Strategic Investment Director

4 days ago


Montreal, Quebec, Canada National Bank Full time
About the Role
As a Strategic Investment Director within National Bank's Private Investments group, you will play a key role in driving investment decisions and strategies for the bank. This exciting opportunity requires an experienced professional with a strong background in private equity, financial markets, and asset management.

In this dynamic position, you will work closely with senior leadership to source, evaluate, and invest in top-tier private equity opportunities that align with the bank's strategic objectives. Your expertise will be instrumental in conducting comprehensive due diligence, analyzing complex financial models, and making informed investment recommendations to the relevant committees.

To excel in this role, you must possess a deep understanding of private credit markets dynamics, coupled with exceptional quantitative analytical skills. A proven track record of successfully investing in external managers/funds is highly valued, as is the ability to perform complex valuations and identify key drivers of risk.

Key Responsibilities:
  • Sourcing, evaluating, and recommending high-quality private equity investment opportunities
  • Conducting thorough due diligence, including financial analysis and modeling
  • Making informed investment recommendations to senior stakeholders
  • Developing and maintaining relationships with key service providers and partners
  • Collaborating with cross-functional teams to drive investment execution and portfolio management


Requirements:
  • Bachelor's degree in finance, economics, or accounting; a master's degree or CFA/CBV certification is an asset
  • Minimum 5 years of relevant experience in private equity investment, financial markets (equity), asset management, and/or investment banking
  • Proven expertise in private equity, mergers & acquisitions, corporate development, equity research, private investment analysis, and investment banking
  • Strong quantitative modeling skills, with proficiency in Excel, PowerPoint, and programming languages considered an asset
  • Able to perform complex valuations, identify key drivers of risk, and make informed investment decisions under pressure


What We Offer:
  • A competitive salary range of $180,000-$220,000 per annum, commensurate with experience
  • A comprehensive benefits package, including health and wellness programs, flexible insurance options, a generous pension plan, and employee share ownership plan
  • Ongoing professional development opportunities, including training, mentorship, and access to industry events
  • A dynamic work environment that fosters collaboration, innovation, and growth
  • The chance to work with a leading financial institution that values diversity, inclusion, and community engagement


About Us:National Bank is a forward-thinking financial institution committed to delivering exceptional client experiences through its innovative products and services. Our team of dedicated professionals shares a passion for helping individuals and businesses achieve their goals, while promoting a culture of inclusivity, agility, and empowerment.

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