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Associate Portfolio Manager, Multi Asset Solutions - BMO Global Asset Management
BMO, Toronto, ON
Application Deadline: 03/29/2024Address:100 King Street WestJob Description:The BMO Multi-Asset Solutions team is a Toronto based center of excellence within BMO Global Asset Management (GAM) Canada. The Multi-Asset Solutions team offers an inclusive workplace and values the diverse background of its employees. The team manages approximately C$60 billion covering over 100 investment mandates for retail and institutional clients. The team has a strong investment process and discipline to deliver repeatable investment excellence. BMO's multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals. Our team works to achieve the right balance between managing risks and grasping opportunities - both elements are important as we work to deliver the outcomes our clients seek. In addition to a rigorous strategic asset allocation process, tactical asset allocation is also used to take advantage of market opportunities. The Associate Portfolio Manager will be a key individual on the Multi-Asset Solutions team, helping to drive strong risk adjusted returns across the various portfolios.The ideal candidate has a very collaborative approach with a strong background in macroeconomics, understanding of global asset classes, strong technical expertise and strong analytical skills.Key Responsibilities include:• Managing daily cashflows for the portfolios• Participating in underlying fund reviews• Providing economic and market views• Driving portfolio construction improvements• Providing input into model enhancements• Designing and producing regular and ad-hoc reports and dashboards• Staying on top of domestic and international economic and political trends• Providing mentorship to more junior members of the team• Collaborating, sharing information and insights across the investment teams• Fostering relationship with various internal partners• Presenting to external clients• Adhering to all compliance, regulatory and legal guidelinesQualifications• 5+ years of industry experience in top-down portfolio construction/portfolio management/capital markets/risk management• Strong multi-asset class knowledge• Strong proficiency with MS Excel/VBA • Knowledge in programming (R, Python, MATLAB, SQL)• Experience with Bloomberg, Charles River, and FactSet• Exceptional analytical and quantitative skills• Experience in the use of derivatives• Excellent verbal and written skills• Strong collaborator• Undergraduate degree in Math, Statistics, Computer Science, Economics, Engineering, Finance, or similar discipline• CFA CharterholderGrade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Associate, M&A Corporate Finance - Calgary, Vancouver
Deloitte,
Job Type:Permanent Reference code:125437 Primary Location:Vancouver, BC All Available Locations:Vancouver, BC; Calgary, AB Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Learn from deep subject matter experts through mentoring and on the job coaching Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an opportunity to work with business owners and executives on M&A transaction and capital raises? Read more below about joining our group of dedicated M&A professionals!What will your typical day look like?Our team is looking for Senior Associates to play a key role on M&A and growth capital transactions. As part of your role, you will co-ordinate and perform critical aspects throughout the transaction lifecycle in a client-facing role, including: Developing an understanding of a client's business and its drivers Performing financial and valuation analysis, including detailed financial modelling Preparing transaction marketing documents, including confidential information memoranda and management presentations for investors and lenders Conducting financial, business and industry due diligence Developing pitch presentations on actionable M&A and financing opportunities Supporting internal/external business development initiatives About the teamThe Corporate Finance team is a collaborative group that creates value for clients undergoing a capital raise, merger, acquisition or divestiture. Our team is growing and we have consistently been recognized by MergerMarket as the #1 Financial Advisor in both Canadian and Global M&A deal activity (measured by deal volume). We are a group of collaborative and amazing people who value client service excellence while having fun and supporting the career growth and the development of each other. Enough about us, let's talk about youYou are someone with: Completion or progression toward a finance or accounting designation (CPA, MBA, CBV or CFA) Relevant work knowledge of corporate finance, investment banking, corporate banking, or corporate development Attention to detail and strong computer skills (Excel modeling, PowerPoint, Capital IQ) Excellent interpersonal relations and demonstrated ability to work with others effectively in teams Superior verbal and written communication skills Demonstrated analytical ability Total RewardsThe salary range for this position is $58,000 - $106,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations) or [email protected] for any questions relating to careers for Indigenous peoples at Deloitte (First Nations, Inuit, Métis). By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: M&A, Corporate Finance, Finance MBA, Investment Banking, Developer, Management, Finance, Technology
Manager / Senior Manager, M&A Corporate Finance - Vancouver
Deloitte,
Job Type:Permanent Reference code:125436 Primary Location:Vancouver, British Columbia, Canada All Available Locations:Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Have many careers in one Firm. Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an opportunity to work with business owners and executives on M&A transaction and capital raises? Read more below about joining our group of dedicated M&A professionals!What will your typical day look like?Our team is looking for a Vice President (Manager) or Executive Director (Senior Manager) to play a lead role on M&A. Our sector focused Corporate Finance team is looking for an induvial with interest and experience in the Industrial sector. As part of your role, you will co-ordinate and perform critical aspects throughout the transaction lifecycle in a client-facing role, including: With the support of Analysts, Associates and Vice Presidents, be responsible for executing and closing divestiture and acquisition mandates, including the preparation of marketing materials, potential lender / investor analysis, facilitating due diligence, negotiating, and working with legal counsel to prepare purchase and sale agreements. Lead corporate finance transaction engagements (Options analysis, divestitures, acquisitions, mergers, etc.) Quickly develop an understanding of the client business and its drivers, including analysis of historical performance, working capital, capital expenditure, forecasts and underlying assumptions Be responsible for sourcing and closing transactions, with a strong focus on business development Work with senior practitioners to proactively develop solutions for clients in the industrial sector Develop proactive pitch presentations Build and maintain ongoing, long-term relationships with existing and potential clients Support Directors and Partners in their relationship management responsibilities, including with current and prospective clients Manage, develop, and mentor Vice Presidents, Associates, Analysts, and other staff About the teamThe Corporate Finance team is a collaborative group that creates value for clients undergoing a capital raise, merger, acquisition or divestiture. Our team is growing and we have consistently been recognized by MergerMarket as the #1 Financial Advisor in both Canadian and Global M&A deal activity (measured by deal volume). We are a group of collaborative and amazing people who value client service excellence while having fun and supporting the career growth and the development of each other.Enough about us, let's talk about youYou are someone with: Significant relevant work experience in investing and/or corporate finance, including a track-record of closing transactions Significant experience in the industrial sector Completion of a finance or accounting designation (CPA, MBA, CBV or CFA) Sound financial modeling and valuation experience Exceptional communication, presentation and writing skills Demonstrated ability to take initiative Transaction and execution experience An ability to quarterback files on day one Excellent interpersonal relations and demonstrated ability to work and lead effectively in a team environment Total RewardsThe salary range for the Manager position is $83,000 - $144,000 and $105,000 - $208,000 for the Senior Manager position, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you! By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: M&A, Corporate Finance, Finance MBA, Financial, Developer, Management, Finance, Technology
Finance - Manager, Corporate Finance
Aritzia, Vancouver, BC
