Bilingual Private Company Advisory Analyst - Ontario

Only for registered members Ontario, Canada

1 day ago

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Job summary

The Analyst, Private Company Advisory is responsible for participating in and supporting the operational activities of the business unit in deal execution and transaction management of financial advisory services to small-to-medium size businesses.

This role will support Vice-President and Senior Vice-President in preparing marketing materials, presentations, research materials, proposals, developing complex financial models, and transaction documentation.

The ideal candidate has experience working with wealth advisors and their business owner clients. Additionally, they are able to apply experience and complete working knowledge of the job which includes policies/practices required to perform a combination of routine tasks and varied administrative/operational assignments.

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