Senior Management Analyst Support

1 week ago


Vancouver, British Columbia, Canada Taylor Ryan Executive Search Partners Full time
The Role:
  • Advance the company's efforts in driving portfolio-level insights through scenario modeling, cash flow forecasting, leverage, and liquidity analysis.
  • Develop, manage, and enhance intricate financial models to analyze the portfolio utilizing Excel, Anaplan, or other tools.
  • Analyze portfolio exposures, return attribution, and market trends, and assist in creating presentation materials for the Investment Management Team, Senior Management, and the Board of Directors.
  • Validate and reconcile data collected from various systems and aid in data process enhancement projects.
  • Collaborate with different teams to maintain and improve proprietary databases and reporting dashboards for precise and punctual reporting.
  • Assist in preparing monthly, quarterly, and ad hoc management reports for Senior Management, the Board of Directors, and BCI.

Qualifications:

  • CPA, CFA, CBV, MBA, or other relevant professional designations are valuable.
  • 3+ years of experience as a finance analyst or senior finance analyst.
  • Prior experience in an investment management firm, real estate company, advisory firm, or fund servicer is beneficial.
  • Proficiency in financial modeling, including familiarity with 'what if' scenario mapping and financial analysis.
  • Experience in developing financial models in Excel or other tools to represent complex business scenarios.
  • Capability to handle extensive data sets and understanding best practices for organizing and validating data for analysis.


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