Investment Associate

5 months ago


Montréal, Canada Valsoft HQ (EN) Full time

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

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

**What would make you amazing**:
**[Nice to haves]**
- Advanced degree (MBA, CFA) is a plus

**Ideal behaviors**:

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

**What you can expect from us**:
**[Benefits]**
- Unlimited holiday policy
- Free lunch in the office
- Global Meetups
- Competitive base salary with uncapped
- Flexible working hours
- Annual wellness benefit
- Training reimbursement program
- Free parking for all employees

**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


  • Investment Associate

    5 months ago


    Montréal, Canada Valsoft HQ (EN) Full time

    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...


  • montréal, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio manag


  • Montréal, Canada Fiera Capital Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: - Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. - Your Growth & Empowerment: We have ambitious...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 194847 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate, Global Investment Banking - Montréal, QC** **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and...

  • Investment Associate

    2 months ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 188750 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Montréal, Canada Pomerleau Full time

    **We are Pomerleau. And you could be too.** At Pomerleau, we fully understand that our mission is not only to create infrastructure or erect buildings, but to build communities. As a leader in the construction industry for nearly 60 years, we always aim to make a positive impact on the lives of the people we serve across Canada. To do this, we do...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 148361 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...


  • Montréal, QC, Canada Manulife Full time

    **Bilingual Associate Investment Counsellor (AIC), Montreal **We are seeking a highly professional individual to assist an Investment Counsellor (IC) based in Montreal in maintaining and growing existing client relationships and actively participating in various initiatives aimed at continuously improving customer satisfaction and engagement. Serving high...


  • Montréal, Canada Aon Full time

    Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants must be legally authorized to work in Canada....


  • Montréal, QC, Canada Diagram Ventures Full time

    **Who we are**: Diagram is a venture builder and early-stage investor in Fintech, Web3, AI, and ClimateTech. We've designed a unique platform for entrepreneurs who have a proven track-record and domain expertise to start their next business by combining access to venture capital investment, hands-on support, and access to a vast network of partners. Since...


  • Montréal, QC, Canada Aon Hewitt Full time

    Associate Partner, Investment Consulting Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants...


  • Montréal, QC, Canada Aon Hewitt Full time

    Associate Partner, Investment Consulting Are you an investment advisory leader who enjoys strategic problem-solving and who shines in a client champion role? If your answer is yes, we have an extraordinary career opportunity waiting for you at Aon! This is a hybrid role with the flexibility to work both virtually and from our Montreal office. Applicants...


  • Montréal, QC, Canada Banque Nationale du Canada Full time

    Associate Director Private Investments Credit On-Site Job number: 22798 Category: Senior Professional Status: Permanent Schedule: Full-Time 02-Oct-2024 Area of Interest: Financial markets and treasury A career as Associate Director in the Private Investments (Credit) group within Global Funding & Treasury - Financial Markets at National Bank means...

  • Investment Associate

    5 months ago


    Montréal, Canada BMO Financial Group Full time

    1501 McGill College Avenue Montreal Quebec,H3A 3M8 This job posting is used to fill upcoming positions for the Montreal region. Assesses individual client investment needs to provides professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance...


  • Montréal, QC, Canada National Bank of Canada Full time

    A career as Associate Director in the Private Investments (Credit) group within Global Funding & Treasury - Financial Markets at National Bank means that you will be actively participating in the investment process for private credit investment opportunities (which include deal analysis, investment due diligence, portfolio monitoring, and proactive research...


  • Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 180303 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Analyst, Investment Banking - Montreal, QC** **Why work for Scotiabank?** Scotiabank is a leading bank in the Americas. We are powered by our 97,000 high-performing teammates who are making a real difference around the world as...