Analyst

Salary Range: $40,000-$55,000 per year

Welch Capital Partners Inc. (WCP) is an advisory firm whose passion is helping clients understand, grow and capture value, while navigating an organization’s complex growth and exit options.  We are a professional services company that is rooted in our 100+-year heritage of providing business owners and stakeholders industry service expertise with a relationship-driven approach to client service. We specialize in Mergers & Acquisitions, Capital and Business Valuations. WCP is an affiliate of Welch LLP, a regional provider of assurance and tax services.

At WCP, we pride ourselves on our ability to offer strategic and practical advice, while walking step by step with clients to bring simplicity to complex business processes and transactions. Our clients value our seamless integrated approach – leveraging our global network of professionals who are skilled in multiple disciplines – to help them make informed decisions, improve financial performance, and maximize company value.

About the Opportunity

WCP is currently looking for an Analyst to join their team, assisting primarily with the management and execution of Valuation and M&A transactions. We are looking for someone curious and analytical to do market research and outreach, valuations, financial modelling, CIM’s, to provide marketing support and proposals for clients of WCP.   

Duties and Responsibilities

Valuations

• Assist in the research and preparation of reports for business valuation of private companies
• Prepare requests for documents and communicate with clients including correspondence preparation and follow-up
• Analyze financial statements and documents
• Prepare financial analysis and models

Mergers & Acquisitions/Capital

• Analyze client financial statements and relevant documentation
• Build financial models and confidential information memorandums (CIMs)
• Identify, analyze and rank potential buyers
• Coordinate with clients during the due diligence process
• Assist in managing deal flow
• Work on special projects as required

Administrative/Marketing

• Prepare management presentations, marketing pitches, and other presentations as required
• Conduct industry and economic research
• Track client, prospect and engagement information in HubSpot
• Assist with AI related initiatives

Qualifications

Education & Experience

• Bachelor’s degree in field related to the position
• Pursuing a professional designation (CPA, CBV, CFA, MBA, JD)
• Experience in one of the following areas would be an asset: investment or commercial banking, private equity, venture capital, consulting, legal, valuation, or an accounting focus (can include internship or co-op positions)
• Some experience with financial modeling, including analysis of financial statements and preparation of integrated 3-statement financial models without supervision

Knowledge, Skills, & Abilities

• Good technical/working knowledge in the following areas: accounting and tax principals; Valuation; Economics; Mergers and acquisitions; Financial modelling
• Understanding of financial statements and general accounting principles
• Willingness to take ownership of tasks and work both collaboratively or independently in a demanding, fast paces and dynamic work environment
• Demonstrated ability to effectively conduct research
• Meticulous attention to detail
• Conscientiousness towards client needs and requirements
• Ability to extract useful information from large sets of unorganized or incomplete data
• Demonstrated problem solving abilities to provide alternative solutions to complex issues
• Demonstrated determination, creative thinking, resilience, and goal-orientation
• Excellent interpersonal, presentation, written and verbal communication skills with clients and colleagues at all levels of a corporation
• Ability to write easy to understand reports
• Exceptional critical thinking, analytical, time management and organizational skills
• Ability to effectively present information and respond to questions from clients or other parties
• Ability to multi-task and prioritize, effectively manage multiple assignments in a fast-paced, challenging work environment
• Ability to maintain professional composure in high-stress situations
• Proficient in MS Office Suites (Excel, Word, PowerPoint, Outlook), Google Applications and other industry related software and applications.
• Committed to professional growth through continuous learning

If you are interested in a great career opportunity with a growing, flexible and dynamic organization, please apply by sending your cover letter and resume to careers@welchllp.com with the subject line “WCP Analyst”.  Please also indicate on your resume if you’re interested in obtaining your CBV designation.

Welch Capital Partners welcomes and encourages applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and other equity-seeking groups. If you require accommodation during any stage of the recruitment process, please indicate this in your application. We thank all applicants for their interest, but only those selected for an interview will be contacted. Disclaimer: Please note that as per Welch Capital Partners Inc. policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Welch Capital Partners Inc. will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.