Associate (Manager), Capital Markets (Calgary)
- Calgary, AB
- Permanent
- Full-time
- Manage the daily activities of debt capital advisory, capital placement advisory, financing/capital raise relating to acquisition, divestiture, and mergers.
- Develop and review financial models within broadly defined guidelines.
- Synthesize research information such as comparable company and precedent transactions to be used in modeling, competitive analysis, industry analysis, negotiation support and various other applications.
- Prepare quality first drafts of pitches, marketing materials, management presentations and client presentations.
- Oversee an electronic data room and manage a due diligence process for buy and sell side engagements, working closely with client and target personnel.
- Operate as a multi-project team player working on small teams of 2-3 people, often with minimal leverage.
- Support the VPs and Managing Director in identifying and exploring potential new business.
- Prepare valuation reports for tax and financial reporting purposes.
- Perform financial due diligence including analysis, datebooks management, and report writing.
- Perform administrative activities in support of engagements, including independence compliance documentation, engagement agreements, time budgets and billings.
- Collaborate with other service lines within EY-Parthenon such as Transaction Support, Valuations, and Restructuring, as well as other services lines primarily within the Private Mid-Market Practice such as Audit and Tax.
- Undergraduate degree and preferrable MBA.
- Minimum 5+ years of relevant work experience.
- Corporate & Investment banking, M&A, capital raise, structured financing, corporate development, financial analysis, etc.
- Strong financial modelling skills (i.e., 3-statement model, DCF, CCA, etc.).
- Strong communication skills and ability to speak to C suites executives.
- Strong writing skills and ability to create reports as per relevant transaction.
- Working knowledge of the Canadian and International Finance and Accounting concepts and understanding of key business drivers, principally as they relate to debt capital advisory transactions.
- Strong Word, Excel, and PowerPoint skills.
- Ability and experience working in a team environment.
- A passion for working with entrepreneurs and private business owners and management teams.
- Support and coaching from some of the most engaging colleagues in the industry
- Learning opportunities to develop new skills and progress your career
- The freedom and flexibility to handle your role in a way that's right for you