Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Investment Banking Associate advising real estate clients at Desjardins Capital Markets. Building financial models, analyzing transactions, and supporting client mandates across Canada.
Responsibilities
- Assist in developing proposals to clients and potential clients for equity and debt placements, mergers, asset or company divestitures or acquisitions, and other financial products and advisory services
- Conduct industry research and analysis to assist in identifying and/or analyzing investment banking business opportunities
- Develop and audit sophisticated financial models
- Participate in cross-functional work streams and liaise with other Desjardins Capital Markets units in executing mandates or preparing client proposals
- Prepare industry and financial analysis to determine client recommendations
- Lead industry comparable value and transaction precedent analyses
- Assist in company due diligence investigations
- Prepare offering memoranda and marketing materials
- Assist with prospectus drafting
- Mentor, train and direct junior professionals
- Conduct presentations to clients as a member of the client coverage team
- Support senior professionals in business development and transaction execution activities
- Work across mergers and acquisitions, divestitures, equity and debt financing, strategic advisory and full capital structure solution projects
Requirements
- Minimum of 2 years of prior work experience in Investment Banking or similar
- Advanced knowledge of valuation techniques and practices, including discounted cash-flow analysis
- Advanced knowledge of accounting principles relating to financial statement preparation and business combinations
- Bachelor’s degree in finance, accounting or other relevant discipline OR completion of an MBA, CPA or CFA
- Advanced knowledge of technical / computer skills (Excel, Word, PowerPoint, Bloomberg, FactSet, Argus Enterprise)
Benefits
- Bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Reimbursement of telework equipment
- Hybrid work arrangement
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