Associate, Asset Management
Associate, Asset Management
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Job Description
We are banking at another level.
Choosing BDC as your employer means working in a healthy inclusive and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently to fuel the success of Canadian entrepreneurs.
Choosing BDC as your employer also means:
Flexible and competitive benefits including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions a Defined Benefit Pension Plan a $750 wellness and health care spending account to name a few
In addition to paid vacation each year five personal days sick days as necessary and our offices are closed from December 25 to January 1
A hybrid work model that truly balances work and personal life
Opportunities for learning training and development and much more...
Explore the BDC Way in our Culture Book
POSITION OVERVIEW
The Asset Management team is a dedicated team with a dual mandate: to manage select investments from across the BDC Capital platform and to advise BDC internal funds on divestiture strategies for companies in their portfolios as required.
Associates join one of our teams as an early specialist in investment finance to lead parts of the process of evaluating potential investments and managing BDC Capitals portfolio.
In this role you will be a key contributor in the management of a diverse portfolio of investments and lead one or a few simultaneous investment and exit analysis workstreams. You will cover strategic topics such as markets industries ecosystems and competition as well as operational ones such as financials management and products. You will develop an understanding of human resources and board effectiveness. You are expected to combine sharp analytic skills and business sense to leverage the input of experts on a variety of market and industrial subjects.
CHALLENGES TO BE MET
Platform Building
Assist in managing the transaction pipeline quarterly/bi-annual reports and providing financial analysis
Support other team members as appropriate in managing investments
Ensure that the investment research files business plans and other collected information are maintained in conformity with BDCs policies and procedures
Ensure that investment files are properly documented by monitoring investments amendments and disbursements including financial analysis and forecasting
Portfolio Management Support & Exit Planning
Stay on top of the current portfolio identifying companies that are likely to raise funds for new and follow-on investments and relaying information to the team.
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.
Support deal teams in developing exit plans for portfolio companies.
Deal Making
Conduct business plan reviews support communications with entrepreneurs and investment partners prepare interview memoranda and recommendations to pursue or decline follow on investments.
Lead a workstream of due diligence on companies market competition management sales products cap table and anything that is relevant to determining potential business value and exit strategies.
Determine and validate performance metrics creating valuation models forecasts and financial pro formas.
Draft Investment Memos most often focusing on the Financials and Market sections.
Support Partners leading a transaction during presentations to the investment committee.
Analyze technical documentation and/or work with technical consultants to evaluate technologies products and services.
Conduct reference calls with competitors clients industry experts and prospect companys current or past employees.
Develop and maintain appropriate information resources and subject matter expertise in various industries markets and business trends.
WHAT WE ARE LOOKING FOR
Typical Background
3 to 5 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
Bachelors degree in commerce Economics Science Technology Engineering or Mathematics (STEM). Other degrees are viable if the professional has strong analytical skills
A post-graduate degree or equivalent certification completed or in course is valuable. Typical postgraduate credentials are likely to be but are not limited to:
Masters in business administration (MBA)
Financial Masters or PhD degree
Chartered Financial Analyst (CFA)
Technical Knowledge
Good skills in Excel particularly in building financial models that include sensitivity analysis and scenario modeling as well as performing data analysis. Any other analytic tools and techniques are an asset
Good ability to solve problems using structured thinking and communication techniques
Good ability to use other MS-suite applications efficiently mainly Word and PowerPoint
Ability to intervene pertinently in the context of a presentation to executive audiences
Ability to write an Investment Memo that is clear concise and eloquent
Any technology skills with wide applications such as coding chemistry electronics are an asset
Operational knowledge of any technical industry is an asset
Bilingualism in French and English is an asset
Behavioral Traits
Supportive helpful attitude willingness to proactively identify gaps and jump-in to fill them
Motivation and ability to do focused independent work in the context of a team
Ability to work collaboratively and build positive relationships with stakeholders
Continuous learning attitude with maturity to take feedback constructively
Openness to share knowledge and advice with less experienced colleagues
Comfort working in a fast-paced environment where objectives must be met within tight deadlines
Proudly one of Canadas Top 100 Employers and one of Canadas Best Diversity Employers we are committed to fostering a diverse equitable inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application please do not hesitate to contact us at .
While we appreciate all applications we advise that only the candidates selected to participate in the recruitment process will be contacted.
Required Experience:
IC
Employment Type
Full-Time
