Capital Partnerships Analyst, Intern / Co-op

Job summary

Research capital providers and their financing mandates, identify decision-makers, and build and maintain a qualified partner database and CRM pipeline. Support outreach and meetings, help assess growth companies’ financing needs, and contribute to improving Synertree’s capital-partner workflow and financial technology products.

Job details

About Synertree Synertree is a management consulting and technology firm helping growth companies strengthen financial performance, access capital, and build the systems required to scale. The Opportunity We are looking for a motivated finance or business student to help develop Synertree’s capital partner network and support the commercialization of Synertree Intelligence. This is a hands-on role for someone interested in corporate finance, investment banking, financial technology, or entrepreneurship. You will work directly with the management team to research capital providers, understand financing mandates, support outreach, organize partnership information, and help build a structured workflow for connecting qualified growth companies with appropriate funding sources. What You’ll Work On Research commercial banks, private lenders, credit funds, equipment finance providers, growth-capital firms, and other funding sources Identify relevant decision-makers and build a qualified capital-partner database Research lending mandates, deal sizes, industries, geography, security requirements, and uses of capital Support LinkedIn and email outreach to prospective capital partners Schedule and prepare for introductory meetings Maintain partner information, pipeline status, and follow-up activity in CRM Help qualify growth companies based on financial information and funding requirements Support market research for Synertree Intelligence and Capital Control Contribute ideas to improve the capital-partner and financing workflow What We’re Looking For Current university or college student in finance, accounting, economics, business, or a related field Be enrolled full-time or part-time at an eligible Canadian college or university in a program leading to a degree, diploma, or certificate Remain enrolled for at least the first 30 days of the internship Be a Canadian citizen, permanent resident, or person with refugee status Strong interest in commercial banking, private credit, corporate finance, investment banking, or financial technology Comfortable reading financial statements and working with Excel Strong research, writing, and communication skills Professional and confident communicating with finance professionals Organized, detail-oriented, and comfortable working independently Curious, entrepreneurial, and interested in helping build something from an early stage International students are not eligible under the funding program. Previous experience in banking, accounting, finance, consulting, investment research, business development, or a startup is helpful but not required. What You’ll Gain Direct exposure to growth-company finance and capital requirements Experience researching and interacting with lenders and capital providers Exposure to financial modeling, forecasting, and financing workflows Experience helping build a financial technology and capital platform Direct mentorship from Synertree’s founder Opportunity to contribute to a growing capital partner network from an early stage Work Arrangement The role is based in the Vancouver area and will be primarily remote. Preference will be given to candidates who can occasionally meet in person and attend relevant business or finance events. How to Apply Please submit your résumé and a short note explaining: Why you are interested in capital markets, commercial banking, or private credit What interests you about working with growth companies Any relevant finance, research, analytical, or business development experience We are particularly interested in candidates who want to build practical experience at the intersection of finance, technology, and entrepreneurship. Location: Vancouver, BC (required) Work Location: Remote

What you’ll do

Research capital providers and their financing mandates, identify decision-makers, and build and maintain a qualified partner database and CRM pipeline. Support outreach and meetings, help assess growth companies’ financing needs, and contribute to improving Synertree’s capital-partner workflow and financial technology products.

Requirements

Applicants must be current students in finance, accounting, economics, business, or a related field, enrolled at an eligible Canadian college or university and remaining enrolled for at least the first 30 days. Candidates must be Canadian citizens, permanent residents, or people with refugee status, and should be comfortable with financial statements and Excel, with strong research, communication, and organizational skills.

Listed skills

• Organization · Preferred
• CRM Management · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Business development · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Statement Analysis
• Excel
• Financial Research
• Capital Provider Research
• Database Management
• LinkedIn Outreach
• Email Outreach
• CRM Management
• Pipeline Management
• Financial Modeling
• Forecasting
• Market Research
• Communication
• Organization
• Business Development

Job areas

• Finance & Accounting
• Sales
• Data & Analytics
• Technology
• Consulting