Analyst - Principal Investments at Agentis Capital Advisors (Vancouver, Canada)
Agentis Capital Advisors· Vancouver, Canada· $125k·
Role details
Performance-Based Bonuses · Employee Ownership Program · Paid Sabbatical Every Two Years · Remote Work Option · Internal Leadership Development Program · Continuous Training Program
Summary
The Principal Investments Analyst will collaborate with founding partners and C-suite executives to research, evaluate, and execute principal investments. Responsibilities include developing financial models, managing due diligence, and aggregating asset-level reporting for a portfolio of over 20 businesses.
Job description
Our Firm Agentis Capital Partners ("ACP") operates as the family office of the founding partners of Agentis, a diversified platform with businesses spanning principal investments, financial advisory, capital markets, and asset management services. Since its founding in 2009, the Agentis platform has advised on more than $30bn of transactions across infrastructure, mining, and energy, while ACP has built and managed a long-standing portfolio of principal investments across technology, industrial, and mixed industrial-technology businesses.
ACP actively pursues both active and passive principal investments and currently manages a portfolio of more than 20 businesses. The firm has consistently made principal investments over the past decade, recycling capital into high-value opportunities and working closely with management teams and boards to create long-term value.
Your Contribution
As an integral member of the principal investments team, you will work directly with the founding partners of Agentis on principal activities and will work with members of the advisory team where Agentis is making an investment in or alongside a client. You will work directly with C-suite executives and board members of Agentis portfolio companies and potential investments. Your role will include:
- Researching potential investment opportunities; providing research on target companies, sectors, industries, and geographies
- Evaluating investment opportunities and participating in the execution of principal investments
- Developing financial models with a range of complexity for principal transactions
- Assisting in the management of due diligence processes, including managing third-party advisors
- Assisting in developing the strategy, business plan, and objectives of portfolio investments
- Managing and aggregating asset-level reporting for portfolio investments
As a member of a high-performing team working in a fast-paced environment, you will be required to work beyond a normal workday or workweek to fulfill your responsibilities.
Our Differentiators
- Breadth of experience and level of responsibility
- Exceptional level of responsibility on complex transactions and assets
- Direct engagement with founding partners, C-suite executives of portfolio investments, and board members of portfolio investments
- Wide breadth of work across industries
- Training
- Continuous internal training program
- Internal leadership development program
- Culture and approach
- Entrepreneurial culture with a flat organization structure
- Defined path to achieving Partner, with all individuals joining a Partner-track role receiving the opportunity to become a full Partner in the business
- Compensation and employee ownership
- Exceptional compensation versus the market for those who deliver exceptional performance, with uncapped performance-based bonuses
- Employee ownership program that commences for all individuals from the end of their first full fiscal year of employment
- Other benefits
- Immediate access to principal investment opportunities alongside Partners
- Paid sabbatical every two years of employment
- Ability to work temporarily out of our Vancouver or Toronto office
Your Background and Skills
- An undergraduate degree in accounting, finance, commerce, business, statistics, computer science or other related fields
- Exceptional academic results (minimum cGPA of 80% or 3.7/4.0)
- Ability to concisely communicate complex concepts and ideas verbally and in writing
- Ability to take initiative and work independently with minimal supervision
- Desire to assume increasing levels of responsibility and seek solutions to complex problems
- Committed to producing accurate and thorough work product under tight deadlines
- Ability to learn quickly and adapt in a fast-paced work environment
- Resilient mindset in the face of adversity
- Ability to work effectively in a team environment
Position Type
- Permanent Full-Time
- Desired start date: Immediate
- Location: Vancouver or Toronto
Why work at Agentis Capital Advisors
- Culture: The firm prides itself on a culture of “Rigor, Trust, and Technical Excellence,” founded on the principle that client needs are paramount and that their independence provides a unique and rewarding working environment agentiscapital.com.
- Growth Trajectory: With 34.7% employee growth and 35 open positions, the firm offers significant opportunities for career advancement and impact linkedin.com.
- Work Policy: The firm offers a mix of in-office roles and remote positions, particularly for some analyst and director roles, suggesting a degree of flexibility agentiscapital.com.
- Who They Hire: Key talent sources include top-tier financial institutions like Macquarie Group, CIBC, and Deloitte, indicating a high-caliber peer group linkedin.com.