THE TEAM The mission of the Corporate Finance Department is to maximize shareholder value and drive corporate objectives through strategic financial insight and oversightTHE OPPORTUNITY Aritzia is growing, and our Corporate Finance team is growing with it. This is a unique opportunity to be part of the team responsible for strengthening financial results by effectively managing Aritzia's financial assets and providing senior leadership with the required information and analysis to make informed business decisions. As a Senior Manager, Corporate Finance, you will enable Aritzia's strong financial position by executing financial planning, management, reporting, business development and investor relations. And, with the skills you gain in this role, the opportunities are endless - from a rewarding career in Finance to continued growth and development with Aritzia. THE ROLE As the Manager, Corporate Finance, you will:Drive the short and long term financial corporate plan in alignment with corporate objectives and strategies, in consideration of the income statement, balance sheet, cash flow statements, and more.Proactively maximize Aritzia's overall financial performance and support smart spending including through financial statement analysis, forecasting, business recommendations and spend management.Provide the business with visibility into corporate and departmental performance with relevant and timely financial results.Accelerate business objectives by supporting business development such as new business acquisitions and strategic partnerships.Support Investor Relations through comprehensive understanding of investor and analyst expectations of Aritzia's financial performance and outlook. THE QUALIFICATIONS The Manager, Corporate Finance has: Proven skills, education, and/or applicable certifications in:Finance, accounting, and/or business analysisExceptional Excel skillsA commitment to learn and apply Aritzia's Values, Business and People Leadership principlesThe ability to collaborate fluently with cross-functional partners.THE COMPENSATIONThe typical hiring range for this position is $120,000 - $140,000 CAD per year. The final agreed upon salary may vary based on factors such as job-related knowledge, skills and experience.We are always looking for top talent - if your qualifications differ from those listed above, the scope of work and final agreed upon salary may be adjusted to reflect your individual qualifications.Aritzia's Everyday Luxury compensation package goes beyond the base salary with endless growth and recognition opportunities through our pay-for-performance philosophy. Along with comprehensive benefits, aspirational workspaces and elevated employee perks and experiences - we provide it all.THE PERKSSome of the industry-leading benefits you will receive working at Aritzia:Product Discount - Maybe you've heard of our famous product discount? Or our exclusive private shopping events? You have now. A-OK Commissary & Café - Everyday Luxury dining, exclusive to Aritzia. Our in-house bistro and café is a private oasis where employees can enjoy curated, subsidized Everyday Luxury dining. The SET - Our in-office fitness studio and gym with state-of-the-art equipment, custom-created classes, and optional personal training. Open 7 days a week, works out well. Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to support you in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workplace - Our offices are specially designed to be spaces of creativity, productivity, and inspiration. They're also dog friendly. Woof.Amenities - Additional amenities include a private parent's room, shower facilities with elevated complementary conveniences, bike rooms, and more.The Extras - We also offer a multitude of other perks like dry-cleaning, hotel and restaurant discounts, self-care promos and on-site medical care.ARITZIAAritzia is an Equal Employment Opportunity employer. Our goal is to be inclusive, diverse, and representative of the communities where we work while creating an environment where every person can enjoy a successful career. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Requests for accommodation due to a disability or any other protected characteristic can be made at any stage of the recruitment process and during employment by contacting our People & Culture Team.
Senior Analyst, Sustainability And Climate Innovation
PSP Investments, Montreal, Quebec
ABOUT USWe're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force.Headquartered in Ottawa, PSP Investments has its principal business office in Montreal and offices in New York, London and Hong Kong.Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world's top companies. At PSP, you'll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an inclusive work environment where diversity is embraced. ABOUT THE TEAMSustainable investment is an integral part of our investment approach, helping us mitigate risk, uncover opportunities to enhance long-term performance, and bring our edge. Our Sustainability and Climate Innovation group spearheads our efforts. The group helps advance our sustainability and climate strategy, oversight, capabilities, and practices; and deeply collaborates with the investment teams across public and private markets asset classes to develop our collective insight, integrate factors related to sustainability throughout our investment processes, and deliver public reporting to stakeholders. To learn more about our sustainability & climate investment activities, please consult our 2023 Sustainable Investment Report and our Climate-Related Financial Disclosure Report.We're seeking a Senior Analyst, Sustainability and Climate Innovation to play an active role in the activities of the Sustainability and Climate Innovation group. As a valued member of the Sustainability and Climate Innovation group (SCI), you will report to the Senior Director, Sustainability. At PSP, we welcome individuals who are enthusiastic about learning, ideation, and innovation - those who strive for excellence, challenge conventions, and actively seek diverse perspectives.ABOUT YOUR ROLE As a Senior Analyst, Sustainability and Climate Innovation, you will join the Sustainability and Climate Innovation group within the Office of our Chief Investment Officer. Your responsibilities encompass a wide range of crucial tasks to advance our commitment to sustainable investment and active ownership. In your role, you will:Perform research and analysis on emerging factors (risks and opportunities) to support the integration thereof in the investment and monitoring activities of PSP Investments across asset classesActively engage in the proxy voting process by performing analysis of corporate regulatory filings and ensure alignment with PSP's Voting PrinciplesSupport communications on an ongoing basis with PSP's custodians, service providers and internal teamsParticipate to the development and maintenance of tools to ensure that emerging considerations are adequately integrated in the investment and monitoring activities of PSP Investments' across asset classesParticipate in the sustainability assessment and monitoring processes of external managers and general partnersPrepare briefing notes for PSP's corporate engagements with public companies and participate theretoConduct primary research, analysis and presentations on sustainability matters and best practices for institutional investorsActively participate in collaborative and leadership initiatives with industry peersCollaborate on PSP's disclosure and reporting activities on sustainability matters both internally and externallyWHAT YOU'LL NEEDRobust educational foundation, degrees preferred (e.g., bachelor's degree or higher in a relevant field such as sustainability, finance, business administration, or a related discipline). Additional sustainability-related certifications are assetsDemonstrated expertise through 1 to 3 years of relevant sustainability-related experience in the sustainable investing, investment ownership or management industry, with a focus on active ownership/stewardshipDemonstrated interest in sustainable investing and proxy voting principles and practices, including knowledge of relevant regulatory frameworks and reporting standards related to sustainable investingCommunication, interpersonal and negotiation skills, with the ability to build relationships and influence stakeholders (internally and externally) at all levelsBusiness acumen, blending both qualitative and quantitative analysis to solve complex business problems is an assetDemonstrated proficiency in technology and data analyticsA results-oriented and goal-driven mindset, with a commitment to achieving quantifiable outcomesExcellent communication skills in both English and French (or a willingness to learning French if not already acquainted). This involves engaging in regular interactions in English with other institutional investors, regulators, industry groups, and NGOs, as well as PSP employees in our Hong Kong, London, and New York offices. Additionally, there will be informal interactions in French with employees in our local offices based in Montreal and OttawaWe offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:Investment in career development Comprehensive group insurance plans Unlimited access to virtual healthcare services and wellness programs Competitive pension plans Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off Inclusive paid parental leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers A hybrid work model with a mix of in-office and remote days*Benefits package may vary based on your employee type.At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know. Visit us on www.investpsp.com/en/
Associate Director, Tax Reporting
RBC, Toronto, ON
