David Aplin Group
Job title:
Financial Analyst
Company
David Aplin Group
Job description
Join a top employer and advance your career. Aplin has partnered with a Calgary-based company to hire a Financial Analyst. This position will focus on financial planning and analysis for a single-family office and supporting the Director of Finance and Portfolio Manager. The corporate structure involves working with:
- The single-family office and its affiliated service companies which support and supervise contractors.
- Working as a part of the management team who monitors portfolio investments, public and private; including working with financial departments at a renewable energy company and other industrial private equity companies.
- Multiple capital market and professional development opportunities.
Responsibilities:
- Update financial forecasts for the existing investments in Canada and overseas.
- Build, maintain and manage financial models for public and private investments with the Director of Finance.
- Manage and maintain a research universe of coverage and database of portfolio companies.
- Conduct supervised due diligence and portfolio monitoring under a Portfolio Manager and Director of Finance.
- Assist the CFO in his duties of developing financial reports for the Principals and Fund Manager.
- Monthly valuation of private investments for NAV calculation.
- Reconciliation of the financial statements between various direct and indirect subsidiaries.
- Consolidation of the financial statements for the renewable holding company.
- Financial analysis of potential investments / acquisitions.
- Monitor the financial markets daily, as part of a portfolio management team.
- Execute trades in the public and private markets for the portfolio management team.
- Generate market reports for the portfolio management investment team.
- Assist the VP Finance / CFO with annual audits and capital raising discussions.
- Additional finance-related assignments as required.
- Work full capital market hours, from an office setting at minimum from 7am to 5:30 PM MST, and possibly work later as necessary depending on deadlines and deliverables for trades or project deadlines.
Skills and qualifications:
- Undergraduate degree in business / accounting / finance.
- CFA designation or equivalent, or demonstrated intention to obtain CFA designation.
- At least 5 years of financial planning and analysis experience.
- Strong understanding of IFRS.
- Fluency in English and Russian and / or Ukrainian language.
- Able to work in a team environment or independently as required.
- Excellent MS Office skills.
- Ability to prioritize job functions under stressful circumstances.
Nice to have:
- Previous experience of working for an investment bank or hedge fund investment team focused on energy markets.
- Programming skills in Python, C# and Pearl.
- Experience with Bloomberg.
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Expected salary
Location
Calgary, AB
Job date
Wed, 24 Apr 2024 04:18:39 GMT
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