Financial Analyst

Chartered Professional Accountants of British Columbia; West Vancouver; Hybrid; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health benefits

Indigenous owned organization focused?

Job summary

Pacific Nations Capital Management is seeking a Financial Analyst to support corporate finance, investment analysis, financial reporting, budgeting, forecasting, fund operations, and strategic planning for the new firm.

Reporting to the CEO, you will collaborate with senior leadership on investment reporting, regulatory filings, valuation, and business planning while helping to build Indigenous economic participation and long-term wealth creation.

Qualifications

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Business, or related field is required.
• CPA designation (or candidate) is preferred.
• CFA designation or progress toward CFA Program is an asset.
• 3–5 years of experience in financial analysis, corporate finance, investment management, accounting, or capital markets.
• Experience in investment management, pension funds, private equity, or financial services is preferred.

Responsibilities

• Prepare budgets, forecasts, financial models, and management reports.
• Analyze financial performance, operating results, and key performance indicators.
• Support investment analysis, portfolio monitoring, due diligence, and performance reporting.
• Assist with investment fund operations, including NAV and cash flow reporting.
• Support strategic planning, business development, and financial modelling for new initiatives.
• Contribute to regulatory reporting, audits, governance, and risk management.
• Develop dashboards and improve financial reporting processes and internal controls.

Skills

Advanced Excel

Financial Modelling

Portfolio Analytics

Presentation Skills

Analytical Thinking

Regulatory Reporting

Education

Bachelor's degree in Finance, Accounting, Commerce, Economics, Business, or related field

CPA designation (or candidate)

CFA designation or progress toward CFA Program

Tools

NetSuite

Job description

About Pacific Nations Capital Management

Pacific Nations Capital Management LP is an Indigenous majority owned investment management firm being established to provide institutional quality investment management and private market solutions. Supported by the Nuxalk Nation, the firm is focused on long term wealth creation, disciplined investment management, and advancing Indigenous economic participation.

Upon registration as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer, the firm will provide discretionary portfolio management, manage investment funds, and deliver private market investment opportunities to Indigenous and institutional clients.

This is an opportunity to help build an investment management firm from the ground up while contributing to Indigenous economic development.

Position Overview

Reporting to the Chief Executive Officer, the Financial Analyst will support corporate finance, investment analysis, financial reporting, budgeting, forecasting, fund operations, and strategic planning for Pacific Nations Capital Management and Nunumus Management Ltd.

The successful candidate will work closely with senior leadership on financial analysis, investment reporting, regulatory reporting, valuation, and business planning.

Key Responsibilities

• Prepare budgets, forecasts, financial models, and management reports.
• Analyze financial performance, operating results, and key performance indicators.
• Support investment analysis, portfolio monitoring, due diligence, and performance reporting.
• Assist with investment fund operations, including NAV and cash flow reporting.
• Support strategic planning, business development, and financial modelling for new initiatives.
• Contribute to regulatory reporting, audits, governance, and risk management.
• Develop dashboards and improve financial reporting processes and internal controls.

Qualifications

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Business, or a related field.
• CPA designation (or candidate) preferred.
• CFA designation or progress toward the CFA Program is an asset.
• 3 to 5 years of experience in financial analysis, corporate finance, investment management, accounting, or capital markets.
• Experience within investment management, pension funds, private equity, family offices, or financial services is preferred.
• Experience supporting investment funds or alternative investments is an asset.
• Advanced Excel and financial modelling.
• Strong financial statement analysis and valuation skills.
• Knowledge of investment performance reporting and portfolio analytics.
• Experience with NetSuite is an asset.
• Strong written, analytical, and presentation skills.

Compensation & Benefits

Pacific Nations Capital Management offers:

• Competitive salary.
• Comprehensive health benefits.
• The opportunity to contribute to an Indigenous owned investment organization focused on long term economic reconciliation.

Employment Equity

Pacific Nations Capital Management is committed to an inclusive workplace. Preference will be given to qualified applicants who identify as First Nations. We encourage all qualified candidates to apply.