Corporate Financial Analyst

Stalwart Insurance Group; Vancouver; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Signing bonus

Discretionary bonus

Extended health benefits

Job summary

Stalwart Insurance Brokers Ltd. (Stalwart) is seeking a Corporate Finance Analyst to join our team in Canada.

You will participate in corporate finance transactions, complex valuations, and underwriting support for ultra-high-net-worth clients under the supervision of an experienced execution team. This role offers a dynamic, fast-paced environment with opportunities to develop financial models, lead due diligence, prepare client presentations, and collaborate with third parties to deliver

Qualifications

• Bachelor's degree in accounting, finance, math, statistics, or related fields.
• Finance internship or extracurricular activity is an asset.
• Ability to communicate complex concepts clearly, both verbally and in writing.
• Ability to work independently and meet tight deadlines.
• Desire to take responsibility and solve complex problems.
• Fast learner in a dynamic environment.

Responsibilities

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

Skills

Financial modeling

Communication

Independent work

Adaptability

Attention to detail

Overtime willingness

Education

Bachelor's degree in accounting/finance

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 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.

Role Overview

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 bachelors 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
• 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.