Job Opportunity
Analyst / Associate – Private Equity
BCI | Victoria, Canada
Job Summary
Make and manage external private equity fund commitments and co-investments. Undergraduate degree with high academic standing. Previous internship, or 1+ years of full-time experience in accounting, equity research, private equity, investment banking, management consulting, or corporate M&A.
Details
* Closing Date: July 15, 2025
The Opportunity
Reporting to the Senior Principal, Private Equity, the Analyst / Associate plays a key role in making and managing external private equity fund commitments and co-investments. The role will also involve supporting secondary transaction processes, including fundamental valuation and financial modeling of private equity fund positions. The Analyst / Associate’s activities include screening, performing due diligence, and supporting the execution of new fund investments and select co-investments, ongoing monitoring of existing investments, participating in various projects, and staying abreast of trends in the private equity funds market.
Candidates will be considered for Analyst / Associate depending on individual qualifications and relevant experience.
Who Will You Work With
The Private Equity department manages a diverse portfolio of approximately $35 billion in global private equity investments comprising of fund, direct, and co-investments. The portfolio is projected to continue growing over the coming years, with an increased emphasis on direct and co-investment strategies.
Our department currently consists of 74+ professionals spanning offices located in Victoria, New York City, and London organised into four sub-teams: Direct Investments, Fund Investments, Venture & Growth, Finance & Operations.
What You Will Get To Do:
Investment Analysis and Execution
* Support the analysis of private equity fund and co-investment opportunities, meet with private equity fund managers, and develop fund and co-investment screening tools
* Develop investment thesis and identify portfolio fit attributes for potential fund investments; develop investment thesis with investment merits, risks, and mitigants for new investment opportunities
* Support secondary processes with fundamental valuation analysis and modeling of private equity fund positions
* Take a structured approach with appropriate level of analysis in various workstreams of due diligence
* Take a proactive role in reviewing and challenging financial projections
* Coordinate and complete some due diligence sections with minimal guidance and advanced sections with guidance
* Synthesise findings, key analysis and supporting documents in an organised and documented manner
* Write effective screening, deal alert and investment memorandums, and assist in coordinating the internal review/approval process
* Effectively present diligence findings during group discussions of investment opportunities and recommendations
Portfolio Monitoring and Oversight
* Monitor assigned investments, identifying any existing or potential risk factors related to performance or other issues, including tracking/evaluating performance metrics, ongoing review against original investment thesis, ongoing strategic fit, and significant changes impacting the investment
* Support the development of tracking tools and processes to ensure sustained long-term returns
* Systematically develop objective and rigorous views on the long-term fit of specific fund relationships and co-investment activities to ensure ongoing strategic fit with the developing objectives of the overall private equity programme
Projects/Ongoing Knowledge
* Keep up to date on industry and private equity trends
* Work on specific projects to enhance team capabilities
* Develop key strategic relationships with the fund managers, other limited partners, internal resources, etc.
What You Bring:
* Undergraduate degree with high academic standing
* Working towards a CFA is considered an asset (Analyst) and CFA (completion of Level 1 / 2 / 3), CPA or Master’s Degree in Business/Economics considered an asset (Associate)
* Previous internship and/or 1-2 years of full-time experience (Analyst) / 2-4 years’ experience (Associate) in accounting, equity research, private equity, investment banking, management consulting, or corporate M&A
* Strong financial modeling, analytical, valuation and research skills
* Attention to detail
* Ability to manage projects under pressure to meet tight deadlines
* Strong business acumen and judgment
* Ability to work independently and as part of a team in a high-performance culture
* Proficiency with business software and analytical tools such as Capital IQ and Bloomberg
* Strong interest in private equity fund investing
* Excellent communication skills, both written and verbal
* Willingness to travel
* Authorisation to work in Canada
This role will be based in our Victoria, BC office.
Click here for details on this job
- Job Reference #: JR101222
- Compensation: CAD 160,000
- Min Education: BA/BS
- Min Experience: None