Investment - Analyst, Yield

Job description

Analyst - Yield Location: Onsite - Montreal Valnet is seeking an Analyst, a value creation operator within the Investment Team’s Yield arm. This role focuses on partnering with operations to improve EBITDA, cash flow, and revenue quality across Valnet’s core businesses and new ventures. You will partner with business/unit leaders to identify, quantify, and help execute profitability improvements by linking investment theses and operating priorities to measurable financial outcomes. Responsibilities 1. Investment & ROI Modeling 2. P&L Performance Acceleration 3. Investment Trajectory 4. Revenue quality 5. AI & Automation 6. Executive Exposure - Build financial models and adhoc analyses - Evaluate new revenue initiatives (direct deals, partnerships, DB monetization, premium products, etc.) - Run recurring P&L and KPI reviews across portfolios - Identify margin expansion opportunities and cost inefficiencies - Recommend capital reallocation toward higher-yield initiatives - Monitor performance vs. investment thesis (VBS leaderboard) - Track milestones and leading indicators - Flag risks early and propose corrective actions - Ensure resources flow to winners - Support business cases fo...