Strategic Portfolio Manager for Private Equity and Venture Capital Investments

2 weeks ago


Ottawa, Ontario, Canada Scotiabank Full time

About the Role

We are seeking a highly skilled and experienced Associate Director to join our Private Equity team at Roynat Equity Partners, a division of Scotiabank.

Key Responsibilities

  1. Provide strategic support to the Director and Managing Director in making and managing private equity and venture capital fund investments.
  2. Lead and take ownership of investment submissions and related memorandums on behalf of the investment team.
  3. Conduct market research, provide financial modeling, and assist with due diligence.
  4. Monitor all assigned accounts, conduct portfolio analytics, cash forecasting, and risk modeling.
  5. Work collaboratively with internal and external stakeholders to ensure smooth transaction closings.

Requirements and Qualifications

  • 5+ years of experience in private equity and venture capital fund investments and portfolio management.
  • Undergraduate degree in a relevant field.
  • CFA, CA/CPA, CBV, or a Master's degree in business or economics is considered an asset.
  • Completion of ILPA certification is required.
  • Advanced financial modeling skills and experience.
  • Advanced knowledge of institutional investment principles and practices.

About Scotiabank

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.

What We Offer

  • A dynamic and inclusive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation and benefits package.


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