Opportunity: Investment Banking Associate
Location: Calgary, AB
Application Deadline: No deadline – this is a rolling application and will remain open until filled. Don’t delay!
Fort Capital Partners is seeking a highly motivated Associate to join its Western Canadian team, based out of our Calgary, AB office. The selected candidate will have the opportunity to work alongside experienced senior bankers in a unique, entrepreneurial environment, with a significant amount of diversified deal flow, including a sector focus on Clean Technology and Energy Transition mandates. Since inception in 2014, Fort Capital has successfully raised over $4 billion in capital and advised on over $37 billion in M&A value. Our firm is approaching 50 team members across Calgary, Vancouver and Toronto.
As an Associate in our Calgary team, you will play an important role in a dynamic and challenging workplace in which you will be tasked with creating client presentations, building financial models, and providing guidance to Analysts, supporting partners in Calgary and our other offices in executing a broad range of transactions, including M&A, financing, and capital markets advisory mandates. You will be an integral part of presentation and deal teams, working directly with clients. The optimal candidate will have previous investment banking experience and the ability to execute large elements on assignments with minimal oversight.
What We Offer
At Fort Capital, we strive to provide an experience unlike other investment banks. We’re a partner owned firm without the rigid structure that one can experience at larger institutions. For our partners, it means an exceptional level of flexibility and culture of collaboration. For our younger bankers, it results in a particularly broad exposure to transactions and clients, with a higher-than-expected or -typical balance of “real work” vs. pitching and routine client coverage. We work as practically and efficiently as possible, and want the best of you, not the rest of you.
Along the way, we provide flexibility, including the ability to work from home one day per week and a real effort to protect personal time on weekends. Quality of life is important to us.
We’re team oriented and collaborative with a flat reporting structure. As a developing banker at Fort Capital, you can feel confident that you’re getting career building live deal experience and client exposure unlike anywhere else. If you want to learn quickly and be part of a passionate, engaging and entrepreneurial culture, Fort Capital is a great fit. Conversely, if you ‘re looking for a ladder to climb, are focused on competing internally with your teammates for attention and promotion, this isn’t the right place for you.
- Building financial models, valuation analyses, merger models, corporate finance solutions and other forms of financial analyses
- Preparation of client proposals, and pitch books / marketing documents (teaser, CIM etc.)
- Assisting with client development (coordinate data with clients, assist in presentation of new ideas, etc.)
- Managing deal processes and providing guidance/mentorship to Analysts
- Collecting and analyzing industry research and trends
- Investor and buyer outreach communications
- Bachelors level University degree with strong academic achievement record
- 3+ years of investment banking experience
- Previous M&A advisory, private equity and corporate/business development experience will also be considered
- Outstanding analytical and communication skills (written and verbal)
- Motivated, self-starter with a strong work ethic
- Ability to manage competing deadlines
Favourable But Not Required
- MBA, CFA, CPA, or CBV Designations
About Fort Capital
From the start, we’ve been determined to approach investment banking differently. We’re an alliance of independent investment bankers, many of whom left the world of big-name banking looking for something better for our clients and for our own careers. Most of us grew weary of spending our days consumed by internal bureaucracy; bound by policies created with the bank’s interests in mind, and not the clients’.
At Fort Capital, we’re free to do the hands-on work we love, for clients we choose, and our clients’ interests come first. Always. We start every collaboration with one fundamental question: what does our client want to achieve, and how can we help them get there? Then we build them the very best, most strategic team for the job—from our own ranks and from our network of collaborators, across Canada and around the world.
Because it’s not about us. It’s about our clients and the businesses they’ve built, often from the ground up. We align our definition of success with theirs, and doggedly strive to achieve it. And we do succeed—for our clients, on their terms—day after day; deal after deal. We’re known for what we do in part because we’re experienced experts in our field. But more importantly, we genuinely care about each client and every deal we take on. Simply put, we’re all in at a personal level. Because business IS personal, to our clients and to us.
It’s a more rewarding, collaborative and client-centered approach to investment banking. If you ask us, it’s the way investment banking should be.
Welcome to Fort Capital. Investment banking, elevated.
Interested candidates should submit their resume and cover letter to email@example.com, with “Fort Capital Investment Banking Associate” in the subject line of the email. Only full applications will be considered and only those selected for an interview will be contacted.
Creating an environment where everyone, from any background, can do their best work is the right thing to do. At Fort Capital Partners, we are striving to build an inclusive culture that encourages, supports, and celebrates the diverse voices and experiences of our employees.