Associate (Manager), Capital Markets (Calgary)

The opportunity 

EY Parthenon Corporate Finance Inc. is the dominant mid-market investment bank in Canada. The practice is recognized as a trusted source of expertise for mergers, acquisitions, divestitures, financing, privatization, and valuations and has been advising clients on all aspects of strategic transactions and capital sourcing activities for more than 30 years.  

We are a growing practice that has the resources to serve any client, anywhere in the world. With so many offerings, you will have the opportunity to develop your career in a friendly, collaborative environment through a broad scope of engagements, mentoring and formal learning. We develop outstanding leaders who team to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities.

Your key responsibilities

• Manage the daily activities of debt capital advisory, capital placement advisory, financing/capital raise relating to acquisition, divestiture, and mergers.
• Develop and review financial models within broadly defined guidelines.
• Synthesize research information such as comparable company and precedent transactions to be used in modeling, competitive analysis, industry analysis, negotiation support and various other applications.
• Prepare quality first drafts of pitches, marketing materials, management presentations and client presentations.
• Oversee an electronic data room and manage a due diligence process for buy and sell side engagements, working closely with client and target personnel.
• Operate as a multi-project team player working on small teams of 2-3 people, often with minimal leverage.
• Support the VPs and Managing Director in identifying and exploring potential new business.
• Prepare valuation reports for tax and financial reporting purposes.
• Perform financial due diligence including analysis, datebooks management, and report writing.
• Perform administrative activities in support of engagements, including independence compliance documentation, engagement agreements, time budgets and billings.
• Collaborate with other service lines within EY-Parthenon such as Transaction Support, Valuations, and Restructuring, as well as other services lines primarily within the Private Mid-Market Practice such as Audit and Tax.

To qualify for the role, you must have

• Undergraduate degree and preferrable MBA.
• Minimum 5+ years of relevant work experience.
• Corporate & Investment banking, M&A, capital raise, structured financing, corporate development, financial analysis, etc.
• Strong financial modelling skills (i.e., 3-statement model, DCF, CCA, etc.).
• Strong communication skills and ability to speak to C suites executives.
• Strong writing skills and ability to create reports as per relevant transaction.
• Working knowledge of the Canadian and International Finance and Accounting concepts and understanding of key business drivers, principally as they relate to debt capital advisory transactions.
• Strong Word, Excel, and PowerPoint skills.
• Ability and experience working in a team environment.
• A passion for working with entrepreneurs and private business owners and management teams.

This job posting relates to an existing vacancy within our organization. 

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a discretionary bonus program, a comprehensive medical, prescription drug and dental coverage plan, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer: 

• Support and coaching from some of the most engaging colleagues in the industry 

• Learning opportunities to develop new skills and progress your career 

• The freedom and flexibility to handle your role in a way that’s right for you 

Are you ready to shape your future with confidence? Apply today. 

To help create the best experience during the recruitment process, please describe any accommodations you may need. 

Inclusiveness at EY 

Inclusiveness is at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world. 

Learn about our commitment to Inclusiveness at https://www.ey.com/en_ca/about-us/corporate-responsibility/equity

At EY, we use artificial intelligence (AI) tools as one element of our recruitment process to enhance efficiency and improve the candidate experience. While AI supports us in our process, human judgment and decision-making remain integral in our candidate experience. We are committed to the responsible use of AI, and our practices are continuously reviewed and refined to ensure they align with ethical principles and regulatory requirements.

To all recruitment agencies: EY does not accept unsolicited resumes from recruitment agencies. Any resumes submitted without a prior agreement or request from our hiring team will not be considered. EY is not responsible for any fees related to unsolicited resumes.