Investments Associate

Description

Are you an individual who loves diving into details, has a keen interest in private and public investment markets, and wants to grow your investment and financial analysis skills?Are you in search of a challenging, multi-faceted new role, where you can report directly to the President?If so, we can’t wait to meet you.We’re Hold It All Inc (https://www.holditall.com/) ., the holding company for the personal business interests of Chip and Shannon Wilson (founders of lululemon athletica.)  These interests fall under the five pillars of apparel, real estate, philanthropy, private equity and passive investments. We are a proud West Coast company, with a vision to create possibilities for people to live longer, healthier, more fun lives.We are in search for a new Investments Associate.Investments AssociateAs our new Investments Associate, you’ll report directly to our President and will be responsible for working on deal flow, sourcing, and due diligence for private investments, portfolio investment asset allocation, monitoring for public investments, and investment reporting.Specifically, you will be responsible for:Private Investments: Deal Flow Sourcing & Due Diligence * Develop a broad network to identify new investment opportunities in our focus areas and approaches to empower HIA’s active and passive PE/VC strategy.* Support HIA President and Controller to review investment opportunities from the identification to decision stage, taking the lead on deep due diligence.  Final investment decisions are made by HIA President and HIA Shareholders.* Build financial models (e.g. DCF) to value potential investment decisions* Evaluate and conduct due diligence on best-in-class LP investments in Private Equity and Venture Capital funds.  Travel to conduct due diligence.  Private investments are made in North America.* Work in partnership with the team to identify and implement creative investment tools for new investments to best meet mission and embody our values* Provide ongoing feedback, together with other team members, to support the continuous improvement of the investment process* Write and present investment memos* Work with or managing external professional service providers (i.e., Big 4 accounting firms)Public Investments: Portfolio Investment Asset Allocation and Monitoring* Refine and monitor strategic asset allocation model and framework* Analysis of asset classes, return expectations, monitoring, benchmarks* Conduct in-depth research on public equities, ETF’s, active managers, and mutual funds* Manage and monitor rebalancing of public equity positions* Support HIA Controller to monitor existing investments (public and private, direct and with external managers) to track mission, corporate management, and financial performance* Manage follow-on investments or investment extension requests as required and track all critical investment datesInvestment Reporting* Support HIA Controller in the preparation of monthly financial reports* Provide ongoing feedback to support the continuous improvement of the reporting process for investments as part of an integrated approach between financials and missionTeam engagement* Participate, as a member of the team, supporting operations and strategy as required Working with Hold It All Inc.We’re a team of hard-working outdoors-loving and health-conscious people, who take great pride in the open and inclusive work culture we have built. We encourage people to speak up and we hear all voices equally. We’re driven to maximize the potential of the people we work with, so we invest in our employees and empower them to develop personally and professionally.  We value learning, integrity, and fun, and are passionate about working with people who share these values.This is a full-time permanent role working in our beautiful Gastown office in Vancouver, BC. We offer a casual working environment (technical apparel welcome!), with amenities including a full kitchen and rooftop terrace.Market-based compensation to commensurate with skills and experience.  Benefits include extended health coverage and paid vacation. Qualifications:Required:* BComm or MBA with a Finance focus* Minimum three years of private or public market investment experience* Strong Excel financial modelling skills* Proven record in undertaking due diligence or in-depth research on investment opportunities* Excellent written and oral communication skillsWe consider the following to be assets of the chosen candidate: * CPA, CFA* Previous role(s) in a Private Equity, Investment Banking, or a Traditional Investment Management firm (Public Equities, Fixed Income etc.)* Previous experience working with digital financial data subscription services (i.e., Capital IQ, Factset etc.) How to ApplyThe initial deadline for the first-round review and interviews will be 5:00pm on Thursday, December 10, 2020. The final deadline for this position, if still available, will be 5:00pm on Friday, January 8, 2021.  ALL Applications will be kept in the strictest of confidence.We are seeking to hire a professional who will join our team in January 2021. Our online application will give you the option to apply to this role as a complete person – not just a resume. The application will assess your qualifications, personality traits and workplace preferences, and should take 10 to 15 minutes to complete. After submitting, you’ll receive an email inviting you to log in and view your assessment results.We strive to build a team that reflects the diversity of the community we work in and encourage applications from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with disabilities.We will review applications, with priority given to those who have completed the assessment and look forward to hearing from you.
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Hold It All

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