Private Equity Analyst / Associate

CAI Capital Partners is a Vancouver-based private equity firm focused on partnering with and growing founder-owned businesses in the Canadian lower middle market. Over three decades, CAI has invested over C$1.6 billion of equity into companies across North America. CAI was named the #1 global small cap private equity firm for the past decade in the 2021 HEC Paris-DowJones Performance Rankings. For additional information, please visit www.caifunds.com.

Overview

We are seeking up to two Analysts / Associates (title dependent on amount of work experience) in our Vancouver office. This role will participate in all aspects of CAI’s investment process including deal sourcing, due diligence, analysis and execution, and ongoing portfolio company support.

Primary 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

• 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
• MBA, CFA and/or CPA will be considered an asset
• Two to four 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

Compensation

• Market compensation based on experience
• Benefits included

How to Apply

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. We are now accepting applications until November 10^th, 2023.

CAI Capital Partners

902-510 Burrard Street

Vancouver, BC, V6C 3A8

[email protected]

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.