Financial Analyst

ICM Asset Management; Calgary; On-site; CAD 60,000 - 85,000; Full time

Job summary

ICM Asset Management is looking for a Financial Analyst to join their growth-oriented team in Calgary. The role includes responsibilities such as financial analysis, maintaining complex models, and supporting investment management efforts. Ideal candidates will have a strong analytical background and relevant experience, particularly with real estate investments.

Benefits

Education and growth opportunities

Competitive compensation

Employee group benefit plan

RRSP matching

Onsite gym

Participation in social and volunteering events

Qualifications

• Minimum of 1-5 years of experience in an analytical role.
• Strong knowledge of financial metrics and concepts related to real estate.
• Proficiency in financial statements and reporting.

Responsibilities

• Compile and investigate financial information and documentation.
• Develop and maintain complex Excel models for portfolio performance.
• Research macroeconomic changes and summarize findings.

Skills

Analytical skills

Financial reporting

Communication

Teamwork

Time management

Education

Bachelor's degree in finance, accounting or economics

CFA charter progression or willingness to enroll

Tools

MS Office

Excel

Argus Real Estate Software

Job description

Financial Analyst

Full-time, Permanent

In Office/Onsite

Calgary, AB

ICM Asset Management is an alternative asset manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional investors an array of investment opportunities focused on real estate, private equity, private debt and infrastructure strategies, and music royalties. We are seeking a Financial Analyst to support the investment management team in performing market research, assisting in the generation of financial projections and underwriting models, and updating and maintaining portfolio models.

The Financial Analyst must be a team player, have excellent knowledge of accounting and financial analysis techniques, possess a desire to take on new challenges, and work hard to achieve time sensitive objectives. The successful candidate will have a minimum of one to five years of related work experience, be expected to have very strong Microsoft Office/Excel skills and be able to explore financial data and drive the process of organizing and compiling information and reports from financial statements and other sources. Experience with Argus Real Estate Software will be an asset. This role will report to the Director of Investments and Portfolio Management.

Responsibilities:

• Compile and investigate financial information and documentation
• Develop and maintain complex Excel models for current and prospective holdings with the goal of forecasting and monitoring portfolio performance
• Work with management to generate quarterly and annual reports for the company’s funds and investments
• Support the creation of investment committee summary packages for new investments, and investment summary packages for new opportunities being presented to potential investors
• Liaise with the sales and marketing departments regarding investment philosophy and other information regarding assets and portfolios of assets
• Research macroeconomic changes, keep appraised of pertinent developments within the industry, and summarize research findings into actionable conclusions
• Monitor the ongoing financial and operating aspects of portfolio investments including preparation of monthly performance analysis and benchmarking investment metrics
• Review loan agreements, lease agreements, monitor and calculate portfolio summary statistics including Weighted Average Lease Expiry (WALE), capitalization rates, and IRRs
• Review monthly property reports in order to maintain internal databases that track average rent, tenant sub-sector composition, and occupancy
• Monitor the investment landscape across submarkets and asset classes with an eye to observing macro themes and unlocking value
• Liaise with our accounting team and auditors to develop and manage the valuation process in accordance with our policies
• Create presentations on investment strategies, performance, and new opportunities for discussions with institutional and retail investors and other potential stakeholders
• Explore new opportunities to create value, streamline processes, and enhance team communication and overall productivity
• Accept ownership for accomplishing new and different requests/objectives from management team
• Any other tasks that the management team may request of the analyst

Qualifications:

• Energetic, ethical, accountable and have a strong “can-do” attitude
• Interested in real estate and the investment industry in general
• Understanding of financial metrics and concepts both broadly and specific to the real estate industry
• Have a bachelor’s degree in finance, accounting or economics and are currently working or have worked for a minimum of 1-5 years in a similarly analytical role
• A CFA charter, progression through the program or a willingness to enroll
• Analytical by nature and proficient in your understanding of financial statements and financial reporting
• Able to demonstrate excellent time management skills and the ability to multitask to meet stringent deadlines
• Have excellent written and oral communication skills
• Able to establish and maintain positive working relationships with colleagues and third parties
• Able to work independently and as a team member
• Very knowledgeable in MS Office, particularly in Excel, and willing to learn new skills and software

Not Required but Nice to Have:

• Experience with Argus software
• Experience with Adobe InDesign and Illustrator

ICM Offers:

• The opportunity to join a high growth and dynamic firm
• Education and growth opportunities
• Reimbursement for certain professional development expenses
• Competitive compensation
• Employee group benefit plan
• RRSP matching
• Onsite gym
• Participation in a wide array of company social and volunteering events

About ICM:

Our success hinges on delivering outstanding investor results using innovative strategies and elevate our clients’ experience through collaboration and exceptional service. Our adherence to these principles has allowed ICM to generate exceptional investment returns for our clients and a strong track record of achieving our goals.

Today, we manage more than $2.0 billion of assets across numerous investment vehicles and advisory relationships and have considerable experience in originating, structuring and financing investment transactions and managing risk in alternative assets. Our team has grown substantially and is made up of investment and operating professionals with extensive experience, collectively having acquired and/or managed over $7 billion of assets globally.

Interested applicants should submit a resume and cover letter in pdf format to [e-mail] with Financial Analyst in the subject.