Investment Associate Jobs

Valsef Capital is looking for a talented, versatile, and passionate Investment Associate to support our investment team and allocate capital in the public market.

The Investment Associate will work in an extremely entrepreneurial environment and will be responsible for conducting research and analysis with the ultimate goal of capital deployment and investment.

You would join our small but mighty team in Montreal, Canada 🇨🇦.

This is an incredible opportunity to manage, invest and deploy large capital at an extremely fast pace. With the potential to eventually build, grow and manage your own investment team.

Who we are:

Founded and based in in Montreal, Canada 🇨🇦, Valsef Capital’s focus is to invests in publicly traded companies based on the principles of value investing, while focusing on areas of the market that have historically shown pricing inefficiency.

As an Investment Associate, you will:

[Day to day responsibilities]

• Research and construct comparable company analyses and develop multiple forecast scenarios through company and industry research
• Monitor and analyze financial markets, economic indicators, and regulatory developments to identify potential risks and opportunities for our clients.
• Stay updated on industry best practices, emerging trends, and regulatory changes impacting the capital markets
• Valuation and thorough investment evaluation: development and maintenance of investment models, portfolio data, and supporting analytics for the company’s Exco and Investment Committee
• Conduct market research and analysis to identify potential investment opportunities, industry trends, and competitive landscape
• Investment management and value addition in portfolio companies in line with the Company’s value add framework and investment approach

You will be set up for success if you have:

[Skills & Requirements]

• Strong influencing and interpersonal skills, ability to adapt to different audiences and build effective relationships
• Successful completion of an undergrad in Finance, Economic with strong quantitative background and analytical skills
• Problem-solving skills and an ability to create innovative investment solutions / structures
• Excellent verbal and written communication skills
• Minimum 1 year of experience in private equity, asset management, investment research, investment banking and/or capital markets setting
• Exceptional analytical and quantitative skills, with the ability to conduct financial analysis, model complex scenarios, and interpret data effectively
• Wide understanding of different markets and business models, and ability to judge the quality of investments

What would make you amazing:

[Nice to haves]

• Advanced degree (MBA, CFA) is a plus

Ideal behaviours:

• Passion for capital markets - with a keen interest in staying updated on market trends, regulatory changes, and emerging technologies
• Drive, passion and ambition – we are a meritocracy where hard work pays off
• Strong interpersonal and communication skills to genuinely build long term relationships with the ability to present complex financial concepts in a clear and concise manner
• Growth mindset to constantly improve oneself and processes
• Thirst to learn about different businesses in new and diverse industries
• Integrity and dependability – you will be trusted to manage large investments

What you can expect from us:

[Benefits]

• Free parking for all employees
• Global Meetups
• Free lunch in the office
• Flexible working hours
• Training reimbursement program
• Competitive base salary with uncapped
• Unlimited holiday policy
• Annual wellness benefit

I&D statement

[Be your authentic self at work]

As we go global, we want our team to reflect the diverse and multicultural world we live in.

So, we choose to talk about Inclusion and Diversity [in that specific order] because we believe Diversity will not be successful without Inclusion first. We build teams, cultivate leaders, and create a company that is the right fit for every person in it.

We look forward to hearing from you!

Please note, we do not accept applications from recruitment agencies - thank you!

If you are interested in learning more about what we do and how you could join the team, please submit your application. We appreciate experience comes in different forms and you do not always need to check every box.