The successful candidate will help identify and evaluate businesses that could become long-term investments, working closely with senior investment leadership and external advisors along the way.
About the Role
This is a full-cycle investment position rather than a traditional finance or reporting role. You will be responsible for building a pipeline of potential acquisition opportunities, developing relationships with business owners and intermediaries, assessing investment opportunities, and supporting transactions through due diligence and closing.
The role is particularly well suited to someone who is commercially minded, highly resourceful, and energized by creating opportunities rather than waiting for them to arrive.
What You'll Do
- Develop and execute strategies for identifying attractive acquisition opportunities
- Research industries and build targeted lists of potential investment candidates
- Proactively source opportunities through direct outreach and relationship development
- Build relationships with business owners, advisors, intermediaries, and other relevant contacts
- Maintain a consistent pipeline of potential investments and track progress through the evaluation process
- Review financial statements and assess the underlying performance and quality of potential investments
- Build financial models and conduct valuation and investment analysis
- Lead or coordinate due diligence activities across financial, operational, and commercial areas
- Evaluate opportunities and present recommendations to senior investment leadership
- Support negotiations and transaction execution from initial interest through completion
- Provide regular updates on sourcing activity, pipeline development, and investment opportunities
- Adapt between sourcing, analysis, and execution depending on the needs of the investment pipeline
What You Bring
- Approximately 4–7 years of relevant experience in investment, transaction advisory, private equity, corporate development, or a related field
- CPA designation is strongly preferred, particularly for candidates with a background in transaction services, financial due diligence, or public accounting
- Strong financial analysis, modelling, and valuation capabilities
- Experience evaluating businesses or investment opportunities from a financial and commercial perspective
- Transaction or deal experience is a significant asset
- Excellent research and analytical skills with strong attention to detail
- Strong written and verbal communication abilities
- Commercial judgment and genuine curiosity about how businesses operate
- Comfort working with senior stakeholders, business owners, and external advisors
What Will Make You Successful
This role requires more than technical investment skills. You should be someone who:
- Takes initiative and can operate effectively with limited direction
- Is comfortable building processes and approaches from the ground up
- Has the confidence and persistence to initiate conversations and generate opportunities
- Enjoys picking up the phone, conducting outreach, and developing relationships
- Can move comfortably between detailed analysis and broader commercial thinking
- Is intellectually curious, adaptable, and open to learning
- Can take ownership of a broad mandate and determine how best to achieve the desired outcome
A key part of the screening process will be understanding whether you have personally generated investment or acquisition opportunities, rather than only evaluating opportunities that were sourced by others.
Why Join
This is a rare opportunity to gain end-to-end exposure to the investment process within a lean, entrepreneurial environment. Rather than owning one narrow part of a transaction, you'll have the opportunity to participate across sourcing, analysis, diligence, relationship management, and execution.
You'll work closely with experienced investment leadership and have meaningful ownership over the search for the organization's next long-term investment. For the right individual, the role offers substantial autonomy, accelerated learning, and the opportunit y to build a career around investing rather than simply advising on transactions.
