Analyst/Associate - Private Equity
Full Time - Vancouver, BC (Hybrid)
Tricor Pacific Capital Inc.

Analyst/​Associate — Private Equity at Tricor Pacific Capital Inc.

Type Full Time
Location Vancouver, BC (Hybrid)

A FAMILY-OWNED INVESTMENT FIRM Tricor is a Canadian family office, actively investing our own capital and operating knowledge in a diverse group of companies and investments. Our intention is to build and hold our investments intergenerationally to create a lasting impact on the lives of our partners, our employees, our families and our community. Based in Vancouver, Tricor combines over 30 years of transaction and operating experience, having made investments in over 80 private companies in the manufacturing, distribution, business services, food, real estate, private equity, and other industries.

Tricor is looking for an exceptional candidate who will support the acquisitions team in our Vancouver office as an Analyst or Associate (depending on the experience level), with joint reporting to Derek Senft and Vlad Manchash. Tricor is committed to building a diverse team and welcomes qualified candidates of all genders and backgrounds. The successful candidate will have the opportunity to actively participate in the acquisition and investment process, including market research, debt fundraising, due diligence, valuation of companies, business analysis, and financial modelling. They will interface and correspond with sell-side advisors, negotiate and execute confidentiality agreements regarding new opportunities, prepare investment thesis presentations, and track and manage the pipeline of investment opportunities in our CRM tool.

TYPICAL RESPONSIBILTIES

The ideal candidate will be a recent graduate with an outstanding academic record, one to three years of work experience, and a demonstrated interest in finance, direct investing, the sourcing of opportunities, and overall asset management. They will also have a track record of successfully working in a demanding, fast-paced environment and have exceptional attention to detail and time management skills.

  • Interface and correspond with investment advisors, negotiate and execute confidentiality agreements regarding new opportunities, and track and manage the pipeline of investment opportunities.
  • Participate in selected telephone and face-to-face discussions regarding investment opportunities with sell-side advisors, representatives of target company management, and Tricor’s partners.
  • Prepare meeting materials for pitching sell-side advisors or selling shareholders and/or incumbent management teams.
  • Prepare first drafts of investment theses for use by Tricor’s partners in green-lighting an offer to acquire an operating company or other assets, as well as a final decision to close.
  • Draft offer letters and term sheets, adapted from existing templates, to describe the benefits of a transaction with Tricor and detail the proposed terms, etc.
  • Initiate data requests, manipulate and evaluate diligence data, and manage Tricor’s data room related to any transaction.
  • Review legal documentation associated with a transaction.
  • Model returns for shareholders for different operating companies and real estate investments using target company or asset financial statements/growth forecasts, as well as assumptions regarding capital structure and financing.
  • Prepare internal reports, including quarterly board packs, assets under management valuation, financial and operating key performance indicators, etc.
  • Assist with various strategic fund initiatives, including asset allocation and capital deployment plans.

KEY QUALIFICATIONS

  • An undergraduate degree (preferably in finance or accounting) with high academic standing.
  • Professional designation (e.g. CPA, CFA, or CBV) is not required but is considered an asset.
  • One to three years of relevant work experience (e.g. transaction services, consulting, corporate development, corporate finance, M&A, commercial banking).
  • Advanced skills in Excel, Word, and PowerPoint.
  • Exposure to, and/or demonstrated interest in (a) sophisticated financial modelling including valuation analysis and LBOs; (b) business development and marketing tools, (c) drafting pitch books and investment theses; and (d) participating in acquisition due diligence.
  • Excellent written and verbal communication skills.
  • Uncompromising attention to detail and commitment to producing high-quality work.
  • Optimistic; able to cope with setbacks and unexpected challenges while displaying energy and enthusiasm.
  • “Low ego” personality and alignment with Tricor’s core values.
  • Attracted to, and able to manage, a high volume of work and continuous flow of new challenges with energy and enthusiasm independently and as part of a team in a high-performance culture.

APPLICATION PROCESS

Interested applicants should forward their resume, cover letter and academic transcript to Vlad Manchash at vlad.manchash@tricorpacific.com. The cover letter must include a link (preferably Dropbox) to a short personal profile video (4 minutes max) that answers the following questions:

  1. Please tell us who you are and provide a brief introduction of yourself.
  2. What interests you about working with Tricor?
  3. What skills and attributes make you an exceptional candidate for the role?
  4. Any additional information you would like us to know?

Please include a link to view the submission in your cover letter. (pref. Dropbox)

vlad.manchash@tricorpacific.com

Posted Nov. 02, 2021

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