Financial Analyst, Scotiabank

2 months ago

Calgary, Alberta, Canada Scotiabank Full time

About Roynat Capital

Roynat Capital, a subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies. We offer tailored solutions for acquisitions, business expansions, wealth monetization, and working capital enhancement. With a national presence in Canada, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.

About the Investment Team

A reputable private equity group that specializes in investing in Canadian companies with an enterprise value between $40M - $200M. The firm has an extensive and active 50+ year track record of investing in Canadian mid-market companies. With offices in Toronto, Montreal, and Calgary, and strategic relationships nationwide, the investment team is well positioned to partner with a wide range of businesses across many industries.

About the Role

As the successful Associate joining this team, you will work from the Calgary office covering deal flow. This role provides you with the opportunity to work directly with seasoned investment professionals and entrepreneurial business owners as it relates to evaluating new investments, presenting opportunities to the Investment Team, and participating in portfolio management. As a member of this team, you will experience working in a highly collaborative, friendly environment while also being empowered to exercise your judgment.

Key Responsibilities

  • Contribute to the investment decision-making process and provide support to the investment team, primarily the Senior Associate, regarding investment opportunities.
  • Manage ad-hoc internal tasks such as compliance reporting, internal memos, and portfolio results/presentations.
  • Conduct both company-specific and industry-wide due diligence.
  • Manage the reporting and compliance of existing portfolio companies internally.
  • Prepare financial models and valuations, internal investment memos, and industry overviews.
  • Assess new and existing investment opportunities, along with their expected merits and risks.

Qualifications

  • Years of total work experience with 1+ in one of private equity, corporate development, corporate finance, or investment banking viewed as an asset.
  • Completion of, or enrollment in, a professional designation (e.g., CFA, CA, CBV) is an asset.
  • Excellent written and verbal communication skills.
  • Self-motivated individual with a professional demeanor.
  • Strong technical accounting and finance skills; experience conducting financial analysis with knowledge of building detailed financial models (operating models, LBOs).
  • A detail-oriented person with a passion for investing who is dynamic and proactive.

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