Portfolio Jobs

Job Category:

Strategic Planning & Corporate Development

Pay Grade Range:

$103,900.00 - $242,430.00

Disclaimer: The base salary range represents the low and high end of Altus Group’s “Pay Grade Range” for this position in the primary work location. Actual hiring salaries will vary depending on factors including but not limited to work experience, and geographic market data for the role. The Pay Grade Range listed above does not reflect Altus Group’s total compensation for employees. Other rewards may include an annual bonus, flexible work arrangements, and region-specific benefits.

Unlock your Altus Experience!

If you’re looking to advance your career in data analytics, expertise, and technology for the rapidly growing global CRE market, there’s no better place than Altus Group. At Altus, our work is purposeful. Every day, our employees drive impact, innovate, and shape the global commercial real estate (CRE) and PropTech industry.

Our people-centric culture empowers you to deliver in a high trust, high performance culture, surrounded by an inclusive team that’s collaborating to modernize our industry. We invest in our people with training and growth opportunities designed to propel you further in your career while providing a flexible and progressive workplace that reflects our values and teams.

Job Summary:

Reporting to the VP, Corporate Development, the Director of M&A will proactively identify and evaluate strategic transactions, support the VP throughout the deal lifecycle, facilitate due diligence. Responsibilities include drafting transaction documentation, creating financial models and analyses, and monitoring M&A project progress and risks. The role involves preparing reports, tracking budgets, supporting post-transaction objectives, and collaborating with finance on purchase price allocation. The Director will also oversee investment portfolio recommendations, assess valuation, and liaise with finance on reporting requirements.

Key Responsibilities:

• Proactively scan, cultivate, and evaluate potential strategic transactions that are aligned to company objectives

• Support the Vice President on transactions throughout the deal life cycle: letter of intent, purchase agreements, due diligence, bank finance agreements and public debt/equity offering documents

• Facilitate the due diligence process and coordinate across multiple internal teams

• Review and assist in the drafting of transaction legal documentation: Letter of Intents (“LOIs”), Term Sheets and Merger Agreements

• Creating consolidated detailed financial models; statistical analysis and transaction summaries

• Support the collection, reporting and presentation of multiple data elements to forecast the progress of M&A projects in assessing risk and monitoring the impact of the M&A projectPreparing reports related to active M&A projects and tracking budgets & project deliverables

• Working with the business unit to provide assistance, in the execution of post transaction objectives

• Work with finance to support purchase price allocation exercise

• Oversee, prepare / model portfolio recommendations in the identification of strategic opportunities for equity investments

• Monitor investment portfolio performance and periodically assess valuation, liaise with Finance on financial reporting requirements

Key Qualifications:

• CPA, CFA and MBA is an asset

• Industry Experience. 7+ years of relevant working experience (e.g., investment banking, private equity, corporate development, transaction advisory, corporate finance, etc.)

• Experience working with small owner/managed businesses as a client/target

• Expert understanding of financial reporting, financial statements, and business combinations.

• Excellent analytical capabilities including demonstrated knowledge of valuation techniques and practices.

• Advanced technical skills as it relates to Microsoft Office applications (Excel, Word, PowerPoint), industry technology (Bloomberg, Factset, CapitalIQ) and applicable software.

• Outstanding financial modeling skills to develop comprehensive financial models, forecast the effect of transactions on the Company as a whole, and develop business cases to support recommended actions

• Frequent interactions with Senior Executives, Business Owners, Investment Bankers, Lawyers, Accountants, and other key stakeholders require confidence and refinement. Ability to demonstrate experience leading highly complex, cross-functional, and time-sensitive projects

What Altus Group offers:

• Rewarding performance: We are pleased to be able to provide employees competitive compensation, incentive and bonus plans, and a total rewards package that prioritizes their mental, physical and overall financial health.
• Growth and development: As a destination for top industry talent, we’re investing in you to meet the evolving needs of our clients and deliver on your professional goals. Our Altus Intelligence Academy offers over 150,000 hours of learning materials catering to diverse stages of an employee’s career journey.
• Flexible work model: We’re modernizing our employee programs to reflect the new world of work. Our Activity-Based Work model provides you with flexibility to align your work location to the work being performed - office for connecting and collaborating, and remote for focused work.

Altus Group is committed to fostering an inclusive work environment where all clients and employees feel welcomed, accepted and valued. We provide an atmosphere free from barriers to promote diversity, equity, and inclusion, and encourage equal opportunities for all employees. We’re seeking candidates with diverse experiences and provide accessible candidate experiences throughout the selection process. If you need accommodation, please contact us at [email protected] or +1 888 692 7487.

We appreciate all applicants who take the time to apply to Altus Group. Please note that only those who are selected to move forward in the process will be contacted. Thank you.