Investment Advisor, Growth Capital

Role Overview

The Investment Advisor, Growth Capital will participate in financial analysis, evaluation, commercial analysis, and follow-up of investment projects in equity and quasi-equity with Quebec companies in growth. The role involves working in a team on new investments and follow-up of portfolio companies, contributing to financial analysis, validation of business plan hypotheses, and financial modeling of complex investment projects.

What You Will Do

The advisor will work on new investments, follow-up of portfolio companies, financial analysis, validation of business plan hypotheses, financial modeling of complex investment projects, commercial analysis of investment targets, evaluation of expected project returns, and analysis of issues and risks.

Why It Might Be a Fit

The role offers direct exposure to company executives, financial partners, and sector experts in the context of transactions and portfolio follow-up. The advisor will have access to training and accompaniment in main transactional areas, including financial analysis, modeling, diligent verification, and legal aspects.

Requirements

• University degree in finance, accounting, business administration or any other relevant discipline
• Master’s degree in finance or an MBA
• Professional title CPA and/or CFA and/or CBV or other
• Minimum 3 years of proven professional experience in commercial or sectoral analysis, financial analysis, and company evaluation
• Transactional investment experience in equity, quasi-equity, or mergers and acquisitions
• Mastery of English language, both spoken and written
• Advanced mastery of Excel applied to financial analysis and modeling
• Use of AI (Copilot or equivalent) applied to analysis, research, and productivity
• Knowledge of financial research and information tools, including Capital IQ, Bloomberg, Alphasense, and PitchBook

Benefits

• Flexible work schedule formulas
• Paid summer afternoons on Fridays every other week
• 2 complete weeks of remote work in Quebec per year
• Reimbursement of fees for obtaining a professional certification
• Reimbursement of course materials
• Free telemedicine services
• TonIQ health and well-being program
• Reimbursement of part of the fees for your physical health program
• Free, immediate, and confidential support
• Defined benefit pension plan
• Flexible collective insurance plans
• Reimbursement of part of your transportation tickets
• Free bike parking
• Water dispensers to avoid plastic waste

Tagged as: Excel, Financial Modeling