Investment Finance Data Analyst & Accounting Specialist

AIMCo; Calgary; On-site; CAD 90,000 - 125,000; Full time

Job summary

AIMCo in Calgary is seeking a highly technical Senior Accountant/Analyst, Investment Finance Fund Accounting (IFFA) to join our Investment Finance team. You will validate holdings, manage complex accounting entries, and support data analytics across multiple platforms.

The role requires CPA designation, 3+ years in financial services, and advanced Excel, SQL, Power BI, and Databricks experience. You will collaborate with Finance, Investments, Operations, and Technology to ensure accuracy and

Qualifications

• Bachelor’s degree in Commerce, Business, Finance, Accounting, or related discipline.
• CPA designation required.
• 3+ years of relevant experience within the financial services or investment management industry.
• Advanced Excel skills with large datasets.
• Strong communication and collaborative skills.

Responsibilities

• Validate investment holdings, accounting entries, and data across platforms.
• Execute complex accounting activities including asset transfers and journal entries.
• Oversee daily investment pool transactions and client ownership updates.
• Investigate data quality and reporting issues.
• Develop reporting processes and dashboards using Power BI.
• Support audits and respond to stakeholder inquiries.
• Collaborate with Finance, Investments, Operations, and Technology teams.

Skills

Analytical thinking

Financial analysis

Data analysis

Communication

Problem solving

Education

Bachelor's degree in Commerce/ Business/ Finance/ Accounting

CPA designation

Tools

SQL

Power BI

Databricks

SimCorp Dimension

Excel

Power Query

Python

Snowflake

Job description

AIMCo in Calgary is seeking a highly technical Senior Accountant/Analyst, Investment Finance Fund Accounting (IFFA) to join our Investment Finance team. You will validate holdings, manage complex accounting entries, and support data analytics across multiple platforms.

The role requires CPA designation, 3+ years in financial services, and advanced Excel, SQL, Power BI, and Databricks experience. You will collaborate with Finance, Investments, Operations, and Technology to ensure accuracy and