Associate Director, Roynat Equity Partners, Canadian Banking

1 week ago


Ottawa, Canada Scotiabank Full time

Requisition ID: 201583

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Associate Director, Roynat Equity Partners, Canadian Banking

Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital, advice and contact networks to Canadian entrepreneurs. With over $300 million in capital and offices across Canada, Roynat Equity Partners is dedicated to helping mid-market companies grow and achieve their business goals. Flexible investment structures are tailored to the needs of partners and include common equity, preferred equity, and convertible debt. Roynat Equity Partners is a division of Roynat Inc. which is a wholly owned subsidiary of Scotiabank.


Purpose

Reporting to a Director of REP in Toronto/Ottawa, the Associate Director plays a key role in making and managing private equity/venture capital fund investments. 

The Associate Director is responsible for providing ongoing support in the form of financial modelling, screening potential investment opportunities, conducting market research, providing assistance with due diligence, drafting investment summaries and internal memorandums, and general account administration. The role has shared support of a Senior Associate and Analyst.

As the ideal candidate you have demonstrated experience with the accountabilities of this position, you possess the qualifications and skills to ensure your success in the role along with ability to synthesize and communicate at a professional standard.

Accountabilities:

Provide efficient and accurate support to Roynat Equity Partners through:


• Financial Modelling: ownership of the analysis of financial information presented by prospects and portfolio funds and their holdings
• Market Research & Screening: pro-actively identifying, researching and recommending prospects in consultation with the REP team; and providing accurate information and data to support recommendations
• Investment Committee Presentations: lead and take ownership of investment submissions and related memorandums on behalf of the investment team in consultation with the Director
• Due Diligence: provide support and assistance in all aspects of the due diligence process
• Coordination with internal and external parties to ensure smooth transaction closings
• Portfolio Management: monitor all assigned accounts; conduct portfolio analytics, cash forecasting and risk modeling: timely review of financial statements and promptly identify deteriorating situations with recommended solutions

Contribute to Roynat Equity Partners’ productivity and service by:


• Manage monitoring and internal reporting and review activities for private equity/venture capital fund investments 
• Ensuring REP reports and correspondence are completed accurately and promptly
• Work collaboratively with internal and external stakeholders 
• Assist the Director and the Managing Director with investment objectives and policies
• Other duties as assigned from time to time by the Director



Contribute to Roynat Equity Partners’ new business development and marketing efforts:

• Maintain a detailed pipeline of prospects and potential deals through the firm’s CRM system and external and internal sources
• Establish and maintain industry business relationships and centers of influence to generate on-going deal flow

Education / Experience / Other Information:

• 5+ years of experience in private equity/venture capital fund investments and portfolio management; Undergraduate degree
• CFA, CA/CPA, CBV or Masters’ degree in business/economics considered an asset
• Completion of ILPA certification is also preferential
• Solid accounting skills and experience
• Advanced Financial Modeling skills and experience 
• Advanced knowledge of institutional investment principles and practices
• Advanced proficiency with MS Office – Word, PP, Excel
• Analytical mindset, strong valuation, due diligence and research skills
• Excellent written and verbal communication skills
• Ability to manage multiple projects under pressure to meet tight deadlines
• Ability to work independently and as part of a team in a high performing culture



  • Ottawa, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Associate Director, Roynat Equity Partners, Canadian Banking Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: 201583 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital, advice...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: 201583 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital, advice...


  • Ottawa, Canada Scotiabank Full time

       Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital,...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: 201583 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners ("REP") facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital,...


  • Ottawa, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Associate Director, Roynat Equity Partners, Canadian Banking Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian...


  • Ottawa, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Associate Director, Roynat Equity Partners, Canadian Banking Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: 201583 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Associate Director, Roynat Equity Partners, Canadian Banking** Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital,...


  • Ottawa, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Associate Director, Roynat Equity Partners, Canadian Banking - Ottawa, Ontario Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity...


  • Ottawa, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title:  Associate Director, Roynat Equity Partners, Canadian Banking - Ottawa, Ontario Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Associate Director, Roynat Equity Partners, Canadian BankingRoynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital, advice and contact...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Associate Director, Roynat Equity Partners, Canadian BankingRoynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital, advice and contact...


  • Ottawa, Canada Scotiabank Full time

    Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners ("REP") facilitates growth and creates wealth in established mid-market private companies by

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