Private Equity Associate Director

3 hours ago


Ottawa, Ontario, Canada Scotiabank Full time
Join Scotiabank, a leading bank in the Americas, and contribute to the growth and success of our customers, their families, and communities. As an Associate Director, Roynat Equity Partners, Canadian Banking, you will play a key role in making and managing private equity/venture capital fund investments. Your responsibilities will include financial modeling, screening potential investment opportunities, conducting market research, providing assistance with due diligence, drafting investment summaries and internal memorandums, and general account administration. You will work closely with a Senior Associate and Analyst to achieve shared goals. Key responsibilities include:

Financial Modeling:
Develop and maintain financial models to analyze financial information presented by prospects and portfolio funds and their holdings. Provide accurate information and data to support recommendations.

  • Conduct thorough financial analysis and provide insightful recommendations

Portfolio Management:
Monitor all assigned accounts; conduct portfolio analytics, cash forecasting and risk modeling: timely review of financial statements and promptly identify deteriorating situations with recommended solutions. Manage monitoring and internal reporting and review activities for private equity/venture capital fund investments.
Assist the Director and the Managing Director with investment objectives and policies. Maintain a detailed pipeline of prospects and potential deals through the firm's CRM system and external and internal sources.

  • 5+ years of experience in private equity/venture capital fund investments and portfolio management; Undergraduate degree
  • CFA, CA/CPA, CBV or Masters' degree in business/economics considered an asset
  • Solid accounting skills and experience
  • Advanced proficiency with MS Office – Word, PP, Excel
  • Ability to manage multiple projects under pressure to meet tight deadlines

Guided by our purpose:
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role.

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