CAI Capital Partners is a leading private equity firm headquartered in Vancouver, with a distinguished track record of partnering with and growing founder-owned businesses across the North American lower middle market. Over three decades, CAI has deployed more than C$1.6 billion in equity and has been recognized as the #1 global small cap private equity firm in the2021 HEC Paris-Dow Jones Performance Rankings. In 2024, CAI was also named to Inc.'s prestigious list ofFounder-Friendly Investors, underscoring its commitment to supporting and scaling founder-owned businesses. Learn more atwww.Caifunds.Com .The OpportunityCAI is seeking a driven and analyticalAssociateto join its growing investment team. This is a high-impact role for a rising professional eager to contribute across the full investment lifecycle-from origination and due diligence to portfolio management and investor relations. The successful candidate will play a key role in identifying and evaluating recent investments, supporting transaction execution, and driving value creation within portfolio companies.Key ResponsibilitiesDeal SourcingIdentify companies with potential investment meritConduct preliminary analysis to support or refute investment thesisManage the deal pipeline on CAI’s customer relationship management (CRM) platformInvestment EvaluationPerform financial and industry due diligence on potential investment opportunitiesDraft detailed investment memos and other presentationsPrepare and maintain acquisition modelsParticipate in site visits and interviews with management for due diligence purposesContribute to discussions regarding investment decisionsPerform analysis on specific sectors and industry trendsTransaction SupportPerform confirmatory due diligenceWork alongside financial, legal, and other transaction advisorsPrepare bid letters for new deals that are being pursuedReview transaction documents (NDAs, purchase agreements, credit agreements,



etc.)Review and analyze reports from portfolio companiesSupport investee companies on key strategic initiatives when requiredPrivate Equity Fund AdministrationAssist in preparing quarterly valuations for portfolio investmentsAssist in preparing quarterly reporting packages for investorsKey Skills RequiredProficiency in building complex financial models and frameworks to analyze the financial dynamics of various investment opportunitiesAdvanced skills in the areas of due diligence and investment evaluationStrong understanding of accounting concepts and the ability to analyze financial information to derive insights into the historical and future performance of companiesPriority Setting / Multi-TaskingAble to process information and make decisions in a fast-paced environmentProven time management, organizational and planning skillsCommunication SkillsAble to distill and articulate complex situations or large amounts of information, including industry dynamics or deal structures, in logical, factual, and clear terms, both verbally and in writingAble to quickly process information and respond appropriatelyCan draw out key themes and learnings from management interviews and relate them to the investment thesisPossess excellent communication skills to effectively build and maintain strong relationships with industry contacts, management teams, and colleaguesWorking With OthersExceptional interpersonal skills reflecting the ability to collaborate with colleagues,



investee companies and external stakeholdersExemplary level of personal and business integrityProactively solicits opinions and ideas; values other’s input and point of viewEnthusiastic and curious; a team player willing to assume a hands‑on roleHighly motivated and organized self-starter who thrives in a goal-oriented and deadline-driven settingInitiativeAbility to work with a minimum amount of supervision, demonstrating a high degree of initiative, judgement, and professionalismQualificationsUndergraduate degree required preferably with a specialization in finance or accountingAdditional qualifications including an MBA, CFA and/or CPA will be considered an assetTwo to five years of relevant professional experience in a private equity firm, investment bank, strategy consulting firm, accounting firm or corporate development groupOver two years of experience evaluating and/or executing mergers and acquisitionsHigh level of proficiency in MS Office and strong financial, analytical, valuation and research skillsAuthorization to work in CanadaWork StructureThis position requires a high-level of in-person collaboration and it is expected that work be performed onsite at CAI’s Vancouver officeTravel within Canada and the U.S. as requiredCompensationThe expected base salary range for this role is $110,000 to $115,000 per annum. The base salary offered may vary depending on the applicant’s job-related knowledge, skillset, and experienceAs part of our total compensation package, this position is eligible for our discretionary bonus program and comprehensive health and wellness benefits planApplication ProcessIf you are interested in joining our team, please submit (via email) a resume, cover letter and an undergraduate transcript in one PDF document to the email address below.We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted.#J-18808-Ljbffr

📌 Associate - C$110,000 - C$115,000 A Year (Winnipeg)
🏢 CAI Capital Partners
📍 Winnipeg