Our Firm
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.
Agentis Capital Advisors is a business segment of Agentis Capital Partners, which operates a synergistic platform across four main business segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management services), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).
The Opportunity
As a Senior Associate, Strategy & Business Development, you will own the day-to-day execution and continuous improvement of the firm’s business development function. Working closely with senior partners, you will translate commercial priorities into clear action plans and drive initiatives through to completion.
Your responsibilities will span identifying and prioritizing opportunities, coordinating targeted outreach, developing market insights and pitch materials, and managing the firm’s client relationship management system. You will be expected to take initiative, exercise sound commercial judgment, and keep work moving with minimal supervision. Applying artificial intelligence to improve the quality and efficiency of these activities will be an important part of the role.
Your Contribution
Your role will include:
Business development content and production
Managing and developing the firm’s recurring business development content, reports and materials for the investment banking advisory team
Preparing proprietary market analyses and business development presentations
Running and continuously improving the content production process, applying artificial intelligence to raise quality and throughput
Research and analysis
Screening new client and investment opportunities; providing research on target companies, sectors, industries, and geographies
Collecting, organizing, and validating data on public and private companies from a variety of sources
Analyzing market, sector, company and financial data to develop business development strategies and action plans, and to identify key trends
Screening and prioritizing client, investment and advisory opportunities, working with senior team members
Extensive use of various databases including Capital IQ and Inframation
Business development support
Planning and supporting the execution of outreach campaigns to potential clients and investors
Preparing client presentations, pitch material and business development content
Creating and maintaining marketing materials for the firm
Owning the firm's CRM and book of business
Your Skills and Experience
At least 2 years of relevant experience in areas such as consulting, corporate development, corporate strategy, corporate advisory, or financial analysis
An undergraduate degree with exceptional academic results; in accounting, finance, commerce, business, statistics, computer science, engineering, mathematics, or other related areas
Demonstrated comfort working with AI systems and tools in day-to-day work
Experience applying artificial intelligence to run or improve business processes is a strong asset
Excellent verbal and written communication skills
Sharp analytical skills and an eye for detail
Strong working knowledge of Microsoft Office, including advanced Excel and PowerPoint
Independent problem-solving and decision-making skills
Ability to take initiative and work independently with minimal supervision
Desire to assume increasing levels of responsibility and seek solutions to complex problems
Ability to learn quickly, adapt, and manage competing priorities in a fast-paced environment
Position Type
Full-time
Desired start date: Immediate
Location: Vancouver or Toronto
Skills Required
- Undergraduate degree with exceptional academic results in accounting, finance, commerce, business, statistics, computer science, engineering, mathematics, or related fields
- 0 to 3 years of relevant experience in business or market research, consulting, business analysis, corporate strategy, or financial analysis
- Demonstrated comfort working with AI systems and tools in day-to-day work
- Experience applying artificial intelligence to run or improve business processes
- Excellent verbal and written communication skills
- Sharp analytical skills and an eye for detail
- Strong working knowledge of Microsoft Office, including advanced Excel and PowerPoint
- Independent problem-solving and decision-making skills
- Ability to take initiative and work independently with minimal supervision
- Ability to learn quickly, adapt, and manage competing priorities in a fast-paced environment
- Experience using financial and infrastructure databases, including Capital IQ and Inframation
- Experience managing CRM and maintaining a book of business
What We Do
Agentis Capital Advisors is a leading financial advisor with extensive experience in infrastructure finance. Agentis acts as sell-side, buy-side, Greenfield, and financing advisor on a wide variety of global infrastructure transactions within the renewable power, energy, transportation and public-private partnership sectors. Our clients include leading infrastructure funds, pension funds, governments, and contractors. Agentis also acts as sell-side and buy-side advisor on mid-market M&A transactions within a variety of industries, and directly invests equity and debt in start-up and operating businesses.
