Investment Analyst

2 days ago


Calgary, Canada Invico Capital Corporation Full time

 

Invico Capital Corporation is an award-winning investment fund management firm based in Calgary, Alberta, that provides alternative, private equity, and private debt capital solutions to assist high-quality companies in making strategic acquisitions, finance capital expenditures and growth programs, and support working capital requirements.  

 

Invico is embarking on a strategic expansion into the U.S. and needs to add analytical capacity to execute this transformative growth. We are seeking a highly motivated and detail-oriented financial professional with strong fundamental business analysis capabilities to join our growing Investment Team as an Analyst, Investments . As a key member of the Investment Team, the candidate will support other team members in conducting financial statement analysis, financial modelling, and assisting in the due diligence process focused primarily on public fixed income investments in the North American leveraged finance markets for the Invico Diversified Income Fund.

 

 

Responsibilities

The Analyst, Investments will play a key role in working with senior investment professionals to source, analyze, and monitor portfolio investments. Key responsibilities are as follows:

 

·       Performing in-depth fundamental research on corporate credits in the high-yield and syndicated loan space in a range of industries

·       Actively monitoring and owning models of existing portfolio positions

·       Produce written reports such as company evaluations, quarterly updates, and industry reviews

·       Draft investment committee memos and materials on potential new portfolio investments


Key Attributes

·       Strong financial modelling capabilities and a high level of proficiency in Excel

·       Strong understanding of financial statements, capital structures, and general risks of fixed income securities

·       Demonstrated ability to make judgments regarding credit risk, business risk, and enterprise valuations

·       Ability to work independently with limited direction on multiple transactions

·       Excellent organizational and time management skills with a strong attention to detail

·       Superior verbal and written communication skills with an ability to present investment ideas

·       A passion for financial markets

·       Enjoyment working in a smaller, fast-paced company environment

·       An entrepreneurial spirit with a passion for taking initiative

·       Willing to collaborate in a team environment

·       Dedicated with the ability to work extended hours when needed to achieve the investment mandate



Required Education, Experience & Skills

·       University degree in accounting or finance

·       Minimum Level 1 CFA required

·       1-3 years of investment-related experience in either investment banking, private equity, asset management or in a fixed income role


Additional Information:

·       Good credit and clean police check is required

·       Invico will not cover moving expenses should the successful candidate live outside the Calgary Metropolitan region

·       Only successful candidates will be contacted for an interview

What We Offer

Since Invico’s founding days, we’ve had a unique edginess to our presence within the industry. That uniqueness extends into challenging the norms of the finance sector. We promote from within and cast a wide net to attract and retain top talent. At Invico, we support and celebrate diversity, providing a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, gender, age, or family situation. We also work to develop and grow the communities around us, as giving back is deeply rooted in our core values. It is important to us that our employees feel supported, which is why we are pleased to offer:

·       Generous time off, including flex days and personal hours to take care of and enjoy life.

·       An extended health program supporting the physical and mental health of you and those closest to you, including medical and dental coverage, a health/wellness spending account (HSA/WSA), and employee assistance program (EAP).

·       Exposure to rewarding career advancement opportunities via a tuition and professional development reimbursement plan.

·       An opportunity to give back to the causes and charities most important to you by way of an annual employee charitable donation program and employer charitable matching program.

·       A chance to collaborate with world-class team members, many of whom are award-winning leads in their field, and an opportunity to leave your mark on one of Canada’s leading investment fund management firms.


About Invico Capital Corporation

Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investing and financing solutions in North America. Founded in 2005 and based in Calgary, AB, the firm has over $3.6 billion in private capital under management.

 

If you love the world of investing, corporate finance and capital markets, and are looking for a challenging career in private credit, syndicated lending, and investment management, then kindly submit your cover letter and resume.


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