305 Investment Analyst jobs in Canada
Junior Fixed Income ETF Quant Trader (Analyst/Associate)
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Application Deadline:
09/25/2025
Address:
100 King Street West
Job Family Group:
Capital Mrkts Sales & Service
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Role Overview:
The Fixed Income ETF Junior Quant Trader will be responsible for developing and implementing quantitative trading strategies and tools for our fixed income ETF market making business. This individual will work closely with Senior Traders, Developers, and Algo teams to optimize performance and manage risk.
Key Responsibilities:
Strategy Development: Design, test, and implement quantitative trading strategies for fixed income ETFs. Utilize statistical models and machine learning techniques to improve execution and performance.
Market Analysis: Conduct in-depth analysis of fixed income markets, including interest rate movements, credit spreads, and macroeconomic indicators. Monitor market conditions and adjust strategies accordingly.
Execution: Efficiently execute trades across various fixed income instruments, including bonds, futures, and ETFs, while minimizing market impact and transaction costs.
Risk Management: Implement robust risk management practices to monitor portfolio risk and ensure adherence to investment guidelines and regulatory requirements.
Collaboration: Work closely with senior traders, researchers, and technology teams to refine trading strategies and improve trading infrastructure.
Reporting: Prepare regular reports on trading activity, strategy performance, and market insights for senior management and stakeholders.
Qualifications:
Bachelor’s degree in Engineering. Finance, Economics, Mathematics, Computer Science, or a related field.
Proven experience in quantitative trading or risk management, specifically within fixed income markets.
Strong programming skills in Python, R, MATLAB, or similar languages. Proficiency in using trading platforms and analytical tools.
In-depth knowledge of fixed income products, including bonds, interest rate derivatives, and ETFs.
Excellent analytical, problem-solving, and decision-making skills.
Ability to work under pressure and manage multiple tasks in a fast-paced environment.
Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Base Salary:
Analyst - CAD $95,000
Associate - CAD $110,000- 120,000
Salary :
Pay Type:
Salaried
The 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:
About Us
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. 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 .
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.
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Investment Analyst / Senior Investment Analyst
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Job Description
Salary:
About Us:
At Regional Group, we're not your typical real estate company we're innovators, leaders, and trailblazers with over six decades of experience shaping the real estate landscape in the National Capital Region. Today, we boast a $5+ billion pipeline of commercial, mixed-use, and residential projects in various stages of development in Ontario and Quebec. Additionally, our management portfolio includes over 2.9 million square feet of commercial space and 2,000 residential units. Through our homebuilding division, eQ Homes, we consistently create visionary, award-winning communities that lead the way in home innovation and sustainable living initiatives.
About the Role:
We are seeking a highly analytical and detail-oriented Investment Analyst to join our growing team. This role offers the opportunity to work at either the Intermediate or Senior level, with the final title and scope of responsibilities determined based on your experience and qualifications.
In this role, you will work closely with the Director of Investments and Analytics to support data-driven decision-making. Key responsibilities include preparing monthly cash flow forecasts, analyzing job cost reports, managing equity calculations and investor return reporting, and automating management reports and dashboards.
We are looking for candidates with strong analytical skills, a solid background in financial modelling and reporting, and a keen attention to detail. Whether you are at an intermediate or senior level, we encourage you to apply and be part of our growing team.
Key Responsibilities:
- Gather historical data and information from company internal databases and organize/format data in Excel, creating new financial models as required.
- Create land and housing financial forecasts, financial reports, cash flows and equity investment reports for external and internal stakeholders.
- Create and maintain a consolidated cash flow model from beginning to end of life for all assigned land development, construction and property management projects.
- Maximize profitability and cash flows by analyzing complex project budgets and creating pro forma models.
- Drive process improvements, including the creation of ad-hoc and standardized reports.
- Drive improvements to ERP system setup and dashboard development.
- Mentoring/knowledge sharing with colleagues.
About You:
- Post-secondary education in commerce, math, computer science, or engineering.
- CFA or MBA certification is a valuable asset.
- 2-8 years of experience in financial modelling.
- Exceptional skills in Microsoft Excel.
- Experience with Yardi and/or NewStar ERP systems, and proficiency in SQL and VBA, is advantageous.
- Preferred background in the real estate industry.
- Excellent oral and written communication skills.
- In-depth knowledge of cost and financial accounting procedures, analysis, and reporting.
- Strong analytical abilities with meticulous attention to detail and accuracy.
- Capable of meeting tight deadlines while effectively prioritizing and managing multiple tasks.
