Senior Associate, Strategy & Business Development

Résumé du poste

The role focuses on executing the firm's business development functions by translating commercial priorities into action plans and managing client outreach. Key duties include producing market analyses, managing the CRM, and utilizing AI to improve content production efficiency.

Détails du poste

Our Firm Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year and multiple 2023 industry deal awards. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments. Agentis Capital Advisors is a business segment of Agentis Capital Partners, which operates a synergistic platform across four main business segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management services), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets). The Opportunity As a Senior Associate, Strategy & Business Development, you will own the day-to-day execution and continuous improvement of the firm’s business development function. Working closely with senior partners, you will translate commercial priorities into clear action plans and drive initiatives through to completion. Your responsibilities will span identifying and prioritizing opportunities, coordinating targeted outreach, developing market insights and pitch materials, and managing the firm’s client relationship management system. You will be expected to take initiative, exercise sound commercial judgment, and keep work moving with minimal supervision. Applying artificial intelligence to improve the quality and efficiency of these activities will be an important part of the role. Your Contribution Your role will include: Business development content and production Managing and developing the firm’s recurring business development content, reports and materials for the investment banking advisory team Preparing proprietary market analyses and business development presentations Running and continuously improving the content production process, applying artificial intelligence to raise quality and throughput Research and analysis Screening new client and investment opportunities; providing research on target companies, sectors, industries, and geographies Collecting, organizing, and validating data on public and private companies from a variety of sources Analyzing market, sector, company and financial data to develop business development strategies and action plans, and to identify key trends Screening and prioritizing client, investment and advisory opportunities, working with senior team members Extensive use of various databases including Capital IQ and Inframation Business development support Planning and supporting the execution of outreach campaigns to potential clients and investors Preparing client presentations, pitch material and business development content Creating and maintaining marketing materials for the firm Owning the firm's CRM and book of business Your Skills and Experience At least 2 years of relevant experience in areas such as consulting, corporate development, corporate strategy, corporate advisory, or financial analysis An undergraduate degree with exceptional academic results; in accounting, finance, commerce, business, statistics, computer science, engineering, mathematics, or other related areas Demonstrated comfort working with AI systems and tools in day-to-day work Experience applying artificial intelligence to run or improve business processes is a strong asset Excellent verbal and written communication skills Sharp analytical skills and an eye for detail Strong working knowledge of Microsoft Office, including advanced Excel and PowerPoint Independent problem-solving and decision-making skills Ability to take initiative and work independently with minimal supervision Desire to assume increasing levels of responsibility and seek solutions to complex problems Ability to learn quickly, adapt, and manage competing priorities in a fast-paced environment Position Type Full-time Desired start date: Immediate Location: Vancouver or Toronto

Ce que vous ferez

The role focuses on executing the firm's business development functions by translating commercial priorities into action plans and managing client outreach. Key duties include producing market analyses, managing the CRM, and utilizing AI to improve content production efficiency.

Exigences

Candidates need at least 2 years of experience in consulting, corporate strategy, or financial analysis and a bachelor's degree in a quantitative or business field. Proficiency in AI tools, advanced Microsoft Office, and strong analytical skills are essential.

Compétences indiquées

• Résolution de problèmes · Souhaitée
• CRM Management · Souhaitée
• Data Validation · Souhaitée
• Microsoft Excel · Souhaitée
• Communication · Souhaitée
• Analyse financière · Souhaitée
• Gestion de projet · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business Development
• Market Analysis
• Financial Analysis
• Artificial Intelligence
• CRM Management
• Corporate Strategy
• Pitch Deck Development
• Research
• Microsoft Excel
• Microsoft PowerPoint
• Capital IQ
• Inframation
• Communication
• Problem Solving
• Project Management
• Data Validation

Domaines d’emploi

• Finance & Accounting
• Consulting
• Management & Leadership
• Data & Analytics
• Energy