Investment Banking Analyst/Associate (Calgary)

Résumé du poste

Company Description: Kluane Partners is a boutique Investment Bank specializing in Private Markets with over 40 years of combined expertise in structured finance and private equity. The firm provides tailored financial services, including Debt Advisory, M&A Advisory, Equity Advisory, and Recapitalizations, focusing on driving value for mid-market businesses and fostering confidence among investors and lenders. With more than $4.8 billion capital raised across 50+ successful transactions, Kluane Partners leverages deep market understanding and strategic insights to help clients achieve their g…

Détails du poste

Company Description: Kluane Partners is a boutique Investment Bank specializing in Private Markets with over 40 years of combined expertise in structured finance and private equity. The firm provides tailored financial services, including Debt Advisory, M&A Advisory, Equity Advisory, and Recapitalizations, focusing on driving value for mid-market businesses and fostering confidence among investors and lenders. With more than $4.8 billion capital raised across 50+ successful transactions, Kluane Partners leverages deep market understanding and strategic insights to help clients achieve their goals. Based in Calgary, AB, Kluane is dedicated to innovative approaches that align with clients' best interests. Kluane is seeking to add an Analyst/Associate to the team. Role Overview & Responsibilities: Support a team of experienced finance professionals in originating, structuring, and executing M&A, debt advisory, and equity advisory transactions for privately owned companies; Perform detailed financial analysis and financial modelling, including analysis of historical and projected results, working capital, capital structure, and credit quality assessment; Conduct company, industry, and market research to support transaction execution and business development initiatives; Assist in the preparation of pitch materials, confidential information memorandums, management presentations, and other corporate finance documentation; Support diligence and transaction processes, including virtual data room management, tracking stakeholder feedback, and responding to information requests; Review letters of intent, credit agreements, financing proposals, and related documentation to analyze pricing, structure, and key transaction terms; Prepare internal briefing materials summarizing transaction structures, valuation considerations, and financing alternatives; Support business development initiatives, including target identification, outreach to prospective clients, and relationship management activities; Participate in meetings and discussions with client management teams, lenders, investors, acquirers, and other counterparties; Help build and maintain relationships with current and prospective clients and capital providers. Candidate Profile & Requirements: Undergraduate degree in finance, business, engineering, mathematics, economics, accounting, or a related quantitative discipline; 1–3 years of relevant experience in investment banking, corporate banking, commercial banking, private credit, private equity, transaction advisory, valuation, accounting, consulting, or a related field is considered an asset; Strong analytical capabilities, including proficiency in financial modelling and advanced use of Excel, PowerPoint, and Word; Demonstrated interest in corporate finance, capital markets, mergers and acquisitions, and private markets; Excellent problem-solving, critical thinking, and communication skills, both written and verbal; Self-motivated, entrepreneurial, and able to work independently in a fast-paced environment; Collaborative team player with strong interpersonal skills and attention to detail; Willingness to work in person in downtown Calgary (Monday–Friday) and, as required, beyond standard business hours. Submission: To be considered for the role, please email admin@klupart.com Please attach your resume and address the following two questions in the body of your email. 1. Why are you interested in this role? 2. How do you believe you would add value to the team?

Exigences

Candidates must hold an undergraduate degree in a quantitative discipline and possess 1–3 years of relevant finance experience. Strong analytical skills, proficiency in Excel and PowerPoint, and the ability to work in a fast-paced, in-person environment are required.

Compétences indiquées

• Analytical · Souhaitée
• assessment · Souhaitée
• analysis · Souhaitée
• materials · Souhaitée
• Souci du détail · Souhaitée
• Microsoft Excel · Souhaitée
• management · Souhaitée
• Documentation · Souhaitée
• Development · Souhaitée
• Comptabilité · Souhaitée
• discipline · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Analysis
• Financial Modelling
• M&A Advisory
• Debt Advisory
• Equity Advisory
• Market Research
• Due Diligence
• Valuation
• Excel
• PowerPoint
• Word
• Corporate Finance
• Relationship Management
• Capital Markets
• Private Equity
• Structured Finance

Domaines d’emploi

• Finance & Accounting
• Management & Leadership
• Consulting