Corporate Financial Analyst

Stalwart Insurance Group; Toronto; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Signing bonus

Discretionary bonus

Extended health benefits

Job summary

Stalwart Insurance Brokers Ltd. in Toronto, ON is seeking a Corporate Financial Analyst to join our growing team.

You will participate in complex corporate finance transactions, valuations, and insurance-related financial modeling under an experienced execution team. The role emphasizes independence, clear communication, and the ability to deliver precise analyses under tight deadlines, with a signing bonus of CAD 15,000 and a discretionary annual bonus based on performance.

Qualifications

• Bachelor’s degree in accounting, finance, mathematics, statistics, or related discipline.
• Internship or extracurricular experience in finance or capital markets is a plus.
• Ability to clearly communicate complex ideas verbally and in writing.
• Ability to work independently with minimal supervision.
• Desire to take initiative and solve complex problems.
• Commitment to accurate, thorough work under tight deadlines.
• Ability to learn quickly and adapt in a fast-paced environment.

Responsibilities

• Develop complex financial models for corporate finance transactions across industries.
• Manage due diligence and information collection with clients.
• Perform first principles asset valuations using multiple methodologies.
• Collaborate with external service providers to deliver holistic client solutions.
• Prepare client presentations and proposals and lead third-party discussions.
• Deliver thorough research on client companies, industries, geographies, and competition.
• Draft information memorandums and situation overviews for third parties.

Skills

Strong communication

Independent work

Problem solving

Fast learner

Deadline-driven

Analytical thinking

Education

Bachelor’s degree in accounting/finance/math/stats or related

Job description

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 Financial 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 external 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

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

Position Type

• Nature: Permanent, Full-time, and in person.
• Time Commitment: High-commitment position with the requirement for extensive overtime as needed
• Work Location: Toronto, ON
• Start Date: Immediate

Please note: Candidates must be currently authorized to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.