Financial Analyst

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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