Exemples de postes

Exemples de postes dans le domaine financier
Svp prendre note : Les postes suivants reflètent les exigences des entreprises au
moment de la publication du poste. Les finissants des autres programmes d’études
peuvent aussi être considérés pour des postes similaires en finance.
Services bancaires commerciaux
 Associé, Services bancaires commerciaux TD (Baccalauréat, Maîtrise) – TD
Groupe Financier (Canada)
 TD Commercial Banking Associate (Bachelor, Master) – TD Financial Group
(Canada)
Financement des entreprises
 Financial Analyst (Bachelor, Master) – Procter & Gamble (Toronto)
 Conseiller en évaluation d’entreprises (Baccalauréat, Maîtrise) – KPMG
(Montréal)
 Advisor – Business Valuations (Bachelor, Master) – KPMG (Montreal)
Recherche de capitaux propres
 Equity Research Associate (Bachelor, MBA, Master ) – Scotiabank (Toronto)
 Equity Research Associate – BMO Financial Group
Programme rotationnel en finance
 Associate, Graduates Matter Rotational Program (MBA, Master) – CIBC (Toronto)
 Finance Management Development Program (MBA, Master) – RBC Financial
Group (Toronto)
Gestion des risques financiers
 Analyste de gestion des risques financiers (Maîtrise) – Coop Fédérée (Montréal)
 Global Risk Associate (MBA, Master) – Scotiabank (Toronto)
 Conseiller, Risque de crédit et de liquidité — Investissements PSP (Montréal)
Services bancaires d'investissement
 Associé – financement des sociétés (MBA, Maîtrise) — Banque Nationale
Groupe Financier (Toronto)
 Associate – Investment Banking (MBA, Maitrise) – National Bank Financial Group
(Toronto)
 Conseiller, Fusions et acquisitions (Baccalauréat, Maîtrise) - Ernst & Young LLP
(Montréal)
1
Gestion des investissements
 Investment Analyst (MBA, Maîtrise) – Investment Management Firm (Montreal)
 Analyste financier (MBA, Master) – Firme de gestion d’actifs (Montréal)
 Associate, Private Debt - Pharmaceutical Investments (MBA) - CPP Investment
Board (Toronto)
Responsable de services financiers d’une institution de microfinance
 Micro-Finance Junior Manager Program (Bachelor, Master, MBA) – FINCA
International (Haïti)
Ventes et négociations
 Marchés des capitaux — Adjoint, Vente et négociation – BMO Marchés des
capitaux (Toronto et Montréal)
 Capital Markets — Sales & Trading Associate (MBA, Master) – BMO Capital
Markets (Toronto and Montreal)
Capital-risque et capital-investissement
 Assistant Portfolio Manager (Bachelor, Master) — Leading financial institution
(Toronto)
 Directeur, capital de risques (MBA) – Banque de développement du Canada
(Montréal)
 Post MBA Associate, Private Equity – Mid Capital Private Equity Investment Firm
(Toronto)
Gestion de patrimoine
 Wealth Management Generalist Program (MBA, Master) – RBC Financial Group
(Toronto)
2
Associé, Services bancaires commerciaux TD - Québec
Les Services bancaires commerciaux TD fournissent des solutions financières aux entreprises nord-américaines. Notre
vaste gamme de produits et de services nous permet de satisfaire les besoins de nos clients dans tous les secteurs et
de leur proposer des solutions individualisées visant à élaborer la stratégie adaptée à leur situation actuelle et future.
Description du poste
Il s’agit d’une première expérience enrichissante dans le monde vivant et stimulant des services bancaires
commerciaux. Vous apprendrez les rudiments du crédit commercial au travers de l’analyse financière, de la gestion
des risques et de l’analyse du secteur. Vous aurez l’occasion de travailler en étroite collaboration avec des moyennes
entreprises variées qui s’efforcent d’atteindre leurs objectifs individuels et financiers. Vous mettrez à profit vos
compétences professionnelles pour créer des propositions fondées sur les divers besoins de vos clients en matière de
crédit, de dépôt et de gestion de trésorerie.
Exigences du poste
Vous possédez de l’expérience et vous êtes capable de travailler de manière indépendante autant qu’en équipe. Vous
désirez ardemment apprendre, évoluer et réussir. Vous êtes en passe d’obtenir un diplôme universitaire de premier
ou d’études supérieures en commerce. Ou vous possédez un autre diplôme ainsi que de l’expérience professionnelle.
Votre parcours
Durant les premiers 8 à 12 mois, vous recevrez un encadrement dans l’une de nos unités des Services bancaires
commerciaux, et vous suivrez un programme de formation structuré en classe de 5 semaines avant de devenir
analyste dans une équipe, sous la direction d’un directeur des relations-clients ou d’arriver au poste de directeur de
comptes indépendant. Votre cheminement professionnel au sein des Services bancaires commerciaux TD pourra être
jalonné de différents postes stimulants ayant trait aux ventes, à la gestion des relations-clients et à la gestion des
risques.
3
TD Commercial Banking Associate
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and
services allows us to meet the needs of our clients in every sector, providing customized solutions to build a strategy
that's right for them now, and in the future.
Our quest is to deliver a first class business banking client experience and to be "The Better Business Bank" in North
America. At TD, better business bankers have a strong background in business and finance as well as the specific
products they are responsible to sell and service. They have keen insight into all their clients - their industry, products,
finances and markets. Better business bankers demonstrate good judgment in people, businesses and markets based
on education, experience, "gut instincts" and "street smarts".
Job Description:
This is an exciting introductory experience into the interesting and vital world of Commercial Banking. You will learn
the fundamentals of commercial lending through financial analysis, risk management and industry analysis. This will
give you the capability to work closely with a variety of mid -market businesses as they strive to successfully meet
their individual and financial goals. Your business skills will be put you to the test in creating business proposals based
on the diverse credit, deposits and cash management needs of your clients.
Job Requirements:
You're a well rounded person who works well independently and as part of a team. You have a strong desire to learn,
grow and succeed. You are working towards completing an undergraduate or graduate degree in business. Or
perhaps you have another degree combined with work experience.
