Associate, Transaction Advisory
2 months ago
**Associate, Transaction Advisory**
**Montreal Office**
**Overview**
Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
**Our team**:
Our transaction advisory group consists of full-service financial advisors (buy or sell) that advise clients through the entire M&A process - from assessment of shareholder objectives and strategic alternatives to the initial valuation, quality of earnings assessment, preparation of a financial model and marketing materials, solicitation of interest and negotiations, and through closing. We assist our clients through some of their most important business and life decisions.
**A day in the life of a Transaction Advisory Associate**:
- Execute on active corporate finance and transaction advisory mandates
- Due diligence in the context of transactions, on behalf of companies, private equity firms and other institutional investors
- Sell-side advisory, including preparation of potential buyers list, marketing materials and financial model
- Business development - preparation of marketing materials and assistance with prospecting new mandates
- Develop an in-depth understanding of a client’s objectives
- Learn the multi-faceted drivers of the business including service / product, customers, suppliers, geographic reach, competitive landscape, historical performance
- Review and analysis of financial data, trends and projections in the context of a transaction, including preparation of normalized financials, integrated financial models and due diligence workbooks
- Facilitate discussion amongst various stakeholders (buyers, sellers, advisors, etc.)
- Support clients through the negotiating and closing phases of a transaction
- Collaborate with legal counsel, assisting with review of agreements and preparation of disclosure schedules
- Collaborate with professionals in various departments of the firm including tax, assurance, Richter Family Office and others
**What we are looking for**:
- Minimum 2 years of relevant work experience preferably in corporate finance, investment banking, transaction services, or audit
- Undergraduate or graduate degree with a focus on accounting, finance or business administration along with the completion of at least one finance or accounting designation (CPA, CBV or CFA)
- Strong computer literacy with emphasis on Excel, PowerPoint and Word presentation skills
- Very strong work ethic and ability to manage multiple mandates
- Ability to prepare integrated financial models, and valuation analysis
- Ability to use research tools to extract relevant background material for business development and transaction support
- Strong personal skills and the ability to work effectively within a team environment under time constraints
- Comprehensive financial and accounting skills
- Experience in financial services and ability to manage multiple projects and complex concepts
**What’s in it for you?**
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Annual Health & Well-being Program
- Hybrid work Environment
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition
We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.
**Education**: Preferred
- Bachelors/Undergraduate or better in Finance or related field
- Bachelors/Undergraduate or better in Accounting or related field
**Licenses & Certifications**: Preferred
- CFA
- CBV
- CPA
**Behaviors**: Preferred
- Team Player: Works well as a member of a group
- Dedicated: Devoted to a task or purpose with loyalty or integrity
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
**Motivations**: Preferred
- Entrepreneurial S
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