Private Equity Analyst at PFM

Explore Western Canada’s private equity environment as a Private Equity Analyst with PFM. Develop skills in portfolio management, valuation analysis, and financial modelling while collaborating with a dedicated team.

In this role on PFM's Investment Team, you will evaluate new investment opportunities and monitor existing portfolios. You’ll prepare analytical materials for decision-making, supporting Associates and Directors in complex analysis. This position requires strong analytical skills, organization, and the ability to handle multiple projects, ensuring clarity in your communications.

Key Responsibilities:

• Analyze investment opportunities and conduct financial modelling

• Support portfolio reporting with performance analysis

• Prepare reports on portfolio company operating performance

• Conduct sector and economic research for portfolio management

• Assist senior leadership with transaction and reporting initiatives

Requirements:

• 2-4 years of relevant financial experience

• Strong knowledge of financial modelling and valuation

• Proficiency in Microsoft Excel and CRM software

• Interest in CFA or CBV designation

• Undergraduate degree in Finance or related field

Utilize your analytical and financial skills to thrive in this hands-on role at PFM.
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