Senior Investment Professional

20 hours ago

Montreal, Quebec, Canada Export Development Canada Full time

At Export Development Canada, we're committed to helping Canadian businesses thrive in the global market.

We're seeking a highly skilled Senior Investment Professional to join our Mid-Market Growth Business's (MMGB) Growth Capital Team (GCT). As a key member of this team, you'll be responsible for originating and managing MMGB's $400 million equity and debt portfolio.

As a trusted partner to Canadian medium-sized companies, you'll work closely with our team members to develop customized financial and non-financial solutions that help these businesses achieve their strategic objectives and accelerate their long-term growth plans.

Your expertise will be invaluable in structuring and delivering tailored financial solutions, leveraging the full suite of EDC's products and services. You'll collaborate with junior colleagues, conduct due diligence, build financial models, and present to our investment committee.

You'll also have the opportunity to manage a focused investment portfolio, performing ongoing assessment and valuation of individual investments, and working closely with senior management of portfolio investments to provide value-added support to their growth strategies.

This is an exciting opportunity to make a meaningful impact on the Canadian business landscape. If you're a seasoned investment professional with a passion for driving business growth, we want to hear from you

Key Responsibilities:

  • Strategic Partner - Co-develops strategic customer relationships and investment opportunities
  • Conduct Due Diligence - Works with a deal team to conduct full business analysis and diligence for complex direct venture capital or venture debt transactions
  • Build Financial Models - Working with junior colleagues, able to lead detailed excel based financial modeling for risk assessment, structuring and valuation purposes
  • Presents to Investment Committee – Responsible for the preparation of investment memorandums and related materials
  • Negotiates Legal Documentation - Working with internal and/or external counsel, reviews, assesses, negotiates and finalizes transaction documentation
  • Manages a Portfolio – Manages a focused investment portfolio, performs ongoing assessment and valuation of individual investments
  • Demonstrate Teamwork - Works collaboratively and effectively with the broader MMGB Customer Delivery Team and all internal and external stakeholders

Requirements:

  • 5-7 years of direct and relevant work experience in private equity, venture capital investing, and/or venture debt with a demonstrated track record of leading transactions and managing a portfolio of investments or venture debt
  • Additional relevant professional experience which could include M&A, banking, accounting, consulting or operations
  • Referenceable deal sheet or listing of relevant private equity, venture capital, or venture debt transactions that the candidate had direct involvement in

Benefits:

  • Competitive salary range: $144,156 - $240,260 annually, plus a performance-based incentive
  • Bilingualism in both official languages (English and French) is an asset
  • Relocation assistance is available for eligible candidates

Earn competitive salaries starting at $144,156 per year plus a performance-based incentive.

  • Senior Investment Professional

    3 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Senior Investment Professional Opportunity at PSP's Private Debt & Credit Investment GroupWe are seeking a highly skilled Senior Investment Professional to join our team at PSP's Private Debt & Credit Investment (PDCI) group. As a key member of our investment team, you will be responsible for selecting and monitoring external managers to achieve our...

  • Senior Investment Manager

    1 month ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Senior Investment Manager OpportunityWe are seeking a highly skilled Senior Investment Manager to join our PSP's Private Debt & Credit Investment (PDCI) group. As a key member of our team, you will be responsible for managing external manager relationships and ensuring alignment with our investment objectives.About the RoleThis is a full-time position that...

  • Senior Investment Professional

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 207226At Scotiabank, we're seeking a Senior Investment Professional to join our Canadian Banking Branch network. As a customer-centric individual, you'll connect with people in a relatable way and provide exceptional service throughout the customer's journey.About the roleAs a Senior Investment Professional, you'll be passionate about...

  • Senior Investment Banking Professional

    4 weeks ago

    Montreal, Quebec, Canada beBee Professionals Full time

    We are seeking a Senior Investment Banking Professional to provide financial advice to clients, analyze financial data, and develop strategies to maximize returns on investments. The ideal candidate will have a Bachelor's degree in finance, economics, or a related field, and at least 5 years of experience in the financial services industry.The successful...

  • Senior Investment Banking Professional

    1 month ago

    Montreal, Quebec, Canada beBee Professionals Full time

    Job Summary:We are seeking a highly skilled Senior Investment Banking Professional to join our team at beBee Professionals in Montreal. The ideal candidate will have a strong background in finance and a proven track record of providing expert financial advice to clients. Key responsibilities include analyzing financial data, developing strategies to maximize...

