

Stonewood Group Inc.; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading clean technology firm in Toronto is seeking a Financial Specialist to evaluate investment opportunities and support portfolio companies. The ideal candidate will have an MBA or CFA, with at least five years of experience in M&A transactions. The role requires strong financial acumen, negotiation skills, and the ability to manage multiple tasks under pressure. Competitive salary, performance bonus, and benefits are offered.

Benefits

Competitive base salary

Performance bonus

Benefits package

Qualifications

• Minimum of five years’ experience in financial assessment and M&A transactions.
• Experience in investment banking or corporate M&A preferable.
• Capable of articulating arguments persuasively and negotiating skillfully.

Responsibilities

• Evaluate and assess new investment opportunities.
• Support portfolio companies with reporting and financing.
• Drive portfolio exits, including IPOs.

Skills

Financial projections

Due diligence

Valuations

Investment structuring

Negotiation skills

Multitasking

Education

MBA or CFA with an undergraduate degree in accounting or finance

Job description

Our client is a global leader in clean technology venture capital. Founded in 2000, the company is a pioneer in the rapidly emerging clean technology sector and is focused exclusively on innovative technologies in energy, advanced materials and water. Our client manages one of the largest clean technology venture portfolios across Europe and North America. Investors include leading financial institutions and multinational corporations.

Scope of Position

Our client is seeking to add a Financial Specialist to the team. Based in the company’s Toronto office, the individual will be a key member of interdisciplinary project teams. The successful candidate will evaluate and assess new investment opportunities and make recommendations on whether or not to invest. Subsequently s/he will be an integral member of the investment team to see transactions through to completion and thereafter working with portfolio companies to achieve operational and strategic objectives.

Functional Tasks

• Financial assessment of potential investments including financial projections, due diligence, valuations.
• Proposing investments, as part of the deal team.
• Supporting portfolio companies with reporting, market information, financing rounds.
• Monitoring investments including investor reporting.
• Structuring of investment transactions.
• Driving portfolio exits (IPOs and trade sales).

The candidate will be required to travel on a short notice.

Competency Profile

Commercial Acumen

Applies appropriate commercial and financial principles; understands financial projections, cost structure analysis, valuations, transaction structuring and syndication; appreciates the commercial impact of one’s work from the perspective of both the investor and investee.

Communication

Expresses ideas in a clear, fluent and concise manner in English; written and oral arguments are compelling and responsive to the needs of the audience; comprehends communications from others and responds appropriately.

Decisiveness

Gathers and interprets all available sources of information; willing to make solid and quick decisions when necessary; can commit to a course of action without delay when faced with limited information.

Initiative

Proactive; seizes opportunities and acts upon them immediately; takes responsibility for own actions and addresses problems before asked.

Influence

Articulates the key points of an argument persuasively; negotiates skillfully and convinces others to own point of view; directly and indirectly impacts the decisions/opinions of others; mobilizes people into action.

Multitasking/Stress Tolerance

Able to undertake multiple tasks/projects simultaneously and produce high‑quality analysis within constrained time‑frames; able to prioritize workload and competing objectives, maintaining a consistent level of activity and performance when under pressure.

Results Orientation

Focuses strongly on achieving agreed‑upon outcomes and ensures that key objectives are met; conveys a sense of urgency and drives issues to closure; aims to improve upon past performance; establishes aggressive personal targets and strives to achieve them.

Preferred Experience / Education

• An MBA or CFA with an undergraduate degree in accounting or finance.
• A minimum of five years’ experience in financial assessment of companies and execution of M&A transactions within an international environment, preferably in investment banking or corporate M&A.
• A network within the investment banking and M&A community (preferably industrial technology).
• The talent to quickly understand complex issues and structure thoughts systematically.
• A detail‑oriented mind while remaining focused on the essential issues, and communicating conclusions concisely and convincingly.
• A self‑starter who can integrate into a multinational team.
• A very high level of commitment and flexibility.

Competitive base salary + performance bonus and benefits package