Analyst / Senior Analyst, Private Markets Operations

Iaawg; Quebec; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Stock purchase plan

Pension plan

Telemedicine

Wellness/personal development days

Employee assistance program

Job summary

iA Financial Group in Canada is hiring an Analyst / Senior Analyst, Private Markets Operations for a one-year contract. You will perform post-trade activities and lifecycle events related to private placements, fund units and other illiquid assets, coordinating with the trading desk, portfolio managers, external lawyers and trustees.

You’ll maintain data quality, support private placement managers, answer custodian questions, and help implement monitoring, controls and reporting improvements.

Qualifications

• 2 to 5+ years of experience in investment operations or accounting.
• Bachelor's degree in finance, economics, or accounting.
• Experience with private placements and fund unit transactions, understanding private markets, practices and regulations.
• Attention to detail, initiative, intellectual curiosity, and willingness to learn.
• Strong analytical skills and ability to interpret financial data and statements.
• Solid knowledge of investment products and financial concepts.
• Proficiency in French and advanced English for daily Canada-wide communication.

Responsibilities

• Perform post-trade activities and lifecycle events for private placements and illiquid assets.
• Coordinate with trading desk, portfolio managers, lawyers, trustees and service providers.
• Maintain data quality in internal systems to meet stakeholder needs.
• Answer questions from custodians and monitor day-to-day operations.
• Support private placement managers with requests and follow-ups.
• Implement monitoring processes with proper controls and reporting improvements.

Skills

Investment operations

Accounting

Data analysis

Private markets

Education

Bachelor's degree in finance, economics, or accounting

Job description

Job Description: Analyst / Senior Analyst, Private Markets Operations (One year contract position)

Reporting to the Senior Director, Operations Management, the Analyst / Senior Analyst, Private Markets Operations plays a pivotal role in IAGAM’s operations team.

What you’ll accomplish with us

As a you’ll be at the core of our mission.

• Perform post-trade activities and life cycle events related to private placements, fund units and other illiquid assets.
• These activities include, among others, initial subscriptions, capital calls, interests, settlements, and cash operations.
• Work closely with other investment operations team members to solve complex problems in a timely manner.
• Carry out the various operational stages of private placement acquisitions by involving and coordinating activities between all parties (trading desk, portfolio managers, external lawyers, trustee, borrowers and the private placement team).
• Support our internal private placement managers (requests, follow-ups, etc.).
• Maintain good data quality in our systems to meet the needs of our stakeholders.
• Answer questions from our custodian regarding day-to-day operations.
• Review priorities and ensure that operational deadlines are always met.
• Participate in the implementation of monitoring processes that are standardized and supported by proper controls.
• Actively participate in the optimization and scalability of our oversight and reporting processes and tools.
• Understand, interpret, and confidently navigate fund level legal terms, definitions, and entity structure concepts.
• Implement and execute best practices, ensuring consistent policies, procedures, proper controls, and improved reporting efficiency.
• Stay informed about regulatory changes and industry standards impacting client reporting.
• Liaise with various teams on all financial reporting aspects, including oversight and/or understanding of major accounting policies and financial reporting impacts.
• Liaise and manage third-party service providers and fund administrators, as appropriate.

What could accelerate your success in this role

• Has 2 to 5+ years of experience in investment operations or accounting.
• Holds a bachelor's degree in finance, economics, or accounting.
• Has experience with operational activities related to private placements and fund unit transactions, including a solid understanding of private markets, market practices, and applicable regulations.
• Is recognized for their attention to detail, initiative, intellectual curiosity, and willingness to learn and take on new challenges.
• Demonstrates excellent analytical skills and the ability to interpret financial data and financial statements.
• Possesses a strong understanding of financial markets and/or wealth management.
• Is recognized for their solid knowledge of investment products and financial concepts.
• Is proficient in French and has an advanced level of English, as the role requires daily communication with internal and external stakeholders located across Canada.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Location(s): Quebec / 1080, Grande Allee West / Montreal / 1981 McGill College Avenue – Company Industrial Alliance Investment Management Inc.

Posting End Date: 2026-08-22

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes.

In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.