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Finance Partner Associate

3 months ago

Toronto, Ontario, Canada CPP Investments Full time

Join a Leading Global Investment Firm

We are seeking a talented Financial Business Associate to become part of our Finance Partner team within the Management Analytics division at a renowned investment firm. In this pivotal role, you will provide essential financial insights that support decision-making across diverse investment sectors. This position demands a solid foundation in financial analysis, outstanding communication abilities, and the capacity to work collaboratively in a fast-paced team setting.

Key Responsibilities:

  • Engage with team members to evaluate investment department data and convey insights to senior leadership.
  • Develop compelling materials, including data visualizations, to enhance discussions and facilitate decision-making.
  • Assist in the annual business planning cycle by crafting budgets that align with departmental objectives.
  • Ensure the precision and relevance of financial data for reporting purposes.
  • Contribute to innovative data initiatives and offer valuable insights to internal stakeholders.
  • Collaborate closely with Finance colleagues to create reporting dashboards that adapt to the organization’s analytical requirements.
  • Build and maintain positive relationships with team members and other departments.
  • Respond to ad-hoc requests to support investment assessments and strategic decision-making.

Qualifications:

  • A minimum of 4 years of experience in financial analysis within the financial services industry.
  • A degree in Finance, Accounting, or a related discipline; professional certifications (CFA, CPA, CIPM) are advantageous.
  • Familiarity with SQL, Python, Tableau, or Power BI is preferred.
  • Exceptional presentation skills using MS PowerPoint.
  • Highly organized with a keen eye for detail and the ability to perform under pressure.
  • Strong project management capabilities and the ability to coordinate with multiple stakeholders.
  • Self-driven, adaptable, and capable of innovative thinking.
  • Proven ability to work both independently and as part of a team.
  • Must exemplify high performance, integrity, and collaborative principles.