Corporate Financial Analyst

family-innovation-corp; Vancouver; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Signing bonus of $15,000

Discretionary performance bonuses

Extended health benefits

Job summary

A growing national insurance brokerage is seeking a Corporate Financial Analyst to engage in corporate finance transactions, complex valuations, and underwriting services. This role involves developing financial models, managing due diligence, and preparing client presentations. Ideal candidates should hold a relevant bachelor's degree and demonstrate strong communication and problem-solving skills. The position is permanent and offers significant opportunities for career growth in a fast-paced environment.

Qualifications

• Ability to communicate complex concepts clearly.
• Desire to take initiative and assume responsibility.
• Commitment to delivering accurate work under deadlines.

Responsibilities

• Develop complex financial models for transactions.
• Manage due diligence and information collection.
• Prepare client presentations and lead discussions.
• Collaborating with third‑party service providers to deliver client solutions promptly and with high quality.
• Preparing client presentations and proposals, and leading discussions with third parties.
• Delivering research on companies and their industries, geographies and competitive landscape.
• Drafting detailed information memorandums and situation overviews for third parties.

Skills

Financial modeling

Communication skills

Problem-solving

Independent work

Attention to detail

Education

Bachelor’s degree in accounting, finance, mathematics, statistics or related fields

Job description

About the job Corporate Financial Analyst

About Stalwart Insurance Brokers Ltd.

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 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: Vancouver, BC and 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.