Analyst, Cleantech

No other bank is doing what we do.

At BDC, we help Canada and its entrepreneurs create a prosperous, inclusive and green economy. Our mission is to help Canadian businesses thrive by providing financing, capital and advisory services. We’re devoted to Canadian entrepreneurs. We’re also dedicated to our employees. Adaptable. Inspiring. Different. There’s a reason we like to work here, and we think you’ll like it too. Join BDC and help make a difference

Diversity. Equity. Inclusion. They’re more than just words for BDC. These concepts are foundational to our success and to our ability to attract, retain, mobilize and develop the right talent, as well as to offer a healthy, professional and collaborative environment. We are committed to cultivating and preserving an environment where all employees can thrive, and, for over a decade, we have been recognized as one of Canada's Top 100 Employers and one of Canada's Best Diversity Employers. In recruiting for our team, we welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation, beliefs, experiences, and more.
- POSITION OVERVIEW

Investment Analysts operate parts of the process of evaluating potential deals and of monitoring our current portfolio. An understanding of mark-to-market process and administration of a complex equity portfolio is critical.
- CHALLENGES TO BE MET

Platform Building- Assist in managing the deal pipeline and providing financial analysis for end-of-period reports- Keep market databases and deal pipeline up to date- Support other team members as appropriate during the life cycle of an investment- Ensure that the investment research files, and other collected information, including legal documentation, are maintained in conformity with our policies and procedures- Ensure that new and existing investment files are properly documented by monitoring investments, amendments, and disbursements, including financial analysis and forecasting- Collaborate with departments at BDC, such as Marketing and Public Relations, to produce promotional materials and press releases- Leverage research tasks to contribute to the fund’s intellectual capital, by sharing and suggesting insights that support though leadership within the fund’s scope

Deal Sourcing- Accompany senior colleagues at investment community or industry events, forming initial relationships in the ecosystem- Perform market research and scouting to inform the fund’s investment strategy, identifying emerging markets, verticals, technologies, or companies- Conduct initial business plan reviews, support initial communications with entrepreneurs and referring sources, prepare initial interview guides and alignment memo with recommendations to pursue or decline

Deal Making- Support due diligence analysis on companies’ market, competition, management, sales, products, cap table, and anything that is relevant to determining potential business value and exit strategies- Manage operational tasks in due diligence such as booking meetings, and preparing interview guides- Determine and validate performance metrics, feeding valuation models, forecasts and financial pro formas- Analyze technical documentation and/or work with technical consultants to evaluate technologies, products, and services- Assist in reference calls with competitors, clients, industry experts, and prospect company’s current or past employees- Conduct routine compliance policy procedures, such as KYC (Know Your Client) and AML (Anti Money Laundering) and BDC Eligibility- Record information in BDC systems and databases (i.e., Frameworks, CLICs) on an ongoing basis

Portfolio Management & Support- Conduct mark-to-market analysis to support the portfolio’s fair value reporting- Monitor portfolio performance, comparing performance to forecasts and models, and relaying potential opportunities and issues to management- Participate occasionally in investee board meetings as an observer, keeping abreast of developments and escalating relevant information to Partners- Assist investees with introductions to potential suppliers, investors, and employees
- WHAT WE ARE LOOKING FOR

Typical Background- 1 to 3 years of experience in a role involving structured thinking, financial analysis, and technical expertise. These profiles are likely to come from, but are not limited to:
- Finance roles: venture capital, private equity, investment bank, accounting firm-
- Operator roles: technology startup, industry-leading corporation, industry specialist-
- Advisory roles: consulting, law, corporate strategy, corporate development-
- Bachelor’s degree in Commerce, Economics, Science, Technology, Engineering or Mathematics (STEM). Other degrees are viable, if the professional has strong analytical skills. CFA or business valuation d