Private Equity Investment Analyst

4 weeks ago


Vancouver, British Columbia, Canada CAI Capital, Inc. Full time
Private Equity Analyst and Associate Job Description

CAI Capital Partners is a Vancouver-based private equity firm focused on partnering with and growing founder-owned businesses in the Canadian lower middle market. Our firm has been recognized as the #1 global small cap private equity firm for the past decade in the 2021 HEC Paris-DowJones Performance Rankings.

Job Summary

We are seeking up to two Analysts / Associates to participate in all aspects of CAI's investment process, including deal sourcing, due diligence, analysis and execution, and ongoing portfolio company support.

Key Responsibilities
  • Identify companies with potential investment merit and conduct preliminary analysis to support or refute investment thesis
  • Manage the deal pipeline on CAI's customer relationship management (CRM) platform
  • Perform financial and industry due diligence on potential investment opportunities
  • Draft detailed investment memos and other presentations
  • Prepare and maintain acquisition models
  • Participate in site visits and interviews with management for due diligence purposes
  • Contribute to discussions regarding investment decisions
  • Perform analysis on specific sectors and industry trends
Requirements
  • Undergraduate degree required, preferably with a specialization in finance or accounting
  • MBA, CFA and/or CPA will be considered an asset
  • Two to four years of relevant professional experience in a private equity firm, investment bank, strategy consulting firm, accounting firm or corporate development group
  • Over two years of experience evaluating and/or executing mergers and acquisitions
  • High level of proficiency in MS Office and strong financial, analytical, valuation and research skills
  • Authorization to work in Canada
What We Offer
  • Market compensation based on experience
  • Benefits included
How to Apply

If you are interested in this opportunity, please submit a resume, cover letter and an undergraduate transcript in one PDF document to the email address below.



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