Investment Analyst/Associate
SAF Group
Job Description
The SAF Group of entities (collectively, â SAF â, â we â, or â our â) was founded in 2014 in Calgary with the ambition of becoming one of Canadaâs leading alternative credit asset management firms. We now have offices in Calgary, Vancouver, and Toronto with a team of more than 35 professionals. Since inception, SAF has deployed more than $4.5 billion, and we are actively raising and deploying capital with a focus on generating above-average riskâadjusted returns through curated and carefully vetted credit and structured equity investments.
Our team is our greatest asset. We foster a culture of intellectual curiosity, personal development, collaboration, and the unwavering pursuit of excellence. Position Overview We are seeking a motivated Investment Analyst/Associate to join our team.
The ideal candidate will be a high energy and selfâstarting individual with a passion for critical thinking and financial/risk analysis, strong communication skills, attention to detail, and work ethic. Key Responsibilities Conduct in-depth underwriting and due diligence on new credit opportunities, including financial modelling, valuation stressâtesting, industry/peer analysis, and financial covenant structuring. Assist in preparing investment memorandums, outlining key risks, mitigants, return drivers and recommendations.
Support deal execution from term sheet through closing, including structuring, documentation, and coordination with external counsel and sponsor counterparties. Monitor portfolio investments, including reviewing financial performance, covenant compliance, ongoing risk assessments or valueâcreation opportunities. Collaborate with internal and external stakeholders, including originators, legal counsel, and management teams.
Support capitalâformation and investorâreporting initiatives by preparing fund/vehicle performance analytics, and external marketing materials for various stakeholders. Qualifications/Core Competencies Success in a Bachelorâs or Masterâs degree in Finance, Accounting, Economics, or a related field, with a quantitative focus. Professional designations such as CFA or CPA are considered an asset. 1-4 years of relevant work experience including Investment Banking, Corporate Banking, Private Equity, Private Credit, or other capital markets roles.
Excellent organizational, analytical, financial modelling, and communication skills. Ability to prioritize effectively and adapt to changing tasks in a fastâpaced environment. Strong decisionâmaking and critical thinking capabilities under pressure.
Desire to be a team player in a highâperformance open office environment. What We Offer A competitive salary, bonus structure, and comprehensive benefits package, including HSA, WSA, vision, dental, RRSP matching, and more. Several opportunities for teamâbuilding events and activities.
A supportive team culture that emphasizes excellence, collaboration, innovation, and continuous learning. How to Apply and Our Recruitment Commitments Please submit your resume, university transcripts, and a cover letter detailing your experience and qualifications to [email protected] indicating the position title âAnalyst/Associateâ in the subject line. Applications will be reviewed on a rolling basis.
We thank all applicants for their interest; however, only those selected for an interview will be contacted. SAF is dedicated to being an equal opportunity employer. We celebrate and welcome the diversity of all our employees and have specific policies in place to prevent discrimination in our hiring practices. #J-18808-Ljbffr