Senior Associate Transaction Advisory

Drive transaction advisory work at RWT Capital from Kelowna or Calgary, combining strategic problem-solving with detailed financial analysis.This Senior Associate role supports transaction execution, client engagement, research, and team leadership. You will advise across M&A, capital raises, and strategic mandates while preparing accurate materials. Success requires commercial intuition, ownership, communication, and careful attention to detail.Key Responsibilities:
Support capital raises and strategic advisory mandatesReview valuation, accretion, dilution, and precedent transaction modelsPresent findings to clients, investors, and stakeholdersResearch sectors and monitor market trendsManage deadlines and accuracy of client materialsRequirements:
Four to eight plus years in transaction advisory or corporate financeRelevant bachelor’s degree;
CFA, CPA, or MBA considered assetsDemonstrated project management under tight timelinesArticulate, confident communication with business ownersGenuine interest in M&A, capital markets, and market trendsBring transaction advisory, financial modeling, and strategic research skills to meaningful middle-market mandates at RWT Capital.
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