Where you're going:
Your first 8 to 12 months will include on-site coaching in one of our commercial units, as well as a structured 5 week
classroom based training program before moving up to become an Analyst on a team with a Relationship Manager or
as a stand alone Account Manager. Your future career path in TD Commercial Banking can include a variety of
challenging roles in sales, relationship management, and risk management.
4
Financial Analyst (Bachelor, Master) – Procter & Gamble (Toronto)
As the finance analyst of a P&G brand, you are like the CFO of a medium sized business. You are the lead finance
resource on a multi-functional team made of Marketing, Sales and Market Planning. You are a major contributor to
the team’s strategic direction and will be a key point of contact for the North American Finance organization. You will
be supported locally and globally to solve a broad range of business problems. You will be provided with a
comprehensive training program at the start and supported by a strong finance organization throughout your career.
P&G offers many exciting career paths in finance across the globe and will offer you a new assignment as your skills
develop. This position offers a great blend of autonomy with a personalized training and development plan.
Profile:
A minimum of a bachelor's degree is required for the position. If you are a strategic thinker with attention to detail
and possess the drive to grow in a fast paced environment, P&G Finance is the place for you. Are you also a leader,
with a passion for winning? Do you have a proven track record of creativity, innovation, and problem solving skills?
P&G hires strong people who are flexible and interested in continually improving their knowledge and skills. We
require people who possess outstanding leadership, interpersonal communication and problem solving skills. Ideal
candidates have a proven track record of leadership and success in varied endeavors and a passion for winning. They
thrive in both a team environment and autonomously.
5
Conseiller, Évaluation d’entreprises – KPMG (Montréal)
KPMG connaît une croissance importante de la demande de soutenir nos clients dans tous les domaines de notre
fonction. Nous sommes actuellement à la recherche d'un conseiller, évaluations des affaires.
Le candidat retenu sera responsable de:
Travailler en équipe pour mener des études de marché et de l'industrie, une analyse financière détaillée sur les
résultats historiques ainsi que sur les projections financières des entreprises ciblées.
Participer à des discussions et des réunions d'équipe avec les équipes de gestion des organisations ciblées.
Rechercher et d'analyser des organisations comparables à la société cible et de son industrie afin de déterminer
les risques associés à flux monétaires de l'entreprise ciblée.
Mener des recherches et analyser les performances ainsi que la compilation des données sur les entreprises
similaires.
Effectuer la modélisation financière dans Excel.
Participer à la rédaction de rapports détaillés.
Développer des relations avec les clients actuels et potentiels.
L'employé peut parfois être appelé à travailler au-delà du nombre d'heures prévues dans une journée ou une semaine
courante. Toutefois, il bénéficie aussi d'heures de congé rémunéré pour pouvoir s'acquitter de ses obligations
personnelles.
Exigences :
Baccalauréat en commerce avec une majeure en comptabilité et/ou en finance. Une Maîtrise en finance
(M.Sc.).Une Maîtrise en administration des affaires (MBA) est considérée comme un atout.
Aptitude à apprendre et à réussir dans un environnement au rythme rapide.
Solide connaissance de Microsoft Office (Excel, PowerPoint et Word).
Compétences solides en modélisation avec une excellente connaissance d'Excel sont requises.
Un esprit critique, avec bonnes compétences de dépannage et d'analyse.
Excellentes compétences organisationnelles et capacité à gérer les priorités.
Excellentes compétences de communication et de présentation.
o Un titre de CFA (achevés ou en cours) et/ou un titre CBV (achevés ou en cours) seront considérés comme des
atouts majeurs.
Bilingue (français et anglais) avec de fortes compétences en rédaction en français et en anglais.
6
Advisor, Business Valuations – KPMG (Montreal)
KPMG is experiencing significant growth in demand to support our clients in all areas of our function. We are
currently searching for an Advisor, Business Valuations.
The successful candidate will be responsible for:
Working in teams to conduct market and industry research, detailed financial analysis on historical results as well
as on financial projections of targeted companies.
Participating in discussions and team meetings with targeted organizations' management team.
Researching and analyzing organizations comparable to the targeted company and to its industry in order to
determine risks associated to monetary flow of the targeted company.
Conducting research and benchmarking analysis as well as compiling data on similar companies.
Performing financial modeling in Excel.
Participating in the writing of detailed reports.
Developing relationships with current and prospective clients.
At times, business needs arise and employees are required and agree to work beyond their normal work day or work
week to fulfill the accountabilities required for their job. Likewise, people need extra time to devote to personal
matters, and our approach to flexibility provides for this.
Qualifications:
-
Bachlor's degree in Commerce -with a major in accounting and/or finance, a master in finance, and an MBA is
considered an asset.
Ability to learn and succeed in a fast-paced environment.
Strong knowledge of Microsoft Office (Excel, PowerPoint and Word).
Strong modelling skills with an excellent knowledge of Excel is required.
Good critical, troubleshooting and analytical skills.
Excellent organizational skills and capacity to manage priorities.
Excellent communication and presentation skills.
A CFA title (completed or in progress) and/or a CBV title (completed or in progress) will be considered major
assets.
Bilingual (English and French)
7
Equity Research Associate – Scotiabank (Toronto)
Research Associates play an integral role in the Equity Research department by providing crucial assistance to our
Equity Research Analysts. Individuals in this role are learning and developing the techniques and skills necessary for
investment analysis and research of securities. The Research Associate works closely with the Research Analyst to
develop financial forecasts and provide recommendations on particular stocks. Associates typically gain an in-depth
understanding of the financial and operational issues within a particular sector, gaining valuable skills, knowledge,
and relationships.
KEY ACCOUNTABILITIES:
Create and maintain company financial models and industry databases
Assist in writing research publications and morning comments
Conduct primary research from industry and financial sources
Generate tables and graphs
Handle enquiries from institutional investors on the analyst's behalf
Liaise with sales, trading and other areas of the firm within regulatory guidelines
Prepare marketing presentations
QUALIFICATIONS:
Undergraduate degree in business, MBA, CA designation or enrollment in/completion of the Chartered Financial
Analyst (CFA) program would be an asset
Work experience in equity research, retail consulting, or in the corporate offices of a retailing firm would be an
asset
Strong accounting, financial modeling, technical and writing skills
Excellent spread sheeting and graphing skills
Familiarity with Bloomberg, Reuters or similar services would be an asset
Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time
Ability to multi-task and manage several on-going projects at the same time
Self-motivated, hardworking and detail-oriented
8
Equity Research Associate – BMO Financial Group
At our company, we have been helping our customers and communities for over 190 years. Working with us means
being part of a team of talented, passionate individuals with a shared focus on working together to deliver great
customer experiences. We stand behind your success with the support you need to turn your potential into
performance.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we
gain strength through our people and our perspectives.
