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Investment Monitoring Manager

Valsoft is looking for an Investment Intelligence & Portfolio Monitoring Manager to join our team in Montreal, QC. ABOUT VALSOFT CORP.: Established in Canada in 2015, Valsoft has grown to a global portfolio of 118+ companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries. Valsoft looks to buy, hold and create value through long-term partnerships with existing management.  INVESTMENT APPROACH: Unlike private equity and venture capital firms, we are Entrepreneurs who Buy, Enhance and Grow Software Businesses. That’s right; we don’t sell businesses. We form a strategic alliance with existing management teams. We recognize the dedication and perseverance required to create a firm and place a premium on customers’ and workers’ well-being over short-term goals.   CULTURE: Valsoft is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble and Stay Hungry.  POSITION DESCRIPTION: We are seeking a strategic leader to serve as the right hand to our Head of Investment Intelligence & Portfolio Monitoring. This leadership position plays a critical role in performance evaluation, sharpening portfolio strategy, and embedding financial rigor across the organization. The ideal candidate brings strong financial credentials (CPA or CFA), significant experience in investment banking, Big Four advisory, corporate development, or private equity, and a forward-looking mindset centered around data, analytics, and automation. KEY RESPONSIBILITIES: • Drive recurring performance monitoring across the portfolio (ARR, churn, margin, FCF, ROI, IRR, etc.) • Translate financial data into actionable narratives for capital allocation and strategy • Communicate structured insights to senior executives for strategic decision-making • Detect value levers and financial red flags across portfolio companies • Apply VBS benchmarking framework to assess and compare company performance • Use investment logic (valuation, IRR, MOIC) to guide strategic actions • Collaborate with BI and Data teams to automate and scale reporting tools • Own financial governance, metric standardization, audit trails, and data quality • Contribute to budgeting, forecasting, and KPI alignment • Analyze trends and build dynamic benchmarks across business units • Support investor presentations, board materials, and executive reports • Mentor junior staff and support development of a best-in-class finance team QUALIFICATIONS: • CPA and/or CFA designation (mandatory) • 4–7 years’ experience in investment banking, private equity, Big Four (FDD, TS, M&A), or corporate finance • Bachelor’s degree in Finance, Accounting, or related field • Deep knowledge of valuation, investment modeling, and corporate finance • Strong communication and presentation skills, executive presence • High intellectual curiosity, ownership mindset, and business judgment • Strong Excel modeling skills; Power BI, Snowflake, NetSuite, or Salesforce is an asset • Familiarity with Tableau, Alteryx, Snowflake, and other data tools • Strong attention to detail and ability to synthesize large data sets Ready to join a collaborative and innovative team where you can make an immediate impact? .................................................................... DESCRIPTION : Valsoft is looking for an Investment Intelligence & Portfolio Monitoring Manager to join our team in Montreal, QC. ABOUT VALSOFT CORP.: Founded in Canada in 2015, Valsoft now has a global portfolio of over 118 companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions to customers in their respective industries. A key principle of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that shapes companies into leaders in their fields. Valsoft aims to acquire, hold, and create value through long-term partnerships with existing management teams. INVESTMENT APPROACH: Unlike private equity and venture capital firms, we are entrepreneurs who buy, enhance, and grow software businesses. That’s right: we do not resell businesses. We form a strategic alliance with existing management teams. We recognize the dedication and perseverance required to build a company and prioritize the well-being of customers and employees over short-term objectives. CULTURE: Valsoft is much more than just a workplace: we are a team. When we say people are our greatest asset, we truly mean it. Investing in our employees is our top priority. We create an environment where our employees feel the excitement of their first day on the job, every single day, fostering a culture of high performance and collaboration. We celebrate our milestones and take pride in them. We Dream Big, Stay Humble, and Stay Hungry. POSITION DESCRIPTION: We are seeking a strategic leader to serve as the right hand of our Head of Investment Intelligence & Portfolio Monitoring. This leadership role plays a critical role in performance evaluation, refining portfolio strategy, and establishing financial rigor across the organization. The ideal candidate has a strong financial background (CPA or CFA), substantial experience in investment banking, Big Four advisory, corporate development, or private equity, and a forward-thinking mindset focused on data, analytics, and automation. KEY RESPONSIBILITIES: • Conduct regular performance monitoring across the portfolio (ARR, churn, margin, FCF, ROI, IRR, etc.) • Translate financial data into actionable insights for capital allocation and strategy • Deliver structured insights to senior executives to support strategic decision-making • Identify value drivers and financial warning signs across portfolio companies • Apply the VBS benchmarking framework to evaluate and compare company performance • Use investment logic (valuation, IRR, MOIC) to guide strategic actions • Collaborate with BI and Data teams to automate and scale reporting tools • Lead financial governance, metric standardization, audit trails, and data quality • Contribute to budgeting, forecasting, and KPI alignment • Analyze trends and develop dynamic benchmarks across business units • Support investor presentations, board materials, and executive reports • Mentor junior team members and help build a best-in-class finance team QUALIFICATIONS: • CPA and/or CFA designation (mandatory) • 4 to 7 years of experience in investment banking, private equity, Big Four (FDD, TS, M&A), or corporate finance • Bachelor’s degree in Finance, Accounting, or a related field • In-depth knowledge of valuation, investment modeling, and corporate finance • Strong communication and presentation skills, with executive presence • High intellectual curiosity, ownership mindset, and sound business judgment • Strong Excel modeling skills; experience with Power BI, Snowflake, NetSuite, or Salesforce is an asset • Familiarity with Tableau, Alteryx, Snowflake, and other data tools • Strong attention to detail and ability to synthesize complex data sets Ready to join a collaborative and innovative team where you can make an immediate impact?

Saint-Laurent, Montreal, QC, Canada

Negotiable Salary