Private Equity Analyst, Cascadia Equity Partners

Founded in 2019, Cascadia Equity Partners is a private equity firm based in Calgary, dedicated to fostering the growth of small- to medium-sized businesses throughout North America. With a dedicated team of seasoned investment professionals, Cascadia Equity specializes in providing strategic capital and operational expertise to companies across diverse industries, including SaaS, B2B, healthcare, manufacturing, industrial services and distribution. Their practical approach involves closely collaborating with portfolio companies, utilizing their own stable brand and solid reputation to provide responsible returns for investors.

Current Opportunity

Cascadia Equity Partners is seeking a highly motivated and energetic Private Equity Analyst to join their tight-knit team. This role offers the opportunity to work directly with the firm’s Managing Partner and Private Equity Associate in a dynamic, entrepreneurial environment. The ideal candidate will be skilled in analyzing financial data, building models, forecasting and conducting in-depth industry research – with an awareness of how macro-level events, such as political or economic policies, impact market trends and company performance. An interest in emerging technologies, particularly artificial intelligence (AI), is highly valued, as the firm actively monitors how innovation is shaping investment landscapes.

This individual will play a key role in identifying and evaluating investment opportunities, conducting due diligence and supporting portfolio management. The position offers hands-on experience in market research, financial modeling and strategic planning, while providing exposure to a broad range of industries and direct contribution to Cascadia’s continued success.

This role requires an independent and self-motivated individual that is willing to learn and grow through each emerging acquisition. If you want to be a part of an innovative and skilled team that will push you to perform at your best, while providing you with opportunities to showcase your skills, then let’s talk.

Responsibilities

-Drafted investment memoranda to support internal investment committee decisions;
-Assessed and structured potential deals, including due diligence and valuation analysis;
-Built and maintained financial models to evaluate investment performance and returns;
-Supported bank reporting requirements and liaised with financing partners as needed;
-Participated in full deal lifecycle from sourcing through to closing and post-investment monitoring;
-Prepare documentation and presentation materials to support investment recommendations, including utilization of PowerPoint;
-Monitor portfolio investments and support investor relations activities;
-Provide administrative and technical support to team members and portfolio companies as required.

What This Role Actually Requires

-You are obsessed with finding the truth in messy data and won’t stop until it makes sense;
-You operate autonomously and don’t wait to be told what to do. You propose, test, and execute within firm guidelines;
-You take ownership of problems, learn from mistakes and propose solutions in a timely fashion;
-You can handle ambiguity, and shifting priorities while maintaining efficiency and productivity in a calm manner;
-You write like a decision-maker. You don’t write memos to impress; you write to communicate with clarity;
-You have a clear understanding of downside risks of a business. You instinctively question what others take for granted;
-You understand how to read and understand a quality of earnings report and know what makes them valuable;
-You are able to bring new fact based insights to your Manager respectfully, to better the firm and its needs.

What You Need To Succeed

-Bachelor’s degree in Finance, Economics, Business or a related field;
-You must have hands on experience and a minimum of 12-24+ months of combined experience in investment banking, private equity or a related field, including co-op placements or relevant internships;
-Solid understanding of finance and investment principles, including financial modelling and valuation techniques;
-Demonstrated interest in AI and emerging technologies, with the ability to assess their potential impact on investment opportunities and operational efficiencies;
-Strong Microsoft Excel and PowerPoint experience – able to build and maintain financial models and presentations;
-Excellent analytical and problem solving skills;
-Ability to work independently and as part of a team;
-Ability to manage and prioritize multiple objectives within tight deadlines;
-Position requires the successful candidate to work in-office Monday through Friday.