As a part of BMO Financial Group and part of the organizations Private Client Group, BMO Nesbitt Burns has the
expertise to manage the most sophisticated wealth needs. Our skilled and knowledgeable Investment Advisors,
coupled with our wealth advisory services and industry-leading solutions, help our clients build and protect wealth.
We focus on meeting the needs of individual investors through a customized approach to wealth management. Our
Investment Advisors can draw upon the full depth and breadth of the BMO Financial Group to provide clients with an
integrated and multidisciplinary wealth management solution. This includes all aspects of managing, protecting and
transferring wealth, such as investments, insurance, tax efficiency, estate planning, retirement planning, cash
management, planned giving, trusts and wills.
As an Equity Research Associate, the successful candidate will work closely with an analyst and assist in providing
research on numerous North American and global companies in the Fertilizer sector. In this role, the associate will
expand and develop their financial modeling and valuation analysis skills. The successful candidate will be involved in
researching specific companies and analyzing industry trends.
Tasks include:
- Creation and maintenance of detailed financial models and industry databases
- Analysis of financial statements
- Writing research reports and comments in collaboration with the analyst
- Preparation of marketing materials
- Provide research support to the analyst
- Liaise with sales, trading and clients as required
Candidates must have a very solid understanding of finance and accounting principles. Previous work experience in
chemicals or a resource industry would be a definite asset. The position is suited for a bright, resourceful, hardworking individual who enjoys working in a dynamic, fast-paced environment. The candidate must take initiative and
work independantly with minimal supervision. In order to be successful in this position
The candidate should also possess the following:
- Exceptional writing skills
- Well developed financial and accounting skills
- The ability to manage multiple tasks and meet deadlines
- Excellent interpersonal and communication skills
- Willingness to work long hours
- Strong attention to detail, organized, able to work independently
- Strong PC skills with an above average knowledge of Word, Excel
Education
Preference will be given to candidates with an MBA, CA or CFA designation. Greater consideration will also be given
to candidates with an undergraduate degree in engineering or science and relevant work experience.
9
Analyste gestion des risques financiers (Montréal, QC) – Coop Fédérée (Montréal)
Notre Secteur des finances et de la trésorerie est à la recherche d'un/d'une analyste gestion des risques financiers
LES DÉFIS QUE NOUS OFFRONS
Sous la supervision du directeur gestion des risques financiers, votre mandat consistera à :
Supporter le directeur dans l’analyse de l’efficacité des transactions de contreparties;
Contribuer à l’élaboration de modèles quantitatifs en gestion des transactions de contreparties et d’analyse des
risques financiers;
Optimiser les fichiers de suivi de positions et autres procédés opérationnels (VBA);
Effectuer des transactions de contrepartie sur les marchés financiers;
Collaborer à la rédaction de communication portant sur l’actualité des marchés financiers et des denrées tels les
grains et les oléagineux au bénéfice des coopératives;
Contribuer à l’élaboration de politiques en matière de gestion de risques.
VOUS POSSÉDEZ LE PROFIL SUIVANT
Vous possédez un diplôme de 2e cycle dans un domaine approprié, idéalement en ingénierie financière, finance
appliquée ou économie;
Le titre de FRM, CFA représente un atout;
Vous possédez au moins 2 années d’expérience pertinente;
Vous avez une très bonne maîtrise de la suite Office, plus particulièrement Excel (VBA);
Vous êtes familier avec Matlab et Bloomberg;
Vous avez une excellente capacité d’analyse financière;
Vous êtes autonome, polyvalent et vous démontrez un très bon sens de l’urgence et des résultats;
Votre communication orale et écrite en français et en anglais est excellente.
Votre connaissance du secteur des grains, des fertilisants et des pétroles constitue un atout.
10
Global Risk Associate – Scotiabank (Toronto)
Global Risk (GRM) plays a leadership role in establishing the Bank's risk appetite and strategies - and partners with the
Business Lines, Finance, Group Treasury and others to operate within these parameters. Scotiabank's approach to
risk management is a globally-recognized competitive advantage - which balances sound judgment, effective tools,
considerable management input & prudent oversight. GRM's greatest strength is the expertise and commitment of
our people. We are committed to attracting, developing & rewarding a diverse group of high-performing employees.
On selection Associates will be assigned to one of the two streams and each stream will offer three 4-month
rotations:
1)
2)
Credit Stream rotating through Commercial, Corporate and International Credit units.
Risk Policy and Capital Markets Stream rotating through Market Risk, Risk Policy, Operational Risk & Risk
Analytics units.
The GRM Associate Program is designed to provide Associates with opportunities to learn, practice and apply the
skills and knowledge required to assume increasingly senior positions in a variety of risk areas within the credit risk,
risk policy & capital markets areas of Global Risk Management. Associates focus on learning a variety of credit and
market risk scenarios in different industry segments with exposure to an international credit and risk platform, and
interact with other business lines to gain insight into the impact of credit and risk decisions.
Associates will be supervised by Rotational Supervisors and assigned a Vice-President mentor who will provide
coaching and guidance throughout the Program.
Requirements
A post graduate degree in risk management, finance, business, economics, financial engineering, statistics,
mathematics or a related discipline;
Three to five years of work experience, preferably in financial services, demonstrating a practical understanding
of financial statement analysis, financial concepts, and accounting principles and practices;
Demonstrated critical thinking skills and the ability to effectively communicate risk matters to a variety of
audiences, verbally and in writing;
Proven leadership, decision making and judgment skills;
Attention to detail with a strong ability to multi-task while maintaining a high work standard;
Demonstrated flexibility in adapting to constantly changing environments;
Focus on self-development and open to coaching;
Fluency in Spanish is an asset.
