Secondaries & Primaries Analyst - Montreal
About the role
The Role
The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private equity and infrastructure funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.
Secondary fund of funds:
- Participate in investment opportunities sourcing effort
- Value and price equity interests in private equity funds and companies
- Prepare financial projections and transaction modeling
- Prepare investment recommendations
- Present to global team and Investment Committee
- Monitor investments and development vs. targeted performance
- Prepare reporting presentations to Limited Partners and Advisory Board
Primary fund of funds:
- Screen North American et European Private Equity and infrastructure markets
- Compile information and conduct research
- Conduct due diligence (strategy, team, performance)
- Prepare investment recommendation
- Present to global team and Investment Committee
- Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings Prepare reporting presentations to Limited Partners
Mandates and Ardian Customized Solutions:
- Work with the Ardian Customized Solutions team on new mandates through RFP processes
- Prepare quarterly reportings and meetings
- Present to clients performance of underlying funds invested
Required Skills
- Drive for results, teachable, always delivers high quality work
- Deep understanding of corporate finance principles and how to analyze investment opportunities
- Very strong excel modeling skills
- Strong writing and memo-drafting skills
- Organized and motivated
- Strong analytical mindset
Profile
- Degree in Finance or other related field
- .5 - 2 years' experience in finance - investment banking, strategy consulting, or valuation
- Familiarity working with international teams and across cultures
About Ardian
Ardian is a world-leading private investment house, managing or advising $177bn of assets on behalf of more than 1,680 clients globally. Our broad expertise, spanning Private Equity, Real Assets and Credit, enables us to offer a wide range of investment opportunities and respond flexibly to our clients’ differing needs. Through Ardian Customized Solutions we create bespoke portfolios that allow institutional clients to specify the precise mix of assets they require and to gain access to funds managed by leading third-party sponsors. Private Wealth Solutions offers dedicated services and access solutions for private banks, family offices and private institutional investors worldwide. Ardian is majority-owned by its employees and places great emphasis on developing its people and fostering a collaborative culture based on collective intelligence. Our 1,050+ employees, spread across 19 offices in Europe, the Americas, Asia and Middle East are strongly committed to the principles of Responsible Investment and are determined to make finance a force for good in society. Our goal is to deliver excellent investment performance combined with high ethical standards and social responsibility.
At Ardian we invest all of ourselves in building companies that last.
Secondaries & Primaries Analyst - Montreal
About the role
The Role
The Analyst will focus on primary, early secondary and secondary investments, providing highly advanced support in investment functions including financial modeling, valuation analysis of private equity and infrastructure funds and companies, preparation of investment recommendations for Ardian's global investment committee, as well as various ad hoc reports and projects as needed.
Secondary fund of funds:
- Participate in investment opportunities sourcing effort
- Value and price equity interests in private equity funds and companies
- Prepare financial projections and transaction modeling
- Prepare investment recommendations
- Present to global team and Investment Committee
- Monitor investments and development vs. targeted performance
- Prepare reporting presentations to Limited Partners and Advisory Board
Primary fund of funds:
- Screen North American et European Private Equity and infrastructure markets
- Compile information and conduct research
- Conduct due diligence (strategy, team, performance)
- Prepare investment recommendation
- Present to global team and Investment Committee
- Monitor portfolio through ongoing dialogue with managers & attendance of investors meetings Prepare reporting presentations to Limited Partners
Mandates and Ardian Customized Solutions:
- Work with the Ardian Customized Solutions team on new mandates through RFP processes
- Prepare quarterly reportings and meetings
- Present to clients performance of underlying funds invested
Required Skills
- Drive for results, teachable, always delivers high quality work
- Deep understanding of corporate finance principles and how to analyze investment opportunities
- Very strong excel modeling skills
- Strong writing and memo-drafting skills
- Organized and motivated
- Strong analytical mindset
Profile
- Degree in Finance or other related field
- .5 - 2 years' experience in finance - investment banking, strategy consulting, or valuation
- Familiarity working with international teams and across cultures
About Ardian
Ardian is a world-leading private investment house, managing or advising $177bn of assets on behalf of more than 1,680 clients globally. Our broad expertise, spanning Private Equity, Real Assets and Credit, enables us to offer a wide range of investment opportunities and respond flexibly to our clients’ differing needs. Through Ardian Customized Solutions we create bespoke portfolios that allow institutional clients to specify the precise mix of assets they require and to gain access to funds managed by leading third-party sponsors. Private Wealth Solutions offers dedicated services and access solutions for private banks, family offices and private institutional investors worldwide. Ardian is majority-owned by its employees and places great emphasis on developing its people and fostering a collaborative culture based on collective intelligence. Our 1,050+ employees, spread across 19 offices in Europe, the Americas, Asia and Middle East are strongly committed to the principles of Responsible Investment and are determined to make finance a force for good in society. Our goal is to deliver excellent investment performance combined with high ethical standards and social responsibility.
At Ardian we invest all of ourselves in building companies that last.