- Ability to manage tight timelines and changing priorities while maintaining confidentiality.
- Highly organized, with the ability to process large volumes of information and effectively prioritize and execute multiple tasks.
- Mature, pleasant, and professional demeanor.
Why Join Us:
- We empower our people to strive for creativity, uniqueness, and distinction.
- We are actively pursuing portfolio growth opportunities, ensuring continuous development and advancement.
- We take pride in shaping real estate in Ottawa for over 60 years.
- Enjoy competitive pay, incentives, and tuition reimbursement to support your personal and professional growth.
- Benefit from 15 paid vacation days plus additional PTO to ensure a healthy work-life balance.
- Thrive in a supportive environment with ample growth opportunities to nurture your career.
- Our driven values are Integrity, Commitment, Innovation, Attention, Balance, Gratitude, and Leadership.
Regional Groupis an equal-opportunity employer dedicated to creating an inclusive and accessible workplace environment. We are committed to cultivating a workforce that mirrors the diversity of our community, including individuals with disabilities. If you require accommodation or support during any stage of our recruitment and selection process, we will collaborate with you to address your needs.
Senior Investment Analyst
Posted today
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Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
At CI GAM we believe robust, independent research is critical to generating alpha, at the portfolio level. The successful candidate will be expected to, participate in, the research, analysis and stock selection of global companies in your respective sector(s).
We are open to applications across different experience levels with different sector expertise but are particularly interested in those with expertise in the Utilities sector.
WHAT YOU WILL DO
- Be part of a highly engaged, collaborative team that focuses on what’s right, not who’s right.
- Openly hold yourself accountable to support collective learning and continuous improvement.
- Generate and manage research that supports strong alpha within the Utilities sector.
- Research, analyze, and recommend investments:
- Perform fundamental security and industry analysis to identify companies with superior risk-return profiles
- Perform quantitative modeling and analysis for security and industry selection
- Meet with company management, industry experts, and other specialists
- Document research ideas and investment rationales
- Maintain and update various analytical tools used to evaluate stocks for inclusion in funds
- Communicate high conviction recommendations to the rest of the group
- Present to internal and external clients about stock selection, investment ideas, and portfolio activity.
- Work closely with portfolio managers
- Participate in research and process improvement initiatives on an ongoing basis.
WHAT YOU WILL BRING
- A broad range of experience levels will be considered although applicants should ideally have a minimum of 5 years equity research experience (buy-side or sell-side) in the Utilities sector. Flexible compensation structure that will adjust for those applicants with more experience
- Bachelors degree, or higher.
- CFA designation, or commitment to obtain the CFA designation.
- Ability to work within a small team of investment professionals.
- High level of organizational skills.
- High work ethics and determination to succeed.
- A willingness to continue to learn and open to improvements in process and structure.
- Good communications skills.
- Interpersonal skills and ability to communicate complex ideas and concepts in a succinct way.
- Attention to detail and high degree of accuracy.
- Ability to work independently and meet deadlines consistently.
- Excellent verbal and written communications.
- Competent with Microsoft Office software and willingness to learn new platforms (e.g. trading platforms, content sharing (Bloomberg) and attribution software).
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Volunteer paid Days
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.
Investment Risk Analyst
Posted 8 days ago
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**Position Responsibilities:**
+ Assist with the ongoing development of risk management processes in partnership with the rest of the team
+ Understand and evaluate portfolio managers' investment process and ensure it is consistently applied
+ Support senior team members in coverage of their funds
+ Discuss and present results of portfolio analysis
+ Support the daily activities of the team including daily risk analysis and reporting
+ Help run certain scripts in R and Python
+ Manage the data platforms of the team
**Required Qualifications:**
+ Up to 3 years of experience in a quantitative field, preferably with an asset manager, bank or other financial institutions.
+ Strong coding skills in R and Python.
+ Bachelor's or master's degree in finance, Mathematical Finance, financial engineering or a related field
+ Enrolment in CFA program or other designation is a plus
+ Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec
**Preferred Qualifications:**
+ Strong technical skills in finance
+ Possess excellent communication skills, both written and verbal
+ Strong problem-solving and analytical skills
+ Understanding of financials markets and instruments
+ Knowledge of different risk models and measures and their strengths and weaknesses
+ Knowledge of different asset types
+ Familiarity with complex derivatives is a plus
+ Familiarity with Liability Driven Investments is a plus
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
#LI-WAM
#LI-HYBRID
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Referenced Salary Location**
Montreal, Quebec
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$75,000.00 CAD - $120,000.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.