Job SummaryJob DescriptionWhat is the opportunity? The incumbent will be responsible for the planning and production of tax returns and other tax deliverables for our investment fund clients. In order to be successful the incumbent must have a thorough understanding of the tax reporting requirements for investment funds and strong managerial skills. The outcome will be compliant to all investment fund tax reporting requirements and accurate and timely tax reporting for RBC Investor Services clientsWhat will you do? Manage Tax Analysts and seasonal contractors responsible for preparing/reviewing tax returns for trusts, corporations, segregated funds, HST returns and information for unitholder tax reporting.Planning tax reporting activities by establishing tasks, objectives and priorities internally and with clientsDeveloping, implementing and coordinating tax reporting policies and procedures within Fund Administration teamWork closely with Tax Service provider in regards to oversight of deliverables and deadlines including KPIsImprove internal controls and checks in tax reporting procedures and deliverables to clientsResponsible to liaise and provide information and reports to internal and external auditorsCoordinate, develop and maintain desk operating procedures for general and client specific tax proceduresIdentify and streamline processes to improve efficiency and use technology whenever possibleSupport staff in prioritizing work, define outcomes and how successes are measuredProvide guidance and support the ongoing learning, growth and development of the teamsReport on operational risk items and action plansWhat do you need to succeed?Must-have 5+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industryPeople management skillsExcellent verbal and written communication skillsProven organizational and time management skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Excellent exposureto communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriateWorking with an exciting, close-knit, supportive & dynamic groupOpportunity to collaborate with other business segments within the bankExcellent career development and progression opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefitsCompetitive compensationJob SkillsAdaptability, Crisis Management, Decision Making, Delegating Tasks, Group Problem Solving, Interpersonal Relationship Management, Long Term Planning, Operational Delivery, Process Improvements, Time ManagementAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-03-08Application Deadline:2024-04-29Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Senior financial Analyst
Company Confidential, British Columbia, BC
We are currently seeking a Senior Financial Analyst to join our team, playing a key role in supporting financial planning, analysis, and reporting functions for our organization.Key Responsibilities:Conduct financial analysis and forecasting to support strategic decision-making and business planning processes.Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.Assist with budgeting and variance analysis, identifying trends, risks, and opportunities.Develop financial models and scenarios to evaluate business performance and assess potential impacts.Collaborate with cross-functional teams to provide financial insights and recommendations.Assist with the preparation of investor presentations, board materials, and other financial communications.Conduct research and analysis on industry trends, competitors, and market conditions.Support financial audits and compliance efforts as needed.Qualifications:Bachelor's degree in finance, accounting, or related field required; master's degree preferred.Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred.Previous experience as a financial analyst, preferably in a healthcare or pharmaceutical industry.Strong analytical skills and proficiency in financial modeling and data analysis tools.Excellent communication and presentation skills, with the ability to convey complex financial information clearly and effectively.Advanced proficiency in Microsoft Excel and financial software applications.
Senior financial Analyst
Company Confidential, Newfoundland and Labrador, NL
We are currently seeking a Senior Financial Analyst to join our team, playing a key role in supporting financial planning, analysis, and reporting functions for our organization.Key Responsibilities:Conduct financial analysis and forecasting to support strategic decision-making and business planning processes.Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.Assist with budgeting and variance analysis, identifying trends, risks, and opportunities.Develop financial models and scenarios to evaluate business performance and assess potential impacts.Collaborate with cross-functional teams to provide financial insights and recommendations.Assist with the preparation of investor presentations, board materials, and other financial communications.Conduct research and analysis on industry trends, competitors, and market conditions.Support financial audits and compliance efforts as needed.Qualifications:Bachelor's degree in finance, accounting, or related field required; master's degree preferred.Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred.Previous experience as a financial analyst, preferably in a healthcare or pharmaceutical industry.Strong analytical skills and proficiency in financial modeling and data analysis tools.Excellent communication and presentation skills, with the ability to convey complex financial information clearly and effectively.Advanced proficiency in Microsoft Excel and financial software applications.
Manager, Exploration - Commercial
Teck Resources, Vancouver, BC
Closing: April 21, 2024 The Manager, Exploration - Commercial is responsible for providing leadership, support and mentorship to the Global Exploration group on all commercial matters related to exploration evaluations, valuation metrics, capital markets and commercial deal structures through targeted research and analysis that improve decision making and performance in capital allocation. The incumbent is responsible for ensuring that Global Exploration offices and operations align with corporate policy and local regulations as they relate to commercial activities, and proactively identifying ways of improving commercial services and business processes across all of these offices.The incumbent will provide financial analytical support and perspective to (1) the analyses of a broad range of strategic, economic, financial and business activities including analysis of Global Exploration investment decisions; and (2) the identification, evaluation and follow-up of opportunities with an overall goal of acquiring or advancing high quality Global Exploration assets that have the potential to deliver high margin and high value assets that will provide growth for the Company.This position reports to the Director, Exploration - Commercial & Evaluations, and is based in Vancouver, BC, with the option to work remotely up to two days per week, as well as completely remote from anywhere for two weeks of the year.Responsibilities: Develop a comprehensive understanding of Teck's Global Exploration assets and projects; Work with the Exploration Management team in the management of junior mining partnerships, including leading commercial negotiations and development and assessment of business structures related to exploration stage opportunities; Provide economic analyses and direction for investment decisions, exploration investment proposals, and other investment studies on projects or acquisitions; Provide financial evaluation expertise, direction and support to all exploration projects and evaluations on an as required basis; Review business evaluations to identify critical value and risk drivers and assess sensitivities to critical assumptions; Manage Teck's exploration-focused equity investment portfolio; Manage Teck's royalty portfolio; Prepare presentations and information packages to assist senior management in decision making; Build relationships across the organization and assist with developing junior staff by providing training and mentorship; Maintain a broad international network of industry contacts for intelligence and business purposes to promote Teck as a partner of choice for new opportunities as they arise. Be a courageous safety leader, adhering to and sponsoring health, safety, and environmental procedures. Qualifications: A Bachelor's or Master's degree in Business or Geoscience, and 15+ years of relevant industry work experience; An MBA or a Chartered Financial Analyst (CFA) designation is an asset but not a requirement; Ability to review and analyze mineral exploration press releases, regulatory filings, feasibility studies, NI43-101 reports, investor presentations and analyst reports in order to perform analysis leading to investment decisions; Familiar with analytical methods and concepts in finance and be able to apply economic, accounting, financial and investment principles to the solution of corporate business problems. Experience in quantitative valuation analysis with comprehensive qualitative analysis to arrive at a recommendation; Ability to proactively manage equity investment and royalty portfolios within the context of prevailing market conditions and relevant portfolio strategy; A solid understanding of capital markets, including valuation multiples and capital structures for publicly traded companies, including junior, operating, and royalty companies; A dedication to Teck's "partner of choice" approach and philosophy with respect to partnership, joint ventures and transactions, including relationship management and market positioning; A strong record of tracking and analyzing the position and activity of competitors within the industry across commodities and jurisdictions; Outstanding oral and written English language communication skills. Additional language skills (particularly Spanish) will be considered an asset but not a requirement. Leadership Competencies: Flex between leading through influence and direct management, and demonstrate a variety of communication styles and approaches to build relationships and trust; Effectively delegate responsibilities while managing performance and mentoring for success; Understand the needs of the business (short-, mid- and long-term), develop and implement associated strategies and tactics, and be change agile; Leverage strong communication, facilitation and interpersonal skills to work with diverse groups; Work effectively in multi-disciplinary team environments and to