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Analyst, EPM

1 day ago

Toronto, Ontario, Canada Alpha Asset & Wealth Management Consulting - Early Careers Opportunities Full time
Alpha Alternatives Overview

Alpha Alternatives (formerly Lionpoint Group) is a global advisory firm focused on alternative investments and financial services. We partner with leading investment managers and financial institutions to drive operational excellence through process, structure, and technology.

Our teams deliver project-based advisory services across business consulting, technology implementation, and end-to-end operational transformation. Alpha Alternatives is proud to be a trusted Workiva partner, leveraging deep expertise in alternative investments and financial services to deliver scalable, innovative solutions for our clients.

At Alpha, Analysts are not observers — they are hands-on contributors who gain early exposure to clients, technology, and complex business challenges.

The Role: Analyst, EPM

As an Analyst, you will be a core member of client delivery teams, supporting the design and implementation of Enterprise Performance Management (EPM) and reporting solutions. You'll work closely with Solution Architects and client stakeholders to translate business requirements into technology-enabled solutions that drive real impact.

This role is ideal for early-career professionals who are analytical, curious, and excited to build a foundation in consulting, finance, and technology.

What You'll Do Client Delivery & Implementation

  • Serve as a core contributor on client engagements focused on Workiva implementations and related EPM solutions

  • Support Solution Architects (SA) throughout the full implementation lifecycle, from discovery through go-live

  • Participate across all phases of delivery, including:

    • Documenting business and technical requirements during discovery sessions

    • Implementing solution designs with increasing autonomy

    • Communicating status, risks, and dependencies clearly to internal teams

    • Partnering with clients during build phases to ensure solutions meet expectations

    • Documenting solutions and supporting clients through User Acceptance Testing (UAT)

Client Communication & Collaboration

  • Communicate effectively with clients via email, virtual meetings, and in-person interactions

  • Translate technical concepts into clear, practical language for non-technical stakeholders

  • Respond to client questions, concerns, and requests in a timely and professional manner

Team Contribution

  • Collaborate closely with project teams in a fast-paced consulting environment

  • Contribute to team discussions, adapt to evolving project needs, and support teammates through challenges

  • Demonstrate ownership, accountability, and a strong desire to learn

Qualifications Required Qualifications

  • 0–1 years of relevant experience in consulting, finance, analytics, or a related field and/or a completed college/university degree (e.g., Finance, Economics, Analytics, Business, Engineering grads encouraged to apply.

  • Strong proficiency in Microsoft Excel and/or SQL

  • Interest in business analytics, financial modeling, and planning

  • Results-oriented, self-motivated, and comfortable working in ambiguous environments

  • Strong desire to learn, grow, and gain exposure across industries and clients

  • Ability to collaborate effectively with both internal teams and clients

Preferred / Desired Qualifications

  • Experience with data analysis or financial analysis, including building analytical models using historical and projected data

  • Hands-on experience or demonstrated knowledge of EPM-related business processes, such as:

    • Financial and management reporting

    • FP&A

    • Analytics and planning

  • 0–1 years of experience in management consulting or strong interest in the field

  • Exposure to private markets, real estate, or broader financial services or strong interest in these industries

  • Experience with database management or data system design

  • Strong written and verbal communication skills, including presentation skills (Word, PowerPoint)

  • Comfort working directly with clients in a professional services environment