About the Company
Our client is an investment company, founded in 2012, that provides money management expertise focused on security selection in the energy (alternatives, soft-rock upstream, downstream, midstream, utility, refinery, services & EPC), engineering (applied sciences & aerospace) and technology sectors (artificial intelligence, hardware engineering). We are owned entirely by the founding partners & directors. The Company is run by a small team of talented and sophisticated professionals out of our office in Calgary.
Why Work Here
Driven, hardworking environment providing a great challenge and lots of learning opportunities
About the Opportunity
- Update of the financial forecasts for the existing investments in Canada and overseas
- Build, maintain and manage financial models for public and private investments with the director of Finance
- Must be able to manage and maintain a research universe of coverage and database of portfolio companies
- Conduct supervised due diligence and portfolio monitoring under a Portfolio Manager and director of Finance
- Assist the CFO in his duties of developing financial reports for the Principals and Fund Manager
- Monthly valuation of private investments for NAV calculation
- Reconciliation of the financial statements between various direct and indirect subsidiaries
- Consolidation of the financial statements for the renewable holding company
- Financial analysis of potential investments / acquisitions
- Monitoring the financial markets daily, as part of a portfolio management team
- Executing trades in the public and private markets for the portfolio management team
- Generating market reports for the portfolio management investment team
- Assisting the VP Finance / CFO with annual audits and capital raising discussions
- Additional finance related assignments as required
Expected to be able to work full capital market hours, from an office setting at minimum from 7am to 5:30 PM MST, and may be expected to work later as necessary depending on deadlines and deliverables for trades or project deadlines
About You
- Undergraduate degree in business / accounting / finance
- CFA designation or equivalent, or demonstrated intention to obtain CFA designation
- At least 5 years of financial planning and analysis experience
- Strong understanding of IFRS
- Time management skills
- Professional and self-motivated
- Able to work in a team environment or independently as required
- Excellent MS Office skills
- Ability to prioritize job functions under stressful circumstances
- Willing to relocate to Calgary, Alberta, Canada
- Previous experience of working for an investment bank or hedge fund investment team focused on energy markets
- Programming skills in Python, C# and Pearl
- CF or CBV designation
Salary Range
$120,000 - $150,000/year
How to Apply
Click the "Apply Now" button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #410200. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client's requirements for this role.