11
Conseiller, Risque de crédit et de liquidité
Description :
L'Office d'investissement des régimes de pensions du secteur public (Investissements PSP), société de la couronne, a
été constitué aux termes de la Loi sur l'Office d'investissement des régimes de pensions du secteur public (septembre
1999). Investissements PSP a pour mandat de gérer les contributions faites par l'employeur et les employés après le
1er avril 2000 aux caisses de retraite de la fonction publique, des Forces canadiennes et de la Gendarmerie royale du
Canada. Investissements PSP a récemment reçu le mandat de gérer les contributions faites par l’employeur et les
employés après le 1er mars 2007 à la caisse de retraite de la Force de réserve. Les contributions annuelles nettes à
ces caisses de retraite sont approximativement de 4 milliards de dollars et selon les prévisions, elles devraient
demeurer positives jusqu'en 2030. L'actif est investi par des gestionnaires internes et externes. Le siège social
d'Investissements PSP est situé à Ottawa et son principal bureau d'affaires se trouve à Montréal. Pour en savoir
davantage, visitez notre site Internet à www.investpsp.ca.
RESPONSABILITÉS PRINCIPALES
Veiller à ce que le calcul de l’exposition future potentielle (PFE) soit établi au moyen des meilleures pratiques de
l’industrie.
Expliquer les exigences d’Investissements PSP en matière de modélisation PFE et donner des spécifications aux
équipes de TI et de Sunguard.
Faire des recommandations et vérifier les résultats de la méthode VaR de crédit, comprendre ses limitations et
hypothèses et participer aux améliorations prévues au cours des phases ultérieures.
Mesurer les concentrations de crédit et recommander les mesures de diversification appropriées.
Élaborer et effectuer des analyses de test de tension afin de simuler les répercussions des évènements.
Calculer la contribution marginale d’un nouveau portefeuille, d’une stratégie, d’une exposition.
Proposer une structure risque-rendement qui pourrait aider les gestionnaires de portefeuilles à déterminer les
expositions qui créent ou diminuent de la valeur.
Établir une structure de signaux d’alerte pour surveiller activement les défaillances possibles des portefeuilles
d'Investissements PSP.
Déterminer des probabilités de défaut et des paramètres de taux de recouvrement.
Produire des rapports quantitatifs pour le Conseil d’administration, les comités, la direction et les gestionnaires de
portefeuilles.
Se tenir au courant de manière continue des meilleures pratiques en matière de risque de crédit.
Participer à l’analyse du risque de crédit des investissements dans le marché privé, tel le modèle de carte de pointage
pour le crédit privé.
Systèmes informatiques de risque de crédit
Participer à la mise en œuvre et à la maintenance de tous les systèmes d’évaluation de qualité du crédit.
Valider des modèles de crédit, des données et des hypothèses inhérents au système utilisé.
Mesure et surveillance du risque de liquidité.
12
Établir des signaux d’alerte portant sur les insuffisances de liquidité possibles, relativement aux activités
d’Investissements PSP.
Se tenir au courant des développements dans les méthodes de mesure du risque.
Surveiller les activités du marché des capitaux et effectuer des analyses sur les évènements qui pourraient avoir une
incidence sur les liquidités d’Investissements PSP.
EXIGENCES PROFESSIONNELLES
Formation
Maîtrise en finance, en mathématique ou dans une discipline connexe
Titre professionnel : FRM, PRM ou CFA, un atout
Expérience
Minimum de cinq ans d’expérience dans le domaine du risque de crédit, notamment dans le calcul de l’exposition
future potentielle et de la variation du risque
Expérience dans la mise en place d’un outil de gestion du risque de crédit, tel Moody’sKMV, CreditMetrics, Sungard
ou Algorithmics
Connaissances
Connaissance approfondie de l’exposition future potentielle, de la VaR de crédit, des modèles structurels (Approche
de Merton) et de la modélisation mathématique axée sur les marchés financiers
Connaissance du risque de liquidité
Connaissance des pratiques de mesure, d’analyse et de gestion du risque des marchés publics et privés
Compréhension de la structure des marchés et des instruments financiers
Connaissance approfondie de Microsoft Office
Bilinguisme (français/anglais)
Habiletés
Excellente aptitude en programmation et habileté à utiliser Matlab/SAS/VBA.
Maîtrise des systèmes informatiques
Esprit d’équipe
Orienté vers les résultats
Intérêt à travailler dans une entreprise en croissance
Aptitude à penser en termes abstraits et en résolution problèmes
Capacité de travailler seul
Excellentes habiletés de communication et capacité d’influencer les autres
Esprit créatif, novateur et ouvert
Souci du détail
13
Associate, Graduates Matter Rotational Program (GMRP) – CIBC
The Graduates Matter Rotation Program is a leadership program designed to attract, develop and retain top talent to
build a pipeline of leaders who will shape the future of CIBC.
Program Details:
Complete four 6-month rotations within CIBC lines of business, which could include: Retail and Business Banking,
Wealth Management, Risk Management, Finance, Corporate Development, Operations
The purpose of this leadership program is to stimulate integrative thinking by developing an Associate along five
key skill sets: leadership, strategy development, technical capability, financial analysis and relationship
management
Placements will provide challenging assignments that will build an Associate’s knowledge of the business and
expand their professional network
Associates will be matched to an executive mentor who will share business insight and career advice, provide
coaching, and make connections to their professional networks.
Associates will also be part of an elite network of current Associates and alumni who participate in various
organized GMRP events throughout each year.
Job Requirements
Illustrated leadership through school, work, volunteer and community involvement;
Demonstrated entrepreneurial mindset by taking initiative to capitalize on opportunities to promote business
growth and effectiveness
Strong verbal and written communication skills to convey information and ideas and influence others into action
Ability to work effectively in a team environment and develop business relationships with clients, business
partners and other stakeholders
We look for individuals with a drive to succeed who:
exhibit CIBC’s values of trust, team work, and accountability
have an interest in the financial services industry with a general understanding of CIBC’s businesses and priorities
are in their final year of a Masters of Business Administration (MBA) or related Masters program (i.e. MFE, MMF,
MQF)
have a minimum of 3 years of relevant work experience prior to graduate school
14
FINANCE MANAGEMENT DEVELOPMENT PROGRAM (FMDP) – RBC FINANCIAL GROUP
The goal of the FMDP program is to create a pipeline of talent for future finance succession planning, at a leadership
level. The program will give you the chance to work in unique, challenging and constantly evolving roles that are key
to our multiple global businesses. The projects will range in scope, allowing you to showcase your talents to a broad
range of colleagues and executives, while giving you the experience necessary to thrive in senior finance roles. You
will have the opportunity to participate in enterprise wide development programs and networking events. Your
professional development will be encouraged and supported by a dedicated program manager, a growing pool of
FMDP alumni and participating RBC Finance Executives.
