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Asset Management Manager

2 months ago


Westmount, Quebec, Canada Crowebgk Full time
Manager, Advisory Services

We are seeking a seasoned professional to lead our Advisory Services team in Montreal. As a Manager, you will play a key role in driving the success of our clients and contributing to the growth of our department.

Key Responsibilities:
  • Coordinate engagements with clients and stakeholders to deliver high-quality services.
  • Develop and train junior team members to ensure their growth and development.
  • Assist in developing practice strategy to drive department growth and best practices.
  • Deliver exceptional client service and communicate findings and recommendations effectively.
Transaction Advisory:

As a Manager, you will be responsible for coordinating financial due diligence and providing transaction advisory services to validate financial and commercial assumptions. You will assess working capital requirements, review legal documents, and identify key deal issues.

Other Advisory Services:

You will develop managerial tools, such as key performance indicators and financial metrics, and prepare and review financial projections. You will also review and prepare short-term and long-term business plans.

Requirements:
  • Professional designation (CPA, CFA, CBV) is preferred.
  • 3+ years of transactional services or restructuring experience in a service firm and 7+ years of total experience in accounting and/or finance.
  • Strong financial modeling skills and proficiency in Microsoft Excel, Word, and PowerPoint.
  • Excellent analytical skills, attention to detail, and professional report writing and presentation skills.
  • Strong time management skills and ability to cope with changing priorities and strict deadlines.
About Us:

Crowe BGK is committed to maintaining an inclusive and equal opportunity working environment. We consider all qualified applicants for employment without regard to race, religion, sex, sexual orientation, gender identity, age, marital status, disability, protected veteran's status, or any other legally-protected factors.