Senior Analyst, Investment Valuation and Accounting

BDC; Montreal (administrative region); Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Senior Analyst in Investment Valuation and Accounting. The role involves managing the fair value of the investment portfolio and ensuring compliance with IFRS standards for financial reporting. Candidates should have a bachelor's degree in accounting or finance, and experience in valuation and financial audits. Benefits include a hybrid work model, competitive benefits, and opportunities for professional growth.

Benefits

Flexible benefits including savings plans

Wellness spending account

Paid vacation and personal days

Hybrid work model

Opportunities for training and development

Qualifications

• Minimum 2 years experience in valuation.
• Minimum 3 years experience in accounting and/or financial audit.
• Strong teamwork skills and ability to foster relationships with internal customers.

Responsibilities

• Lead quarterly indirect valuation process.
• Prepare direct valuations.
• Support Monthly, Quarterly and Annual Financial Reporting.

Skills

Financial analysis

Valuation expertise

Analytical skills

MS Excel proficiency

Bilingual (English and French)

Education

Bachelor’s degree in Commerce (Accounting or Finance)

Professional valuation designation (CBV)

CPA, CFA (other designations an asset)

Job description

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
• In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
• A hybrid work model that truly balances work and personal life
• Opportunities for learning, training and development, and much more...

Explore the BDC Way in our Culture Book

POSITION OVERVIEW

The Senior Analyst, Investment Valuation and Accounting is responsible for the fair value of the BDC Capital investment portfolio for the purpose of financial reporting for both the direct and indirect portfolio. Additionally, support for the accounting and financial reporting of the investment group including direct investments and various partnerships/funds, ensuring that all financial reporting is in accordance with IFRS.

CHALLENGES TO BE MET

• Lead quarterly indirect valuation process
• Prepare direct valuations
• Review and when necessary, challenge Fair Value recommendations
• Support indirect/funds’ valuation every quarter.
• Support and backup Monthly, Quarterly and Annual Financial Reporting
• Support calculation for Long Term Incentive Plans
• Value-add Special Projects for BDC Capital

WHAT WE ARE LOOKING FOR

• Bachelor’s degree in Commerce (Accounting or Finance)
• Professional valuation designation (CBV)
• Other professional designations an asset (CPA, CFA)
• Minimum 2 years experience in valuation
• Minimum 3 years experience in accounting and/or financial audit
• Strong financial, accounting and analytical skills
• Strong knowledge of MS Excel
• Experience valuing investments in Venture Capital and Private Equity backed companies.
• Strong ability to learn and implement policies and procedures.
• Strong ability to work under pressure and meet set deadlines.
• Ability to grasp new concepts quickly.
• Initiative & creativity
• Strong teamwork skills and ability to foster relationships with internal customers.
• Bilingual in English and French

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.