Corporate Development Coordinator

1 week ago

Toronto, Ontario, Canada Richardson Wealth Full time

Employment Status:

Permanent Full-Time

Location:

Toronto, ON

Department:

Corporate Development Department

Reporting To:

SVP, Corporate Development

Job Id:

TOR - 464

Job Level:

L3

Seniority Level:

Associate

Position Overview:


As a member of the Corporate Development team, you will closely support the strategic and aggressive growth of the organization.

The Corporate Development Coordinator should possess an ability to multi-task, strong analytical skills, strong attention to detail, and good communication skills with the ability to address various audiences, including Senior Management and Advisor teams.


Duties & Responsibilities:

Due Diligence and Deal Management


As a key member of the Corporate Development team, you will actively work with a broad range of key stakeholders, both internal and external, to ensure effective due diligence and deal management.

Your role will involve the following duties and responsibilities:

  • Assist the execution ability of the team by identifying and resolving issues: You will be responsible for identifying potential issues and challenges throughout the due diligence and deal management process. By proactively addressing these issues, you will help maintain the smooth progress of deals and ensure their successful execution. This may involve conducting research, analyzing data, and collaborating with team members to develop solutions.
  • Support Due Diligence day events by developing materials and coordinating partners: You will play a crucial role in the preparation and organization of Due Diligence day events. This includes developing materials such as presentations, reports, and documentation, as well as coordinating with internal and external partners to ensure a seamless and efficient process.
  • Identify, analyze, assess, track, and support the execution of strategic initiatives and transactions (i.e.
, growth initiatives, strategic partnerships, acquisitions):

You will be responsible for actively monitoring and analyzing strategic initiatives and transactions that align with the organization's goals.

This includes conducting thorough assessments, tracking progress, and providing support throughout the execution process. Your role will contribute to the successful implementation of growth initiatives, strategic partnerships, and acquisitions.

  • Act as the primary point of contact between executive(s) and internal stakeholders: You will serve as a liaison between executives and various internal stakeholders, ensuring effective communication and coordination. This will involve relaying messages, scheduling meetings, and facilitating information flow to support efficient decisionmaking processes.
  • Manage executive calendaring and scheduling: You will be responsible for managing executive calendars, scheduling meetings, and coordinating appointments to optimize time management and ensure executives' availability for key activities.
  • Process expense reports: You will handle the processing of expense reports, ensuring accurate documentation and adherence to company policies and procedures. This includes reviewing and reconciling expense claims, obtaining necessary approvals, and maintaining proper records.
  • Prepare and format reports for management and various committees: You will be responsible for compiling, formatting, and preparing reports for management and various committees. This will involve gathering relevant data, analyzing information, and presenting findings in a clear and concise manner.
  • Maintain records, diarize, and ensure events occur in a timely manner: You will be responsible for maintaining organized records, tracking deadlines, and ensuring that events and deliverables occur according to schedule. This includes maintaining accurate documentation, managing timelines, and proactively following up on outstanding tasks.
  • Complete other projects as assigned: You will be expected to undertake additional projects and tasks as assigned by the team or management. This may involve conducting research, participating in special initiatives, or assisting with adhoc assignments.

Skills & Qualifications:

  • Specific skills such as communication, organization, time management etc
  • Interest in Wealth Management, Corporate Development, Private Equity, Investment Banking, or a related field
  • Excellent relationship building skills with strategic thinking/analytical capabilities
  • High degree of proficiency in usage of Excel and PowerPoint

Education:

  • Undergraduate Degree in related field (Finance, Economics etc.)
  • CSC (Canadian Securities Course) would be an asset

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