Senior Associate, Investment Banking

Echelon Wealth Partners

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • At least three years of investment banking or related corporate finance experience.
  • Completion of an MBA, CPA, or CFA preferred.
  • Strong analytical skills to assess outcomes and market conditions.
  • In-depth industry knowledge pertinent to various sectors including healthcare and technology.
  • Excellent written and verbal communication capabilities.
  • Demonstrated ability to manage priorities in a demanding work environment.
  • Must have previous investment banking experience.

Responsibilities

  • Collaborate closely with senior bankers and junior investment banking teams.
  • Act as the primary contact for client transactions and deal teams.
  • Lead financial modeling and analysis, providing recommendations.
  • Plan and execute due diligence activities with internal presentations.
  • Assist in preparing investor presentations and road show materials.
  • Coordinate with external advisors, including legal and accounting experts.
  • Ensure smooth communication and information flow across deal teams.
  • Mentor analysts and provide constructive feedback on their work.
  • Prepare essential transaction documents like prospectuses and term sheets.

Benefits

  • Inclusive and accessible working environment.
  • Commitment to employee values and team collaboration.
Full Job Description
This is an in office role based in Toronto, Canada.

Job Description

The Senior Associate, Investment Banking position offers the opportunity to gain significant transaction and business development experience. Drawing on previous experience, the ideal candidate will demonstrate a proven ability to take the initiative with files, will possess exceptional communication and management skills, and have a history of client-facing exposure. The successful candidate will gain valuable exposure to both a wide array of industries, including healthcare, mining, technology, media, real estate and diversified industries, and diverse products ranging from equity offerings through to high yield senior debt instruments.

Responsibilities
  • Take guidance from and work closely with senior bankers, and act as the point person in utilizing the resources of the junior investment banking team
  • Play a significant role in the execution of client transactions, including acting as a central point of contact for the deal team and client team member as appropriate
  • Lead and oversee financial modeling and analyses, and provide corresponding recommendations to clients and the internal team
  • Plan and execute deal related due diligence activities and present findings internally
  • Participate in developing investor presentation materials and in road show marketing activities
  • Work with outside working group members including legal advisors, accounting advisors and auditors, among others
  • Maintain responsibility for the overall information and communication flow on deal teams
  • Actively manage and mentor analysts, and provide regular feedback
  • Lead the preparation of transaction documents, including prospectuses, offering memoranda, term sheets, engagement letters and proposals
  • Other duties as assigned


Desired Skills, Behaviours and Experience
  • At least three years of experience in investment banking or a related corporate finance role (private equity, venture capital, mezzanine finance) combined with completion of an MBA, CPA, or CFA preferred.
  • Well-developed analytical skills evidenced by an ability to define what drives outcomes
  • In-depth knowledge of the industry and market to assess impact of market conditions
  • Working knowledge of securities laws and regulatory requirements
  • Possess excellent written and verbal communication skills
  • Highly motivated, committed and responsible attitude with a demonstrated ability to manage priorities in a demanding work environment
  • Consistently demonstrates Ventum's Values and Pillars and act as a positive team-player
  • PRIOR INVESTMENT BANKING EXPERIENCE IS A PRE-REQUISITE FOR THIS POSITION


We are reviewing resumes on a rolling basis. We thank all applicants for their response but only those considered for an interview will be contacted.

This role is based in Toronto, Canada. No sponsorships or work visas for U.S. or international applicants will be provided.

Ventum is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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