develop collaborative working relationships with multiple stakeholders and other departments in the Company; Model a results-oriented approach with excellent organizational, planning, program management and decision-making skills; Demonstrate a high degree of initiative, self-motivation, accountability and independent judgment; Understand how to get things done through formal channels, applying key practices, policies and procedures to achieve objectives; Take a long-term, strategic and innovative view and acts as a catalyst for organizational change. Why Join us? At Teck, we offer more than just a job - we provide a pathway to personal and professional enrichment. With captivating projects set against stunning backdrops, a culture of inclusivity and collaboration, and boundless opportunities to learn and grow, joining us means embracing a fulfilling and dynamic career adventure.Teck employees receive access to our total rewards program and comprehensive benefits package that promote physical, mental, financial, and emotional well-being. This includes but is not limited to: Annual Performance Bonus Profit Share Plan Health Spending Account Personal Spending Account Extended Health Care Dental and Vision Care Employer Paid Pension Plan Life Insurance and Disability Coverage Paid Sick Leave, Vacation and Holidays Virtual Telemedicine and additional support for overall well-being Employee and Family Assistance Program (EFAP) Salary Range: $157,000 - $194,000The actual base salary offered is determined based on the successful candidate's relevant experience, skills, and competencies and considers internal equity.About Teck At Teck, we value diversity. Our teams work collaboratively and respect each person's unique perspective and contribution. Qualified applicants interested in joining a dynamic team are encouraged to submit a resume and cover letter electronically. We wish to thank all applicants for their interest and effort in applying for the position; however, only candidates selected for interviews will be contacted.Teck is a diversified resource company committed to responsible mining and mineral development with major business units focused on copper, steelmaking coal and zinc, as well as investments in energy assets. Teck has been named one of Canada's Top 100 Employers for the six consecutive years. Teck has also been named to the Forbes list of the World's Best Employers for the past two years and is one of Canada's Top Employers for Young People . Headquartered in Vancouver, Canada, its shares are listed on the Toronto Stock Exchange under the symbols TECK.A and TECK.B and the New York Stock Exchange under the symbol TECK.Learn more about Teck at www.teck.com or follow @TeckResources Job Segment: CFA, Coal Mining, Financial Analyst, Telemedicine, Finance, Mining, Healthcare Apply now »
Manager, Finance (Investor Relations)
BMO, Toronto, ON
Application Deadline: 04/24/2024Address:100 King Street WestIn this individual contributor role, you will have the opportunity to grow your career in the Investor Relations area of the bank. You will be involved in conducting analysis on Analysts reports, synthesizing data, put together presentations on strategy and performance of the bank. Our ideal candidate has a passion for investments and a background in investments (Fixed Income, Treasury or Equity Research). You would have a high level of curiosity and desire to dig deeper to find answers.Supports the delivery of investor relations release reports, initiatives, and events to build and strengthen investor community relationships. Communicates financial results and strategy information to the investor community. Provides information and analysis to keep stakeholders informed of the opinions of the investment community and their perception of the Bank. Supports relationships with internal and external stakeholders and monitors market information to understand impacts to the investor relations strategy, policies and programs.Acts as a trusted advisor on investor relations.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Helps determine business priorities and best sequence for execution of business/group strategy.Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Develops investor relations solutions; fulfills investor community requests for information and makes recommendations based on an understanding of the business strategy and stakeholder needs.Builds effective relationships with internal / external stakeholders in order to understand their issues, concerns and positions.Ensures alignment between stakeholders.Supports or leads the design, development, and management of effective investor relations events, release reports, and ongoing programs; assesses investor community needs, develops the stakeholder communication and engagement strategy, designs event / program content and materials, and manages event logistics.Leads or participates in defining the communication plan designed to positively influence or change behaviour.Develops tailored messaging about investor relations, identifies appropriate distribution channels, communicates the Bank's position on key issues and strategic views of the Bank's businesses.Breaks down strategic problems, and analyses data and information to provide investor relations insights and recommendations.Gathers and formats data into regular and ad-hoc reports, and dashboards.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.University degree or college diploma in either investor relations, finance, accounting, or related discipline.Experience in investor relations, public relations is an asset.Proven communication and relationship management skills.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Senior Manager, M&A Corporate Finance - Vancouver
Deloitte,
Job Type:Permanent Reference code:125436 Primary Location:Vancouver, British Columbia, Canada All Available Locations:Vancouver, BC Our Purpose At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist as an organization. By living our Purpose, we will make an impact that matters. Have many careers in one Firm. Partner with clients to solve their most complex problems Be empowered to lead and have impact with clients, our communities and in the office. Are you looking for an opportunity to work with business owners and executives on M&A transaction and capital raises? Read more below about joining our group of dedicated M&A professionals!What will your typical day look like?Our team is looking for an Executive Director (Senior Manager) to play a lead role on M&A. Our sector focused Corporate Finance team is looking for an induvial with interest and experience in the Industrial sector. As part of your role, you will co-ordinate and perform critical aspects throughout the transaction lifecycle in a client-facing role, including: With the support of Analysts, Associates and Vice Presidents, be responsible for executing and closing divestiture and acquisition mandates, including the preparation of marketing materials, potential lender / investor analysis, facilitating due diligence, negotiating, and working with legal counsel to prepare purchase and sale agreements. Lead corporate finance transaction engagements (Options analysis, divestitures, acquisitions, mergers, etc.) Quickly develop an understanding of the client business and its drivers, including analysis of historical performance, working capital, capital expenditure, forecasts and underlying assumptions Be responsible for sourcing and closing transactions, with a strong focus on business development Work with senior practitioners to proactively develop solutions for clients in the industrial sector Develop proactive pitch presentations Build and maintain ongoing, long-term relationships with existing and potential clients Support Directors and Partners in their relationship management responsibilities, including with current and prospective clients Manage, develop, and mentor Vice Presidents, Associates, Analysts, and other staff About the teamThe Corporate Finance team is a collaborative group that creates value for clients undergoing a capital raise, merger, acquisition or divestiture. Our team is growing and we have consistently been recognized by MergerMarket as the #1 Financial Advisor in both Canadian and Global M&A deal activity (measured by deal volume). We are a group of collaborative and amazing people who value client service excellence while having fun and supporting the career growth and the development of each other.Enough about us, let's talk about youYou are someone with: Significant relevant work experience in investing and/or corporate finance, including a track-record of closing transactions Significant experience in the industrial sector Completion of a finance or accounting designation (CPA, MBA, CBV or CFA) Sound financial modeling and valuation experience Exceptional communication, presentation and writing skills Demonstrated ability to take initiative Transaction and execution experience An ability to quarterback files on day one Excellent interpersonal relations and demonstrated ability to work and lead effectively in a team environment Total RewardsThe salary range for this position is $105,000 - $208,000, and individuals may be eligible to participate in our bonus program. Deloitte is fair and competitive when it comes to the salaries of our people. We regularly benchmark across a variety of positions, industries, sectors, targets, and levels. Our approach is grounded on recognizing people's unique strengths and contributions and rewarding the value that they deliver.Our Total Rewards Package extends well beyond traditional compensation and benefit programs and is designed to recognize employee contributions, encourage personal wellness, and support firm growth. Along with a competitive base salary and variable pay opportunities, we