A career as Associate Director - Private Investments (Equity) within the Private Investments Group at ALM & Investment – Capital Markets of National Bank means that you will be actively participating in the investment process for private equity investment opportunities (which include deal analysis, investment due diligence, portfolio monitoring, and proactive research on market and asset class trends).

Your Job

• Support the team in sourcing, screening and evaluating private equity investment opportunities
• Actively participate in evaluating and end-to-end underwriting of investment opportunities
• Conduct comprehensive due diligence and perform in-depth qualitative and quantitative analysis
• Contribute to the development of solid and detailed investment theses and make final recommendations to the relevant investment committees
• Coordinate and lead deal execution with all other professional services (Tax, Legal & Operations)
• Participate in portfolio management (contribute to performance evaluation and portfolio risk monitoring using various assessment techniques and benchmark portfolios)
• Participate and sit on investments’ advisory committees
• Perform ad-hoc investment-related research and valuation as required
• Participate in the development and maintenance of quantitative models for valuation, portfolio monitoring, risk management, and business intelligence purposes

Your Team

You will be part of the ALM & Investment – Capital Markets team, which means working in a dynamic environment that allows you to excel while creating strong collaborative ties across all sectors of the National Bank and Capital Markets. You will report to the Managing Director, Private Investments.

The Private Investments Group manages (1) the proprietary investment portfolio of the bank, (2) the global private markets allocation of the Pension Fund and (3) the private capital fund selection for other related entities.

The Group focuses on sourcing, evaluating and investing in private equity, private credit & portfolio financing, opportunistic, distressed situations, as well as real estate and infrastructure investment opportunities.

This position is based in Montreal.

Basic Requirements

• Bachelor’s degree, with qualifications in finance, economics or accounting. A master’s degree in finance and/or CFA or CBV qualification(s) will be considered an asset
• An equivalent combination of education and experience will also be considered
• At least 5 years of relevant full-time experience in private equity investment, financial markets (equity), asset management, and/or investment banking
• Experience in private equity, mergers & acquisitions (M&A), corporate development, asset allocation, equity research, private investment analysis, investment banking or capital markets (ECM) is a significant asset
• Experience in investing in external managers/funds would be valuable
• In-depth understanding of private and public credit market dynamics
• Strong quantitative financial modeling and accounting analytical skills
• Highly proficient in Excel, PowerPoint. Programming skills are considered an asset
• Ability to perform complex valuation, identify key drivers and risks
• Ability to work effectively under pressure with a high degree of autonomy

Skills

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