About The Position

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 recent industry rewards, including Financial Advisor of the Year in North America by P3 Awards (2024), Proximo (2022), and IJGlobal (2021). Our Associate program is designed to cultivate the quantitative and qualitative skills necessary to excel in an investment banking career. You will receive both formal and on-the-job training throughout your tenure. You will gain increasing levels of responsibility as you progress in your career, from overseeing the execution of financial model-related tasks, to managing multiple deal workstreams, to leading client relationships. You will be given unparalleled exposure and opportunities, including the chance to lead numerous transactions. As a result, our team members often achieve accelerated career growth and earn industry recognition. You will be recognized and rewarded for your individual performance within a close-knit team and meritocratic culture.

Requirements

  • A minimum of 2-3 years of experience in PPP transactions, including financial modeling
  • Ability to concisely communicate complex concepts and ideas verbally and in writing
  • Ability to take initiative and work independently with minimal supervision
  • Desire to assume increasing levels of responsibility and seek solutions to complex problems
  • Committed to producing accurate and thorough work product under tight deadlines
  • Ability to learn quickly and adapt in a fast-paced work environment
  • Resilient mindset in the face of adversity
  • Ability to work effectively in a team environment

Responsibilities

  • Participating in the execution of PPP transactions
  • Developing complex financial models, including the use of macros and VBA programming
  • Assisting in the management of due diligence processes, including managing third-party advisors
  • Preparing client presentations and actively participating in discussions
  • Researching potential business development opportunities
  • Maintaining marketing materials for the firm, including creating pitches to be presented to potential clients

Benefits

  • Paid sabbatical every two years of employment
  • Comprehensive benefits including extended health care
  • Uncapped performance-based bonus
  • Employee ownership program that commences for all individuals from the end of their first full fiscal-year of employment
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