Opportunity: Investment Banking Associate
Location: Calgary, AB
Posted: March 15, 2022
Application Deadline: Will remain open until filled
Overview
Fort Capital Partners is seeking a highly motivated candidate to join its team in Calgary, AB as an Investment Banking Associate. The selected candidate will have the opportunity to work alongside experienced senior bankers in a unique, entrepreneurial environment, with a significant amount of diversified industry deal flow. Over the past 18 months we’ve successfully raised over $1 billion in capital for climate tech and other energy transition companies alone. Beyond that niche, we have existing mandates in food & beverage, Agtech, industrials, software-as-a-service, renewables and more. You will enjoy a dynamic and challenging workplace in which you will be tasked with creating client presentations, building financial models, and providing guidance to Analysts, while executing a broad range of transactions, including M&A, financing, and capital markets advisory mandates. You will also 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 on assignments with minimal oversight.
At Fort Capital, we strive to provide an employee experience unlike that of any other investment bank. We’re a partner owned firm without the rigid structure that one can experience at larger institutions. We’re team oriented and collaborative with a flat reporting structure. As an employee 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 an entrepreneurial culture with a soul, keep reading.
Primary Responsibilities
- 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
Requirements
- 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
We’re 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.
Application Instructions
Interested candidates should submit their resume and cover letter to careers.calgary@fortcapital.ca, 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.
With offices in Vancouver, Toronto, and Calgary, Fort Capital Partners is one of Canada’s leading independent investment banking advisory firms. Our model marries the rigour of the largest investment banks with the nimbleness and common sense of a boutique advisory firm. We provide clients with proven, accessible, and independent investment banking advice and transaction execution.
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.
