Lead Financial Analyst, Asset Management
4 weeks ago
Overview:
The Lead Financial Analyst in Asset Management plays a pivotal role in enhancing the firm's data analytics capabilities and reporting frameworks.
Key Responsibilities:
- Collaborate with the Senior Vice-President of Wealth Strategy & Advisor Enablement to develop and sustain a comprehensive data analytics suite.
- Utilize expertise in the Canadian Wealth Management sector to inform data-driven decisions and strategies.
- Oversee the continuous development and upkeep of the internal data analytics set, ensuring accuracy and relevance in reporting.
- Prepare and present monthly reporting packages for various stakeholders, including the Executive Committee and Regional Managers.
- Conduct specialized data analyses to support strategic discussions and decision-making processes.
- Maintain financial modeling spreadsheets to assist in various financial assessments.
- Support the administration of Advisor Compensation policies, ensuring accurate tracking and reporting.
Qualifications:
- A bachelor’s degree or diploma in finance, accounting, or a related discipline, or equivalent professional experience.
- CPA designation is highly regarded.
- Proficiency in Microsoft Excel is crucial, with a strong background in data management and complex data sets.
- Familiarity with Power BI is advantageous.
- Excellent interpersonal skills, with the ability to communicate effectively across diverse platforms.
Diversity Commitment:
Wellington-Altus Private Wealth Inc. is dedicated to fostering an inclusive environment and encourages applications from diverse backgrounds, including women, racialized individuals, Indigenous peoples, persons with disabilities, and individuals of all sexual orientations and genders.
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