What you'll need to succeed:
Masters level degree
Solid understanding of accounting and financial theory, with 2-3 years related work experience
Problem-solving, analytical and decision-making skills acumen
Proven leadership skills and ability to build relationships and leverage internal capabilities
Superb verbal and written English communication skills, as well as confidence and poise in challenging situations
Ability to take initiative, drive change and improvements and provide solutions
Intermediate Excel skills (V-lookup, pivot tables etc.)
Working towards CFA, CMA or CA would be considered an asset
What you'll do:
This two-year program consists of four rotations of six months. These rotations may be held in either an enterprise
level or business unit finance environment. Past rotations include:
Creating a monthly performance report for Canadian Banking
Working with a desk in New York to determine why their costs are higher than expected
Working with RBC in London, UK to put together a business case for a new real estate strategy
Identifying saving opportunities through vendor contract re-engineering
Forecasting, budgeting, reporting and working on the annual plan
Your finance colleagues will ensure you receive the most out of this career-launching opportunity, one that may offer
the chance to complete a global assignment in the second year and may lead to role in the RBC Finance organization.
15
Associé – financement des sociétés – Banque Nationale Groupe Financier
Banque Nationale Marchés financiers ("BNMF") est une firme de courtage pleinement intégrée offrant tous les
services nécessaires aux grandes entreprises à travers le pays. BNMF est déterminée à ajouter d'autres ressources de
haut calibre à son groupe de Financement des sociétés. Le groupe est présentement composé d'environ 120
professionnels situés dans les bureaux de Montréal, Toronto, Calgary et Vancouver.
RESPONSABILITÉS
En tant qu'Associé en financement des sociétés, l'individu sera appelé à participer activement dans une grande
variété de transactions dirigées par des membres seniors du groupe.
L'individu sera très impliqué dans:
La préparation de présentations et autres matériels destinés aux clients
La levée de capitaux sur les marchés financiers publics et privés
L'exécution de fusions et acquisitions ainsi que d'autres services-conseils
L'accent est mis sur l'analyse, la modélisation financière et les présentations écrites, toutefois, les candidats doivent
également démontrer leurs capacités à interagir efficacement avec les clients et leurs conseillers.
QUALIFICATIONS ET EXPÉRIENCE
La position d'Associé dans le groupe de Financement des sociétés à BNMF est toute désignée pour les gradués
hautement motivés qui sont intéressés à poursuivre une carrière en financement des sociétés dans un
environnement entrepreneurial et stimulant.
Nous recherchons des candidats qui:
Ont terminé, ou terminent sous peu, avec succès leur programme de MBA / M. Sc. et détiennent une expérience
pertinente
Ont d'excellents résultats académiques
Ont acquis une expérience professionnelle substantielle
Se sont impliqués activement dans des activités extracurriculaires
Détiennent d'excellentes capacités d'analyse
Éprouvent de la facilité à communiquer tant oralement qu'à l'écrit
Démontrent une attitude positive, enthousiaste et coopérative
Détiennent une expérience pertinente en financement des sociétés et/ou finance corporative, ont un atout
Sont bilingues (oral / écrit); français et anglais
16
Associate – Investment Banking – National Bank Financial Group
National Bank Financial Markets ("NBFM") is a full-service, fully-integrated investment dealer with a strong national
presence and international capabilities. An established player in the Canadian markets, NBFM is committed to adding
high caliber resources to its Corporate & Investment Banking group. This group currently consists of approximately
120 professionals located in offices in Toronto, Montreal, Calgary, and Vancouver.
PRIMARY JOB RESPONSIBILITIES
As an Investment Banking Associate, the individual will actively participate in a wide variety of transactions headed by
senior members of the Investment Banking Team.
The individual will be intricately involved in the:
Preparation of materials and presentations to clients
Raising of capital from public and private capital markets
Execution of merger and acquisition and other advisory services
Emphasis is placed on analysis, financial modeling and written presentations, but candidates must also show the
ability to interact effectively with clients and their advisors.
QUALIFICATIONS AND EXPERIENCE
The Investment Banking Associate position at NBFM will appeal to highly motivated graduating students who are
interested in pursuing an Investment Banking career in an entrepreneurial and high-energy environment.
We are seeking candidates who have:
Obtained an undergraduate degree, and (i) successfully completed their MBA program by June 2012; and/or (ii)
relevant Investment Banking / Corporate Finance experience
Achieved outstanding academic performance
Completed substantial work experience
Maintained active involvement in extracurricular activities
Superior analytical abilities
Advanced oral and written communication skills
A positive, enthusiastic and co-operative attitude
Relevant experience in investment banking or corporate finance is an asset
Bilingualism (spoken / written) English and French
17
Conseiller, Fusions et acquisitions - Ernst & Young Montréal
Les gens d'Ernst & Young, répartis dans plus de 140 pays, se sont engagés à agir avec intégrité, qualité et
professionnalisme dans la prestation de services d'audit et de fiscalité ainsi que de services consultatifs
transactionnels. Nous tâchons de permettre à tous nos gens de réaliser leurs aspirations tant professionnelles que
personnelles grâce à un milieu de travail inclusif tenant compte des contributions de chacun et favorisant la diversité
des points de vue et l'épanouissement des gens, et dans le cadre duquel ils ont toujours la possibilité de se
perfectionner. Reconnue comme l'un des meilleurs employeurs du Canada, Ernst & Young s'efforce continuellement
de demeurer un endroit où il fait bon travailler.
Le groupe Services consultatifs transactionnels est à la recherche d'un conseiller pour l'équipe Fusions et acquisitions
du bureau de Montréal.
