ASSOCIATESENIOR ANALYST FUND INVESTMENTS (Toronto, Ottawa or Montreal)

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

Associates/Senior Analysts join one of our teams as an early specialist in investment finance to lead parts of the process of evaluating potential deals and of managing BDC Capitals current portfolio.

In this role you will lead one or a few simultaneous investment analysis workstreams support the team in networking activities and monitor a portfolio of investments that ultimately shape the future of Canadian economy. You will cover strategic topics such as markets industries ecosystems and competition as well as operational ones such as financials management and products. 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 deal pipeline quarterly/bi-annual reports and providing financial analysis

Support other team members as appropriate during the development stage of an investment

Ensure that the investment research files business plans and other collected information are maintained in conformity with BDCs policies and procedures

Ensure that new and existing investment files are properly documented by monitoring investments amendments and disbursements including performance benchmarks and capital calls

Support other team members as appropriate during the development stage of an investment covering Analyst or other Associates tasks when team is short-staffed

Leverage research work and the Fund Investments extensive dataset of funds and underlying companies to draw unique insights helping the team build its intellectual capital and thought leadership

Deal Sourcing

Maintain the funds relationships in informal conversations with fund managers and LPs at occasional investment community or industry events relaying any relevant information upwards

Maintain involvement in associations within the investment community and keep abreast of significant developments activities and initiatives in the industry

Perform market research and scouting to inform the funds investment strategy identifying emerging markets verticals or technologies

Conduct initial review of fund prospect supporting initial communications with funds and referring sources and drafting an alignment memo with recommendations to pursue or decline

Deal Making

Review valuation models and financial pro formas of fund performance benchmarking various fund-specific metrics (e.g. TVPI DPI Fund IRR RVPI) and portfolio-specific metric (e.g. portfolio history considering exit dates exit rationales value add MOIC and IRR per company)

Draft full 10-pager Investment Memos

Support Directors leading a deal during presentations to the Investment Board

Conduct reference calls with fund managers and referring sources such as industry experts and prospect funds portfolio companies

Develop and maintain appropriate information resources and subject matter expertise in various industries markets and business trends

Follow-up on investments using appropriate data bases customer interaction internet sites research reports and other investment resources

Validate audit and fact-check information provided by funds

Produce Investment Memos and support Directors in presenting opportunities to the Investment Committee

Review and comment on legal agreements negotiated by the deals lead

Portfolio Management & Support

Support fund Directors in providing investee fund managers with guidance on fund governance best practices and best-in-class fund formation techniques

Conduct mark-to-market tasks to support the portfolios fair value reporting using the Fund Investments access to ecosystem data

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 Directors

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 post-graduate credentials are likely to be but are not limited to:

Masters in business administration (MBA)

Other STEM 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 problem-solve 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 application 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.