Careers at
Alderwyn Capital

You will coordinate day-to-day client communications and administrative processes across active engagements. Responsibilities include managing inbound inquiries, scheduling client meetings, maintaining CRM records, and ensuring client documentation is prepared and organized ahead of key milestones. This is an entry to mid-level role suited to someone with one to two years of experience in a professional services or client-facing environment. Strong organizational skills, a professional manner, and genuine attention to detail are essential.

Building on a strong foundation in client services, the Senior Coordinator will oversee a broader portfolio of client relationships and take on greater responsibility for the quality and consistency of the client experience across all engagements. You will mentor junior coordinators, manage escalations, and work closely with senior advisors to ensure clients are kept informed and well-supported at every stage of a mandate. A minimum of three years in a client-facing role within financial services or professional services is expected.

You will serve as a primary point of contact for clients across active M&A and corporate finance mandates, managing inbound inquiries, coordinating meetings, and ensuring a seamless and professional experience from initial engagement through to close. The role requires strong written and verbal communication, the ability to manage multiple priorities simultaneously, and a professional manner that reflects the standards of the firm. Prior experience in financial services or a client-facing advisory environment is preferred.

Leading the firm's client relationship function, you will maintain and deepen relationships with institutional clients, family offices, and corporate partners across active and prospective mandates. The role involves regular senior-level communication, close coordination with our advisory and insurance teams, and occasional travel. A minimum of five years in a senior client-facing role within investment banking, financial advisory, or insurance is required.

You will support senior advisors across all stages of live M&A transactions, conducting financial analysis including comparable company analysis, precedent transaction analysis, and DCF modeling, preparing information memoranda and pitch materials, and coordinating due diligence processes. Working across buy-side and sell-side mandates, you will gain direct exposure to the full transaction cycle from mandate preparation through to close. A strong academic background in finance, economics, or accounting and demonstrable financial modeling skills are essential.

This associate-level role sits within our corporate finance practice, supporting capital raising, valuation, and strategic advisory mandates. Responsibilities include financial modeling, preparation of client-facing materials, market research, and transaction coordination across concurrent engagements. Two to four years of experience in investment banking, corporate finance, or a related advisory role is expected, along with the ability to work independently and manage competing priorities.

You will identify and develop new client relationships across our target markets in Canada and the United States, representing Alderwyn Capital at industry events and through professional networks. The ideal candidate brings an established network in the mid-market and a track record of originating mandates or driving revenue growth in a professional services environment.

Supporting our business development and origination function, this role involves researching target companies and sectors, preparing outreach materials, maintaining CRM systems, and assisting senior team members in converting prospects into engaged clients. Strong research and communication skills are essential. Experience in financial services sales, coverage, or deal origination is highly regarded.

You will support the firm's financial lines insurance practice, assisting with the analysis and placement of professional indemnity, directors and officers liability, management liability, and financial institutions coverage. Day to day responsibilities include reviewing policy documentation, preparing client submissions, conducting risk assessments, and liaising with insurers and brokers on behalf of corporate clients. A background in financial services, insurance, or risk is preferred.

Working within our underwriting function, you will assess and price financial services insurance risks across a range of product lines including professional indemnity, management liability, and directors and officers coverage. You will evaluate submissions, conduct underwriting analysis, prepare indicative terms, and maintain accurate records across an active book of business. Two to four years of underwriting or financial lines experience is expected, with strong analytical and written communication skills.

A senior analytical role within the underwriting team, responsible for the assessment and pricing of complex financial lines risks across the firm's insurance portfolio. You will work closely with the underwriting leadership to develop and refine risk appetite, maintain portfolio performance metrics, and support the development of pricing models across product lines. A minimum of four to five years of financial lines or specialty underwriting experience is required, with strong knowledge of the Canadian and US insurance markets.

You will manage and coordinate insurance claims across the firm's financial lines portfolio, working with insurers, legal counsel, and clients to facilitate timely and equitable claims resolution. The role also involves contributing to the firm's broader risk management function, identifying emerging risk trends, maintaining claims registers, and supporting the periodic review of insurance programs for corporate clients. Experience in insurance claims, legal, or risk management is preferred.

Responsible for the day-to-day management of the firm's technology infrastructure across cloud systems, endpoint security, communication platforms, and internal software tools. As a hybrid firm operating across multiple locations, reliable and secure systems are critical. The role requires strong knowledge of Microsoft 365 administration, cloud infrastructure, endpoint management, and security best practices. Experience in financial services IT is strongly preferred.

An entry-level role supporting the IT function across the firm's day-to-day technology operations. You will assist with helpdesk support, troubleshooting hardware and software issues, onboarding and offboarding of users, device configuration, and basic network and systems administration. This is a great opportunity for someone early in their IT career who wants to gain hands-on experience in a professional financial services environment. A relevant certificate or diploma in IT, or equivalent practical experience, is expected.

Supporting the IT Systems Manager, you will assist with the administration and maintenance of the firm's cloud and on-premise systems, including Microsoft 365, SharePoint, and endpoint management platforms. Responsibilities include user account management, access control, system monitoring, patch management, and contributing to IT documentation and procedures. One to two years of systems administration experience and a solid working knowledge of Microsoft environments is expected.

