Associate, Strategy And Transactions (Vlt)

Overview 

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US. 

Richter’s Strategy Practice, a part of the Business Valuation, Litigation and Transaction Advisory Services Division (“VLT”), is looking to hire a professional at the Associate level for the Toronto Office.

VLT assists business owner achieve their growth objectives within their operating companies and supports financial institutions and professional investors evaluate middle-market opportunities. You will work from Toronto within a multidisciplinary team of 40+ professionals on a variety of stimulating engagements.

At Richter, you will discover an exceptional work environment that includes:

• Opportunities to complete challenging and rewarding work.
• The ability to make a difference and drive a lasting impact.
• Leaders who support your development through coaching, development and managerial opportunities.
• A dynamic, collaborative, progressive and high-performing team.
• A variety of engagements spanning various industries, sectors and geographies.

What we offer:

• Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement.
• A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
• The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services.
• The opportunity to develop your career with the direct support of your managers and firm partners.

Position Overview

As an Associate, you will have the opportunity to participate in a variety of corporate strategy mandates and collaborate with the three other segments of the group (M&A, Valuation and Litigation advisory). Ultimately, this will give you a diverse advisory experience and empower you to choose the career path that best suits your strengths and interests!

A day in the life

Your Mandates Will Include the Following: 

• Engage in client meetings to present findings and collaboratively workshop ideas and recommendations.
• Within engagements, you will be asked to:
  • Perform in-depth industry and competitive research to intimately understand our clients’ business environment.
  • Apply business, finance, and analytical skills to engagements (e.g., financial trending, modeling, ratio analysis, financial statement analysis, etc.).
  • Synthesize meaningful insights from large qualitative and quantitative date sets.
  • Prepare client reports with a strong commitment to quality.
  • Engage in client meetings to present findings and collaboratively workshop ideas and recommendations.
  • Participate in new business opportunities and other firm initiatives.
  • Collaborate with professionals in various departments of the firm including tax, assurance, Richter Family Office and others.
• Perform in-depth industry and competitive research to intimately understand our clients’ business environment.
• Participate in new business opportunities and other firm initiatives.
• Synthesize meaningful insights from large qualitative and quantitative date sets.
• Review and analyze market and financial data, trends and projections to identify and synthesize key findings and implications.
• Apply business, finance, and analytical skills to engagements (e.g., financial trending, modeling, ratio analysis, financial statement analysis, etc.).
• Create growth and market entry strategies to identify and validate growth avenues for clients to pursue along with the tactical implementation / execution plan.
• Participate in due diligence processes in the context of transactions, on behalf of companies, private equity firms and other institutional investors.
• Collaborate with professionals in various departments of the firm including tax, assurance, Richter Family Office and others.
• Develop corporate strategies and business plans to help companies articulate and achieve their long-term goals and objectives.
• Participate in sell-side advisory, including preparation of potential buyers list, marketing materials and financial models.
• Prepare client reports with a strong commitment to quality.

About You 

• Excellent communication (written and verbal), presentation and management skills - individual, team and client management.
• Our team is multidisciplinary with practitioners coming from outside traditional business programs, including STEM and Arts backgrounds.
• Flexible and adaptable with a comfort dealing with ambiguous problems.
• Self-discipline and organization with the ability to set priorities and manage competing demands.
• A dynamic candidate with a strong interest in business strategy.
  • Our team is multidisciplinary with practitioners coming from outside traditional business programs, including STEM and Arts backgrounds.
• Superior ability to apply logic and deconstruct complex problems.
• Very strong capabilities in qualitative and quantitative analysis with the ability to leverage a variety of tools to conduct and communicate findings and recommendations (e.g., Microsoft PowerPoint, Word, Excel and PowerBI; other analytics tools such as Tableau, Alteryx, UiPath, etc.).
• Ability to rapidly identify key issues during an engagement and generate mitigation tactics / recommendations.

What’s in it for you?

• CFE leave financial support
• Talent referral bonus
• Hybrid work Environment
• Professional Dues Reimbursement
• Competitive Performance Bonus
• Tuition Reimbursement
• Employee and Family Assistance Programs, including consultations with mental health professionals
• Access to an on-demand concierge nannying, babysitting, and tutoring service
• Annual Health & Well-being Program
• Client referral bonus
• Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
• Annual employee rewards and recognition
• Employee and Family access to virtual healthcare network
• Academic Incentives

Your application

We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.

Sounds like you? Apply today!