Associate Opportunity
Location: Vancouver, BC
Start Date: Fall 2025
CAI Capital Partners is a leading private equity firm headquartered in Vancouver, with a distinguished track record of partnering with and growing founder-owned businesses across the North American lower middle market. Over three decades, CAI has deployed more than C$1.6 billion in equity and has been recognized as the #1 global small cap private equity firm in the 2021 HEC Paris-Dow Jones Performance Rankings. In 2024, CAI was also named to Inc.’s prestigious list of Founder-Friendly Investors, underscoring its commitment to supporting and scaling founder-owned businesses. Learn more at www.caifunds.com.
The Opportunity
CAI is seeking a driven and analytical Associate to join its growing investment team. This is a high-impact role for a rising professional eager to contribute across the full investment lifecycle-from origination and due diligence to portfolio management and investor relations. The successful candidate will play a key role in identifying and evaluating new investments, supporting transaction execution, and driving value creation within portfolio companies.
Key Responsibilities
- Deal Sourcing
- Identify companies with potential investment merit
- Conduct preliminary analysis to support or refute investment thesis
- Manage the deal pipeline on CAI’s customer relationship management (CRM) platform
- Investment Evaluation
- Perform financial and industry due diligence on potential investment opportunities
- Draft detailed investment memos and other presentations
- Prepare and maintain acquisition models
- Participate in site visits and interviews with management for due diligence purposes
- Contribute to discussions regarding investment decisions
- Perform analysis on specific sectors and industry trends
- Transaction Support
- Perform confirmatory due diligence
- Work alongside financial, legal, and other transaction advisors
- Prepare bid letters for new deals that are being pursued
- Review transaction documents (NDAs, purchase agreements, credit agreements, etc.)
- Portfolio Company Monitoring
- Review and analyze reports from portfolio companies
- Support investee companies on key strategic initiatives when required
- Private Equity Fund Administration
- Assist in preparing quarterly valuations for portfolio investments
- Assist in preparing quarterly reporting packages for investors
Key Skills Required
- Financial Acumen
- Proficiency in building complex financial models and frameworks to analyze the financial dynamics of various investment opportunities
- Advanced skills in the areas of due diligence and investment evaluation
- Strong understanding of accounting concepts and the ability to analyze financial information to derive insights into the historical and future performance of companies
- Priority Setting / Multi-Tasking
- Able to process information and make decisions in a fast-paced environment
- Proven time management, organizational and planning skills
- Communication Skills
- Able to distill and articulate complex situations or large amounts of information, including industry dynamics or deal structures, in logical, factual, and clear terms, both verbally and in writing
- Able to quickly process information and respond appropriately
- Can draw out key themes and learnings from management interviews and relate them to the investment thesis
- Possess excellent communication skills to effectively build and maintain strong relationships with industry contacts, management teams, and colleagues
- Working With Others
- Exceptional interpersonal skills reflecting the ability to collaborate with colleagues, investee companies and external stakeholders
- Exemplary level of personal and business integrity
- Proactively solicits opinions and ideas; values other’s input and point of view
- Enthusiastic and curious; a team player willing to assume a hands-on role
- Highly motivated and organized self-starter who thrives in a goal-oriented and deadline-driven setting
- Initiative
- Ability to work with a minimum amount of supervision, demonstrating a high degree of initiative, judgement, and professionalism
Qualifications
- Undergraduate degree required preferably with a specialization in finance or accounting
- Additional qualifications including an MBA, CFA and/or CPA will be considered an asset
- Two to five years of relevant professional experience in a private equity firm, investment bank, strategy consulting firm, accounting firm or corporate development group
- Over two years of experience evaluating and/or executing mergers and acquisitions
- High level of proficiency in MS Office and strong financial, analytical, valuation and research skills
- Authorization to work in Canada
Work Structure
- This position requires a high-level of in-person collaboration and it is expected that work be performed onsite at CAI’s Vancouver office
- Travel within Canada and the U.S. as required
Compensation
- The expected base salary range for this role is $110,000 to $115,000 per annum. The base salary offered may vary depending on the applicant’s job-related knowledge, skillset, and experience
- As part of our total compensation package, this position is eligible for our discretionary bonus program and comprehensive health and wellness benefits plan
Application Process
If you are interested in joining our team, please submit (via email) a resume, cover letter and an undergraduate transcript in one PDF document to the email address below.
CAI Capital Partners
902-510 Burrard Street
Vancouver, BC, V6C 3A8
We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted.
