Careers

Associate Job Overview

Overview: EdgePoint Capital is an investment banking firm specializing M&A advisory for the small to middle markets with a market focus throughout the Great Lakes region. EdgePoint Capital is currently experiencing significant growth and anticipates opportunities for advancement and personal growth.

Responsibilities: The Associate will be a key member of the EdgePoint Capital fast growth organization. The Associate will be responsible for delivering high quality and timely service and products such as:

   1. Preparation of Confidential Offering Memorandums and associated Teasers
   2. Development of business and financial plans
   3. Sophisticated financial modeling
   4. Leveraged buyout analysis (LBO modeling)
   5. Management of internal project organization and delivery
   6. Development of capital strategies and associated summaries
   7. Preparation of bank and equity financing requests
   8. Client relationship maintenance
   9. Participating in strategy and financial consulting with clients

Required Skills: We prefer that the person have had operating and small business management experience, but the following core skills/ attributes are essential:

   1. Excellent written and oral communications
   2. Strong excel skills
   3. Database development and management awareness
   4. Desire to grow and learn.
   5. Strong organizational skills. Driver of projects.
   6. Ability to understand and relate to middle market business owners

Preferred Experience: We prefer to have an Associate with a minimum of 4 years of financial experience. The preferred experiences would include analyst for an investment bank, VC or other financially oriented entity. Strong interest is given to people that have been a CPA for Big 4 firms and possess the ability to analyze transactions, business and other complex matters.

Travel: Currently minimal travel is required. The Associate must be willing to travel.

Benefits: The Company offers medical insurance, 401k plan, optional dental insurance, incentive compensation plan, travel reimbursement, competitive salary and other fringe benefits.

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EdgePoint is an Equal Opportunity Employer.