Analyst, Origination Investment Banking (English/French)

  • Employer: iA Private Wealth Inc.
  • Office: 26 Wellington Street East
  • Location: Toronto, Ontario
  • Job category: Capital Market
  • Job ID: JR10021508
  • Job type: Permanent Job
  • Apply before: 2024-11-12

Description

JOB PURPOSE:

Reporting to the Director, the Analyst, Origination is responsible for assisting on public/private equity and debt financing efforts as well as assisting in the development and distribution of other financial products. iA Capital Markets is a retail focused investment bank providing a suite of capital markets products and services to both our internal advisor network, and our public and private corporate clients with market capitalization between $25M-$100M.

MAIN DUTIES & RESPONSIBILITIES:

  • Assisting in the execution on a wide variety of transactions headed by senior members of the capital markets team; 

  • Prepare materials and presentations to clients with respect to raising capital from public and private markets and other capital markets topics;

  • Developing and maintaining detailed financial models;

  • Participating in team discussions and client meetings to evaluate ideas and tailor solutions that deliver an impact for our clients;

  • Build effective relationships with internal/external stakeholders;

  • Handling general day-to-day client requests and inquiries as well as maintaining databases; and

  • Ability to undertake broader work or accountabilities and support capital markets teams

JOB REQUIREMENTS:

Education & Qualifications:

  • Relevant education. Undergraduate degree, alongside professional accounting, corporate finance or  investment banking work experience; CFA and/or CPA designations optional but beneficial. All applicants are required to submit both their resume and their transcript in order to be considered for the position.

  • Knowledge of corporate finance, accounting and financial modeling (including preparation of 3-statement forecast models).

  • Demonstrated ability to take initiative and ownership for customer service and be a self-starter who is motivated internally to set high standards of performance.

  • Work well in a collaborative environment with success maintaining positive relationships with stakeholders and colleagues.

  • Excellent oral and written communicator as well as a visual eye for presentation.

  • Structured approach to prioritizing and ensuring that multiple priorities and customer needs are met in a timely manner.

  • Ability to thrive in a hands-on entrepreneurial environment.

  • Excellent numerical and analytical abilities, strong attention to detail.

  • Advanced spoken and written French and English skills and exceptional team attitude.

Specific skills & abilities or areas of knowledge:

  • Proficiency with Outlook, PowerPoint, Word, and Excel. Utilizes tools and data at their disposal to improve productivity and efficiency of day-today activities.

  • Language requirement: must be able to communicate and correspond in both English and French

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.