Financial analyst jobs

This role offers exposure to Western Canada’s private equity landscape, with the opportunity to develop valuable skills in portfolio management, financial modelling, valuation analysis, and deal flow.

As a key member of PFM’s Investment Team, you will evaluate new opportunities, monitor existing investments, and prepare materials that support informed decision-making. This position works closely with all PFM team members and reports directly to the Associates and Directors.

Key Responsibilities

• Provide analysis on investment opportunities, including financial modelling, due diligence, valuation and market analysis, participate in the structuring and negotiation of terms, and contribute to the preparation of investment recommendations
• Support monthly and quarterly portfolio reporting, including performance analysis, return attribution, and other reporting requirements
• Prepare analytical reports on portfolio companies related to operating performance, strategy, valuation, and exit opportunities
• Conduct sector, economic, and company-specific research to support the ongoing management of portfolio companies
• Support the Investment Team and senior leadership on transaction, reporting, and portfolio management initiatives

About You

• You have strong analytical, financial, and communication skills
• You are interested in private equity, corporate finance, and portfolio management
• You are highly organized, detail-oriented, and able to manage multiple priorities
• You are comfortable working with financial information, conducting research, and preparing clear written analysis
• You are a motivated team player with a strong work ethic and high professional aspirations
• You enjoy working within a small team but are also a self-starter who can work independently
• You have an undergraduate degree or diploma in Business, Finance, Accounting, or a related discipline
• You have 2-4 years of relevant work experience
• You are currently enrolled in, or interested in pursuing, the CFA or CBV designation
• You have strong skills in Microsoft Excel, and have experience in Word, PowerPoint, and CRM software
• Knowledge of Canadian private equity markets would be considered a strong asset

Details

The role includes regular travel to PFM’s head office in Regina, SK, as well as occasional travel throughout Western Canada and off-hours commitments to support events and stakeholder engagement.

PFM offers a competitive compensation package that includes bonus potential, comprehensive health and dental benefits, a pension plan, employee investment opportunities, professional development funding, and continuing education support.

The successful candidate will join a collaborative workplace that includes team-building activities, an annual destination staff retreat, community initiatives, volunteer opportunities, and employee-led charitable giving through the PFM Community Impact Fund.

PFM is committed to fostering professional growth and creating a workplace where people can build rewarding and meaningful careers.

Pay: $80,000.00-$90,000.00 per year

Application question(s):

• Are you legally authorized to work in Canada?
• How many years of relevant work experience do you have?
• Are you currently enrolled in, or interested in pursuing, the CFA or CBV designation?
• How would you rate your financial modelling skills?

Work Location: In person