Senior Analyst, Asset Valuation

iA Financial Group; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading financial services firm as a valuation professional in a dynamic investment support team. This role involves ensuring accurate asset valuations and compliance with regulatory standards. You will collaborate with various teams to enhance valuation methodologies and provide insights on financial assets. An established player in the financial industry, this company offers a high-performance work environment where your contributions will significantly impact the organization. If you are looking to grow your career and make a difference, this opportunity is perfect for you.

Qualifications

• 8+ years of experience in investment roles with extensive knowledge of valuation.
• CFA or FRM certification is a significant asset.

Responsibilities

• Conduct daily investment valuation activities in compliance with procedures.
• Collaborate with portfolio management to analyze asset valuations.

Skills

Investment Valuation

Financial Analysis

Regulatory Compliance

Data Analysis

Attention to Detail

Proactivity

Education

Bachelor's degree in Financial Engineering

Master's degree in Finance

Tools

Valuation Methodologies

Automated Controls

Job description

Job Description

Sector: Operations (Investment) / Team: Valuation / Quebec City-Montreal-Toronto / Hybrid / Start date as soon as possible

We are looking for an experienced valuation professional to join the dynamic Investment Support team at iA Global Asset Management (iAGAM), a subsidiary of iA Financial Group. The candidate will be responsible for part of the asset valuation activities, ensuring that valuations are accurate, in compliance with regulatory standards and conducted in due course.

You will work closely with real and private asset managers, as well as with various partners (internal and external) and suppliers in connection with valuation. You will report temporarily to the Managing Director and Chief Operating Officer (Investment) and your responsibilities will be as described below. Subsequently, you will report to the Head of Valuation on the COO team, who will in turn report to the Managing Director.

Would you like to join one of Canada’s leading portfolio managers? iAGAM is the place to take your career to new heights, in a high-performance work environment. Our dynamic teams strive every day to make iAGAM one of the most competitive portfolio managers on the market. iAGAM employs over 100 seasoned investment professionals and has nearly $100 billion in assets under management. It manages general portfolios, segregated funds and mutual funds for iA Financial Group.

Responsibilities

1. As part of the Valuation team, carry out daily investment valuation activities in compliance with established procedures
2. Act as a resource person for all valuation-related questions
3. Valuation of financial assets (in particular private investments, certain derivatives and other products outside public markets)
4. Ensure compliance with regulatory standards, internal company policies and best market practices
5. Collaborate with portfolio management teams to provide analysis and recommendations on asset valuations
6. Develop, improve and implement valuation methodologies
7. Supervise the valuation activities of our administrative partners
8. Develop automated controls covering the valuation of all financial assets
9. Prepare valuation summary reports for the various asset classes
10. Coordinate the activities of the company’s quarterly valuation committee

Desired profile

1. Bachelor’s or master’s degree in financial engineering, finance, business administration or equivalent
2. A minimum of 8 years of direct experience in investment-related roles and extensive knowledge of investment
3. CFA, FRM or comparable certification is a major asset
4. Strong sense of accountability and attention to detail
5. French language proficiency would be a significant asset
6. Agility, discipline and proactivity
7. Ability to handle and analyze data responsibly

Does this sound like you? Don’t miss this opportunity; come invest your talent in a company of renown!

Location(s) Québec, Québec Other Possible Location(s) Montreal, Quebec, Toronto, Ontario
Company Industrial Alliance Investment Management Inc. Posting End Date 2025-04-11 Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.