Investment Analyst

Position Summary

Dancap Private Equity Inc. (“Dancap”), a Canadian family investment office, is seeking an Investment Analyst to join the investment management team on November 15, 2017.  He/she will report to and work closely with members of Dancap’s senior management and is expected to take a proactive role in the implementation, monitoring and reporting of a global diversified investment portfolio. 

Key Responsibilities

  • Screen potential opportunities across private equity funds, co-investments and direct investments using various analytical tools including Preqin’s Private Equity Services
  • Assess hedge funds, fixed income, public equities and other potential opportunities using analytical tools including PSN database and Bloomberg
  • Perform due diligence activities on investment opportunities and build financial models to forecast returns, assess risk and volatility
  • Develop investment thesis and written research reports and articulate findings and recommendations in a clear, well-supported and well-documented manner
  • Prepare documentation related to closing of transactions including completion of subscription documents and the review of relevant legal documents
  • Communicate with portfolio companies and fund managers with any queries as required, including tax filings, legal document amendments and extension requests
  • Maintain a thorough grasp of current market conditions, the economic outlook and academic research with the objective of incorporating the best insights into portfolio and investment research
  • Actively contribute to the development, recommendation, and implementation of investment processes/procedures, asset mix policies and associated investment strategies, including keeping senior management apprised of how well results are tracking against strategy expectations
  • Monitor existing portfolio investments and prepare quarterly reporting packages for the investment committee using portfolio tracking and accounting software including Burgiss’ Private I
  • Assist in handling of capital calls and distributions for funds
  • Various other tasks as assigned by senior management

Position Requirements

  • University or post graduate degree in finance, economics or accounting
  • A CFA designation (in progress) would be preferred
  • Ideally 2+ years buy-side related work experience
  • Strong analytical and financial modeling skills
  • Understanding and application of fundamental investment analysis and portfolio theory
  • Superior written, communication and interpersonal skills
  • Driven, self-motivated and a team player
  • A high degree of poise, professionalism and diplomacy
  • Ability to quickly and willingly adapt to evolving priorities and deliverables timelines
  • Understanding and knowledge of alternative assets, portfolio management, and investment strategies
  • Ability to handle multiple projects
  • Ability to effectively communicate analysis and recommendations in a well-documented manner
  • Prefers to work in a small office environment
  • Proficiency in MS Office applications and investment software (Private I, Preqin, Bloomberg, Capital IQ, PSN)

Compensation for the Investment Analyst role is expected to range in between CAD $50,000 to $65,000 annually plus bonus and benefits.  Exact compensation will be determined by experience and qualifications.  Candidates interested in this challenging opportunity should email their cover letter and resume to hr5@dancap.ca.  Any communication sent directly to Dancap’s management or employees will result in disqualification of candidacy.  We thank all applicants for their interest, however, only candidates selected for an interview will be contacted.

October 4, 2017