Why Ardian?

Ardian is a world leading private investment house, managing or advising $141bn of assets on behalf of more than 1,300 clients globally. Our broad expertise, spanning Private Equity, Real Assets and Credit, enables us to offer a wide range of investment opportunities and respond flexibly to our clients’ differing needs. Through Ardian Customized Solutions we create bespoke portfolios that allow institutional clients to specify the precise mix of assets they require and to gain access to funds managed by leading third-party sponsors. We also provide a specialist service for private clients through Ardian Private Wealth Solutions. Ardian is majority-owned by its employees and places great emphasis on developing its people and fostering a collaborative culture based on collective intelligence. Our 1010+ employees, spread across 15 offices in Europe, the Americas and Asia, are strongly committed to the principles of Responsible Investment and are determined to make finance a force for good in society. Our goal is to deliver excellent investment performance combined with high ethical standards and social responsibility. At Ardian we invest all of ourselves in building companies that last. 

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The role

The permanent Client Servicing Analyst/Associate position will be based in Montreal and will contribute towards the following tasks, amongst others:

• Preparing specific or standardized reporting for Canadian Investors:

• Production of tailor-made transversal reporting (historical and projected performance, Cash Flow projections, portfolio diversification, investment simulation).

• Answering ad-hoc reporting requests from investors in order to satisfy their internal reporting requirements.

• Addressing ad-hoc queries:

• Providing investors with detailed answers to technical questions on quantitative data included in reporting.

• Support the IRM on fundraising such as preparing presentation documents and market analysis

• Producing quantitative and financial data in the frame of prospective investors Due Diligence: Historical and projected Cash Flows, performance indicators (IRR, Multiple, Yield, etc…), as well as characteristics and financial metrics evolution of assets in Portfolio.

• Portfolio modelling including investment simulation in new funds.

• Use and update of internal and external database:

• Continuous update of internal database on Funds’ activity: historical and projected Cash Flows, performance, fund’s diversification, etc.

• Quarterly update of Ardian funds’ performance for external database providers (PREQIN, Towers Watson, Mercer, Cambridge).

• Benchmarking of Ardian funds against the Private Equity Market (PME+, Cambridge).

• Continuous update of internal database on client servicing and business development.

Required skills

• High proficiency in Excel
• Good knowledge of Corporate and Private Equity funds’ financial models, with prior experience creating these models in excel
• Strong attention to detail and analytical skills
• Autonomous approach
• Responsiveness
• Interpersonal skills and ability to be a strong team player
• Fluency in French and English is required for this role.

Profile

• Undergraduate Degree in Finance, Business, or related field.
• An equivalent combination of education and experience will be considered. A first experience in Finance (internship or job), with exposure to financial models is required (5 years of experience maximum).
• Relevant designation such as Chartered Financial Analyst or actively pursuing the designation is preferred.

About the Team

The Investor Relations department oversees the fundraising activities as well as managing current relationships with existing investors. It is structured around three teams: Sales force, Client Servicing and Product Management.

The Client Servicing Team

Composed of 20+ professionals, the Client Servicing Team is split across New York, Paris, London, Frankfurt, Montreal, Santiago, Singapore, and Tokyo. Its core focus is to address all investors’ inquiries, producing both standard and tailor-made reporting in a timely manner and with the highest standards on the full scope of Ardian’s investment activities.

Equal Employment Opportunity Policy

 At ARDIAN, we are proud of our diverse culture. As a forward thinking organization, we recognize that having people from different backgrounds brings innovation and excellence. Therefore, a diverse and inclusive environment is key to our business success.

Ardian is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran or military status, genetic information, ancestry, marital status as a victim of domestic violence, pregnancy or child birth (including breastfeeding) or any other class protected by federal, state or local laws. It is our policy to comply with all applicable laws governing employment practices and not to discriminate on the basis of any unlawful criteria. This policy applies to all terms and conditions of your employment including, but not limited to, hiring, placement and promotion.