Private Equity Senior Analyst Jobs in Montréal, Quebec

Analyze data to generate actionable insights for investment strategies, portfolio management, and decision-making.

Comprehensive Benefits: Enjoy health and well-being perks, including vision, prescription, dental, and life insurance coverage.

Bachelor's degree in Finance, Business, Economics, or a related field. Master's degree is a plus.

Proven experience as a Market Analyst or similar role, preferably in a venture capital, investment banking, or consulting environment.

Strong analytical skills with the ability to interpret complex data and trends.

Excellent communication skills, both written and verbal, with the ability to present findings in a clear and concise manner.

Meet with company management and review past performance, strategy, outlook, regulatory and industry issues, and other relevant topics as required;

Strong research, financial modeling, analytical and valuation skills with prior experience conducting due diligence;

Undergraduate degree, preferably in business or finance;

Ability to build and maintain business relationships and strong interpersonal skills;

Confident and clear communication skills, both orally and in writing;

Review 3rd party due diligence reports (legal, accounting, industry strategic reviews, environmental, etc.);

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

2-3 years of experience in private equity, investment banking, transaction advisory or investment/management consulting

Assist in the management of consultants and advisors during the due diligence process

Identify key risks of potential investments and on-going risk management of investments

Financial modeling and analytical skills

Strong communication and presentation skills

Identify and perform preliminary analysis of investment opportunities

Participate in portfolio management tasks as well as relationships with external investment partners

Business acumen and excellent financial/accounting analytical skills

Effective communications skills, both written and spoken

Assist deal teams on the execution of transactions, including direct investments in companies and external fund commitments

Perform investment due diligence, including industry and company specific research using primary and secondary sources and partner diligence

Assist in the preparation of investment committee materials

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

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

Prior student work experience in investment banking, equity research, management consulting or private equity is an asset

Work alongside management to research and execute tuck-in acquisitions

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

Ad hoc operating projects alongside management

Collaboration with colleagues and leaders who offer diverse experiences and expertise in a supportive environment

Management of existing portfolio companies

·2 to 5 years relevant experience

·Bachelor or Master’s degree in Finance, Business, or a related field

·Exceptional analytical, financial modeling and valuation skills

·Strong written and verbal communication skills

·Proficiency with Microsoft Office, including strong Excel skills

·French language skills would be valuable but not required

Coaching team members to build a customer-centric approach to Experts; teaching Expert management, Expert care and negotiation skills

Minimum of 2 years of previous experience in an outbound professional services or sales/operations management role required

Teaching best practice and best-in-class strategies for time management, prioritization and urgency for all briefs and client requests

Upskilling and digesting client briefs, encouraging thorough understanding of all briefs from all industries

Experience working with/collaborating with Private Equity firms

Direct experience working within a Private Equity Firm is highly desired although not required

Coaching team members to build a customer-centric approach to Experts; teaching Expert management, Expert care and negotiation skills

Minimum of 2 years of previous experience in an outbound professional services or sales/operations management role required

Teaching best practice and best-in-class strategies for time management, prioritization and urgency for all briefs and client requests

Upskilling and digesting client briefs, encouraging thorough understanding of all briefs from all industries

Experience working with/collaborating with Private Equity firms

Direct experience working within a Private equity Firm is highly desired although not required

Ensuring fund income and expenses, including management and performance fees, are accrued for and are in accordance with relevant accounting standards

Exposure to all aspects of the business, working with senior management directly

Acting as the main point of contact to manage multiple client relationships

Pricing portfolios (including derivatives, stocks, and bonds) in accordance with funds’ offering documents

Ability to manage own time and workload effectively ensuring both internal and external deadlines are met

Ability to manage client inbox’s by responding to queries in a timely and professional manner

Critically assess information from vendors, company management, and professional advisors, and incorporate relevant data into investment analysis.

Actively manage portfolio companies, monitoring their ongoing performance, staying informed about industry developments, and providing support to management.

