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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Montreal, Canada

Salary: $110K - $180K

The National Bank of Canada is the sixth largest commercial bank in Canada. It is headquartered in Montreal, and has branches in most Canadian provinces and 2.4 million personal clients. National Bank is the largest bank in Quebec, and the second largest financial institution in the province, after Desjardins credit union.

A career as an Associate Private Investment Equity with the Global Funding & Treasury – Financial Markets team means working in a dynamic environment that allows you to excel while creating strong collaborative ties across all sectors of the National Bank and Financial Markets family.

The Private Investments Group manages (1) the proprietary Investment book of the Bank, (2) the global private markets allocation of the Pension Fund and (3) the private capital funds selection for other related entities. Investment strategies under coverage are private equity, venture capital, private debt, real estate, infrastructure, distressed, and secondaries.

Your primary role will be to participate in the investment processes for private equity strategies (buyout, growth, venture capital) which include deal analysis, investment due diligence, portfolio monitoring, and asset class research. The capital is mainly deployed through investment funds.

Your Job

  • Support the team in sourcing, monitoring, pre-screening and evaluation of private investment opportunities across asset classes and fund managers
  • Conduct comprehensive investment due diligence and perform in depth qualitative and quantitative analysis
  • Help develop strong and detailed investment thesis and make final recommendations
  • Contribute to post-investment monitoring activities and reporting including quarterly review and benchmarking of the portfolio
  • Conduct ad hoc investment related research and valuation as assigned
  • Help build and maintain robust quantitative tools for investment valuation, portfolio monitoring, risk management and market intelligence

Basic Requirements

  • Bachelor’s degree, with qualifications in finance, economics or accounting. A Master’s degree in finance and/or CFA qualification(s) will be considered an advantage
  • An equivalent combination of education and experience may be considered
  • Minimum of 3 to 5 years experience working full time in financial markets, investment management and or corporate finance roles
  • Any experience in private equity, M&A, deal structuring (equity/debt), investment analysis or fund manager selection is preferred
  • Any experience in onboarding external managers/funds would be valuable
  • Deep understanding of private and public markets dynamics
  • Strong quantitative financial modeling and accounting analytical skills
  • Highly proficient in Excel, PowerPoint. Programming ability is an asset
  • Ability to make complex valuation, identify key drivers and risks
  • Ability to work effectively under pressure with a high level of autonomy

 

 

 

 

Languages:
  • French
  • English
Frequently discussing with our service providers or partners who speak a language other than French

Skills

Analytical SkillsCapital MarketsCommunicationDiversity & InclusionEmpathyFinancial ModelingInitiativeLearning AgilityPrivate EquityResilienceTeamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 
  • Health and wellness program, including many options 
  • Flexible group insurance 
  • Generous pension plan 
  • Employee Share Ownership Plan 
  • Employee and Family Assistance Program 
  • Preferential banking services 
  • Initiatives promoting community involvement 
  • Telemedicine service 
  • Virtual sleep clinic 
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.