Venture Financing – Partner – Ontario

Stonewood Group Inc.; Ontario; On-site; CAD 120,000 - 180,000; Full time

Job summary

A leading financial services company is looking for a Partner in Ontario to expand their portfolio and manage client relationships in the technology sector. The role involves sourcing loans, overseeing transactions, and enhancing the company’s brand in a competitive market. Ideal candidates should have significant experience in technology finance and proven client management skills.

Qualifications

• 5+ years in the technology finance sector with strong connections.
• Ability to assess financial, operational, and personnel risks accurately.
• Excellent client management skills required.

Responsibilities

• Source, evaluate, and negotiate loans for the organization.
• Manage funding transactions and oversee portfolio companies.
• Develop networks with venture capital funds and industry stakeholders.

Skills

Client Management

Negotiation

Risk Management

Commercial Acumen

Education

Understanding of corporate cost of capital and financing economics

Minimum of 5 years experience in technology finance

Job description

Our client is one of Canada’s top financial services companies, specializing in venture lending solutions for high technology companies. Founded three years ago by experienced entrepreneurs, venture capital partners, and investors, the firm has rapidly expanded its national footprint, providing over $25 million in financings to more than 100 companies across Canada.

Scope of Position

We are seeking a dynamic individual to lead our client’s business in Ontario. The successful candidate will be responsible for expanding the company’s portfolio and managing client relationships in Canada’s largest and most vibrant market.

Functional Tasks

• Source, evaluate, and negotiate attractive loans for the organization.
• Manage funding transactions, including document preparation and tracking, liaising with legal counsel, and monitoring accounting processes.
• Build the company’s brand in Ontario to establish it as the premier venture debt funding provider.
• Oversee portfolio companies within the region.
• Develop and strengthen networks with venture capital funds, accountants, lawyers, intermediaries, and industry stakeholders for deal sourcing and credibility enhancement.
• Ensure investments and loans align with the firm’s strategic objectives.
• Manage risks associated with the portfolio.
• Assist in fundraising efforts as needed.
• Provide strategic and financial advice to the firm and portfolio companies as required.

Key Performance Deliverables

The following are specific deliverables associated with the role, with KPIs to be discussed and agreed upon with the successful candidate.

Competency Profile

The competencies below define the role of Partner, Ontario at our client:

Industry & Market Awareness
Anticipates and responds to industry and market changes by understanding key characteristics and drivers. Keeps abreast of competitors’ products, services, and positioning.

Commercial Acumen
Applies financial principles effectively, understanding costs, profits, value-added, and ROI. Recognizes the commercial impact of work on organizational expenses and revenues.

Initiative
Proactive in seizing opportunities and taking responsibility for actions. Addresses problems proactively.

Information Seeking
Consults broadly for advice, probes for facts, and differentiates critical information from trivial.

Self Confidence
Expresses confidence in abilities, displays resolve, and seeks challenges and independence.

Team Skills
Fosters team spirit and collaboration, balancing personal goals with team objectives.

Influence
Persuasively articulates points, negotiates effectively, and influences decisions and actions.

Results Orientation
Focuses on achieving outcomes, drives issues to closure, and strives for continuous improvement.

Preferred Experience / Education

• Understanding of corporate cost of capital and financing economics.
• Minimum of 5 years experience in the technology finance sector, well-connected, with excellent client management skills.
• Ability to assess financial, operational, and personnel risks accurately.
• Comfortable working within the technology industry sector.
• Clear thinker with the ability to convey value propositions effectively.