Associate/Sr. Associate, Corporate Strategy

1 month ago

Toronto ON, Canada Purpose Unlimited Full time

Purpose Investments Inc, 130 Adelaide St. West, Toronto, Ontario, Canada Req #71

Thursday, March 28, 2024

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Role Summary:

We are hiring an Associate or Senior Associate to join Purpose’s Corporate Strategy & Development team. Reporting to the VP, Corporate Development. You will be responsible for supporting, developing, and executing on our strategic vision and corporate initiatives, working alongside senior executives across the organization. This is an exciting opportunity with one of Canada’s leading growth-focused financial services companies. The position will entail meaningful responsibility and autonomy, and the chosen candidate will play a critical role in driving continued growth across the Purpose platform.

Key Responsibilities:

  • Collaborating with senior executives and business unit leaders to support the development and execution of the company’s strategic initiatives.
  • Evaluating and executing potential M&A and investment opportunities, including financial modeling, due diligence, valuation, synergy assessment, and project management of the integration of acquisitions.
  • Preparing presentations to business unit leaders, senior executives, and other stakeholders, including quarterly board reports and internal monthly reporting packages.
  • Working with existing and prospective Purpose clients, particularly in the wealth management sector, on opportunities for investment and acquisition to accelerate growth.
  • Collaborating with others on the development and execution of long-term capital structure planning, including supporting the investor relations function and assisting with banking relationships.
  • Regular monitoring and understanding of the organization’s business performance, KPIs, and trends.
  • Researching, monitoring, and assessing industry/market trends and competitive landscape.

Qualifications:

  • 3 to 5+ years of relevant experience in investment banking, corporate development, transaction advisory, consulting, and private equity.
  • Bachelor’s degree or higher in Finance, Accounting, Engineering, or another quantitative field.
  • CPA / CA designations, CFA, and/or MBA are considered assets.
  • While not a prerequisite, experience in financial services is also considered an asset.
  • Strong quantitative and analytical skills and proficiency in financial modeling and valuation.
  • Self-starter with an ability to work in a high-performance and entrepreneurial environment – takes ownership and initiative to drive projects to completion and a high degree of intellectual curiosity, critical thinking, and problem-solving skills.
  • Excellent interpersonal, written, and verbal communication skills, and ability to work collaboratively with senior executives and other Purpose employees.
  • We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
  • We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
  • We care about your rewards - Competitive compensation including equity program.
  • We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you, We also offer a Lifestyle Spending Account for all your wellness needs.
  • We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
  • We care about your family - Paid parental leave for eligible employees with a top-up.
  • We care about your future – Generous Group RRSP matching and an optional TFSA program.

  • We care about your development – We offer training opportunities and tuition support year-round.

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team atpeopleteam@purpose-unlimited.com .

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

  • Purpose Investments Inc, 130 Adelaide St. West, Toronto, Ontario, Canada
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