This role offers exposure to Western Canada’s private equity landscape, with the opportunity to develop valuable skills in portfolio management, financial modelling, valuation analysis, and deal flow.As a key member of PFM’s Investment Team, you will evaluate current opportunities, monitor existing investments, and prepare materials that support informed decision‑making. This position works closely with all PFM team members and reports directly to the Associates and Directors.Key ResponsibilitiesProvide analysis on investment opportunities, including financial modelling, due diligence, valuation and market analysis, participate in the structuring and negotiation of terms, and contribute to the preparation of investment recommendationsSupport monthly and quarterly portfolio reporting, including performance analysis, return attribution, and other reporting requirementsPrepare analytical reports on portfolio companies related to operating performance, strategy, valuation, and exit opportunitiesConduct sector, economic, and company‑specific research to support the ongoing management of portfolio companiesSupport the Investment Team and senior leadership on transaction, reporting, and portfolio management initiativesAbout YouYou have strong analytical, financial, and communication skillsYou are interested in private equity, corporate finance, and portfolio managementYou are highly organized, detail‑oriented, and able to manage multiple prioritiesYou are comfortable working with financial information, conducting research,



and preparing clear written analysisYou are a motivated team player with a strong work ethic and high professional aspirationsYou enjoy working within a small team but are also a self‑starter who can work independentlyYou have an undergraduate degree or diploma in Business, Finance, Accounting, or a related disciplineYou have 2‑4 years of relevant work experienceYou are currently enrolled in, or interested in pursuing, the CFA or CBV designationYou have robust skills in Microsoft Excel, and have experience in Word, PowerPoint, and CRM softwareKnowledge of Canadian private equity markets would be considered a strong assetDetailsThe role includes regular travel to PFM’s head office in Regina, occasional travel throughout Western Canada, and occasional off‑hours commitments to support events and stakeholder engagement and meet deadlines. PFM offers a competitive compensation package that includes bonus potential, comprehensive health and dental benefits, a pension plan, employee investment opportunities, professional development funding, and continuing education support. PFM also offers a collaborative workplace culture that includes team‑building activities, an annual destination staff retreat, community initiatives, volunteer opportunities, and employee‑led charitable giving through the PFM Community Impact Fund.Pay$80,000.00-$90,000.00 per yearApplication question(s)Are you legally authorized to work in Canada?How many years of relevant work experience do you have?Are you currently enrolled in, or interested in pursuing, the CFA or CBV designation?How would you rate your financial modelling skills?Work LocationIn person#J-18808-Ljbffr

📌 Finance & Investment Analyst (Winnipeg) - C$80,000 - C$90,000 A Year
🏢 PFM
📍 Winnipeg