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Sarona
Investing in Profit, Impact, Stability | Sarona Asset Management

Careers

With nearly 60 years' experience in impact investing, Sarona is an investment management firm that continues to develop and manage innovative market-rate return community and environmental impact solutions at the forefront of this burgeoning private investment industry.

Sarona is currently looking for a Business Analyst, and is eager to hear from excellent candidates. If you are interested in our work, have banking sector, economic development or social entrepreneurship experience, we would gladly welcome your application. Please see below job description and submit your resume by February 22, 2012 to sarona@saronafund.com.

Background:

Sarona Asset Management (SAM) creates and manages investment structures. SAM currently manages Sarona Risk Capital Fund (MEDA), Sarona Risk Capital Fund I LP, Sarona Frontier Markets Fund I LP and Direct Investments on behalf of a number of investors. SAM is a bridge between private capital sources in North America/Europe and poor communities in developing countries. SAM has offices in Waterloo, Canada and Amsterdam, Netherlands.

Job Description:

The Business Analyst will:

  1. Assist the investment team with regular pre-investment analysis
  2. Assist the Controller with quarterly investment monitoring and analysis
  3. Assist with marketing and investor relations
  4. Be responsible for the customer relations management system

Detailed list of activities:

  1. Pre-Investment Analysis
    • Responsible for populating and maintaining the deal pipeline log
    • Conduct initial screening calls for pipeline opportunities and completing the deal alert memos
    • Completing country and sector research reports
    • Creating regular reports to management on deal pipeline activity
  2. Investment Monitoring and Analysis
    • Support controller in receiving financial and narrative reports from each investee
    • Assist controller in preparing quarterly financial analysis, ratio analysis and trend analysis for the Funds under management
    • Other tasks as delegated by the Controller
  3. Marketing and Investor Relations
    • Assist with preparing quarterly investor reports
    • Assist in the preparation of marketing brochures, presentations and other communication
  4. Customer Relations Management ("CRM")
    • Responsible for ensuring timely data entry into the CRM system
    • Assisting the team in improving CRM data management processes and systems
    • Creating regular reports to management on CRM activity
  5. Other tasks, as assigned from time to time
    • Assist the team in completing initial capital raising calls
    • Create, prepare and update regular reports to management on capital raising efforts
    • Assist staff with event management related to capital raising efforts as well as to current investors (annual meetings, etc.)

Job Qualifications:

  1. 1-3 years business experience; fully fluent in understanding business financial statements
  2. Undergraduate studies, preferably in business or economics
  3. Demonstrated ability to learn quickly, proactive, reliably detail oriented, customer service oriented
  4. Excellent command of computer technology and programs (E.G. MS office, Salesforce, etc.)
  5. Excellent English writing and speaking skills. Other languages may be an asset
  6. Adheres to Sarona corporate values: Excellence, Honesty, Integrity, Creativity

Supervisor: Controller

Location: Waterloo, ON

Expected Travel: No expected travel

Salary Range: $45,000 to $60,000, depending on skills and experience