Supervise and contribute to periodic asset valuation and investment return calculations to meet internal and external portfolio reporting requirements.

5+ years of relevant transaction experience in private equity, investment banking, or a combination thereof.

Exceptional financial modeling skills with strong attention to detail.

Construct dynamic and sophisticated Excel-based financial models to assess new investments, follow-on financings, and portfolio company performance.

Experience with complex calendar management, booking high profile meetings, events and managing complex expense reimbursement process.

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

Book and manage complex global travel arrangements, itineraries or other duties related to support professionals who travel globally.

Manage calendars on behalf of executives, working with other departments to coordinate meeting booking.

Manage distribution lists, submit IT requests, and ensure team has required tools (e.g., hardware) to be effective.

5-10 years’ experience gained from working in a fast-paced, professional environment.

·1-2 years of experience in private equity, corporate & investment banking, management consulting, corporate finance or accounting.

·Excellent interpersonal skills, including strong written and verbal communication abilities.

·Analytical thinking skills with a solid understanding of accounting and financial modeling concepts.

·Advanced knowledge of Microsoft Excel, PowerPoint, and Word.

·An undergraduate degree in business, finance, accounting or engineering with a strong record of academic performance.

·Willingness to work both remotely and in-office depending on safety considerations.

Prior work experience in investment finance / asset management;

A minimum of 7 years of experience in accounting for the financial sector;

Knowledge of IFRS and fair value accounting is preferred;

Strong analytical skills and results oriented;

Team player, and experience managing a few direct reports

Ability to meet tight deadlines and to manage conflicting priorities; and

A minimum of a Bachelor's degree from a top-tier university in Finance, Economics or Business Management

Master's degree or professional qualification such as CFA/ACA is a plus

1~3 years of PE/IBD/leading consulting firm working experience

Advanced analytical capabilities including building complex financial models

Strong presentation and communication skills

Functionally This Role Will Have These Key Responsibilities

Demonstrated interest in private equity and investment management, financial analysis and valuation techniques

Help manage and review the work of intern(s)

You have strong verbal and written communication skills to effectively interact with institutions / potential sellers

Ability to execute against firm, often short-term, deadlines and manage multiple projects.

Compensation is competitive and comes with a semi-annual bonus and benefits.

Support deal team(s) in the investment due diligence process

Excellent leadership and team management abilities, with a track record of building and leading high-performing investment teams.

Exceptional communication and presentation skills, with the ability to interact confidently and effectively with investors, executives, and portfolio company management.

Extensive experience in closing private equity transactions, demonstrating strong deal origination and execution skills.

Exceptional financial acumen and analytical skills, with the ability to evaluate complex investment opportunities and assess risk-reward profiles effectively.

Strong negotiation and influencing skills, with the ability to structure and negotiate favorable terms for the firm.

Bachelor's degree in finance, business administration, or a related field (advanced degree preferred).

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

Minimum of 2-3 years experience in one or more of the following areas: investor servicing, investor relations, or consulting

Strong verbal and written communication skills with a clear ability to communicate complex with a wide variety of stakeholders

Interface directly with investors and wealth advisors regarding periodic fund performance updates, requests for investor materials and general inquiries

Support the quarterly investor reporting cycle including investor reports and third party database updates

Liaise with multiple internal stakeholders to ensure accurate and timely preparation of materials for investor and diligence requests

Support subscription process and onboarding of new investors

This internship offers course credit or cooperative education (coop) opportunities.

Bachelor's or Master's degree student in a relevant field such as Finance, Business Administration, Economics, or a related discipline.

Strong interest or experience in the Manufacturing sector, with a solid understanding of industry dynamics, trends, and key players.

Excellent research and analytical skills, with the ability to gather and synthesize information from diverse sources.

Strong communication skills, both written and verbal, with the ability to present findings and ideas in a clear and concise manner.

Previous internship or work experience in Private Equity, Investment Banking, or related fields is a plus.