Analyst - Principal Investments

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.Summary
We are looking for an Analyst - Principal Investments to join our team. In this role, you will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies. You will work closely with the founding partners, advisory team, C-suite executives, and board members of portfolio companies and potential investments.This position will provide a dynamic opportunity for an individual seeking meaningful responsibility across a broad range of industries and investment activities. The successful candidate will have the opportunity to develop strong investment, financial modelling, and transaction execution skills while working alongside an experienced team.Role Overview
Your role will include:
Researching potential investment opportunities, including target companies, sectors, industries, and geographiesEvaluating investment opportunities and supporting the execution of principal investmentsDeveloping financial models with varying levels of complexity for investment transactionsSupporting due diligence processes, including coordinating with third-party advisorsAssisting in the development of investment strategies, business plans, and objectives for portfolio companiesManaging and consolidating asset-level reporting for portfolio investmentsPreparing investment materials, presentations, and analysis to support decision-makingCollaborating with internal and external stakeholders to support investment activitiesAs a member of a high-performing team working in a fast-paced environment, you will be expected to take ownership of your work, manage competing priorities, and work beyond a normal workday or workweek when required to fulfill your responsibilities.Required Skills or Experience
An undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or other related fieldsExceptional academic results (minimum cGPA of 89% or 3.7/4.0)Ability to communicate complex concepts and ideas clearly, both verbally and in writingAbility to take initiative and work independently with minimal supervisionDesire to take on increasing levels of responsibility and solve complex problemsStrong attention to detail and commitment to producing accurate, high-quality work under tight deadlinesAbility to learn quickly and adapt in a fast-paced work environmentResilient mindset and ability to navigate challenges effectivelyAbility to work collaboratively in a team environmentSalary and Benefits
Discretionary bonus based on company and personal performanceExtended health benefitsPosition Type
Nature: Permanent, Full-time, and in person.Time Commitment: High-commitment position with the requirement for extensive overtime as neededStart Date: ImmediatePlease note: Candidates must be currently authorized to work in Canada.We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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