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CAI Capital Partners is a leading private equity firm headquartered in Vancouver, with a distinguished track record of partnering with and growing founder-owned businesses across the North American lower middle market. Over three decades, CAI has deployed more than C$1.6 billion in equity and has been recognized as the #1 global small cap private equity firm in the 2021 HEC Paris-Dow Jones Performance Rankings. In 2024, CAI was also named to Inc.’s prestigious list of Founder-Friendly Investors, underscoring its commitment to supporting and scaling founder-owned businesses. Learn more at www.caifunds.com.

Experience:

Entry-level

Education Required:
  • Undergraduate degree required preferably with a specialization in finance or accounting
  • Additional qualifications including an MBA, CFA and/or CPA will be considered an asset
Salary Range:

$100, 000+

Position description

The Opportunity

CAI is seeking a driven and analytical Associate to join its growing investment team. This is a high-impact role for a rising professional eager to contribute across the full investment lifecycle-from origination and due diligence to portfolio management and investor relations. The successful candidate will play a key role in identifying and evaluating new investments, supporting transaction execution, and driving value creation within portfolio companies.

Key Responsibilities

  • Deal Sourcing
    • Identify companies with potential investment merit
    • Conduct preliminary analysis to support or refute investment thesis
    • Manage the deal pipeline on CAI’s customer relationship management (CRM) platform
  • Investment Evaluation
    • Perform financial and industry due diligence on potential investment opportunities
    • Draft detailed investment memos and other presentations
    • Prepare and maintain acquisition models
    • Participate in site visits and interviews with management for due diligence purposes
    • Contribute to discussions regarding investment decisions
    • Perform analysis on specific sectors and industry trends
  • Transaction Support
    • Perform confirmatory due diligence
    • Work alongside financial, legal, and other transaction advisors
    • Prepare bid letters for new deals that are being pursued
    • Review transaction documents (NDAs, purchase agreements, credit agreements, etc.)
  • Portfolio Company Monitoring
    • Review and analyze reports from portfolio companies
    • Support investee companies on key strategic initiatives when required
  • Private Equity Fund Administration
    • Assist in preparing quarterly valuations for portfolio investments
    • Assist in preparing quarterly reporting packages for investors

Work Structure

  • This position requires a high-level of in-person collaboration and it is expected that work be performed onsite at CAI’s Vancouver office
  • Travel within Canada and the U.S. as required

Compensation

  • The expected base salary range for this role is $110,000 to $115,000 per annum. The base salary offered may vary depending on the applicant’s job-related knowledge, skillset, and experience
  • As part of our total compensation package, this position is eligible for our discretionary bonus program and comprehensive health and wellness benefits plan
Required skills / Experience
  • Undergraduate degree required preferably with a specialization in finance or accounting
  • Additional qualifications including an MBA, CFA and/or CPA will be considered an asset
  • Two to five years of relevant professional experience in a private equity firm, investment bank, strategy consulting firm, accounting firm or corporate development group
  • Over two years of experience evaluating and/or executing mergers and acquisitions
  • High level of proficiency in MS Office and strong financial, analytical, valuation and research skills
  • Authorization to work in Canada
  • Financial Acumen
    • Proficiency in building complex financial models and frameworks to analyze the financial dynamics of various investment opportunities
    • Advanced skills in the areas of due diligence and investment evaluation
    • Strong understanding of accounting concepts and the ability to analyze financial information to derive insights into the historical and future performance of companies
  • Priority Setting / Multi-Tasking
    • Able to process information and make decisions in a fast-paced environment
    • Proven time management, organizational and planning skills
  • Communication Skills
    • Able to distill and articulate complex situations or large amounts of information, including industry dynamics or deal structures, in logical, factual, and clear terms, both verbally and in writing
    • Able to quickly process information and respond appropriately
    • Can draw out key themes and learnings from management interviews and relate them to the investment thesis
    • Possess excellent communication skills to effectively build and maintain strong relationships with industry contacts, management teams, and colleagues
  • Working With Others
    • Exceptional interpersonal skills reflecting the ability to collaborate with colleagues, investee companies and external stakeholders
    • Exemplary level of personal and business integrity
    • Proactively solicits opinions and ideas; values other’s input and point of view
    • Enthusiastic and curious; a team player willing to assume a hands-on role
    • Highly motivated and organized self-starter who thrives in a goal-oriented and deadline-driven setting
  • Initiative
    • Ability to work with a minimum amount of supervision, demonstrating a high degree of initiative, judgement, and professionalism
Associate
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How to Apply

If you are interested in joining our team, please submit (via email) a resume, cover letter and an undergraduate transcript in one PDF document to the email address below.

 

CAI Capital Partners

902-510 Burrard Street

Vancouver, BC, V6C 3A8

careers@caifunds.com

 

We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted.

Apply now