What experience do you look for in analysts?
We prefer prior experience in investment banking, private equity, corporate finance, or management consulting, with strong financial modeling, Excel proficiency, and demonstrated writing ability. Candidates with relevant internships or strong academic credentials in finance, economics, or a quantitative discipline are also considered.
Does Windsor Drake hire interns?
On a selective basis. Interns are assigned to live engagements and work alongside the deal team on transaction materials, buyer research, and financial analysis.
Are roles in-office or remote?
Windsor Drake works from offices in Toronto and New York. Live transaction execution with direct client contact requires regular in-office presence; some roles offer hybrid flexibility depending on seniority.
What sectors will I work in?
The firm's coverage verticals are fintech, cybersecurity, B2B SaaS, and AI software. Team members build sector depth through direct transaction experience and the firm's quarterly research program.
How does compensation work?
A base salary plus performance-based incentives tied to individual contribution and firm outcomes. The firm's fee structure is success-weighted, so strong performance directly influences team economics. Specifics are discussed during the process.
What does the interview process involve?
An initial screen, a technical and case-based interview, and a final conversation with senior leadership. We assess analytical competence, communication quality, and fit, and give clear, timely decisions.