Investment Banking Analyst (Kelowna)

Investment Banking Analyst (Kelowna)

02 Nov
|
RWT Capital
|
Kelowna

02 Nov

RWT Capital

Kelowna

RWT Capital is a fast-growing mid-market investment bank and a MAYA Culture 100 Canada honoree. We advise on transactions from $7.5M to $200M+ across 16+ countries, with $3B+ in transactions advised over 30 years.

We’re proving that a firm built on relationships and a long-term view of its clients can outperform in an industry known for being cutthroat and transactional. Our culture was built in a high-intensity, deal-driven environment. We move fast, we own our work, and we back each other up when deals get demanding. Performance is recognized and rewarded.

About the Role

As an Investment Banking Analyst, you’ll be at the center of live M&A; mandates from your first week. You’ll build the analysis and materials that move deals forward, work alongside senior leadership, and see transactions through to closing. You’ll get real exposure early, and it comes with high standards. Your path to Senior Analyst and Associate is clear for those who perform.

Western Canada’s mid-market is in an active period. Business owners are planning succession, private capital is looking for quality companies, and sectors from energy services to technology are consolidating. You’ll be learning the business at a time when there’s plenty of deal flow to learn from.

What You’ll Do

Transaction Execution

- Build financial models and valuation analysis (DCF, comparables, precedent transactions) to support live mandates.
- Prepare CIMs, teasers, pitch materials, and management presentations.
- Set up and maintain virtual data rooms and help coordinate due diligence.

Research & Analysis

- Research industries, markets,



and companies to support valuations and deal strategy.
- Identify and profile potential buyers, investors, and acquisition targets.
- Use modern research tools, including AI-assisted ones, to work faster while keeping the output accurate.

Client & Deal Support

- Help coordinate communication between the deal team, clients, and outside advisors.
- Manage the distribution and tracking of documents, agreements, and follow-ups.
- Keep deliverables accurate and on schedule across several workstreams.

What We’re Looking For

- A business, commerce, finance, or economics degree.
- Internship or work experience in investment banking, corporate finance, transaction advisory, or accounting is an asset, as are CFA or CPA studies.
- Strong Excel skills (XLOOKUP, pivot tables, and basic modelling) and polished PowerPoint skills.
- Excellent written and verbal communication, with the confidence to present your work clearly.
- Close attention to detail and the ability to produce accurate work under tight timelines.
- A coachable, hungry, entrepreneurial mindset. You learn fast, ask good questions, and take on new responsibilities as they come.
- A team-first approach, built through team sports, competitive activities, group leadership, or a demanding work environment.




- Comfort with a fast-paced role that sometimes calls for going the extra mile to get a deal across the line.

What We Offer

- Health and Wellness Advantages
- Start with 3 Weeks of Vacation
- Exposure to meaningful middle-market transactions
- Opportunity to work directly with partners and senior leaders
- Entrepreneurial culture with room to grow and develop
- Competitive compensation and performance-based incentives
- Client-facing role with real impact and visibility
- Offsite team building and more

Our Commitment to Inclusion

Diversity and inclusion have been central to RWT’s success from the beginning. We are an equal opportunity employer. Our people bring different strengths, experiences, and backgrounds, including differences in age, gender identity, race, disability, sexual orientation, religion, and much more. Every perspective strengthens our work, and inclusion is everyone’s responsibility.

How to Apply

Send your resume and a cover letter to [email protected]. In your cover letter, tell us why you’re interested in this role and why you’d excel at it. To learn more about who we are, visit our Manifesto page at www.rwtcapital.com.

We appreciate every application. Only qualified candidates will be contacted.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Benefits:

- Company events
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- Vision care
- Wellness program

Education:

- Bachelor's Degree (preferred)

Work Location: In person

📌 Investment Banking Analyst (Kelowna)
🏢 RWT Capital
📍 Kelowna

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