Location Ottawa

Category Full-time Permanent

Type Hybrid

Posted June 10, 2024

Careers Current Opportunities

Senior Associate

Location Ottawa

Category Full-time Permanent

Type Hybrid

Posted June 10, 2024

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 and Capital services.  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’s Ottawa office is currently looking for a Senior Associate to join our team, assisting primarily with the management and execution of Mergers & Acquisitions and Capital services. We are looking for someone curious and analytical to do market research, valuations, and financial modelling, putting together presentations and proposals for clients of WCP. Our Senior Associate will work collaboratively with people both inside and outside of the firm to support and manage deal flow. This position will initially require the successful candidate to work on-site for initial training but will allow for a hybrid work option once settled into the role.

Duties and Responsibilities

Corporate Strategy

  • Executes Welch Capital Partner’s strategy
  • Adheres to the operational/business plans and KPI’s
  • Provides input to the tactical plans to achieve the strategic objectives

Mergers & Acquisitions/Capital

  • Assists in managing deal flow
  • Analyzes client financial statements and relevant documentation
  • Builds financial models and confidential information memorandums
  • Identifies, analyzes, and ranks potential buyers
  • Co-ordinates with clients during the due diligence process
  • Assists with or prepares financial models to support the purchase/sale price for prospects
  • Prepares management presentations, marketing pitches and other presentations as required
  • Conducts industry and economic research
  • Performs high-level valuations of companies and commentary
  • Manages projects leveraging Asana

Business Development/Marketing

  • Actively contributes to business development and marketing activities to generate new business across all business lines
  • Builds brand recognition by the dissemination of WCP’s thought leadership (blogs, articles, presentations, etc.)
  • Works collaboratively with team members and develops/maintains relationships with others, both inside and outside the firm
  • Attends various meetings with the WCP team, as well as meetings with clients
  • Continues to expand network with business owners and key service providers including lawyers, bankers, and financial advisors to support business development activities and deal flow.
  • Prepares and delivers proposals to corporate clients


  • Tracks all engagements and client information in Navatar


Education & Experience

  • 5+ years of experience in a professional services role (investment banking, private equity, banking, venture capital, consulting, legal or accounting)
  • MBA or other Master’s degree; or relevant professional designation (CPA, CFA, MBA, CBV, JD)

Knowledge, Skills, & Abilities

  • Expert knowledge in the following areas:
    • Valuation concepts
    • Economics
    • Mergers and acquisitions
    • Financial modelling
  • Willingness to take ownership of tasks
  • Ability to work collaboratively or independently as needed in a demanding, fast paced, and dynamic work environment.
  • Able to effectively conduct and present research
  • Meticulous attention to detail
  • Understanding of financial statements and general accounting principles
  • Determination, creative thinking, resilience and goal-oriented
  • Excellent interpersonal, presentation, written and verbal communication skills
  • Exceptional critical thinking, analytical, time management and organizational skills
  • Ability to multi-task and prioritize to effectively manage multiple assignments
  • Proficient in MS Office Suites, Google applications and other industry related software and applications.

If you are interested in a great career opportunity with a growing, flexible and dynamic organization, please apply!

Welch Capital Partners welcomes and encourages applications from people with disabilities. 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.

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