Investment & AI Operations Analyst

Résumé du poste

The analyst will build financial models to evaluate revenue initiatives and monitor P&L performance to identify margin expansion opportunities. Additionally, they will deploy AI agents and automated workflows to optimize lead generation and operational efficiency.

Détails du poste

VALNET Investment & AI Operations Analyst Location: Onsite – Montreal Who We Are Valnet is a fast-growing digital media company where innovation, autonomy, and execution are highly valued. We are innovative leaders - not passive followers - always pushing the boundaries of what's possible in our industry. Our meritocratic culture gives talented people the opportunity to make a meaningful impact from day one and grow quickly based on their results. The Role Valnet is seeking an Investment & AI Operations Analyst to join our team. This is a unique hybrid role for someone who thinks like a financial operator but builds like a technologist. You will partner with business unit leaders to identify, quantify, and execute profitability improvements - linking investment theses and operating priorities to measurable financial outcomes - while simultaneously leveraging AI and automation to accelerate analysis, lead generation, and revenue growth. This is a build-and-grow role. You will model, build, deploy, measure, and scale. Key Responsibilities 1. Investment & Financial Modeling • Build financial models and ad hoc analyses to evaluate new revenue initiatives (direct deals,partnerships, DB monetization, premium products, etc.) • Model pricing strategies, ramp curves, retention rates, and contribution margins • Support the development of business cases for new monetization streams 2. P&L Performance & Yield Acceleration • Run recurring P&L and KPI reviews across portfolios • Identify margin expansion opportunities and cost inefficiencies • Recommend capital reallocation toward higher-yield initiatives • Improve revenue quality - predictability, retention, and margin mix 3. Investment Trajectory & Risk Monitoring • Monitor performance vs. investment thesis (VBS leaderboard) • Track milestones and leading indicators; flag risks early and propose corrective actions• Ensure resources flow to the highest-performing initiatives 4. AI-Powered Lead Generation & Growth • Build and deploy AI agents that automate prospecting, lead qualification, enrichment, and follow-up • Identify bottlenecks across the lead generation funnel and build automated workflows to increase volume, quality, and efficiency • Integrate lead generation data with revenue platforms and other business systems • Analyze data to understand which channels, campaigns, and lead sources drive the highest-value results • Build reporting and feedback loops that connect lead generation activity directly to revenue 5. AI & Automation • Use AI tools fluently to automate reporting, analysis, and decision support • Test LLMs, AI agents, automation platforms, and APIs to uncover new operational and growth opportunities • Build lightweight agents and workflows to increase analytical velocity and decision speed • Continuously experiment, optimize, and scale what works 6. Executive Exposure • Prepare decision-ready materials for the C-suite • Present findings clearly, concisely, and with conviction • Work closely with growth, revenue, and operations teams to turn business opportunities into measurable outcomes What We're Looking For Required • 0 - 5+ years of experience in M&A, private equity, strategy consulting, transaction services, or a related finance role • Good P&L intuition - understands operational drivers, not just financial outputs • Advanced Excel / Google Sheets modeling (scenarios, sensitivities, dynamic dashboards) • AI-native mindset with strong hands-on experience using modern AI tools (LLMs, agents, prompt engineering, workflow automation) • Strong analytical skills with the ability to turn data into actionable business insights • High ownership mentality, bias for action, and comfort operating in ambiguity • Clear communicator - simplifies complexity and influences decisions at the executive level Strong Assets • Entrepreneurial mindset with a track record of building and scaling things independently • Experience in roles requiring both financial rigor and hands-on technical execution Benefits • Full health insurance plan (medical, dental, and vision) • Daily on-site lunches, snacks, and coffee • Fitness subscription reimbursement program • Competitive compensation plan and bonus structure Why Work With Us? At Valnet, you'll work alongside passionate, dedicated professionals who move quickly, experiment boldly, and take full ownership of their work. We value autonomy and creative contribution - empowering you to shape meaningful change from day one. In our true meritocratic structure, your career can develop fast, and your results are generously rewarded. Visit our corporate website to see for yourself: valnetinc.com

Ce que vous ferez

The analyst will build financial models to evaluate revenue initiatives and monitor P&L performance to identify margin expansion opportunities. Additionally, they will deploy AI agents and automated workflows to optimize lead generation and operational efficiency.

Exigences

Candidates should have 0-5 years of experience in finance, M&A, or strategy consulting with strong P&L intuition and advanced Excel modeling skills. A hands-on, AI-native mindset with experience in automation tools and a high ownership mentality is required.

Avantages

• Health insurance • Dental insurance • Vision insurance • Daily on-site lunches • Snacks and coffee • Fitness subscription reimbursement

Compétences indiquées

• Analyse de données · Souhaitée
• Microsoft Excel · Souhaitée
• prompt engineering · Souhaitée
• Risk Monitoring · Souhaitée
• Workflow Automation · Souhaitée

Autres compétences pertinentes

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

• Financial modeling
• P&L analysis
• AI agents
• Automation
• Data analysis
• Excel
• Google Sheets
• Prompt engineering
• Workflow automation
• Strategic planning
• Revenue growth
• Lead generation
• Business intelligence
• Risk monitoring
• Financial forecasting
• Prompt Engineering
• Profit And Loss (P&L) Management
• Workflow Management
• Sales Prospecting
• Workflow Automation
• AI Agents
• Analytical Skills
• VBScript (Visual Basic Scripting Edition)
• Application Programming Interface (API)
• Artificial Intelligence
• Management Consulting
• Dashboard
• Business Systems
• Investments
• Contribution Margins
• Decision Support Systems
• Entrepreneurship
• Finance
• Experimentation
• Financial Modeling
• Innovation
• Key Performance Indicators (KPIs)
• Lead Generation
• Milestones (Project Management)
• Operations
• Pricing Strategies
• Private Equity
• Retention Rate
• Revenue Growth
• Resourcing

Domaines d’emploi

• Finance & Accounting
• Technology
• Data & Analytics
• Consulting
• Creative & Media
• Investment Operations Analyst
• Financial Analysts
• Operations Research Analysts