Conseil en financement Ernst & Young Orenda Inc., entité spécialisée des Services consultatifs transactionnels d'Ernst
& Young, est la société de services bancaires d'investissement qui domine le marché intermédiaire au Canada.
Reconnue pour ses compétences éprouvées en fusions, acquisitions, désinvestissements, financement, privatisations
et évaluations, la société offre des conseils à ses clients sur tous les aspects des transactions stratégiques et des
activités de mobilisation de capitaux depuis plus de 30 ans. Nous formons une société en expansion, dotée des
ressources pour servir tout client, partout dans le monde.
Responsabilités - Nous sommes à la recherche d'un candidat pouvant :
élaborer et réviser des modèles financiers complexes selon des lignes directrices générales;
faire la synthèse des résultats de recherches aux fins d'utilisation dans la modélisation financière, l¿analyse de la
concurrence, l'analyse du secteur et le soutien à la négociation, ainsi que dans diverses autres applications;
assurer la préparation de documents et de présentations pour les clients et les fournisseurs de capitaux
assumer la gestion de certaines tâches clés liées aux mandats
participer à la gestion de projet dans le cadre des mandats clients
examiner le travail effectué par les comptables juniors et participer à leur perfectionnement professionnel
Exigences du poste :
diplôme de premier cycle en administration des affaires ou en comptabilité et titre de CA, de CFA, d'EEE ou de
MBA (obtenu ou en voie d'obtention)
au moins 4 ans d'expérience, dont 2 ans en analyse financière (F&A, capital-investissement ou services bancaires
d'investissement)
solides connaissances en comptabilité générale
compétences poussées en informatique, en analyse et en modélisation financière
bilinguisme et solides compétences en communications à l'oral et à l'écrit (français, anglais)
capacité d'effectuer son travail dans un milieu de travail comportant beaucoup de défis
dévouement, enthousiasme, dynamisme et esprit d'équipe
compréhension des principaux inducteurs commerciaux et des stratégies d'affaires
18
Investment Analyst – Portfolio Firm (Toronto)
The firm administers portfolios with a value of approximately $23 billion for clients that include individuals, pension
plans and charitable foundations.
We are currently in search of financial analysts to join our team of securities managers. Equity analysts will be
responsible for developing knowledge within one or more industries and their participating companies to help
identify suitable investments. The scope of this position is global; it includes both the analysis of industry trends as
well as the review of individual companies worldwide. The analyst will make forecasts and valuations resulting in
substantial portfolio investments. Work will include regularly meeting with management of publicly traded companies
and visiting their operations. Fixed income analysts will have similar responsibilities with their focus on
macroeconomic conditions, currencies, and individual debt securities.
Preferably, candidates should have a master’s degree in finance, economics or business. An additional degree in
engineering, mathematics, chemistry, or biology would be useful. Self-motivation and ability to work independently
are required. This position will appeal to individual who are thoughtful, creative, have strong analytical skills and a
keen interest in capital markets.
19
Analyste financier – Firme de gestion de portefeuille (Montréal)
La société gère des portefeuilles d’une valeur approximative de $23 milliards de dollars pour des clients incluant des
particuliers, des caisses de retraite et des fondations
Nous sommes présentement à la recherche d’analystes financiers pour notre équipe de gestionnaires. L’analyste en
actions est responsable de l’analyse d’une ou plusieurs industries et des compagnies qui y participent afin d’identifier
des investissements pertinents. L’étendue de ce poste est mondiale; elle inclut l’analyse des tendances du marché
sur une base internationale et l’analyse des compagnies individuelles. L’analyste devra faire des prévisions ainsi que
des évaluations qui résulteront en d’importants investissements de portefeuille. Le travail implique des rencontres
régulières avec les équipes de direction de compagnies publiques ainsi que la visite de leurs opérations. Les
responsabilités de l’analyste en obligations sont similaires, se concentrant sur les conditions macroéconomiques, les
devises et les différents titres de revenus fixes.
De préférence, les candidat(e)s détiendront une maîtrise en finance, en économie ou en administration. Un diplôme
additionnel, soit en ingénierie, mathématiques, chimie, biochimie (ou tout autre domaine relié aux sciences de la
santé) serait un atout. Des compétences en informatique sont essentielles. Ce poste attirera des personnes qui sont
réfléchies, créatives, possédant de fortes capacités analytiques et ayant un intérêt marqué pour les marchés de
capitaux.
20
Associate, Private Debt - Pharmaceutical Investments - CPP Investment Board (Toronto)
The CPP Investment Board is a professional investment management organization that invests the funds not needed
by the Canada Pension Plan to pay current benefits on behalf of 17 million Canadian contributors and beneficiaries.
Reporting to the Vice President – Head of Private Debt, the Associate plays a key role in making and managing
intellectual property-based private debt investments. The Associate assists Principals and Senior Principals in
evaluating potential intellectual property-based private debt investment opportunities, conducting research,
developing recommendations, participating in the negotiation and execution of investments and monitoring and
managing investments. The Associate will also gain exposure to and assist in evaluating leveraged finance investment
opportunities reviewed by Private Debt.