offer a wide array of initiatives that differentiate us as a people-first organization. Some representative examples include: $4,000 per year for mental health support benefits, a $1,300 flexible benefit spending account, 38+ days off (including 10 firm-wide closures known as "Deloitte Days"), flexible work arrangements and a hybrid work structure.Our promise to our people: Deloitte is where potential comes to life. Be yourself, and more. We are a group of talented people who want to learn, gain experience, and develop skills. Wherever you are in your career, we want you to advance. You shape how we make impact. Diverse perspectives and life experiences make us better. Whoever you are and wherever you're from, we want you to feel like you belong here. We provide flexible working options to support you and how you can contribute. Be the leader you want to be. Be the leader you want to be Some guide teams, some change culture, some build essential expertise. We offer opportunities and experiences that support your continuing growth as a leader. Have as many careers as you want. We are uniquely able to offer you new challenges and roles - and prepare you for them. We bring together people with unique experiences and talents, and we are the place to develop a lasting network of friends, peers, and mentors. Our TVP is about relationships - between leaders and their people, the firm and its people, peers, and within in our communities.The next step is yours At Deloitte, we are all about doing business inclusively - that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada. This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our AccessAbility Action Plan , Reconciliation Action Plan and the BlackNorth Initiative . We encourage you to connect with us at [email protected] if you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations). We'd love to hear from you! By applying to this job you will be assessed against the Deloitte Global Talent Standards. We've designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally. Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, Métis, and Inuit peoples. We are all Treaty people.Job Segment: M&A, Corporate Finance, Finance MBA, Financial, Marketing Manager, Management, Finance, Marketing
BMO Summer 2025 Global Markets Analyst (Generalist & Quantitative/Developer), Toronto
BMO, Toronto, ON
Application Deadline: 05/01/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:Summer Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients.A variety of desks host Summer Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading.Summer interns will work on one desk in Global Markets over a 15-week period. Interns will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each intern will complete one week of onboarding and training with other interns across BMO Capital Markets. There are continuous professional development activities throughout the summer. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership.Responsibilities: Summer interns are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, intern skill set, and business needs, responsibilities may include:Development and deployment of business solutions such as pricing and risk modelsMarket data capture and display, spreadsheet developmentProviding insight into trading strategies leveraging quantitative modellingImproving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc.Bespoke projects requiring market, portfolio, or client research and data analyticsCreating client presentation materials using PowerPoint and ExcelDeveloping client trade ideasPlanning client eventsRecapping and organizing market data and eventsShadowing and learning from Trading, Sales, and Strategy professionalsQualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse intern class that can fit into different roles across Global Markets.Required Qualifications:Currently enrolled in an undergraduate or Master's program with a graduation date of December 2025 or Spring 2026Strong academic record -minimum 3.4/4.0 GPA Extracurricular achievement;Demonstrated interest in and knowledge of financial markets;Excellent research and analytical skills, able to collect, analyze and interpret data;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, positive attitude and high motivation;Strong written and oral communication skills;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self -motivation;Strong work ethic and a high level of professional integrity;Detail and results orientated.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the futureAdditional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics;Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular);Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA);Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab);Database experience (SQL, Oracle);Familiarity with data manipulation and strong quantitative/statistical background;Understanding of mathematical models;Fluency in Excel, including scripting and efficient spreadsheet design;Strong technical writing ability.How to Apply: For your application to be eligible for consideration, please apply to this posting.Please ensure the following items are submitted in your application. 1. Resume2. Transcript - please upload it in the resume section when applying in BMO's Workday application system)The campus job description above aligns to the full time job description below.Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions.Seeks to develop an understanding of client needs and outcomes.Coordinates conference calls, client events and meetings.Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources.Verifies that all confirms on trades or sales are accurate and promptly delivered.Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.Answers phones, file, fax, and coordinates meeting and travel arrangements.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Cultivates strong relationships with the research team in order to understand their industries and stock coverage.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Defines problems, collects data, establishes facts, and draws valid conclusions.Develops an understanding of and proficiency in using all required systems and models.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.).Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.Responds to requests for information from both internal and external sources.Communicates market data and client changes to colleagues when they are on the road or in meetings.Provides feedback on, and, supports continuous improvement opportunities.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Familiarity with institutional equity markets.Series 7, 63 licenses.Able to read, analyze, and interpret general business periodicals, investment and financial reports.Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.I-Star familiarity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $95,000.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO Summer 2025 Global Markets Analyst (Generalist & Quantitative/Developer), Toronto
BMO Financial Group, Toronto, ON
Application Deadline: 05/01/2024 Address: 100 King Street West Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023. Program Overview: Summer Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients. A variety of desks host Summer Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading. Summer interns will work on one desk in Global Markets over a 15-week period. Interns will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each intern will complete one week of onboarding and training with other interns across BMO Capital Markets. There are continuous professional development activities throughout the summer. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership. Responsibilities: Summer interns are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, intern skill set, and business needs, responsibilities may include: Development and deployment of business solutions such as pricing and risk models Market data capture and display, spreadsheet development Providing insight into trading strategies leveraging quantitative modelling Improving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc. Bespoke projects requiring market, portfolio, or client research and data analytics Creating client presentation materials using PowerPoint and Excel Developing client trade ideas Planning client events Recapping and organizing market data and events Shadowing and learning from Trading, Sales, and Strategy professionals Qualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse intern class that can fit into different roles across Global Markets. Required Qualifications: Currently enrolled in an undergraduate or Masters program with a graduation date of December 2025 or Spring 2026 Strong academic record minimum 3.4/4.0 GPA Extracurricular achievement; Demonstrated interest in and knowledge of financial markets; Excellent research and analytical skills, able to collect, analyze and interpret data; Strong interpersonal skills used within a demanding team environment; Demonstrated proactivity, resiliency, positive attitude and high motivation; Strong written and oral communication skills; Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner; Excellent capacity to independently function as part of a team through self -motivation; Strong work ethic and a high level of professional integrity; Detail and results orientated. You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the future Additional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics; Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular); Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA); Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab); Database experience (SQL, Oracle); Familiarity with data manipulation and strong quantitative/statistical background; Understanding of mathematical models; Fluency in Excel, including scripting and efficient spreadsheet design; Strong technical writing ability. How to Apply: For your application to be eligible for consideration, please apply to this posting. Please ensure the following items are submitted in your application. 