  • Senior Investment Analyst

    1 month ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    About the RoleWe are seeking a highly skilled Senior Analyst to join our Public Markets Integration and Servicing team. As a key member of the team, you will provide critical support to the Capital Markets Alternatives team by coordinating public markets investment activities and operational matters.Key ResponsibilitiesCoordinate public markets investment...

  • Senior Investment Professional

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Investment & Personal Banking Specialist at Scotiabank, you will play a pivotal role in delivering exceptional service to our customers. Your focus will be on providing a full range of customized financial solutions using a financial planning approach, understanding customers' financial goals and preferences, and recommending the...

  • Senior Investment Professional

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleAs a Senior Investment & Personal Banking Specialist at Scotiabank, you will be responsible for providing exceptional service to customers throughout their financial journey. Your focus will be on delivering trusted financial advice and customized solutions using a financial planning approach.Key Responsibilities- Provide a full range of...

  • Senior Investment Professional

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 207226At Scotiabank, we're seeking a Senior Investment Professional to join our Canadian Banking Branch network. As a customer-centric individual, you'll connect with people in a relatable way and provide exceptional service throughout the customer's journey.About the RoleIn this role, you'll be passionate about financial sales and delivering...

  • Data Analyst/Senior Data Analyst, Investment Specialist

    5 days ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Data Analyst/Senior Data Analyst, Investment SpecialistRole OverviewWe are seeking a highly skilled Data Analyst/Senior Data Analyst to join our PSP's Private Debt & Credit Investment (PDCI) group in Montreal.Key ResponsibilitiesAnalyze complex financial data to inform investment decisionsDevelop and maintain databases and data visualizationsCollaborate with...

  • Senior Investment Strategist

    1 month ago

    Montreal, Quebec, Canada Aon Full time

    Empower Results for Institutional ClientsAs a Senior Investment Consultant at Aon, you will have the opportunity to deliver innovative and effective solutions to our institutional investment clients. This hybrid role combines strategic thinking with hands-on expertise to drive results.Key Responsibilities:Develop and implement investment strategies that meet...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    About the RoleWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Hewitt. As a key member of our Investment Consulting Practice, you will be responsible for delivering high-quality investment consulting services to our institutional clients.Your primary focus will be on providing expert advice and support to clients, helping...

  • Senior Investment Analyst

    1 month ago

    Montreal, Quebec, Canada BDC Full time

    Job Title: Senior Analyst, Investment Valuation and AccountingWe are seeking a highly skilled and experienced Senior Analyst to join our team at BDC. As a key member of our investment valuation and accounting team, you will be responsible for ensuring the accuracy and integrity of our financial reporting.Key Responsibilities:Prepare and present valuations to...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key responsibilities include:Providing consulting support services and technical support on a range of...

  • Senior Investment Solutions Leader

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Job Title: Senior Investment Solutions LeaderAbout the Role:We are seeking a Senior Investment Solutions Leader to join our team at National Bank. As a key member of our Customer Experience team, you will be responsible for mobilizing a team of approximately 13 employees who are committed to responding effectively to our clients while ensuring a superior...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon Corporation. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients. This is a hybrid role with the flexibility to work both virtually and from our Montreal office.Key...

  • Senior Investment Consultant

    1 month ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Senior Investment ConsultantAon Hewitt is seeking a Senior Investment Consultant to join our team. As a key member of our Investment Consulting practice, you will be responsible for delivering investment consulting material and advice to institutional clients.Your primary focus will be on providing consulting support services and technical support on a range...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Hewitt Full time

    Job SummaryAon Hewitt seeks a highly skilled Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key ResponsibilitiesProvide consulting support services and technical support on a range of advisory and OCIO Investment...

  • Senior Investment Advisor

    4 weeks ago

    Montreal, Quebec, Canada NBC Full time

    Job Title: Senior Investment AdvisorAt NBC, we are seeking a highly skilled Senior Investment Advisor to join our Investment Solutions team. As a key member of our team, you will be responsible for providing expert advice and support to our wealth advisors on portfolio management best practices.Key Responsibilities:Build close relationships with wealth...

  • Senior Investment Consultant

    4 weeks ago

    Montreal, Quebec, Canada Aon Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Consultant to join our team at Aon. As a Senior Investment Consultant, you will be responsible for delivering investment consulting material and advice to institutional clients.Key Responsibilities- Provide consulting support services and technical support on a range of advisory and OCIO Investment...