Job Description

JOB TITLE: Capital Markets Rotational Program \xe2\x80\x93 2 Year Program

INDUSTRY: Financial Services

LOCATION: Toronto, ON

REPORTING TO: Managing Directors / Co-Heads of Capital Markets or Designate

COMPANY OVERVIEW

Echelon Capital Markets (\xe2\x80\x9cEchelon\xe2\x80\x9d) is a premium full-service broker-dealer offering Investment Banking, Advisory, Equity Research, Sales & Trading and Retail distribution focused on medium-sized public and private companies in a wide variety of sectors. Over the past 5 years, we have participated in more than 625 public market transactions that have raised over $25 Billion in capital for our clients. Echelon Capital Markets was the Lead or Co-Lead in over 150 financings and has closed over 50 advisory engagements during this time. Our highly experienced Mergers & Acquisitions team advises companies on a variety of M&A transactions including buy-side, sell-side, fairness opinions, restructurings, and strategic advisory mandates. Echelon has also recently enhanced its debt capabilities to arrange, structure, and distribute a wide variety of credit facilities on behalf of its mid-market corporate client base. Our investment banking group is complimented by our strong institutional sales and trading group, stellar equity research capabilities, and our significant wealth management platform which has over $7 billion in AUA across 60 advisor teams.

POSITION OVERVIEW

This unique opportunity allows the successful candidate a window to all business aspects of an independent capital markets platform: investment banking, equity capital markets, institutional sales & trading, and equity research. Over a 2-year period, the successful candidate will rotate within each business area to gain valuable experience and hone in on their key interests for a future career in the capital markets industry. The successful candidate will be an integral member of a friendly, hard-working team. As part of the Capital Markets Rotational Program, you must be financially literate in accounting, quantitative analysis, and valuations. Excellent communication and interpersonal skills are required to work effectively across several levels and teams. You must have a strong work ethic, positive attitude, and a strong desire to learn, be challenged and grow.

ROTATION OVERVIEW

Rotation 1: Investment Banking

The successful candidate will gain valuable exposure to both a wide array of industries, including healthcare, energy, technology, media, real estate, cannabis, mining, and diversified industries, and diverse products ranging from equity offerings, debt financings, and M&A advisory.

You will:

• Support senior bankers in the execution of financing and advisory mandates
• Conduct financial modelling, various financial and strategic analyses, discounted cash flow analysis, comparable company analysis, precedent transaction analysis and other industry specific analyses as required
• Analyze financial statements and perform other qualitative and quantitative analysis as required
• Monitoring and perform research on capital markets and industry trends
• Constructing detailed financials models and industry databases
• Assist in the preparation of extensive written documents including pitches, proposals, management presentations and confidential information memoranda
• Participate in client calls and meetings
• Provide business development support as required

Rotation 2: Institutional Sales & Trading

On your Institutional Sales & Trading rotation, individuals will aid the team in the complete coverage of buy-side institutional clients, with dynamic ideas and efficient trade execution. The ideal candidate will help support the Institutional Sales and Trading team with a number of duties and projects related to the equities business unit.

You will:

• Collaborate with the team to provide ideas and research to institutional investors and family offices
• Interface with our research analysts in order to maximize market share and commissions and provide market feedback to improve the relevance and quality of the research product
• Build and cover client accounts
• Leverage research products and increase visibility of the equity research team through analyst marketing
• Assist in the organization of client events and corporate roadshows

Rotation 3: Equity Research

On your Equity Research rotation, individuals in this role will learn and develop the techniques and skills necessary for investment analysis and research of publicly traded securities. This experience typically offers an in-depth understanding of the financial and operational issues within a particular sector, gaining valuable skills, knowledge, and relationships.

You will:

• Support the rigorous fundamental research on assigned securities/sectors
• Aid in writing and editing company and industry research reports (e.g., quarterly reporting, marketing packages, etc.)
• Assist in the preparation of financial models to forecast quarterly and annual earnings, including maintaining and enhancing financial models and databases
• Contribute to the compiling and analyzing of relevant company and industry information, originating from a broad variety of sources (such as financial databases, regulatory filings, industry publications, etc.)

Rotation 4: Equity Capital Markets

On your Equity Capital Markets rotation, individuals in this role will learn and develop the techniques and skills necessary for originating, structuring, and executing equity and equity-linked offerings for corporates. ECM sits at the intersection of Echelon\xe2\x80\x99s investment banking business and its research / sales & trading business. ECM\xe2\x80\x99s activities include IPOs, follow-ons, spin-offs, and convertible/derivative strategies.

You will:

• Assist in identifying and targeting new business opportunities
• Develop/define equity offering strategies and appropriately communicate and advise corporate clients
• Support senior bankers on equity transaction execution and new business origination
• Develop / maintain institutional investor relationships that can be leveraged to market transactions and provide client feedback in deal and non-deal settings
• Maintain real-time capital market knowledge and macro and microeconomic themes that drive equity markets and investor sentiment
• Develop and maintain equity marketing materials
• Participate in other projects as requested by management

REQUIRED EXPERIENCE, SKILLS AND BEHAVIOURS (ROTATIONAL PROGRAM):

• Pursuing an undergraduate degree with a demonstrated interest in Finance, with an expected graduation date of June 2024; capital markets internship experience is an asset.
• Highly proficient in Microsoft Office (Excel, PowerPoint, Word, etc.)
• Highly organized with exceptional attention to detail
• Strong ability to multi-task and manage multiple deadlines
• Exceptional quantitative skills, with a solid understanding of financial valuation methods
• Exceptional financial modelling skills
• Knowledge of Bloomberg, S&P Capital IQ and FactSet
• Superior oral and written communication skills
• Ability to learn quickly and take on new responsibilities
• Strong work ethic and be a positive team-player \xe2\x80\x93 trustworthy, capable, and reliable.

Echelon is committed to fostering an inclusive, accessible environment where all employees and customers feel valued, respected and supported. If you are invited to interview and require accommodation (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Application Instructions:

Please include your resume, cover letter and school transcript in one file. Please apply using your school email.

We thank all applicants for their response but only those considered for an interview will be contacted.

Echelon Wealth Partners