This role offers exposure to Western Canada’s private equity landscape, with the opportunity to develop valuable skills in portfolio management, financial modelling, valuation analysis, and deal flow.
As a key member of PFM’s Investment Team, you will evaluate new opportunities, monitor existing investments, and prepare materials that support informed decision-making. This position works closely with all PFM team members and reports directly to the Associates and Directors.
Key Responsibilities
- Provide analysis on investment opportunities, including financial modelling, due diligence, valuation and market analysis, participate in the structuring and negotiation of terms, and contribute to the preparation of investment recommendations
- Support monthly and quarterly portfolio reporting, including performance analysis, return attribution, and other reporting requirements
- Prepare analytical reports on portfolio companies related to operating performance, strategy, valuation, and exit opportunities
- Conduct sector, economic, and company-specific research to support the ongoing management of portfolio companies
- Support the Investment Team and senior leadership on transaction, reporting, and portfolio management initiatives
About You
- You have strong analytical, financial, and communication skills
- You are interested in private equity, corporate finance, and portfolio management
- You are highly organized, detail-oriented, and able to manage multiple priorities
- You are comfortable working with financial information, conducting research, and preparing clear written analysis
- You are a motivated team player with a strong work ethic and high professional aspirations
- You enjoy working within a small team but are also a self-starter who can work independently
- You have an undergraduate degree or diploma in Business, Finance, Accounting, or a related discipline
- You have 2-4 years of relevant work experience
- You are currently enrolled in, or interested in pursuing, the CFA or CBV designation
- You have strong skills in Microsoft Excel, and have experience in Word, PowerPoint, and CRM software
- Knowledge of Canadian private equity markets would be considered a strong asset
Details
The role includes regular travel to PFM’s head office in Regina, SK, as well as occasional travel throughout Western Canada and off-hours commitments to support events and stakeholder engagement.
PFM offers a competitive compensation package that includes bonus potential, comprehensive health and dental benefits, a pension plan, employee investment opportunities, professional development funding, and continuing education support.
The successful candidate will join a collaborative workplace that includes team-building activities, an annual destination staff retreat, community initiatives, volunteer opportunities, and employee-led charitable giving through the PFM Community Impact Fund.
PFM is committed to fostering professional growth and creating a workplace where people can build rewarding and meaningful careers.
Pay: $80,000.00-$90,000.00 per year
Application question(s):
- Are you legally authorized to work in Canada?
- How many years of relevant work experience do you have?
- Are you currently enrolled in, or interested in pursuing, the CFA or CBV designation?
- How would you rate your financial modelling skills?
Work Location: In person
