Financial Analyst, Private Investments

Role Overview

The Financial Analyst for the Distribution Financial Strategy (DFS) team will contribute to the implementation of sound, creative, and customized financial solutions that enable distributor development. The role will involve financial analyses, business proposals, and building sustainable business relationships with existing and future partners in the DFS network.

What You Will Do

The Financial Analyst will actively contribute to executing and advancing DFS’s financial transactions, including business valuation, financial agreement modelling, and drafting transactional memos. They will also collect, review, and analyze information to support development initiatives and propose recommendations.

Why It Might Be a Fit

The ideal candidate will have a university degree in finance or accounting, a professional designation such as the CFA or CPA, and experience in financial analysis combined with general legal knowledge and an understanding of tax concepts. They will also have proficiency with the Microsoft Office suite and strong financial modelling skills.

Requirements

• University degree in finance or accounting
• Currently pursuing, or interested in obtaining, a professional designation such as the CFA or CPA
• Internship experience or up to two years of relevant professional experience
• Good knowledge of business transactions, M&A, financing, business valuation
• Experience in financial analysis combined with general legal knowledge and an understanding of the main tax concepts for companies and individuals
• Proficiency with the Microsoft Office suite and strong financial modelling skills (Excel and Power BI)
• Ability to build sound business relationships (internal and external) using strong oral and written communication skills
• A passion for excellence in investment (i.e., applying mathematical methods to business issues and designing models to support investing activities, risk management, estimates and credit) and support for investment decisions creating long-term value
• Initiative, a desire to learn and understand, and a strong interest in working as part of a team
• Good organizational skills, ability to prioritize your work and manage several files at once
• Customer- and results-driven, strong sense of ethics
• For candidates located in Quebec, bilingualism is required considering the necessity to interact on a regular basis with English-speaking colleagues across the country

Benefits

• Flexible work arrangements and a hybrid work model
• Possibility to purchase up to 5 extra days off per year
• Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
• Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life)
• Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance)
• Employee Share Purchase Plan (ESPP) – with Intact matching 50% of your net shares
• Pension offerings providing flexibility and long-term security for employees beyond their careers

Tagged as: Excel, Financial Modeling, Power BI