Role Specific Accountabilities:
Analyze Investment Opportunities
Research, analyze and evaluate intellectual property-based investment opportunities; conduct analysis of
investment opportunities based on royalties derived from intellectual property rights on pharmaceuticals,
technology, copyright and tangible assets
Build complex dynamic financial models to analyze expected returns of investment opportunities, and test
assumptions and perform sensitivity analysis
Perform due diligence on opportunities including commercial, medical, scientific, regulatory, and intellectual
property analysis, to determine investment merits and risks; review 3rd party due diligence
Perform valuation analysis of companies and debt securities, including DCF, precedent transactions and relative
value analysis
Meet with company management and intermediaries to review past performance, strategy, outlook, industry
issues, and other relevant topics as required
Under the supervision of a Principal or Senior Principal, create private debt investment recommendations
outlining potential investment opportunities
Assist in presenting investment recommendations to the Private Debt Investment Committee and the Investment
Department Decision Committee
Execute Private Debt Investments
Manage discreet aspects of the execution of intellectual property and private debt investments as directed
Liaise with external legal and IP counsel, investment partners, and advisors
Assist in negotiating and executing agreements and other transaction-related legal documentation
Monitor Private Debt Investments
Review funding and distributions related to Private Debt investments
Coordinate with CPPIB Finance & Operations group with respect to monitoring ongoing IP and debt investments
Monitor ongoing financial performance of portfolio assets; assist in performing valuation reviews for portfolio
assets
Assist in building and leveraging relationships with IP industry participants, investment banks and other capital
providers
Assist in evaluating credit mitigation strategies for underlying credit investments as required
Qualifications:
3 - 5+ years experience in royalty financing, leveraged finance, credit investing, investment banking, or other
relevant areas, or MBA with finance focus;
CFA, CBV or CA designation is considered an asset
Strong research, financial modeling, analytical and valuation skills, including Monte Carlo and sensitivity analysis
Experience in conducting due diligence on pharmaceutical investment opportunities
Strong interpersonal skills and business relationship skills, including negotiation skills
Ability to communicate effectively, both orally and in writing
Flexibility, adaptability, initiative, good judgement and “sense of the deal”
Ability to meet deadlines and work well under pressure
Team player who enjoys a high performance culture
Demonstration of our guiding principles of integrity, partnership and high performance
Willingness to travel
21
Junior Manager Program – FINCA International (Haïti)
FINCA International, one of the world's leading MFIs, provides financial services to more than 950,000 clients through
21 wholly-owned and operated subsidiaries in Africa, Eurasia, Latin America, and the Greater Middle East.
FINCA International is looking for candidates for its Junior Manager Program (JMP). This program will offer a unique
opportunity for experienced professionals to enter into the microfinance sector and gain experience in all aspects of
microfinance operations from loan origination to branch management. Compensation will be provided to the
candidates which will include salary, benefits, and housing.
Requirements:
Bachelors degree or equivalent and 3 to 5 years work experience, MA or MBA desired but not required;
Previous field experience in developing countries required, preferably in the region of assignment;
Study/initial work experience in the microfinance, finance, and/or development fields highly desirable;
Strong commitment to microfinance;
Flexibility and ability to manage multiple priorities effectively;
Teamwork skills and respect for cultural differences;
High proficiency in French and English required.
22
Marchés des capitaux - Adjoint, Vente et négociation – BMO Marchés des capitaux (Toronto et Montréal)
BMO Marchés des capitaux, un des principaux courtiers en valeurs mobilières du Canada, offre un éventail complet
de services financiers.
Description du poste
Les adjoints, Vente et négociation travaillent au sein du groupe Produits de négociation de BMO Marchés des
capitaux, dont l'activité recoupe la titrisation, la gestion de trésorerie et la gestion des risques liés au marché, la
recherche sur les titres d'emprunt et sur les actions ainsi que la vente et la négociation de placements institutionnels
pour les grandes entreprises, les institutions et les gouvernements.
Les candidats sélectionnés pour ce programme effectueront une rotation parmi différents bureaux de négociation et
de vente sur une période de 12 mois. Ils passeront plusieurs semaines dans chacun de ceux-ci, où ils toucheront à une
vaste gamme de produits et services. Ce stage combine l'acquisition d'une expérience concrète ainsi que de
connaissances dans plusieurs secteurs d'activité en vue de former des professionnels qui seront prêts à nous aider à
faire prospérer nos affaires.
Différentes tâches d'analyse et d'administration seront assignées aux participants, et celles-ci varieront énormément
d'une journée à l'autre. Elles pourront par exemple consister à préparer des présentations à l'aide de PowerPoint et
d'Excel de Microsoft, à répondre par téléphone aux questions des clients concernant les opérations prévues ou
encore à fournir aux clients un soutien à d'autres égards à titre de personne-ressource.
Exigences :
MBA ou l'équivalent
Nous recherchons des candidats grandement motivés et dotés d'un excellent esprit d'équipe.
Ils doivent posséder des compétences de haut niveau en recherche et en analyse ainsi que de grandes aptitudes
en manipulation de données, notamment au moyen de feuilles de calcul, y compris avec le code VBA; faire
preuve de persévérance et d'un souci du détail; et posséder des connaissances éprouvées sur les marchés
financiers et des connaissances générales en stratégies financières, en comptabilité, en économie, en gestion des
capitaux et en analyse.
23
Capital Markets - Sales & Trading Associate – BMO Capital Markets (Toronto and Montreal)
BMO Capital Markets is one of Canada's leading investment dealers providing a full range of financial services.
Position Description
Sales & Trading Associates work in the Trading Products Group of BMO Capital Markets, comprising securitization,
treasury and market risk management, debt and equity research and institutional sales and trading for our corporate,
institutional and government clients.
The candidate selected for this program will rotate through various trading and sales desks over a 12 month period.
The Sales & Trading Associate will spend several weeks on each desk and gaining exposure to a wide variety of
products and services. This Internship will combine on the job learning with meaningful work experiences to develop
individuals who are knowledgeable in several lines of business resulting in professionals who will help us grow our
business.
The duties of the role include performing a variety of analytical and administrative tasks as assigned. These
assignments will vary widely from day to day and may include developing presentation materials using MS
PowerPoint and MS Excel, fielding client phone inquiries regarding booked trades, and providing other client contact
support as necessary.
Qualifications:
MBA or equivalent
We are looking for highly motivated individuals who can work well in a team based environment.
They must possess excellent research and analytical skills; Excellent data manipulation/spreadsheet skills
including VBA; be detail and results orientated; have demonstrated knowledge of financial markets; and general
knowledge of financial strategy/accounting/economic/capital management principles/analysis.
24
Assistant Portfolio Manager
Our client, a leading financial institution, is seeking an Assistant Portfolio Manager, Funds Group to join their Venture
Capital team in Toronto. The ideal candidate will have current experience in a global Consulting firm, Fund of Funds,
Venture Capital Fund, or Asset Management firm. The role involves traveling and performing operational due
diligence, investment performance evaluation, and researching new institutional money managers in North America
and abroad.
