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Portfolio Management Associate

2 months ago

Toronto, Ontario, Canada Clairvest Full time
About the Role

The Senior Associate is a key member of the investment team at Clairvest, responsible for supporting the origination, due diligence, and management of portfolio companies. This role requires a strong analytical mindset, excellent communication skills, and a passion for private equity.

Key Responsibilities
  • Support investment origination and due diligence activities, including financial modeling, risk assessment, and market research.
  • Collaborate with Partners and Managing Directors to develop and execute growth plans for portfolio companies.
  • Develop and maintain relationships with management teams, Board of Directors, and external stakeholders, including bankers, accountants, lawyers, and tax professionals.
  • Prepare and present financial and risk analysis reports to senior leadership and the Board of Directors.
  • Support the development and execution of long-term strategic plans for portfolio companies.
  • Monitor financial performance and cost optimization, participating in the budgeting process and review of operational expenses.
  • Prepare quarterly reports outlining the performance of portfolio companies and updates on their business plans.
  • Support portfolio company review and execution of tuck-in acquisitions.
Requirements
  • MBA/Post graduate education from a top-tier institution.
  • Professional designation (CFA, CA, CPA) an asset.
  • Proficiency with Excel modeling.
  • Superior analytical skills with the ability to prepare in-depth financial and risk analysis.
  • Demonstrated ability to influence and engage senior leadership.
  • Resourceful and flexible, with a strong desire to learn all attributes of private equity and the Clairvest approach.