Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Analyst supporting valuation advisory services for alternative asset management. Working with clients on alternative investments while developing technical skills in the financial valuation sector.
Responsibilities
- Assist on a range of valuation advisory services to the alternative asset community
- Develop deep technical strength in the valuation of alternative assets
- Review investment memoranda, governing documents of structured investments, board of directors’ presentations, and client models
- Assist the team with interviewing clients, to gather data and information pertinent to the engagement
- Design financial models for discounted cash flow, market multiple, and option pricing analyses
- Perform valuation analysis on a wide range of illiquid investments
- Compile statistical summaries of companies’ financial information and develop financial ratios
- Work with management to build and maintain client relationships
- Report and present analyses and conclusions including written reports
Requirements
- CA, Master's degree in Finance, Accounting or Economics or equivalent thereof (e.g., CFA); or MBA from an accredited college/university
- Minimum 0-1 year of experience constructing and reviewing valuation models and other financial models including: enterprise valuation using DCF & market approaches, and other structured investment models.
- Experience with credit analysis or structured securities experience is a plus: CLOs, CMBS, RMBS, ABS, etc., Intex or other tools
- Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
- Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats and limitations
- Familiarity with relevant accounting standards and policies produced and amended from time to time by the AICPA and other oversight bodies
- Knowledge of software packages including MS Word, Excel, and PowerPoint
- Direct experience working with VBA, Python, and Power BI is highly desirable
- Excellent written and verbal communication skills that help represent diverse communities
- Experience working with diverse teams
Benefits
- Kroll's Financial Instruments and Technology practice is a leading solutions provider for asset managers, hedge funds, fund administrators, banks, insurers, private equity firms, commodity trading and investment firms, and corporations.
- Developing deep technical strength in the valuation of alternative assets.
- Reviewing investment memoranda, governing documents of structured investments.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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