Senior Analyst, Visualization

iA Financial Group; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Analyst to join its Visualization team. This role is crucial for producing and overseeing financial statements and fund publications. The ideal candidate will possess strong technical skills, attention to detail, and a deep understanding of financial reporting standards. You will collaborate with various teams to ensure data accuracy and integrity while developing visualization models to meet client needs. If you are passionate about financial analysis and want to contribute to a company that values innovation and diversity, this opportunity is for you!

Qualifications

• 5+ years of experience in financial analysis or related field.
• Strong knowledge of IFRS standards and regulatory requirements.

Responsibilities

• Oversee preparation and review of financial statements and fund publications.
• Ensure compliance with industry regulatory standards and accuracy of reports.

Skills

Attention to detail

Analytical skills

Problem-solving skills

Bilingual (English and French)

Education

Bachelor’s degree in finance, Accounting, Economics

CPA certification

Tools

Financial analysis and reporting tools

Job description

Job Description

Business Unit : investment operations / Team : visualization / Québec-Montréal-Toronto / Hybrid / Start date: as soon as possible

Our Investment Operations team is looking for a Senior Analyst to join its Visualization team. The candidate would be part of a team that performs a critical role in the production and oversight of financial statements and other fund publications, in addition to playing a significant role in our strategy towards implementing and strengthening the industrialisation of institutional client reporting. This position requires strong technical skills, attention to details and a deep understanding of financial reporting standards and regulation.

Reporting to the Director, Fund Operations Management and Visualization, your responsibilities will include:

• Overseeing the preparation and review of financial statements and fund publications (Fund Facts and Fund Profiles) for mutual funds and segregated funds, including gathering, verifying, and organizing financial data from various sources.
• Ensuring the completeness and accuracy of the income statement, balance sheet, cash flow statement, and statement of shareholders’ equity.
• Identifying and investigating discrepancies, irregularities, and other potential financial risks.
• Ensuring financial statements comply with all industry regulatory standards.
• Monitoring and implementing appropriate controls surrounding the production of various financial reports, regulatory reporting, and other investment publications.
• Having a sound understanding of data governance and actively collaborating with internal and external teams to ensure data accuracy and integrity.
• Assessing client needs and assisting in the implementation of processes and tools to produce institutional client reporting.
• Collaborating to understand data needs and requirements for institutional clients and developing visualization models and solutions to meet those requirements.

Requirements

Education:

• Bachelor’s degree in finance, Accounting, Economics, or a related field.
• Professional certifications such as CPA may be preferred.

Experience:

• Minimum of 5 years of experience in financial analysis or a related field.
• Good understanding of net asset value calculations, investment products, and performance.
• Strong knowledge of IFRS standards and regulatory requirements.
• Proficiency in financial analysis and reporting tools.

Skills:

• Excellent attention to detail and accuracy in working with financial data.
• Strong analytical and problem-solving skills, with the ability to interpret and understand complex financial information.
• Ability to work independently and collaborate with cross-functional teams.
• Ability to work under tight deadlines and manage multiple tasks simultaneously.
• Bilingual (English and French) due to the culture change and operating model on a North American scale.

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

Location(s): Montreal, Quebec Other Possible Location(s): Québec, Québec, Toronto, Ontario
Company: iA Financial Group

Posting End Date: 2025-04-01

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.