Associate Director, Mid-Market M&A
About the role
What is the opportunity?
The Mid-Market Mergers and Acquisitions (M&A) Group is seeking an Associate Director to support the team in Calgary. You will be focused on the preparation of presentations, research materials, proposals, financial models and transaction documentation. The Mid-Market M&A team is a strategically important offering that provides a value-added services offering. The Associate Director will support team members that are focused on small to medium sized businesses and is ideally suited for a candidate seeking to broaden their investment banking experience with entrepreneurial clients. Mandates include the sale of privately owned businesses and non-core divisions, acquisitions, shareholder and management buyouts and capital advisory services. The ideal candidate will have 2-3 years post undergraduate experience in a financial services firm, an investment banking boutique and have a strong grasp of financial accounting.
What will you do?
- Part of a national Mid-Market M&A team, supporting the team in Calgary
- Conduct thorough research on companies and industries and delivery of concise summaries
- Assist in preparation of internal and external marketing materials
- Support the preparation and presentation of marketing pitches to existing and potential clients
- Prepare integrated financial models to support analysis in proposals and transaction documents
What do you need to succeed?
Must have:
- Undergraduate degree with a focus in Business, Economics, Mathematics or other quantitative fields
- Relevant work experience in financial services – accounting, corporate finance or investment banking
- Comprehensive financial and accounting skills
- Solid understanding of cash flow, financial modelling and valuation
- Strong computer literacy with emphasis on PowerPoint and Excel presentation skills
- Strong ability to prepare integrated financial models including discounted cash flow and valuation analysis
- Thorough understanding of the inter-relation of net income, cash flow, working capital
- Ability to use research tools to extract relevant background material for business development and transaction support
- Strong personal skills and the ability to work effectively within a team environment under time constraints
Nice to have:
- CPA, CFA, CBV or other relevant professional designation – ongoing or completed
- Prior experience working on capital markets transactions
- Experience in financial services and ability to manage complex concepts
- Knowledge of and interest in financial markets
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive and high-performing team
- Opportunities to do challenging work
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Associate Director, Mid-Market M&A
About the role
What is the opportunity?
The Mid-Market Mergers and Acquisitions (M&A) Group is seeking an Associate Director to support the team in Calgary. You will be focused on the preparation of presentations, research materials, proposals, financial models and transaction documentation. The Mid-Market M&A team is a strategically important offering that provides a value-added services offering. The Associate Director will support team members that are focused on small to medium sized businesses and is ideally suited for a candidate seeking to broaden their investment banking experience with entrepreneurial clients. Mandates include the sale of privately owned businesses and non-core divisions, acquisitions, shareholder and management buyouts and capital advisory services. The ideal candidate will have 2-3 years post undergraduate experience in a financial services firm, an investment banking boutique and have a strong grasp of financial accounting.
What will you do?
- Part of a national Mid-Market M&A team, supporting the team in Calgary
- Conduct thorough research on companies and industries and delivery of concise summaries
- Assist in preparation of internal and external marketing materials
- Support the preparation and presentation of marketing pitches to existing and potential clients
- Prepare integrated financial models to support analysis in proposals and transaction documents
What do you need to succeed?
Must have:
- Undergraduate degree with a focus in Business, Economics, Mathematics or other quantitative fields
- Relevant work experience in financial services – accounting, corporate finance or investment banking
- Comprehensive financial and accounting skills
- Solid understanding of cash flow, financial modelling and valuation
- Strong computer literacy with emphasis on PowerPoint and Excel presentation skills
- Strong ability to prepare integrated financial models including discounted cash flow and valuation analysis
- Thorough understanding of the inter-relation of net income, cash flow, working capital
- Ability to use research tools to extract relevant background material for business development and transaction support
- Strong personal skills and the ability to work effectively within a team environment under time constraints
Nice to have:
- CPA, CFA, CBV or other relevant professional designation – ongoing or completed
- Prior experience working on capital markets transactions
- Experience in financial services and ability to manage complex concepts
- Knowledge of and interest in financial markets
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities and achieving success that is mutual.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive and high-performing team
- Opportunities to do challenging work
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.