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Analyst

welchllp.com Logo

Welch

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Location:
Canada , Ottawa

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Category:
Finance

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Contract Type:
Not provided

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Salary:

40000.00 - 55000.00 CAD / Year
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Job Description:

WCP is currently looking for an Analyst to join their team, assisting primarily with the management and execution of Valuation and M&A transactions. We are looking for someone curious and analytical to do market research and outreach, valuations, financial modelling, CIM’s, to provide marketing support and proposals for clients of WCP.

Job Responsibility:

  • Assist in the research and preparation of reports for business valuation of private companies
  • Prepare requests for documents and communicate with clients including correspondence preparation and follow-up
  • Analyze financial statements and documents
  • Prepare financial analysis and models
  • Analyze client financial statements and relevant documentation
  • Build financial models and confidential information memorandums (CIMs)
  • Identify, analyze and rank potential buyers
  • Coordinate with clients during the due diligence process
  • Assist in managing deal flow
  • Work on special projects as required
  • Prepare management presentations, marketing pitches, and other presentations as required
  • Conduct industry and economic research
  • Track client, prospect and engagement information in HubSpot
  • Assist with AI related initiatives

Requirements:

  • Bachelor’s degree in field related to the position
  • Pursuing a professional designation (CPA, CBV, CFA, MBA, JD)
  • Experience in one of the following areas would be an asset: investment or commercial banking, private equity, venture capital, consulting, legal, valuation, or an accounting focus (can include internship or co-op positions)
  • Some experience with financial modeling, including analysis of financial statements and preparation of integrated 3-statement financial models without supervision
  • Good technical/working knowledge in the following areas: accounting and tax principals
  • Valuation
  • Economics
  • Mergers and acquisitions
  • Financial modelling
  • Understanding of financial statements and general accounting principles
  • Willingness to take ownership of tasks and work both collaboratively or independently in a demanding, fast paced and dynamic work environment
  • Demonstrated ability to effectively conduct research
  • Meticulous attention to detail
  • Conscientiousness towards client needs and requirements
  • Ability to extract useful information from large sets of unorganized or incomplete data
  • Demonstrated problem solving abilities to provide alternative solutions to complex issues
  • Demonstrated determination, creative thinking, resilience, and goal-orientation
  • Excellent interpersonal, presentation, written and verbal communication skills with clients and colleagues at all levels of a corporation
  • Ability to write easy to understand reports
  • Exceptional critical thinking, analytical, time management and organizational skills
  • Ability to effectively present information and respond to questions from clients or other parties
  • Ability to multi-task and prioritize, effectively manage multiple assignments in a fast-paced, challenging work environment
  • Ability to maintain professional composure in high-stress situations
  • Proficient in MS Office Suites (Excel, Word, PowerPoint, Outlook), Google Applications and other industry related software and applications
  • Committed to professional growth through continuous learning

Nice to have:

  • Experience in one of the following areas would be an asset: investment or commercial banking, private equity, venture capital, consulting, legal, valuation, or an accounting focus (can include internship or co-op positions)
  • Interest in obtaining your CBV designation

Additional Information:

Job Posted:
February 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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