Investment Banking Analyst, Financial Institutions (Montreal)

Investment Banking Analyst, Financial Institutions (Montreal)

03 Oct
|
Valnet
|
Montreal

03 Oct

Valnet

Montreal

Valnet is a fast-growing digital media company where innovation, autonomy, and execution are highly valued. Valnet is seeking an Investment & AI Operations Analyst to join our team. 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.

Build financial models and ad hoc analyses to evaluate new revenue initiatives (direct deals,partnerships, DB monetization, premium products, etc.) P&L; Performance & Yield Acceleration Improve revenue quality - predictability, retention, and margin mix Investment Trajectory & Risk Monitoring Monitor performance vs. investment thesis (VBS leaderboard) flag risks early and propose corrective actions 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 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 Prepare decision-ready materials for the C-suite 0 - 5 years of experience in M&A;, private equity, strategy consulting, transaction services, or a related finance role ~ Advanced Excel / Google Sheets modeling (scenarios, sensitivities, dynamic dashboards) ~ Strong analytical skills with the ability to turn data into actionable business insights ~ 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 Full health insurance plan (medical, dental, and vision) Daily in office lunches, snacks, and coffee Competitive compensation plan and bonus structure We value autonomy and creative contribution - empowering you to shape meaningful change from day one.

Visit our corporate website to see for yourself: valnetinc.

📌 Investment Banking Analyst, Financial Institutions (Montreal)
🏢 Valnet
📍 Montreal

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