Student - Analyst, Financial Reporting

iA Financial Group; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A major financial services provider in Montreal is seeking an Analyst (Student) to join their Visualization team. This role involves overseeing financial statements and ensuring compliance with regulatory standards. Ideal candidates are Bachelor's or Master's students with strong analytical skills and a keen eye for detail. Proficiency in English and knowledge of financial reporting standards are essential. This position offers a hybrid work model, starting as soon as possible.

Qualifications

• Seeking the CPA designation or registered in the CPA program (an asset).
• Minimum of 1 year of experience in financial analysis or a related field.
• Good knowledge of IFRS standards and regulatory requirements.

Responsibilities

• Oversee the preparation and review of financial statements and fund publications.
• Ensure the completeness and accuracy of financial statements.
• Identify and investigate discrepancies and irregularities.

Skills

Attention to detail

Financial analysis

Collaboration

Deadline management

Advanced English proficiency

Education

Bachelor's or Master's student in Finance, Accounting, Economics or related field

Tools

Microsoft Excel

Job description

Overview

Business unit: Investment Operations / Team: Visualization / Quebec / Montreal / Hybrid / Start date as soon as possible / 4-month contract with strong possibility of extension

Our Investment Operations team is looking for an Analyst (Student) 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 industrialization of institutional client reporting. This position requires strong technical skills, attention to detail and a deep understanding of financial reporting standards and regulation.

Main responsibilities

• Oversee the preparation and review of financial statements and fund publications (Fund Facts and Fund Profiles) for mutual funds and segregated funds. This includes gathering, verifying, and organizing financial data from various sources, and other financial documentation (back office).
• Ensure the completeness and accuracy of the income statement, balance sheet, cash flow statement and statement of shareholders’ equity.
• Identify and investigate discrepancies, irregularities, and other potential financial risks.
• Ensure financial statements comply with all industry regulatory standards.
• Monitor and implement appropriate controls surrounding the production of various financial reports, regulatory reporting and other investment publications.

Requirements

Education:

• Bachelor\'s or Master\'s student in Finance, Accounting, Economics or a related field;
• Seeking the CPA designation or registered in the CPA program (an asset).

Experiences and knowledge:

• Minimum of 1 year of experience in financial analysis or a related field;
• Understanding of net asset value calculations, investment products and performance;
• Good knowledge of IFRS standards and regulatory requirements;
• Good knowledge of the Office suite, especially Excel (an asset).

Skills:

• Excellent attention to detail and accuracy in working with financial data;
• Attention to detail and ability to maintain accuracy in a fast-paced environment;
• Ability to work independently and collaborate with cross-functional teams;
• Ability to work under tight deadlines and manage multiple tasks simultaneously;
• Advanced level of English language proficiency as the role will involve daily interaction with our unilingual English-speaking supplier as well as with customers, both verbally and in writing. The person will also be required to produce financial reports in English. In addition, this position is part of a cultural change and a new operating model being applied across North America.

Location

Québec, Québec

Other possible location: Montreal, Quebec

Company

iA Financial Group

Posting End Date

2025-09-23

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.

iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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.