Senior Investment Analyst

Intello Technologies Inc.; Vancouver; Hybrid; CAD 100,000 - 150,000; Full time

Job summary

Intello Technologies Inc. is looking for a Principal, Strategic Finance & Portfolio Analytics to provide financial leadership and strategic direction. This role is essential in shaping investment strategies and driving financial performance across a portfolio of companies. The ideal candidate will have significant experience in finance, particularly within technology or investment management, and possess advanced qualifications such as a CFA or CPA. The position offers a salary range of CAD 100,000 to CAD 150,000 with a performance bonus, and the chance to work in a flexible environment that encourages innovation.

Benefits

Flexible work arrangements

Generous vacation time

Comprehensive benefits package

Pension matching programs

Career growth opportunities

Qualifications

• 7-10 years progressive finance experience, with 3 years in senior finance/accounting leadership.
• Expertise in technology or investment management.
• Strong communication and presentation skills.

Responsibilities

• Provide CFO-level financial analysis and strategic guidance for major investment decisions.
• Lead financial performance optimization across multiple portfolio companies.
• Develop financial intelligence and strategic insights to drive investment strategies.

Skills

Financial analysis

Stakeholder communication

Strategic planning

Data analytics

Education

MBA, CFA, or CPA designation(s)

Tools

CRM software

Portfolio management tools

Data analytics platforms (iLevel, Affinity, Looker)

Job description

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Jobs by Category: People & Culture, Finance and Corporate Affairs

Job Function: Finance

Status: Full Time

Schedule: Regular

Description

TELUS Global Ventures strategically invests in market-transforming companies that tackle today's biggest challenges. Since 2001, we've invested in more than 150 innovative solutions, seamlessly connecting millions of people, companies, and communities worldwide. We enhance portfolio company visibility, expand business relationships, and drive unprecedented growth opportunities.

The Opportunity: Shape the Future of Venture Capital

The Principal, Strategic Finance & Portfolio Analytics sits at the epicenter of our investment and portfolio development teams. As part of our elite, high-performing global team, you'll deliver critical financial insights, strategic portfolio direction, and operational excellence to the TELUS Global Ventures leadership and executive sponsors across our organization.

The Impact You’ll Drive

• Strategic Financial Leadership: Provide CFO-level financial analysis and strategic guidance for $MM investment decisions, directly influencing fund capital allocation and portfolio strategy
• Enterprise Value Creation: Lead financial performance optimization across 75+ portfolio companies, implementing best-in-class financial practices, governance frameworks, and value creation strategies
• Financial Strategy & Analytics: Develop comprehensive financial intelligence, market analysis, and strategic insights that drive investment strategy and portfolio financial performance

Stakeholder Excellence & Communications Leadership

• Chief Portfolio Storyteller: Craft compelling internal and external stakeholder communications showcasing performance, strategic outlook, and collaboration impact
• Executive Relationship Management: Serve as key liaison with portfolio companies, institutional investors, and TELUS business partners
• Strategic Insights Delivery: Present portfolio data, capital allocation strategies, and performance metrics to C-suite executives

Innovation & Technology Leadership

• Digital Transformation: Lead implementation of cutting-edge finance tools and infrastructure across multiple funds and geographies
• Process Excellence: Design scalable operational frameworks supporting rapid growth and global expansion
• Data Analytics Mastery: Develop advanced portfolio monitoring, predictive analytics, and performance optimization capabilities

Financial Excellence & Governance

• Portfolio Financial Management: Own finance, reporting, and governance including portfolio returns, cash requirements, budgets, and shareholdings
• Value Creation Support: Leverage financial expertise to help portfolio companies scale and optimize operations
• Metrics Development: Create and track key business metrics that positively influence ongoing investments and performance

Qualifications

What Makes You the Perfect Fit

Professional Excellence

• 7-10 years progressive finance experience with 3 years in senior finance/accounting leadership
• Industry Expertise: Technology environment or investment management background essential
• Advanced Credentials: MBA, CFA, or CPA designation(s)
• Technical Mastery: Demonstrated expertise in financial analytics and advanced modeling using driver-based methodologies

Strategic Capabilities

• Dual Navigation: Proven ability to excel in both corporate landscapes and startup ecosystems
• Technology Proficiency: Experience with CRM, deal flow, portfolio management tools, and data analytics platforms (iLevel, Affinity, Looker)
• Operational Knowledge: Deep understanding of financial and operational drivers affecting technology companies
• Global Perspective: Ability to coordinate multiple simultaneous projects across geographies

Leadership Qualities

• Superior Communication: Exceptional financial modeling, research, and presentation skills with ability to present strategic options clearly
• Entrepreneurial Spirit: Passionate ownership mentality driving process improvement and portfolio responsibility
• Relationship Excellence: Outstanding collaboration skills with ability to influence without formal authority across global teams
• Continuous Innovation: Challenge status quo mentality with strong bias to action and independent goal achievement
• Competitive Collaboration: Team-first personality with competitive drive for excellence

LI-REMOTE

Ready to make your mark?

Join TELUS Global Ventures and help drive the next generation of market-transforming investments.

TELUS Global Ventures is an equal opportunity employer committed to diversity and inclusion.

Salary Range: $100,000-$150,000

Performance Bonus or Sales Incentive Plan: 15%

Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. In addition, TELUS offers rewarding benefits, which may vary per job function, such as:

• Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
• Flexibility to work in-office, virtually or a combination of both
• Generous company matched pension and share purchase programs
• Opportunity to give back to communities in which we work, live and serve
• Career growth and learning & development opportunitiestodevelop your skills
• And much more …

A bit about us

We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.

You’ll find our engaging, high-performance culture personally fulfilling, professionally challenging, and financially rewarding. We’re committed to diversity and equitable access to employment opportunities based on ability. Your unique contributions and talents will be valued and respected here. When you join our team, you’re helping us make the future friendly.

Note for Quebec candidates: if knowledge of English is required for this position, it is because the team memberwill be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.

People & Culture, Finance and Corporate Affairs

Across People & Culture, Finance and Corporate Affairs, we are the diverse and talented team responsible for making sure TELUS is managed as a world-leading organization.

We are honoured to be recognized

150,000+
Team members worldwide

14
# of years voted One of Canada’s Best Corporate Citizens

Accessibility

TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment.

We offer accommodation for applicants with disabilities, as required, during the recruitment process.