Overview
This role involves conducting financial research and preparing investment-related exhibits for regulatory filings, internal committees, and other stakeholders. The position supports financial reporting and statistical analysis to inform decision-making within the investment function.
Responsibilities
Financial Analysis & Reporting
- Conduct economic and financial research to assess investment trends and conditions.
- Prepare investment exhibits for the 10K filing, financial notes, Investment Committee, front office, and other internal and external parties.
- Prepare investment sections of the STAT MD&A and STAT audited files.
- Analyze, interpret, and make recommendations regarding securities impairment.
- Establish monthly, quarterly, and annual financial results to support senior management.
- Ensure compliance with financial reporting standards and company policies.
- Manage expectations of internal and external parties regarding deliverables and deadlines.
Process Improvement & Business Support
- Identify opportunities to enhance financial systems and reporting methods.
- Streamline processes through automation.
- Collaborate with senior management and functional teams to improve financial processes and reporting accuracy.
- Maintain data management integrity and control considerations in financial reporting tools.
- Apply thoughtful judgment to address reporting redundancies and consolidation.
Qualifications & Experience
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 3-5 years of experience in financial analysis, data manipulation, and process improvements through technology.
- Ability to manipulate and rationalize large datasets.
- Knowledge of financial modeling.
- Advanced Microsoft Excel skills.
- Ability to interpret and apply financial and analytical techniques effectively.
- Strong problem-solving and decision-making skills.
- Ability to manage multiple priorities and meet deadlines.
- Excellent communication and collaboration skills.
- Attention to detail and highly organized.
- Team player with a proactive, can-do attitude.
Compensation & Benefits
- Salary range: $61,900.00 - $91,300.00, commensurate with experience and location.
Location
Not specified.