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Senior Analyst, Private Equity & Credit - Montreal
Fednav Limited
Montreal, CAN
Full Time
Senior
1 weeks ago
Private EquityCredit AnalysisFinancial ModelingDue DiligenceValuationInvestment Analysis
Free
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Private EquityCredit AnalysisFinancial Modeling
About the Role
Fednav Holdings Inc. seeks a Senior Analyst for Private Equity & Credit to lead due diligence on new investments and manage the private equity and credit portfolios. The role requires a bachelor's degree in a quantitative field, 3+ years of relevant experience, and strong financial modeling skills.
Key Skills for This Role
Private EquityCredit AnalysisFinancial ModelingDue DiligenceValuationInvestment Analysis
Responsibilities
- Lead due diligence on new investment opportunities across various markets with a primary focus on private equity and credit
- Develop a variety of investment related models (valuation, sensitivities, scenarios) to support investment recommendations
- Prepare investment memos, portfolio updates, sector research, and deep dives on investment themes
- Stay current on market developments, industry trends, valuation dynamics, financing conditions, credit spreads, and key themes in private markets
- Perform ad hoc analyses and special projects as needed in a fast paced environment
- Monitor existing investments, including performance, valuation changes, capital activity, projected cash flows, and key portfolio company developments
- Maintain a structured, multi source deal pipeline and opportunity set, ensuring high data integrity and timely updates
- Support relationship management with external managers, advisors, and service providers, and track follow ups and deliverables
- Coordinate with internal teams (legal, tax, finance/accounting) as required
Requirements
- Bachelor's degree in finance, accounting, economics, engineering, computer science, or a related quantitative field
- Professional designation (CFA, CPA, CAIA, CBV) in progress or completed
- Minimum 3 years of relevant experience in private equity, credit, investment banking, transaction advisory, consulting, asset management, or similar investment focused environment
- Strong analytical skills with demonstrated proficiency in financial modeling, credit analysis, and investment recommendation preparation
- Diplomatic and tactful, with strong written and verbal communication skills
- High ethical standards and a collaborative approach
- Mature, proactive, and a self starter that takes ownership and anticipates next steps
- Good organizational skills
- Committed, motivated, and able to work in a constantly changing environment
- Bilingual (French and English)
Full Job Posting
Role Overview
- Fednav Holdings Inc. is a single family office headquartered in Montreal, responsible for making investments across various asset classes including fixed income, public and private equity, real estate, infrastructure, and absolute return strategies.
- We are building a fast moving, evolving investment organization and are looking for a Senior Analyst, Private Equity & Credit to play a meaningful role in the diligence of new investments and in the ongoing management of our private equity and credit portfolios.
Key Responsibilities
- Investment Analysis: Lead due diligence on new investment opportunities across various markets with a primary focus on private equity and credit.
- Develop a variety of investment related models (valuation, sensitivities, scenarios) to support investment recommendations.
- Prepare investment memos, portfolio updates, sector research, and deep dives on investment themes.
- Stay current on market developments, industry trends, valuation dynamics, financing conditions, credit spreads, and key themes in private markets.
- Perform ad hoc analyses and special projects as needed in a fast paced environment.
- Portfolio Management: Monitor existing investments, including performance, valuation changes, capital activity, projected cash flows, and key portfolio company developments.
- Maintain a structured, multi source deal pipeline and opportunity set, ensuring high data integrity and timely updates.
- Support relationship management with external managers, advisors, and service providers, and track follow ups and deliverables.
- Coordinate with internal teams (legal, tax, finance/accounting) as required.
Ideal Candidate Qualifications
- Bachelor's degree in finance, accounting, economics, engineering, computer science, or a related quantitative field.
- Professional designation (CFA, CPA, CAIA, CBV) in progress or completed.
- Minimum 3 years of relevant experience in private equity, credit, investment banking, transaction advisory, consulting, asset management, or a similar investment focused environment.
- Strong analytical skills with demonstrated proficiency in financial modeling, credit analysis, and investment recommendation preparation.
- Diplomatic and tactful, with strong written and verbal communication skills.
- High ethical standards and a collaborative approach.
- Mature, proactive, and a self starter that takes ownership and anticipates next steps.
- Good organizational skills.
- Committed, motivated, and able to work in a constantly changing environment.
- Bilingual (French and English).
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