Financial Analyst

Global Technical Talent; Alberta; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading staffing agency in Canada is seeking a candidate for a full-time contract position in investment management. The role involves processing private investment transactions, assisting with investment closings, and performing cash reconciliations. The ideal candidate will hold an undergraduate degree in investment, accounting, or finance, and be working towards or have completed a CPA or CFA designation. This position offers the chance to develop industry knowledge in a collaborative environment.

Qualifications

• Strong ability to work independently and meet strict deadlines.
• Excellent communication skills with stakeholders.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Review external notices and record private investment transactions.
• Assist with investment closings and documentation review.
• Update market values for private fund investments.
• Perform daily cash reconciliations and process payments.
• Conduct ad-hoc analysis as requested.

Skills

Excellent communication skills

Strong multitasking ability

Problem-solving skills

Independence in work

Education

Undergraduate degree in Investment, Accounting, Finance or related field

Completion of accounting designation (CPA or CFA)

Job description

Employer Industry: Investment Management

Why consider this job opportunity:

• Full-time contract position with potential extension until August 2026
• Opportunity to work on diverse investment portfolios, enhancing professional experience
• Collaborative environment working with internal and external stakeholders
• Engage in critical financial processes, including transaction processing and investment reconciliations
• Opportunity to develop skills in private investments and gain valuable industry knowledge

What to Expect (Job Responsibilities):

• Review external notices and record private investment transactions in SimCorp Dimension
• Assist with investment closings, including documentation review, investment setup, transaction entries, and settlements
• Update and maintain market values for private fund investments for valuation purposes
• Perform daily cash reconciliations and process invoice payments
• Conduct ad‑hoc analysis as requested by the manager or internal clients

What is Required (Qualifications):

• Undergraduate degree in Investment, Accounting, Finance, or a related field (or equivalent experience)
• Working toward or completion of an accounting designation (CPA or CFA) is considered an asset
• Strong ability to work independently, solve problems, and make decisions under strict deadlines
• Excellent communication skills with both internal and external stakeholders
• Ability to thrive in a fast‑paced environment with strong multitasking and organizational skills

How to Stand Out (Preferred Qualifications):

• Knowledge of various types of investment products
• Familiarity with illiquid asset classes such as infrastructure, timber, private equity, and private debt

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