Responsible for monitoring and maintaining the firm's information security framework, managing access controls, detecting and responding to threats, and ensuring systems and data remain protected across all locations. You will work closely with IT and operations teams to implement security best practices and conduct periodic risk assessments. Relevant certifications such as CISSP, CISM, or CompTIA Security+ are a strong advantage.

Focused on the intersection of technology and regulatory compliance, this role ensures systems, data handling practices, and technology processes comply with applicable data protection and privacy regulations across Canadian and US jurisdictions. You will maintain IT compliance documentation, support internal and external audits, and liaise with legal and operations teams on regulatory matters. Familiarity with PIPEDA, SOC 2, and related frameworks is an advantage.

Managing and analyzing internal and market data to support the advisory, insurance, and business development teams. Responsibilities include maintaining deal tracking databases, preparing performance reports, conducting market mapping, and building dashboards that surface actionable insights. Proficiency in Excel, SQL, and business intelligence tools such as Power BI or Tableau is required. Experience with financial data providers including Bloomberg, PitchBook, or CapIQ is a strong advantage.

Commercially minded Legal Counsel to support the firm across advisory mandates, insurance operations, and regulatory obligations. You will review and negotiate engagement letters, NDAs, insurance policy documentation, and transaction documents, and provide legal guidance on deal structures across Canadian and US jurisdictions. A qualified lawyer with four or more years of post-call experience in corporate law, M&A, or financial services is expected.

Supporting the firm's compliance function across KYC and AML processes, FINTRAC obligations, regulatory research, and compliance register maintenance. You will assist with periodic client file reviews, prepare quarterly risk summaries, and flag emerging regulatory developments relevant to the firm's Canadian and US operations. One to three years of compliance, risk, or legal support experience in financial services is expected.

Focused on anti-money laundering processes, client due diligence, and regulatory compliance across the firm's advisory and insurance operations. Responsibilities include enhanced due diligence on counterparties, maintaining AML documentation, and assisting with regulatory filings. Knowledge of FINTRAC, PCMLTFA, and FinCEN frameworks is desirable. Two to four years of AML or compliance experience is expected.

Supporting the operational backbone of the firm, managing compliance documentation, KYC and AML processes, regulatory filings, internal policy maintenance, and vendor relationships. The ideal candidate is highly organized, detail-oriented, and comfortable working with legal and regulatory documentation. A background in financial services compliance, legal support, or operations is preferred.

A highly trusted support role working directly with our Managing Director and senior leadership. Managing calendars, coordinating travel, preparing correspondence, handling confidential documentation, and ensuring the smooth day-to-day running of the executive office. Discretion, professionalism, and the ability to anticipate needs are essential. Prior experience as an executive assistant in financial services or professional services is strongly preferred.

Supporting the asset management practice across portfolio research, investment analysis, and client reporting. You will conduct equity and fixed income research, prepare investment committee materials, monitor portfolio performance, and assist with the preparation of client portfolio reports and investment proposals. A strong academic background in finance, economics, or a related field is expected, along with solid financial modeling skills and a genuine interest in investment management. CFA enrollment or progress is an advantage.

Working within the asset management team, the Portfolio Associate will support the construction and ongoing management of client investment portfolios, assist with trade execution and monitoring, maintain portfolio records, and prepare performance attribution reports. The role requires a solid understanding of financial markets, asset classes, and portfolio management principles. Two to four years of experience in an investment management, wealth management, or related financial services role is expected. Progress toward CFA designation is highly regarded.

A client-facing role within the asset management practice, responsible for managing investment portfolios on behalf of high net worth individuals and family office clients. You will develop and implement customized investment strategies aligned with each client's objectives and risk tolerance, conduct regular portfolio reviews, communicate investment performance and market developments clearly to clients, and identify opportunities to deepen client relationships. A minimum of five years of portfolio management or wealth management experience is required, along with strong client communication skills and a track record of managing private client portfolios. CFA designation is preferred.

Supporting the delivery of integrated wealth services to private clients, this role sits across our asset management and advisory practices. You will assist with client onboarding, coordinate the preparation of financial plans and investment proposals, maintain client records and reporting schedules, and liaise between our advisory, insurance, and investment teams to ensure clients receive a cohesive and well-coordinated service experience. Prior experience in wealth management, private banking, or financial planning support is preferred.

For undergraduate and postgraduate students studying finance, economics, accounting, or a related discipline. Interns work directly alongside our advisory team, gaining hands-on exposure to live mandates, financial analysis, client documentation, and market research. We take on a very small number of interns each year and select carefully. Applications from students in their penultimate or final year of study are strongly encouraged.

For students studying actuarial science, risk management, finance, law, or a related discipline who are interested in financial services insurance and underwriting. You will support the insurance team across policy analysis, client submissions, risk assessments, and claims coordination — gaining real exposure to a specialist function that sits at the intersection of finance, law, and insurance. Penultimate and final year students are encouraged to apply.

For students studying computer science, information technology, cybersecurity, or a related field who want to gain experience in a financial services technology environment. You will support the IT team across systems administration, helpdesk support, data management, and internal tooling, with exposure to the technology infrastructure that underpins an active M&A and insurance advisory operation. This is a practical, hands-on placement for someone genuinely interested in financial services technology.