- Build, maintain, and update detailed financial and valuation models (DCF, IRR, LBO, comparable company analysis, precedent transactions, etc.) for prospective and existing investments.
- Analyze operating metrics within portfolio companies, including key performance indicators and valuation trends across target sectors, particularly within franchising, real estate, and private markets.
- Provide actionable guidance to management based on detailed performance analysis.
- Assist in due diligence, transaction structuring, and closing processes for direct investments and fund allocations.
- Coordinate with external advisors, consultants, and management teams to gather and analyze information.
- Conduct equity research and industry analysis to identify investment opportunities and monitor portfolio performance.
- Prepare written research briefs, thematic reports, and benchmarking analyses on relevant sectors and companies.
- Prepare and evaluate board materials, investment memoranda, and quarterly portfolio updates.
- Track operating and financial performance of portfolio companies and funds, highlighting key trends and risks.
- Support capital allocation decisions, portfolio construction initiatives, and ad‑hoc research requests from senior management.
- Bachelor's degree in Finance, Economics, Accounting, or a related discipline.
- 13 years of relevant experience in investment banking, private equity, asset management, corporate development, or a similar analytical role.
- Strong analytical and financial modeling skills.
- Advanced proficiency with Excel and PowerPoint; familiarity with AI tools, data visualization platforms (e.g., Tableau, Power BI) or coding (Python, SQL) is a strong plus.
- Excellent organizational and communication skills; able to manage multiple priorities with discretion and professionalism.
- Entrepreneurial mindset, high personal integrity, and a genuine interest in private equity and business building.
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Investment Analyst - Edmonton - Pathways
Description
About us :
Franvest Capital Partners is an Edmonton based single‑family office that manages a diversified portfolio across direct investments in the franchising sector as well as real estate, private equity, private debt and public market securities. We take a long‑term fundamentals‑driven approach to investing and capital allocation. By partnering with exceptional operators and fund managers Franvest aims to generate sustainable growth and value creation.
About the Role :
The Investment Analyst will play an integral role in supporting the firm's investment activities across asset classes. This individual will work directly with senior leadership to evaluate new opportunities, perform detailed financial analysis and support the execution and monitoring of investments. The ideal candidate combines strong analytical and modeling skills with intellectual curiosity and business acumen.
Key Responsibilities
Investment Analysis & Financial Modeling
Deal Execution Support
Research & Competitive Intelligence
Board & Portfolio Support
Strategic and Ad Hoc Projects
Qualifications
Why Join Us
This is a rare opportunity to work directly with senior personnel of a private investment firm and build a long‑term career. The role offers early exposure to deal strategy and portfolio operations with a built‑in progression to Associate responsibilities for the right candidate. You'll gain practical experience at the intersection of finance, operations, and technology.
This is a full‑time position that will be based out of our Franvest office in Edmonton, Alberta.
Compensation
$70,000.00 per year
Only candidates whose skills match our criteria will be advanced in the interview process.
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Investment Analyst
Only for registered members Edmonton, Alberta
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Investment Analyst
Only for registered members Edmonton, Alberta
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Investment Analyst
Only for registered members Edmonton
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Investment Analyst
Only for registered members Edmonton
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Investment Analyst
Full time Only for registered members Edmonton
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Only for registered members Edmonton, AB TJ N
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investment analyst
Only for registered members Edmonton, AB TL M
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ATB 101 - Investment Analyst Student
Only for registered members Edmonton, Alberta
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ATB 101 - Investment Analyst Student
Only for registered members Edmonton
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ATB 101 - Financial Analyst Student, Financial Planning and Investment Insight
Only for registered members Edmonton
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ATB 101 - Financial Analyst Student, Financial Planning and Investment Insight
Only for registered members Edmonton, AB TJ N
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Senior Trade Settlements Analyst
Only for registered members Edmonton, Alberta
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Directeur Régional Des Ventes
Only for registered members Edmonton, Alberta
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Executive Director, Capital Markerts
Only for registered members Edmonton, Alberta
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Mortgage Analyst
Only for registered members Edmonton, Alberta
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Investment & Research Associate
Only for registered members Edmonton, Alberta
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Investment & Research Associate
Only for registered members Edmonton, Alberta
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Investment & Research Associate
Only for registered members Edmonton, Alberta
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Sr. Business Analyst
Only for registered members Edmonton, Alberta
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IT Infrastructure Analyst
Only for registered members Edmonton, Alberta
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Policy Analyst
Only for registered members Edmonton, Alberta
