Senior Fund Financial Analyst

Kassen Recruitment; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

A growing international investment firm in Montreal is seeking a Senior Fund Financial Analyst to join its finance team. This role includes responsibilities like preparing financial reports, collaborating with accounting and investment teams, and developing internal controls within a bilingual environment. Ideal candidates will have a degree in finance or accounting and 1-3 years of relevant experience. This position offers the chance to grow within a high-impact role in a supportive office, with opportunities for professional development.

Benefits

Health coverage

Profit-sharing

Qualifications

• 1–3 years of professional experience in finance or audit.
• Bilingual fluency in French and English preferred.
• CPA designation is a plus but not required.

Responsibilities

• Prepare and review fund financials and management reports.
• Partner with internal teams across accounting and operations.
• Assist in process optimization and support audits.

Skills

Analytical skills

Attention to detail

Communication

Collaboration

Adaptability

Education

Post-secondary degree in finance, accounting, or related field

Job description

A growing international investment firm is seeking a Senior Fund Financial Analyst to join its finance team in the GTA. This role offers an opportunity to contribute to a developing finance function within a newly established office and is ideal for professionals with strong foundational experience in finance or audit who are looking to step into a broader, high-impact position.

About the Role
This position reports to a senior finance leader and plays a key role in supporting the financial operations of a global investment structure. You’ll work closely with internal stakeholders to manage fund-level reporting, ensure compliance with internal processes, and contribute to the continuous improvement of the finance team as the office scales.

What You’ll Do

• Prepare and review fund financials, management reports, and investor deliverables
• Partner with internal teams across accounting, investment, and operations functions
• Assist in process optimization and contribute to the development of internal controls
• Support audits and respond to internal and external financial inquiries
• Work within a bilingual (French/English) environment, supporting both local and international teams
• Participate in special projects and system/process implementations as the office grows

What You Bring

• Post-secondary degree in finance, accounting, or a related field
• 1–3 years of professional experience in finance or audit (Big Four audit experience is an asset)
• Strong analytical skills, attention to detail, and comfort working with financial data
• Bilingual fluency in French and English
• CPA designation is preferred but not required (support offered for candidates working toward it)
• Proactive communicator with a collaborative and adaptable approach

Why Join

This is an exciting opportunity to join a high-growth office within an established international firm. You'll gain exposure to global fund structures, collaborate with experienced professionals across borders, and help shape a finance function from the ground up. The team offers a supportive, fast-paced environment where initiative and curiosity are valued. This role includes a clear path for development and the opportunity to grow your expertise in private capital finance.

Additional Detail

• Benefits include health coverage and profit-sharing
• Interviews are moving quickly; candidates are encouraged to apply ASAP