Private Equity Senior Analyst Jobs

Support capital structure management, including debt refinancing, tax planning and capital budgeting

Manage the diligence process for new investments, including coordinating with various advisors/consultants, reviewing financial analysis and overseeing junior team members

Excellent interpersonal skills and both written & verbal communication skills

Demonstrate attention to detail and strong analytical skills

Embrace collaborative sharing of knowledge within a team environment

Sourcing new investment opportunities and presenting merits to the Investment Committee

Work with internal teams (tax, legal, finance & operations) to effectively structure, execute and manage investments

Become actively involved with portfolio companies, attend board meetings and assist management teams with strategic initiatives

A flexible/hybrid work environment combining in office collaboration and remote working

Candidates are typically recruited from direct investing (equity, credit, etc.), investment banking, consulting, corporate development, corporate finance/accounting and/or transaction services

Have great communication, interpersonal and relationship building skills

Diverse and inspiring colleagues and approachable leaders

Support management in multiple tasks such as valuation, presentation to investment committees, etc.

Support management in various special projects

2 to 3 years of relevant experience in investment, private equity, investment banking or M&A advisory

Excellent knowledge of the Microsoft Office Suite

Excellent knowledge of financial and accounting fundamentals

Excellent verbal and written communication skills in English and French

Working with other departments within the asset management group to enhance knowledge sharing and investment returns.

You have well-developed organizational and time management skills.

You have excellent written and verbal communication skills in English.

A minimum of 5 years of experience in analyzing U.S. equities.

Excellent interpersonal and communication skills (both written and verbal).

Experience with Bloomberg is an asset.

Experience in systematic investing or trading, and knowledge of factor-based investing techniques and/or quantitative portfolio management

Strong object-oriented programming skills (Python preferred) and experience with SQL databases

Conduct research on various aspects of quantitative portfolio management including the use of risk models, transaction cost models, and optimization techniques

A hybrid schedule offering you the flexibility to work from home up to two days a week.

Canada's Top 100 Employers: https://content.eluta.ca/top-employer-british-columbia-investment-management

Undergraduate degree in finance, economics, computer science, mathematics, or other quantitative discipline

Work experience with a focus on management consulting, strategy, performance improvement or equivalent private equity operations role

Act as a key driver of initiatives by working in conjunction with management of both the firm and portfolio companies

Experience facilitating multiple types of meetings (e.g., strategy, ideation, etc.) with a bias towards inspiring action and delivering results

Knowledge of advanced analytical tools (Tableau, R, etc.)

Self-awareness and understanding of own limitations across capabilities and industries

Provide optimizing growth solutions for portfolio companies by drafting value creation plans, diagnosing opportunities, and directly implementing initiatives

Qube Investment Management Inc. (QIM)

Depending on students’ graduation dates, Qube continues to offer employment during their final semesters.

·Have completed Intro to Finance (FIN301 at the University of Alberta)

·Excellent verbal and written communication skills

Anticipated Start Date: September 2023

·Fall Semester 2023 Part-Time (10hrs/wk):

2+ years of post-undergraduate experience in a relevant field (i.e. private equity, investment banking, management consulting, etc.)

Supports the preliminary analysis of investment opportunities, reviews public information, meets with management teams and develops valuation frameworks

A hybrid schedule offering you the flexibility to work from home up to two days a week.

Strong skills in financial modeling, analysis, valuation, and research

Outstanding written and verbal communication skills

Ability to effectively manage projects under pressure and within tight deadlines

Stay up to date with industry trends and developments to identify opportunities for improved data management processes and methodologies

Bachelor’s Degree in technical field (e.g., Computer Science, Mathematics, Statistics, Finance, or Engineering) from an academically rigorous program

Experience with creating clear and effective visualizations of large datasets

Experience with key analytical tools: must have Tableau & PowerBI experience, nice to have Qlikview

Knowledge of programming and querying languages: with priority being Python, and second priority being R / SQL

Excellent communication skills with the ability to present complex data findings to non-technical stakeholders

Want Fulfillment Beyond Prior Achievements:Self-actualized achiever seeking everlasting happiness and higher purpose, ready for meaningful engagement beyond traditional career achievements.

Why Become A Momentus Business CEO?

