Southwest Talent is an external agency hired on behalf of some of the fastest-growing global employers to hire top talent!

*****PLEASE NOTE THIS IS AN ONSITE ROLE LOCATED IN MONTREAL, OUR CLIENT IS OPEN TO CANDIDATES RELOCATING. IF YOU ARE NOT ABLE TO RELOCATE TO MONTREAL PLEASE DO NOT APPLY FOR THIS ROLE**********

Our client specializes in building and acquiring vertical market software companies that provide mission-critical solutions in their respective industry or niche.

A key tenet of our operating methodology is to invest in stable businesses and continue to foster an entrepreneurial environment post-acquisition to grow the company into a leader in its respective industry. Unlike private equity and VC firms, we do not have a pre-defined investment horizon and look to buy, hold and create value for the long-term, in partnership with the existing management team. We appreciate the hard work and tenacity required to build a business and prioritize the wellness of the company, its customers and employees over short-term objectives.

What Your Day Will Look Like

• Conduct pre-acquisition due diligence/investment research
• Build financial models and analyze the unit economics of a software business
• Prepare investment memos
• Prepare questions and participate in management interviews to understand the targets
• Support the Associates, Directors, and Investment Partners in managing the due diligence process and help prepare for investment committee meeting
• Help establish the post-merger playbook and handoff

About You

• Successful completion of a BComm in Finance or Accounting
• Business Development experience with excellent verbal and written communication skills with the ability to carry on high-level, professional conversations with business owners and executive
• 1 to 2 years experience in investment banking, private equity, corporate development, asset management, investment research and/or capital markets setting
• Completion or progression toward CFA or other professional designation an asset
• Strong understanding of software business models and experience in analyzing technology companies an asset
• Experience in the investment process and well-versed in financial statement analysis
• Ability to create a working financial model using data provided by the target to discern the return potential of acquisitions
• Strong quantitative background and analytical skills and strong knowledge of Excel and PowerPoint
• Team player
• Excellent verbal and written communication skills with the ability to carry high-level, professional conversations with business owners and executives
• Must be a Canadian Citizens or a Permanent Resident

Perks Working for our client

• Free catered daily lunches, unlimited fruit and snacks, coffee, tea, hot chocolate etc.
• Attractive compensation package including potential bonus
• Work-life balance with a flexible working schedule
• Training /Tuition Reimbursement Program
• Room to grow based on performance
• Unlimited vacation after 3 years
• Free parking for all employees
• Monthly on-site barber
• Annual gym discount
• Ping Pong and Foosball
• Lounging areas

There is room for career growth, and we want you to feel like part of the team!

We are an Equal Opportunity Employer that does not discriminate on the basis of; disability, race, ancestry, place of origin, color, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status or family status.

We thank all applicants for their interest however, only those candidates selected for an interview will be contacted.