1. Resume 2. Transcript please upload it in the resume section when applying in BMOs Workday application system) The campus job description above aligns to the full time job description below. Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the banks exposure and adhering to regulatory statutes. Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader. Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions. Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions. Seeks to develop an understanding of client needs and outcomes. Coordinates conference calls, client events and meetings. Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources. Verifies that all confirms on trades or sales are accurate and promptly delivered. Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing. Answers phones, file, fax, and coordinates meeting and travel arrangements. Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations. Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Cultivates strong relationships with the research team in order to understand their industries and stock coverage. Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. Defines problems, collects data, establishes facts, and draws valid conclusions. Develops an understanding of and proficiency in using all required systems and models. Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities. Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.). Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations. Responds to requests for information from both internal and external sources. Communicates market data and client changes to colleagues when they are on the road or in meetings. Provides feedback on, and, supports continuous improvement opportunities. Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Familiarity with institutional equity markets. Series 7, 63 licenses. Able to read, analyze, and interpret general business periodicals, investment and financial reports. Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired. I-Star familiarity. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Please note the salary for this specific position is $95,000. Compensation and Benefits: Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Analyst Corporate Credit - Trans-Canada Capital
Air Canada, Montreal, QC
Description Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$30 billion in assets under management (inclusive of leverage), more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of institutional investors seeking steady returns. The Corporate Credit team is the division within Fixed Income responsible for managing the corporate bond holdings held in TCC's various portfolios. We invest across a broad spectrum of fixed income instruments, including single-name bonds (both investment-grade and high-yield), money market products, and derivatives. This opportunity is on the research team, which deals primarily with the fundamental credit analysis of individual companies held in the portfolios. This is an excellent opportunity to work closely with an Associate Portfolio Manager and gain deep fundamental knowledge on several different sectors. Roles and Responsibilities: Support the Associate Portfolio Manager by: performing fundamental analysis on companies within assigned sector coverage Developing issuer and sector-specific credit models Producing both written and oral fundamental analysis in partnership with covering analyst; constructing investment opinions, research notes, and industry outlooks Monitoring performance and holdings relative to investment objectives, benchmarks, and outlooks Monitoring market developments that may impact individual credits Collaborating with the broader Corporate Credit team on investment ideas and projects Attending and participating in industry events, interacting and collaborating with investors and corporate management teams Following ESG developments and supporting ESG integration into the investment decision making process The position is based in downtown Montréal. Qualifications Undergraduate degree in finance, mathematics, accounting, economics, or related field CFA or progress towards CFA designation is a plus Graduate degree in a related field is a plus 2 years of relevant experience in investment and/or fundamental research analysis Sustainable investing experience is an asset Knowledge and Skills Demonstrated interest in financial markets, investing, and macroeconomic environment Excellent knowledge of all Microsoft Office products and experience using Bloomberg Ability to communicate fluently in French and English (both written and spoken) Interest in how ESG factors impact investment decision-making Competencies Strong written, analytical, and communication skills Ability to work effectively both independently and in a team environment Entrepreneurial mindset, a quick learner, and resourceful in solving problems Ability to thrive in a high-performance culture and fast paced environment Strong analytical mind and attention to detail Ability to organize, prioritize and handle a diversified workload Conditions of Employment: Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position. Linguistic Requirements Bilingual (English and French) Diversity and Inclusion Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees' unique contributions to our company's success. As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve. Trans Canada Capital Inc. thanks all candidates for their interest; however only those selected to continue in the process will be contacted.
Analyst - Senior Analyst, Asset Allocation - Trans-Canada Capital
Air Canada, Montreal, QC
Description Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With C$27 billion in assets under management (inclusive of leverage), more than 100 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of institutional investors seeking steady returns. Reporting to the Director, Asset Allocation, the incumbent will assist in the oversight of TCC's investment strategies for the different TCC Funds and investment mandates. The candidate will choose TCC because of its collaborative work environment, its innovative approach to asset management, the sophistication and diversification of its investment strategies, its growth potential, the tight-knit relationship amongst the investment teams and the competitiveness of its total compensation package. This is a hybrid position requiring at least 4 days per week at our office downtown Montreal. Role and responsibilities: Assist in the modeling of the mid-term and long-term economic projections used to establish the mid-term and long-term investment strategy. Assist in the asset/liability management of the Air Canada Pension Plans Participate in the revision of investment policies and other investment governance documents. Contribute to the monthly rebalancing of funds Participate in the preparation of presentations to various committees, clients and prospects. Assist in the modeling and monitoring of the active risk budget of the Pension Fund and the TCC Specialized Funds Contribute to the production of reports and the elaboration of tools and processes facilitating portfolio monitoring Analyze portfolio positioning and recommend, if needed, transactions to rebalance or optimize portfolios or strategies Participate in the research of various investment strategies (pre-trade and post-trade analysis) Develop and expand research on risk budgeting and portfolio construction Maintain close ties with various stakeholders, including traders, portfolio managers, risk team and the investment operations teams May be asked from time to time to present results to various internal and external committees All other tasks required by the position Qualifications University graduate degree in actuarial science, finance, economics or other related field Actuarial professional designation, CFA and/or FRM, an asset 3-8 years of relevant experience Knowledge and skills Excellent presentation skills and superior ability to prepare concise reports and presentations Good understanding of pension asset and liability modeling Good knowledge of the investment strategies in all asset classes Ability to synthesize broad sets of information Ability to model various investment and economic scenarios At ease at manipulating and understanding a broad range of investment and risk models Strong skills in MS Office applications and Bloomberg Knowledge of programming languages such as Python and SQL , an asset Excellent verbal and written communication skills, both French and English Competencies Rigorous, disciplined and well organized (efficient, high quality, well structured work) Strong analytical skills, capacity to learn and intellectual curiosity Team player Autonomous and dynamic Conditions of Employment: Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position. Linguistic Requirements Bilingualism (English and French) This position requires proficiency in a language other than French to provide support to clients and employees located outside Quebec or who require services in a language other than French. Diversity and Inclusion Trans Canada Capital Inc. is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees' unique contributions to our company's success. As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve. Trans Canada Capital Inc. thanks all candidates for their interest; however only those selected to continue in the process will be contacted.