Fundamentals: Realize True Leadership Potential:

Financial: Unlock the Path to Abundant Prosperity:

Growth: Unleash Your True Potential:

Quality of Life: Enjoy the Life Journey:

Help evaluate ideas and present to management for consideration in Private Equity Fund product strategic planning

Share product development status and adoption with management and stakeholders

Stakeholder Management/ MS PowerPoint Presentations

You will maintain, develop, and share Private Equity Fund of Fund Industry Knowledge: market, competitor, and technology.

Collaborate with Private Equity Fund of Fund subject matter experts to define functional business requirements

Deliver consistent experience for clients across Private Equity, Real Assets, and Institutional Service businesses

The successful candidate will possess some or all of the following qualities and qualifications:

· Strong interest in finance and alternative investments

· Relevant work experience and/or academic background (MBA, CFA, BCom, HBA, etc)

Setter Capital is a leading investment banking and brokerage firm in the global private equity secondary market.

Within the first year, the successful candidate will be responsible for the following:

· Sourcing and vetting opportunities from Setter's vast global network, under the guidance of senior professionals

Demonstrated project and time management skills.

Ability to synthesize large amounts of data and communicate key findings through strong business writing and other communication skills.

Strong understanding of corporate finance and an ability to assess financial performance and business value.

Assist in the aggregation and reporting of portfolio level data for stakeholders including third-party investors and Manulife’s internal departments.

Participate in ad-hoc research projects, including helping identify new firms to target for investment.

Completion (or enrollment) in the CFA program considered an asset, but not required.

Experience in investment management, pension fund or financial services industry is an asset

Post-secondary degree in business, accounting, or finance

Knowledge of eFront and PowerBI is an asset

Excellent interpersonal skills and the ability to communicate clearly, concisely and accurately

Ensures proper accounting treatments in accordance with all applicable agreements and accounting principles

Assist with identifying and implementing process improvement initiatives and efficiencies

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities, And Skills

Manage release of capital notices and quarterly reporting on investor reporting portal

Manage year-end process and handle requests from external auditors and tax teams

Bachelor's Degree in Accounting, Finance or related field

3+ years' experience in an accounting role, preferably at a Big 4, PE firm or fund administrator

Approximately 6 years of work experience in private equity, investment banking, equity research, or management consulting

Supports transaction and Asset Management activities

Work alongside management to research and execute tuck-in acquisitions

Support capital structure management, including debt refinancing, tax planning and capital budgeting

Excellent interpersonal skills and both written & verbal communication skills

Demonstrate attention to detail and strong analytical skills

Responsible for project team(s) technical and functional development and performance management

Experience working with Private Equity, with an understanding of the unique requirements of the Private Equity consulting environment

Ability to advance numerous projects in parallel through thoughtful project management and provide strategic direction to team members

Perform finance function performance assessments and create a framework to improve finance function effectiveness

Manage C-level relationships at portfolio company as well as representatives from Private Equity sponsors

Participate in advancing the firm through committees and internal initiatives such as recruiting, business development, marketing, and knowledge sharing

Experience with creating clear and effective visualizations of large datasets

Experience with key analytical tools: Tableau / PowerBI / Alteryx / Knime

Knowledge of programming and querying languages (e.g., Python, R, SQL)

Diligence: leverage analytics to support making informed investment decisions (e.g., sizing risks, forecasting, unpacking business performance)

Ownership: drive value creation projects in our portfolio companies and help enhance our overall ownership approach

Sourcing: leverage third party data to help identify sector themes and actionable investment opportunities

Presentation of quarterly results to senior management

Assist with managing fund operations, including liquidity management, investor queries, forecasting and compliance

Minimum of seven years of progressive work experience in finance and/or accounting functions;

Ability to work in a dynamic, complex, fast-paced environment, to adapt quickly and to manage changing priorities;

Superior communication skills (oral and written) and interpersonal skills;

Strong organizational skills and ability to multi-task, prioritize and meet deadlines;

Develop and nurture relationships with Supply Chain Managers, Senior Executives, Professional advisors and other stakeholders within the industry.

Distinguished academic performance with BA or MBA in Finance, Business or Accounting

Minimum 3-5 years of relevant experience in M&A, private equity or investments

Experience with M&A, financing, banking and investing

Experience working with in an Indigenous community or organization, preferred

Knowledge of First Nations culture and traditions an asset