Investment Banking Analyst
Posted today
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Job Description
Agentis Capital Advisors is looking to hire an experienced Investment Banking Analyst for the office in Toronto, ON.
Overview
Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including the 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart.
Job Details
Base Salary: $120,000 per annum
NOC Group: 11101
NOC Job Title: Financial Analyst
Job Type: Full Time, Permanent
Language: English
Position Available: 1
Job Location: 810-18 King Street East, Toronto, ON M5C 1C4
Desire Start Date: Immediately
Hours of Work: 40 hours/week, Monday through Friday, 9:00AM - 5:00PM
Job Description
As an integral member of the advisory team, you will be challenged to accept increasing levels of responsibility as you develop your skills and reputation. Your work will directly impact our clients and the firm.
Your role will include:
Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments
Developing complex financial models for infrastructure transactions, including the use of macros and VBA programming
Assisting in the management of due diligence processes, including managing third-party advisors
Developing asset valuations using a variety of approaches
Preparing client presentations and actively participating in discussions
Evaluating investment opportunities and management of existing investments
Researching potential investment banking opportunities; providing research on target companies, sectors, industries, and geographies
Maintaining marketing materials for the firm, including creating pitch decks to be presented to potential clients
Job Requirements
Completion of an undergraduate program with specialization in finance is required;
Please highlight if you have post-graduation or equivalent formal education in finance;
Prior investment banking experience is required;
Prior experience in infrastructure advisory is required;
Minimum one year of full-time work experience is required;
Exceptional academic results (minimum cGPA of 80% or 3.7/4.0);
Ability to concisely communicate complex concepts and ideas verbally and in writing;
Ability to take initiative and work independently with minimal supervision;
Desire to assume increasing levels of responsibility and seek solutions to complex problems;
Committed to producing accurate and thorough work product under tight deadlines;
Ability to learn quickly and adapt in a fast-paced work environment;
Ability to work effectively in a team environment;
Able to work under pressure and time constraints in a fast-paced environment.
Other Information
Benefits include paid vacation, paid sabbatical, extended health benefits (including dental, vision, and drug), EAP, AD&D, basic life insurance, dependent life, and other minimum provincial benefits.
How to Apply
Please apply via email.
Applications must include your resume and a copy of your latest university transcripts.
Only qualified candidates will be contacted.
This position is open for newcomers to Canada, visible minorities, and Indigenous peoples.
Analyst de Marché et Investissement | Market & Investment Analyst
Posted today
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Job Description
Nous recrutons un(e) Analyste, Suivi transactionnel et Intelligence de marché pour diriger une nouvelle initiative stratégique et à fort impact pour assister le chef des investissement (CIO) et le Directeur Intelligence & Monitoring. Ce poste est essentiel pour fournir à la haute direction (C-Suite) des informations fiables, opportunes et exploitables sur notre "pipeline" d'acquisitions (M&A), la performance des démarches de prospection, ainsi que l'activité du marché au sens large. Le/la candidat(e) retenu(e) sera responsable du suivi, de l’analyse et du reporting des activités de transactions internes ainsi que des tendances externes du marché, afin de soutenir une meilleure allocation du capital.
Ce n’est pas un poste d’exécution en M&A, mais un rôle stratégique axé sur la visibilité transactionnel, la responsabilisation des groupes d’investissement, et l’intelligence concurrentielle. Vous collaborerez étroitement avec les équipes M&A, l’intelligence des données (Data/BI), ainsi que les membres de la direction pour assurer la transparence, la discipline opérationnelle et la production d’insights à l’échelle du portefeuille.
À PROPOS DE VALSOFT CORP. :
Fondée au Canada en 2015, Valsoft possède aujourd’hui un portefeuille mondial de plus de 118 entreprises. Elle acquiert et développe des sociétés de logiciels spécialisées dans des marchés verticaux, leur permettant d’offrir les meilleures solutions critiques à leurs clients dans leur secteur respectif. Un principe fondamental de la philosophie de Valsoft est d’investir dans des entreprises bien établies et de favoriser un environnement entrepreneurial, afin de les façonner en leaders dans leur domaine. Valsoft vise à acquérir, conserver et créer de la valeur grâce à des partenariats à long terme avec les équipes de direction en place.
A PROPOS DE L'ÉQUIPE :
Ce poste est basé au siège social de Valsoft, au sein de la fonction Intelligence d’investissement, et relève directement du Directeur de l’intelligence d’investissement et du suivi de portefeuille. Vous ferez partie d’une équipe interfonctionnelle et hautement visible qui relie les volets Données & BI, Stratégie d’investissement et Suivi de portefeuille.