Senior Manager, External Reporting
RBC, Toronto, ON
Job SummaryJob DescriptionWhat is the opportunity?As part of the Chief Accountants Group in our Toronto head office, you will be part of a collaborative team culture that strives to challenge ourselves to be our best, think progressively to keep growing, and work together to deliver collective results.For forward-thinking and results-focused leaders, this is an opportunity to join the External Reporting team of Canadas largest company, frequently ranked as one of the top companies to work for in Canada. RBC is internationally recognized for its commitment to innovation, diversity, customer satisfaction and corporate social responsibility. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.The External Reporting function serves a critical role in telling the story of RBCs financial results to the public through the quarterly Report to Shareholders, Annual Report and other external disclosures. The Senior Manager - External Reporting will be a key contributor in collaborating with stakeholders from across the organization to create effective and consistent external reporting. The role offers the opportunity to build relationships with senior members from across Finance, Law, Risk Management and our Business Platforms.What will you do?Key member of the team in managing the preparation and delivery of RBCs annual and quarterly externally disclosed regulatory deliverables, including the Managements Discussion & Analysis (MD&A). Partner with key stakeholders to prepare the quarterly Report to Shareholders and Annual ReportPrimary preparer of critical and high-profile external reporting materials, ensuring effective governance and challenge is incorporated into the end to end report and underlying processesDevelop strong business partner relationships to foster greater understanding of key drivers and metrics to ensure disclosures effectively communicate our resultsWork with our Investor Relations team and other key stakeholders to assist in the preparation and review of quarterly Earnings Release, analyst slides and investor call speechesWork with the Law Group, Corporate Communications and Group Risk Management to review and provide guidance on other legal and regulatory filings, including the Pillar 3 Disclosure, annual Management Proxy Circular, Annual Information Form, Form 40-F, prospectuses, as well as ad hoc reporting as necessarySupport delivery of best in class disclosures through benchmarking and effective partnering with key stakeholdersAssess and evaluate the impact of new disclosure or regulatory requirements, and support advocacy efforts through industry associations where applicable (i.e. Canadian Bankers Association)Assist in the preparation of the quarterly summary of disclosure and accounting issues memo, quarterly CFO support materials and other Board/Audit Committee disclosure documentation and communicationsWhat do you need to succeed? Must-haveChartered Professional Accountant designation5+ years of relevant work experienceExcellent written and verbal communication skills, including ability to communicate effectively to executivesStrong analytical, organizational and problem solving skillsAbility to drive process improvements and efficienciesStrong interpersonal skills; specifically able to act as change agent, facilitator and collaboratorStrong attention to detail and accuracyNice-to-have Strong understanding of accounting, legal and financial institutions regulatory disclosure requirementsSolid understanding of financial institutions, including all facets of RBCs business and other activities with strong business acumenJob SkillsAccounting, Auditing (Inactive), Detail-Oriented, Financial Accounting Systems, Financial Analysis and Reporting, Financial Recordkeeping, General Ledger Administration, Generally Accepted Accounting Principles (GAAP), Tax ManagementAdditional Job DetailsAddress:20 KING ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Office of the CFOJob Type:RegularPay Type:SalariedPosted Date:2024-04-15Application Deadline:2024-05-01Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Mortgage Cash & Tax Analyst
Manulife Financial Corporation, Toronto, ON
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working ArrangementHybridJob DescriptionReporting to the Manager, Mortgage Accounting, the Mortgage Cash & Tax Analyst will work closely with business partners and the leadership team to meet/exceed our service level commitments, improve current processes and support special projects.The analyst will also work with other teams to coordinate certain processes and ensure that transactions are completed smoothly for the benefit of all partners. Responsibilities:Perform accurate and timely transfer of cash between operational and borrower individually held bank accountsPrepare and wire funds to 3rd party investors according to contractual obligationsReview, reconcile and prepare weekly and monthly correspondent reports and remit fees as per contractual obligationsCashiering: moving funds between bank accountsReconciliation: perform regular reconciliation between bank and system balancesPrepare and peer review of wires and cheques for miscellaneous paymentsKnowledge of commercial tax processes and maintenance of Reserve AccountsAssists with tax escrow loans and process payments.Investigation of past due property taxes, contact borrowers/tax office for proof of paymentPerform quality assurance review and sign off for major tax changes and investigationsReview daily work of other team member for accuracy and completenessWork within existing procedures and processes regarding cash handling and adhere to established SOX controlsProvide assistance to other team members and management team as requiredAssume tasks or special projects as required or as directed by managementAssist in system upgrade/changeHow will you create impact?We are hiring for potential and looking for a candidate that will bring new ideas, innovation and enthusiasm to the team. The successful candidate will question the current process and improve them with experience. What motivates you?You obsess about customers, listen, engage and act for their benefit.You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.You thrive in teams and enjoy getting things done together.You take ownership and build solutions, focusing on what matters. You do what is right, work with integrity and speak up.You share your humanity, helping us build a diverse and inclusive work environment for everyoneWhat we are looking forPost-secondary education preferred or relevant work experienceExperience in the commercial mortgage operationsGood knowledge of property tax and banking processes preferredProficient in Excel, with an ability to learn new software/system applications quicklyExcellent mathematical, problem-solving and interpretive skillsAbility to work in a time-sensitive environmentAbility to plan, organize & prioritize work to meet deadlinesAbility to work effectively both independently and in a team environment.Good written and verbal communication skillsAbility to work effectively with othersDemonstrate integrity and respectWhat can we offer you?A competitive salary and benefits packages.A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Flexible work policies and strong work-life balance.Professional development and leadership opportunities.Our commitment to youValues-first cultureWe lead with our Values every day and bring them to life together.Boundless opportunityWe create opportunities to learn and grow at every stage of your career.Continuous innovationWe invite you to help redefine the future of financial services.Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] & BenefitsThe annual base salary for this role is listed below.Primary LocationToronto, OntarioSalary range is expected to be between$46,200.00 CAD - $77,000.00 CADIf you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Head FP&A
COGIR Immobilier, Brossard, QC
Founded in 1995, Cogir Immobilier manages 6 million square feet of commercial real estate and 43,000 housing units including more than 220 private residences for seniors. The Cogir Foundation supports projects and causes grouped under four main axes, namely young people, seniors, cultural diversity and the environment.Office(s) available: Brossard and/or Montreal.POSITION DESCRIPTION:Reporting to the Director, Financial Planning and Analysis (FP&A), the FP&A Manager will be responsible for supervising the FP&A team in achieving its objectives. The ideal candidate will also be responsible for coordinating our financial planning efforts through the development of budgets and quarterly forecasts as well as coordinating presentations to investors. Through his role, he will have to manage several interdepartmental projects related to the performance management of the RPA division.ROLE AND GENERAL RESPONSIBILITIES:Analyze trends, identify risks and opportunities related to financial projections and provide actionable dataAny other related tasks.Ensure monitoring of the division's treasury operationsEnsure the continued development and advice of FP analystsIdentify and propose areas for process improvement based on the optimization opportunities identifiedLead monthly discussions with external and internal customersLead the budgeting process (annual, quarterly, monthly) and ongoing forecasting effortsManage and assign the various requests from partners to analysts and guide them in their execution.Supervise a team of financial analysts within the Financial Analysis and Planning departmentSupervise and plan external auditsEXPERIENCE AND QUALIFICATIONS:Bachelor's degree in Accounting or FinanceCPA or CFA title requiredMinimum 5 years of experience as a financial analyst management experience, an assetBENEFITS:Yearly salary to be discussed.Group insuranceSick days and time off for family obligationsEmployee Assistance ProgramTelemedicineVacationFree coffee, tea and herbal teaPossibility of teleworkingOn-site parkingChallenging opportunities, up to your ambitions!JOB STATUS:Permanent: Full TimeJOB SCHEDULE:Day time
Senior Analyst, Transaction Management
RBC, Toronto, ON
