Who we are

RWT is not just another boutique M&A firm. We’re challenging the status quo and proving that a culture focused company that values relationships while taking a long-term view of our clients can prosper in an industry that has historically been cutthroat and highly transactional.

This unrelenting focus towards growth and excellence starts and ends with our team. We foster a culture of values, inclusivity, autonomy and high performance. And equally, we focus on the meritocracy and rewards that come from performance. Combining what historically made investment banking a great industry to work in with a true value and appreciation for our team is what we are about.

We are currently accepting applications for an Associate which will be in person at either our Kelowna, BC or Calgary AB office.

What you will accomplish

To be successful in this role, candidates must be able to demonstrate their commitment to providing exceptional work, deliver high quality analytics within tight deadlines, have the capacity to quickly learn and apply new information, strong leadership capabilities, pay particular attention to detail and have a willingness to take on new responsibilities and challenges as they arise. This role is demanding and reports directly to executive leadership. The role offers a strong potential for growth and advancement in the lucrative field of investment banking.

Key Accountabilities

• Deal experience to work through a process from start to finish and can make executive decisions based on deal requirements
• Evaluating financial information from a variety of business ownership models and sources
• Building business valuations
• Preparing client Confidential Information Memorandums
• Completing financial statement reviews
• Ensuring a clear understanding of the needs of clients
• Managing cross functional teams, internally and externally to ensure successful mandates and closing deals
• Relationship management with external stakeholders / clients
• Preparing market, business and financial analysis of various client companies as required
• Assisting with the development of various documents and presentations required for the partners and clients
• Acting as a liaison between the partners and clients as require
• Working to create complex financial models and analysis as required
• Setting up data-rooms as required
• Distributing information, agreements and client follow ups as required

What you offer

Qualifications and Requirements

• Recent University Business School graduate (or equivalent)
• 3-5 years experience working in M&A and corporate finance industry
• Ability to grasp new concepts quickly, and work under tight deadlines
• Must possess intermediate Excel skills (ie. Vlookups and pivot tables) and have the ability to learn new software quickly
• Strong power point skills
• Must be able to work in a team environment
• Strong ability to manage scheduled tasks and ad-hoc projects effectively
• Must have excellent English written and verbal communication skills
• Strong ability to operate in a fast paced, multi-tasking and multi-currency environment with accuracy
• Excellent organizational and time-management skills

In order to be successful in this role, the candidate must be:

• Very hard working and willing to go the extra mile to get the job done
• Quick thinking and highly analytical
• Have an ability to work in a team environment with different personalities
• Have an ability to work in a very fast paced environment with tight timelines
• Willing to learn and apply oneself daily

From RWT’s inception, Diversity and Inclusion have always been key to our success. We are an equal opportunity employer and our employees are people with different strengths, experiences and backgrounds who share a passion for improving people’s lives. Diversity not only includes race and gender identity, but may also include age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. All of our employee’s points of view are key to our success and inclusion is everyone’s responsibility.

If your background and experience is well suited to this role please submit your resume and cover letter explaining why you are interested in this position and why you would excel at it.