Investment Banking Analyst/Associate

About Kluane Partners

Kluane Partners is a specialized boutique investment bank headquartered in Calgary, Alberta, with over four decades of combined expertise in structured finance and private equity. The firm focuses on delivering customized financial services such as Debt Advisory, M&A Advisory, Equity Advisory, and Recapitalizations. With a track record of raising over $4.8 billion across more than 50 successful transactions, Kluane excels in supporting mid-market companies by leveraging market insight and strategic acumen.

Role Overview & Responsibilities

• Assist seasoned finance professionals in originating, structuring, and executing mergers and acquisitions, debt advisory, and equity advisory deals for privately owned companies.
• Conduct in-depth financial analysis and modeling covering historic and forecasted results, working capital, capital structure, and credit quality evaluations.
• Research companies, industries, and markets to underpin transaction execution and initiatives for business development.
• Help prepare pitch materials, confidential information memorandums, management presentations, and various corporate finance documents.
• Support due diligence and transaction processes by managing virtual data rooms, tracking stakeholder responses, and responding to data requests.
• Review letters of intent, credit agreements, financing proposals, and related documents to evaluate pricing, structuring, and principal transaction terms.
• Generate internal briefing materials that summarize transaction frameworks, valuation aspects, and financing options.
• Contribute to business development by identifying targets, reaching out to prospective clients, and managing relationships.
• Participate actively in meetings with client management, lenders, investors, acquirers, and other involved parties.
• Maintain and develop relationships with both existing and potential clients and capital sources.

Candidate Profile & Requirements

• Bachelor's degree in finance, economics, business, engineering, mathematics, accounting, or other quantitatively oriented fields.
• Between one to three years of relevant experience in investment banking, corporate or commercial banking, private credit, private equity, transaction advisory, valuation, accounting, consulting, or related areas is advantageous.
• Strong analytical aptitude with expertise in financial modeling and advanced proficiency in Excel, PowerPoint, and Word.
• A clear passion for corporate finance, capital markets, mergers and acquisitions, and private market operations.
• Excellent problem-solving capabilities, critical thinking, and effective verbal and written communication.
• Highly self-driven and entrepreneurial with the ability to work independently within fast-paced settings.
• Team-oriented with strong interpersonal skills and meticulous attention to detail.
• Willingness and availability to work onsite in downtown Calgary Monday through Friday and as needed beyond regular business hours.

Additional Information

Applicants are invited to submit their resume along with thoughtful answers to the following questions: "Why are you interested in this role?" and "How do you believe you would add value to the team?" Correspondence should be sent to the company's administrative email.