La mission de notre équipe est de renforcer la prise de décision au niveau exécutif, en apportant de la clarté sur la performance du pipeline, le déploiement du capital et les dynamiques de portefeuille. Nous travaillons de manière transversale avec tous les groupes d’investissement et verticaux chez Valsoft afin de centraliser l’intelligence, assurer l’application des meilleures pratiques et rendre l’information exploitable.
Vous serez responsable d’un nouveau pilier stratégique axé sur la veille de marché et le suivi du pipeline M&A, en collaboration directe avec le CEO, le CIO et les leaders M&A de nos différents groupes, tout en étant soutenu par les équipes internes BI et Data pour la création de tableaux de bord et l’automatisation des processus.
Il s’agit d’un poste stratégique au siège de Valsoft, offrant une exposition directe à la haute direction et une influence réelle sur l’ensemble du paysage d’investissement mondial de l’entreprise
APPROCHE D’INVESTISSEMENT:
Contrairement aux firmes de capital-investissement et de capital-risque, nous sommes des entrepreneurs qui achètent, développent et font croître des entreprises logicielles. C’est exact : nous ne revendons pas les entreprises. Nous formons une alliance stratégique avec les équipes de direction en place. Nous reconnaissons le dévouement et la persévérance nécessaires pour créer une entreprise, et nous accordons la priorité au bien-être des clients et des employés plutôt qu’aux objectifs à court terme.
CULTURE:
Valsoft est bien plus qu’un simple lieu de travail : nous sommes une équipe. Lorsque nous affirmons que les gens sont notre plus grand atout, nous le pensons sincèrement. Investir dans nos employés est notre priorité absolue. Nous créons un environnement où nos employés ressentent l’excitation du premier jour, jour après jour, favorisant une culture de performance et de collaboration. Nous célébrons nos réussites, et nous en sommes fiers. Nous rêvons grand, restons humbles et toujours motivés.
RESPONSABILITÉS PRINCIPALES :
- Suivi des opportunités d'acquisitions et des processus de "sourcing"
- Être responsable de la visibilité complète du pipeline de transactions de Valsoft, tous groupes d'investissement confondus.
- Consolider, suivre et analyser les efforts de prospection, les opportunités entrantes, les étapes du pipeline et les transactions conclues à l’aide d’Outreach, SAP et d’outils internes.
- Concevoir et piloter la cadence de reporting pour le CEO, le CIO et les autres membres de la direction.
- Identifier les groupes sous-performants ou les blocages dans le pipeline et alerter proactivement.
- Recherche de Marché et Intelligence Concurrentielle
- Suivre le marché externe à l’aide de Bloomberg, PitchBook et autres outils afin de :
- Surveiller les activités M&A dans le secteur des logiciels verticaux (VMS)
- Analyser les acquisitions de concurrents (ex : fonds de capital-investissement, aggrégateurs stratégiques, entreprises et autres)
- Identifier les grandes tendances (privatisations, IPOs, multiples de valorisation, stratégies de monétisation)
- Rédiger des notes exécutives courtes et des mémos stratégiques trimestriels sur les tendances du marché, les risques et les opportunités.
- Discipline Opérationnelle et Gouvernance des Processus
- Assurer la qualité des données dans Outreach et SAP en appliquant une pression de suivi et des rappels auprès des équipes M&A.
- Travailler avec les équipes Data/BI pour garantir que les tableaux de bord automatisés soient précis, fiables et exploitables.
- Promouvoir l’adoption des meilleures pratiques dans le suivi et le reporting des opportunités à travers les différents groupes.
- Insight Stratégique et Soutien à la Direction
- Synthétiser les tendances internes du pipeline et les signaux externes en insights stratégiques.
- Appuyer les comités d’investissement, rapports de conseil d’administration et décisions de déploiement du capital.
- Proposer des améliorations aux systèmes de suivi et d’évaluation internes, sur la base des écarts observés.
QUALIFICATIONS REQUISES / MINIMALES :
- Plus de 3 ans d’expérience en intelligence de marché, développement corporatif, capital-investissement, capital-risque, conseil en stratégie, services transactionnels ou dans des rôles similaires. Une expérience en génération de leads M&A est un atout.
- Solide compréhension du processus M&A, de l’origination des opportunités et des dynamiques de déploiement du capital.
- Compétences analytiques avancées et capacité à interpréter de grands volumes de données liées aux transactions et au marché.
