Work on a variety of transactions in all stages, from initial client pitches to transaction closings Analyze and present financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions. Ensure quality of client deliverables by having a strong attention to detail Mentor and develop staff - analysts and junior associates Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit
Minimum of 5 years’ experience at a reputable M&A boutique, investment bank, or accounting firm with demonstrable M&A execution experience Bachelor's degree or Master’s degree in Finance or Accounting Professional designation such as CPA, CFA or CBV is an asset Legally eligible to work in Canada Ability to make effective decisions by analyzing information and considering priorities Ability to operate in an environment of rapidly changing priorities Strong financial modelling skills Proficient in MS Office, including Excel, Word, and PowerPoint Demonstrated experience with managing of day to day aspects of client relationships and projects Ability and willingness to work long hours and on weekends FINRA Series 79 & 63 certification (either current or able to obtain) Excellent written and verbal communication skills that help represent diverse communities Ability to travel within Canada and the U.S. is required Experience working with diverse teams
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