Job SummaryJob DescriptionWhat is the opportunity?As a Senior Analyst in Transaction Management team, you will be responsible for the coordination of fixed income investments. Familiarity with excel, outlook, and various banking systems are critical. You will also be responsible for supporting your colleagues with new initiatives and project management. This role requires frequent collaboration with several internal operational teams while delivering daily deliverables.What will you do? Ensure processing and client requirements are carried out in the most efficient manner.Monitor and analyze the status of team against established standards and take appropriate action as required.Daily review of Cases/Task to address and clear all outstanding items (where applicable)Deliver quality service to all parties by promptly responding to requests or inquiries relating to client activity/instructions.Ensure continuity of operations and service during vacation and absenteeism.Ensure all monitoring and notification requirements are in place (End of day task, Daily trackers, and recon, etc.)Communicate issues which may affect Launch/Close for Shareholder Service i.e., amendments, revised activity, processing errors etc.Ongoing review of existing procedures to ensure that risk issues are effectively anticipated and mitigated.Reduce corporate liability by ensuring compliance with all RBC Investor & Treasury Services policy guidelines and department policy and procedures.Minimize E & O due to non-compliance with established procedures or failure to identify/escalate a situation that could potentially cause a processing failure.Performs ad hoc request when directed by the manager.What do you need to succeed?Must-havePost secondary education, preferably in Business or FinanceStrong interpersonal skills and networking abilities with other departmentsSuperior communication and presentation skillsStrong working knowledge of PC applications such as excel, word and outlook.Nice-to-have1+ year Securities industry experience and knowledge of domestic marketsKnowledge of funds & alternative investmentsExperience with platforms such as TRUST and MyClientViewSecurities industry experience and knowledge of transfer agencyLeadership skillsWhats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.Excellent exposureto communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriateOpportunity to obtain hands-on experience throughout your roleWorking with an exciting, close-knit, supportive & dynamic groupOpportunity to collaborate with other business segments within the bankExcellent career development and progression opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefitsCompetitive compensationJob SkillsDetail-Oriented, Investment Management, Investment Operations, Investment Reporting, Office Tools, Operational Risks, Order Processing, Product Services, System ApplicationsAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-03-27Application Deadline:2024-05-03Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
2024 Fall Capital Markets, Global Markets Analyst (Generalist & Quantitative/Developer)
BMO, Toronto, ON
Application Deadline: 05/12/2024Address: 100 King Street WestJob Family Group:Capital Mrkts Sales & Service BMO Capital Markets BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.Program Overview:Fall Analysts work in the Global Markets Group of BMO Capital Markets, comprising Client Coverage, Origination, Digital and Liquid Trading, Structured Products Trading, Equity Products, and Financial Resource Management. Global Markets serves institutional, corporate, and government clients.A variety of desks host Fall Analysts including Equity Sales and Trading, Clearpool E-trading, Prime Finance, Structured Notes Sales and Trading, Leveraged Finance, Securitized Products Sales and Trading, Origination, Debt Capital Markets, and US Interest Rates Sales and Trading.Fall co-ops will work on one desk in Global Markets over a 14-week period. Co-ops will be provided with desk job descriptions prior to starting and will be placed based on preference and skill set. Each co-op will complete one week of onboarding and training with other co-ops across BMO Capital Markets. There are continuous professional development activities throughout the Fall. These activities include teach-ins, trading games, meetings with senior leaders, and networking events with both peers and Senior Leadership.Responsibilities: Fall co-ops are fully integrated into an assigned desk. Responsibilities will vary widely from day to day based on the needs of the business and the current market environment. Depending on the assigned desk, co-op skill set, and business needs, responsibilities may include:Development and deployment of business solutions such as pricing and risk modelsMarket data capture and display, spreadsheet developmentProviding insight into trading strategies leveraging quantitative modellingImproving on existing technology involving system infrastructure, internal reporting, client/management presentations, etc.Bespoke projects requiring market, portfolio, or client research and data analyticsCreating client presentation materials using PowerPoint and ExcelDeveloping client trade ideasPlanning client eventsRecapping and organizing market data and eventsShadowing and learning from Trading, Sales, and Strategy professionalsQualifications: We are looking for highly motivated individuals who can work well in a competitive, market-driven, team-based environment and seek a challenge. Global Markets encompasses a diverse group of individuals with a variety of skill sets and job functions. We look to create a diverse co-op class that can fit into different roles across Global Markets.Required Qualifications:Currently enrolled in an undergraduate or Master's program with a graduation date of December 2025 or onwardsStrong academic record -minimum 3.4/4.0 GPA Extracurricular achievement;Demonstrated interest in and knowledge of financial markets;Excellent research and analytical skills, able to collect, analyze and interpret data;Strong interpersonal skills used within a demanding team environment;Demonstrated proactivity, resiliency, positive attitude and high motivation;Strong written and oral communication skills;Ability to attentively review, assess and provide detailed information daily on multiple projects in an organized manner;Excellent capacity to independently function as part of a team through self -motivation;Strong work ethic and a high level of professional integrity;Detail and results orientated.You are a Canadian citizen, permanent resident of Canada, or an individual who is legally authorized to work in Canada and will not require sponsorship in the futureAdditional Preferred Technical Qualifications: Currently working towards a degree in: Finance, Engineering, Actuarial Science, Computer Science, Mathematics, Physics, or Statistics;Knowledge and/or experience of front-end developer languages (HTML, CSS, JavaScript, React, Angular);Knowledge and/or experience in back end developer languages (C++, C#, Java, Python, VBA);Knowledge and/or experience of at least one type of statistical programming language (i.e. R, MatLab);Database experience (SQL, Oracle);Familiarity with data manipulation and strong quantitative/statistical background;Understanding of mathematical models;Fluency in Excel, including scripting and efficient spreadsheet design;Strong technical writing ability.How to Apply: For your application to be eligible for consideration, you must apply to both your career center posting and the BMO link application link.Please ensure the following items are submitted in your application:Cover Letter (optional)ResumeTranscript with cGPAThe campus job description above aligns to the full time job description below.Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers a full spectrum of integrated capabilities to deliver leading market insight, risk management, and execution services to issuing and/or investor clients, including access to major global markets across asset classes including: debt, foreign exchange, interest rate, credit, equity, securitization, and commodities. Provides competitive pricing to all clients and seeks out new opportunities with prospective clients. Maximizes profit while prudently minimizing the bank's exposure and adhering to regulatory statutes.Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and marketing and with the support of a senior leader.Responds to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determines acceptable solutions.Helps manage the flow of inquiries, market data, and other information from clients. Routes client calls appropriately and responds quickly to client questions.Seeks to develop an understanding of client needs and outcomes.Coordinates conference calls, client events and meetings.Maintains a proactive, client service focus in order to meet their needs and increase revenue; contacts customers to present available investment services and develops client prospects from among current customers, referral leads and other sources.Verifies that all confirms on trades or sales are accurate and promptly delivered.Communicates transaction details to the brokerage community and custodians. Resolves settlement issues related to incorrect billing.Answers phones, file, fax, and coordinates meeting and travel arrangements.Develops strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations.Reads, analyzes and interprets common technical journals, financial reports, and legal documents in order to better serve client needs.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Cultivates strong relationships with the research team in order to understand their industries and stock coverage.Uses analytical skills (probability, statistical inference, etc.) and applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables.Defines problems, collects data, establishes facts, and draws valid conclusions.Develops an understanding of and proficiency in using all required systems and models.Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.Executes a variety of administrative and analytical tasks as assigned and with minimal supervision (e.g. procedural documentation, brokerage and client commission reporting, maintenance of contacts database, disaster recovery planning, tracking and updating of periodic trading or sales metrics, etc.).Administers all aspects of the sales and or trading desk, record keeping, reporting, and file maintenance in accordance with internal controls and compliance policies and external regulations.Responds to requests for information from both internal and external sources.Communicates market data and client changes to colleagues when they are on the road or in meetings.Provides feedback on, and, supports continuous improvement opportunities.Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Familiarity with institutional equity markets.Series 7, 63 licenses.Able to read, analyze, and interpret general business periodicals, investment and financial reports.Strong familiarity with Outlook, Excel, Reuters Plus, Bloomberg, public finance/business news websites is desired.I-Star familiarity.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Please note the salary for this specific position is $95,000 CAD.Compensation and Benefits:Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.