Responsibilities:
Assist in managing existing international venture and growth equity fund portfolio, targeting value-add
activities
Take on limited partner advisory board seats
Provide active management as funds wind down
Proactively diligence and prepare for follow-on financings
Participate in strategy and throughout the diligence process in targeting and adding new funds
Manage active co-investment portfolio, including follow-on financings, mergers, acquisitions, IPO and sale
of these companies
Act as a key resource for valuations in venture, growth equity and co-investments
Requirements:
Minimum of 6 years related experience in Consulting or Asset Management. A focus on the technology
sector is strongly preferred
US or international experience is an asset
Strong financial modeling skills required
Commitment to a VC career focus
Strong ability to create and deliver effective presentations with confidence
Excellent communications skills, both oral and written
Travel required
25
Directeur, capital de risque – Banque de développement du Canada (Montréal)
«Le capital de risque, c'est bien plus qu'une simple injection de capital. Il s'agit d'un processus qui fait partie de
l'évolution naturelle des entreprises du savoir qui se lancent sur les marchés internationaux. BDC est un allié de taille
qui fournit des avis d'expert, des contacts avec l'industrie et le financement indispensable aux PME. Les produits de la
Banque conviennent tout particulièrement aux PME innovatrices qui ont besoin de capitaux pour se développer.»
Assumez un rôle direct dans l'expansion de nouvelles entreprises rentables, supervisez cette expansion et participez
activement aux travaux du conseil d'administration de l'entité émettrice. Vous contribuerez à des activités
d'expansion essentielles, y compris la recherche d'autres investisseurs et partenaires stratégiques, aiderez à mettre
sur pied l'équipe de direction et piloterez la planification stratégique. De plus par votre approche proactive, vous
rehausserez le profil de l'entreprise sur le marché du capital de risque et dans le milieu des affaires.
Une excellente compréhension de la dynamique du milieu des PME constitue un atout réel. C'est le choix de carrière
idéal pour un professionnel de l'entrepreneuriat présentant l'un des profils suivants:
Un minimum de 3 à 5 années d'expérience progressive dans un secteur pertinent: sciences de la vie, industrie
pharmaceutique ou industrie des appareils médicaux, télécommunications, développement de logiciels,
commerce électronique et Internet ou secteur électronique. Cette expérience se conjugue à un MBA et un
diplôme dans un domaine scientifique ou technique
OU
Plus de 5 années d'expérience directement liée au capital de risque dans un ou plusieurs des secteurs d'activité
mentionnés ci-dessus
Bonnes aptitudes en matière de communication dans les deux langues officielles (requises pour certains lieux
d'affectation) un atout
26
Post MBA Associate, Private Equity – Mid Capital Private Equity Investment Firm (Toronto)
Our client is a highly reputable and well established mid cap private equity investment firm based in Toronto, with a
North American investment mandate in growth oriented companies. We are currently recruiting for a post MBA
associate for this very high caliber firm. This is an excellent opportunity with a well defined long term progression
path to future partnership.
The ideal candidate will be a top tier performer, have exceptional academic standing, and attended an MBA program.
You will develop the skills necessary to be a successful and senior private equity professional by working alongside a
highly experienced and successful team of managing directors and senior partners.
Responsibilities:
The identification of industry domains and related companies for potential platform investments with companies
in the North American middle market.
Build related industry expertise and relationships by attending trade shows, conferences and other affiliated
activities.
Maintain a highly professional and collaborative manner both in and outside the office.
Financial modeling, due diligence and transaction execution, while working under the guidance of senior level
managing directors.
Portfolio management and strategic involvement in the portfolio investee companies.
Maintaining positive relationships with all portfolio company executives and industry players.
Identification and execution of add on investments for platform investments.
Sale of portfolio company investments.
Qualifications:
Background in strategic consulting with a top tier international consulting firm a definite asset, combined with
some investment banking and/or strategic industry roles.
Top academic standing during undergraduate and MBA program. Undergrad of any discipline will be considered.
MBA with ideally at least one year post MBA experience.
An outgoing personality that is creative, dynamic, highly professional, focused, collaborative and team oriented.
Experience in building complex financial models, an asset.
A passion for developing a long term future in private equity investing.
Individual with broad based industry experience, preferably outside of natural resources.
Previous investing experience not required.
27
RBC Wealth Management Generalist Program – RBC Financial Group
This program offers an unparalleled opportunity to gain experience within Canada's largest wealth management
organization through a variety of business, strategy and market-related roles. Generalists rotate through a number of
business units including Global Asset Management, Wealth Management Canada, Wealth Management United
States, Wealth Management United Kingdom, Wealth Management Emerging Markets, Global Trust and the Global
Support divisions. The program is ideally suited to individuals who are interested in the wealth management industry
but are not ready to commit to a career in one particular area. The objective of this two-year rotational program is to
produce highly talented professionals with not only an understanding of the various components of the wealth
management business, but also a high-level understanding of the entire enterprise and the ability to succeed as
general managers within our wealth business.
Rotations will be assigned and will provide Generalists with the opportunity to work in each of the following four
areas: Product & Strategy; Markets Research/Advisory (Fixed Income or Equity); Sales & Marketing and Operations.
Given the international nature of the business, global rotations may be incorporated. Following completion of the
program, the Generalist will have an opportunity to pursue a career with RBC Wealth Management.
About RBC Wealth Management
RBC Wealth Management is the 6th largest wealth manager in the world by client assets (Scorpio 2011) and directly
serves affluent, High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients in Canada, the United States, Latin
America, Europe and Asia by providing asset management and trust products and services directly, and through RBC
partners and third-party distributors. RBC Wealth Management has C$560 billion of assets under administration,
C$320 billion of assets under management and nearly 4,500 financial consultants, advisors, private bankers and trust
officers. RBC Wealth Management Generalists will experience a variety of rotations across RBC Wealth Management
including opportunities in the following businesses:
Global Asset Management
Wealth Management - Canada
Wealth Management ' United States
Wealth Management ' United Kingdom
Wealth Management - Emerging Markets
Global Trust
Global Support
Qualifications
The RBC Wealth Management Generalist Program is a position offered to a select number of post-graduate (or
equivalent) students with outstanding leadership, problem-solving, and communication skills, along with a
demonstrated record of success in academics and a diverse range of extracurricular activities.
All candidates should also possess a strong interest in financial markets and investing, as well as the interest in
developing a general management career within our wealth business.
Further, given the international nature of the enterprise, fluency in a second language is an asset. Other
desirable qualities include creativity, flexibility, and a sense of humor.
28