Corporate Finance Analyst

Stalwart Insurance Group; Vancouver; On-site; CAD 120,000; Full time

Job summary

A national life insurance brokerage in Vancouver is seeking a Corporate Finance Analyst to execute finance transactions and complex valuations. You will work with ultra-high-net-worth clients and collaborate with experienced teams. Ideal candidates have a degree in finance or related fields and strong problem-solving skills. This full-time position offers a base salary of $120,000 and additional bonuses.

Benefits

Extended health benefits

Paid time off

Signing bonus of $15,000

Discretionary bonuses

Qualifications

• Ability to communicate complex concepts and ideas verbally and in writing.
• Ability to take initiative and work independently with minimal supervision.
• Desire to assume responsibility and seek solutions to complex problems.

Responsibilities

• Develop complex financial models for corporate finance transactions.
• Manage due diligence processes with clients.
• Complete asset valuations using various methodologies.
• Collaborate with service providers for client solutions.
• Prepare client presentations and proposals.

Skills

Communication of complex concepts

Initiative

Problem-solving

Time management

Adaptability

Education

Bachelor’s degree in accounting, finance, mathematics, statistics, or STEM-related disciplines

Job description

Overview

Stalwart Insurance Brokers Ltd. ("Stalwart") is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations. Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.

Summary

We are looking for a Corporate Finance Analyst to join our team. In this role, you will participate in the execution of corporate finance transactions, complex business valuations, corporate structure optimization, and sophisticated, high-scale insurance underwriting. These services will be provided in support of both ultra-high-net-worth clients and the firm itself, and under the supervision of an experienced execution team spanning the junior and senior levels, with long-time experience in investment banking, venture capital, private equity, and other corporate finance disciplines.

This position will be a dynamic and rewarding opportunity for an intrinsically motivated individual seeking to satisfy client objectives while striving to create value.

Your role will include

• Developing complex financial models for corporate finance transactions in diversified industries, and for operating businesses
• Managing due diligence and information collection processes with clients
• Completing first principle asset valuations using a variety of methodologies
• Collaborating with third-party service providers to deliver all-encompassing client solutions in a timely and high-quality manner
• Preparing client presentations and proposals, and actively leading and participating in discussions with third parties
• Delivering thorough research on companies owned by Stalwart’s clients, and on their operating industries, geographies, and competitive landscape
• Drafting detailed information memorandums and situation overviews for the benefit of third parties

Required Skills or Experience

• A bachelor’s degree in accounting, finance, mathematics, statistics, or other business or STEM-related disciplines
• Internship or extracurricular experience in finance, accounting, and/or capital markets is an asset, but not a requirement
• Ability to concisely communicate complex concepts and ideas verbally and in writing
• Ability to take initiative and work independently with minimal supervision
• Desire to assume responsibility and seek solutions to complex problems
• Commitment to producing accurate and thorough work product under tight deadlines
• Ability to learn quickly and be adaptive in a fast-paced work environment

Salary and Benefits

• $120,000 base salary
• One-time signing bonus of $15,000
• Discretionary bonus based on company and personal performance
• Extended health benefits

Position Type

• Permanent, full-time, and in person.
• High-commitment position with the requirement for extensive overtime as needed
• Vancouver, BC
• Immediately
• Job Types: Full-time, Permanent

Pay: $120,000.00 per year

Benefits:

• Extended health care
• Paid time off

Work Location: In person