Assistant Director, Strategic Investments Office

EY; Saint John; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading consulting firm in Canada is seeking an Assistant Director for their Strategic Investment Office. This role focuses on oversight and management of investments, requiring strong analytical, communication, and organizational skills. Candidates should possess a bachelor's degree in finance or a related field, and familiarity with PowerPoint and Excel is essential. This position offers the opportunity to collaborate with diverse teams and advance strategic objectives within the firm.

Benefits

Competitive compensation package

Opportunities for skill development

Flexible work arrangements

Qualifications

• Positive attitude and strong work ethic.
• Ability to work effectively under pressure in an unstructured environment.
• Demonstrated ability to manage multiple projects and meet deadlines.

Responsibilities

• Lead follow-up meetings with leaders to track spend and return on investments.
• Maintain complex investment tracker to ensure accuracy of data.
• Extract insights from tracker to drive impactful decision-making.

Skills

Strong quantitative and qualitative analytical skills

Excellent written and verbal communication skills

Strategic mindset

Creative problem-solving skills

Education

Bachelor’s degree in Finance, Business Administration, Economics, or related field

Tools

PowerPoint

Excel

Job description

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help build a better working world.

Opportunity

EY Canada’s newly formed Strategic Investments Office (SIO), responsible for oversight, governance, and capital allocation across all growth and resilience investments, has an exciting opportunity for a full-time position as an Assistant Director – Strategic Investment Office. This role supports an important strategic growth objective of the firm as part of our All‑In Strategy.

In addition to the SIO, you will work closely with the many areas of the business that are involved in:

• The identification and validation of potential investments.
• The management of initial investment request through validation, performance tracking, closure, and reporting to the executives.

Your Key Responsibilities

• SIO Support, Analysis & Insights, ROI Tracking and Reporting
  • Proactively lead follow‑up meetings with leaders to track spend and return on approved investments, which often involves providing challenge and communicating difficult decisions.
  • Coordinate with Finance for creation and tracking of engagement codes of approved investments.
  • Connect with leaders to understand investment requests, financing requirements (costs, gating, projections), and tracking framework.
  • Lead the maintenance of our complex investment tracker to ensure timely updates and accuracy of data, and drive continuous improvement of the tracker and other SIO processes.
  • Extract insights from tracker to drive impactful decision making in the firm.
  • Take an active role in learning about the business and applying that knowledge to the job.
  • Contribute to enhancing and maintaining the SIO governance, investment request tracking, reporting, and other processes.
  • Work with the SIO team and investment sponsor to assist in the development of business case for investment requests.
  • Assist in triaging investment requests to different working groups.
  • Collaborate with the SIO team, SIO Working Groups, cross‑functional teams, and leadership to assess investment requests.
  • Coordinate meetings and help draft agenda and prepare for Strategic Investment Committee meetings.
  • Prepare detailed investment reports and presentations for SIO, SIC, and other stakeholders.
  • Present analysis and insights to Leadership during monthly SIC meetings as required.
  • Assist other workstreams as required.

What We Look For

• Positive attitude – a strong work ethic, willingness to learn, and openness to new challenges.
• Work independently – strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment; ability to work effectively under pressure and with time constraints in an unstructured environment relying on self‑direction.
• Creativity – leverage past experiences to continuously improve, streamline processes, and ways of working with teams.
• Teaming – be dedicated to the program and help your team be successful.
• Analytical thinking and problem‑solving skills.
• Strategic mindset – macro view of the investment and its strategic importance to the firm, service line, competency, and sector.
• Organization skills – micro view of diligence in tracking with attention to detail, executing, and following up on tasks and requests from leadership; ability to multitask.
• Consulting skills – intermediate ability with PowerPoint and Excel is required, advanced is strongly preferred.
• Confidentiality – must be able to maintain a high level of confidentiality.
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• CPA designation or working towards it is considered an asset.
• CBV designation or working towards it, and/or experience in financial modelling, is an asset.
• Strong financial analytical skills, with proficiency in Excel and financial analysis tools.
• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely to a senior leadership audience.
• Strong interpersonal skills and the ability to work effectively in a team‑oriented environment.
• Demonstrated ability to manage multiple projects and meet deadlines in a fast‑paced environment.
• Some knowledge of investment strategies, market trends, and economic factors influencing investment decisions is an asset.

What You Will Gain From This Role

• Broad exposure – you’ll understand the inner workings of EY, working directly with our Chief Investment Office, newly formed Strategic Investment Committee, and your SIO team colleagues. You will develop relationships with colleagues in Finance, Corporate Development, CTO, C&I, Talent, and leaders across all Service Lines and Industry Groups, gaining direct insight into the firm’s strategic initiatives.
• Leadership – you’ll develop key leadership attributes, gain confidence in chairing discussions, presenting ideas, identifying critical decision points and actions, managing risk, and learning how to “manage up.”
• Understand EY – you will develop a deeper understanding of the depth and breadth of the firm’s current capabilities and competencies across all service lines and market segments, and an enhanced understanding of the firm’s strategic growth priorities and in‑demand market skills.

What We Offer You

At EY, our Total Rewards package supports our commitment to creating a leading people culture – built on high‑performance teaming – where you can shape the future with confidence for our people, our clients, and our communities. It’s one of the many reasons we repeatedly win awards for being a great place to work.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues around.
• Opportunities to develop new skills and progress your career.
• The freedom and flexibility to handle your role in a way that’s right for you.

Diversity and Inclusion at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation.

EY is building a better working world by creating new value for clients, people, society, and the planet, while building trust in capital markets. Enabled by data, AI, and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.