- Excellentes compétences en communication écrite et orale – capable de produire du contenu exécutif de qualité et de travailler en équipes interfonctionnelles.
- Forte personnalité et crédibilité professionnelle – capable de remettre en question les décisionnaires seniors lorsque nécessaire.
- Esprit entrepreneurial et proactivité, avec la capacité de prendre la pleine responsabilité des projets.
- Titre CPA et/ou CFA (ou en voie d’obtention).
- Expérience avec les outils suivants : Outreach, SAP, Power BI, Bloomberg, PitchBook.
- Familiarité avec les logiciels de marchés verticaux (VMS), les méthodes de valorisation logicielle ou les tendances B2B SaaS.
AVANTAGES POUR LES EMPLOYÉS :
- Horaire de travail flexible
- Vacances illimitées après 1 an
- Allocation annuelle pour le bien-être
- Programme de remboursement de formation
Prêt(e) à joindre une équipe collaborative et innovante où vous pourrez avoir un impact immédiat?
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We are hiring an Analyst - Deal Flow & Market Research (CIO Office) to lead a new, high-impact initiative within the CIO Office. This role is central to ensuring the C-Suite has reliable, timely, and actionable insights into our M&A pipeline, outreach performance, and broader market activity. The successful candidate will be responsible for tracking, analyzing, and reporting on both internal deal activity and external market trends to support smarter capital allocation.
This is not an execution role in M&A but rather a strategic one focused on deal flow visibility, pipeline accountability, and competitive intelligence. You will collaborate closely with the M&A groups, Data Intelligence, and executive leadership to drive transparency, enforcement, and insight across the portfolio.
ABOUT VALSOFT CORP.:
Established in Canada in 2015, Valsoft has grown to a global portfolio of 118+ companies, acquiring and developing vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment that molds companies into leaders in their respective industries. Valsoft looks to buy, hold and create value through long-term partnerships with existing management.
ABOUT THE TEAM:
This role sits at Valsoft HQ as part of the Investment Intelligence function, reporting directly to the Director of Investment Intelligence & Portfolio Monitoring. You will be part of a cross-functional, high-visibility team that bridges Data & BI, Investment Strategy, and Portfolio Monitoring.
Our team’s mission is to elevate decision-making at the executive level by bringing clarity to pipeline performance, capital deployment, and portfolio insights. We work across all investment groups and verticals at Valsoft to ensure that intelligence, enforcement, and best practices are centralized and actionable.
You’ll be leading a newly created vertical focused on Deal Flow & Market Insights, working closely with the CEO, CIO, and various M&A leaders, while supported by internal BI and Data teams for dashboarding and automation.
This is a Valsoft Headquarters position, with direct exposure to senior leadership and influence across the global investment landscape within the company.
INVESTMENT APPROACH:
Unlike private equity and venture capital firms, we are Entrepreneurs who Buy , Enhance and Grow Software Businesses. That’s right; we don’t sell businesses. We form a strategic alliance with existing management teams. We recognize the dedication and perseverance required to create a firm and place a premium on customers’ and workers’ well-being over short-term goals.
CULTURE:
Valsoft is more than just a place to work; we’re a team. We mean it when we say people are our greatest assets, so investing in them is our number one priority. We create an environment where our employees feel first-day-on-the-job excitement, day after day, creating a culture of high performers and collaboration. We celebrate our milestones, and we’re proud of them. We Dream Big, Stay Humble and Stay Hungry.
KEY RESPONSIBILITIES:
- Deal Flow Tracking & Reporting
- Own the full visibility of Valsoft’s deal pipeline across all investment groups.
- Consolidate, track, and analyze outreach, inbound leads, pipeline stages, and closed deals using Outreach, SAP, and internal tools.
- Design and lead the reporting cadence for the CEO, CIO, and other executives.
- Identify underperforming groups or bottlenecks in the pipeline and raise red flags proactively.
- Market Research & Competitive Intelligence
- Monitor the external market using Bloomberg, PitchBook, and other tools to track:
- M&A activity in the VMS space
- Competitor acquisitions (e.g., Constellation Software, private equity groups)
- Trends such as privatizations, IPOs, valuation multiples, monetization strategies
- Prepare short executive briefs and quarterly strategic memos on market insights and risks/opportunities.
- Operational Enforcement & Process Governance
- Champion data hygiene in Outreach and SAP by applying process pressure and follow-ups with M&A teams.
- Collaborate with data and BI teams to ensure automated dashboards are accurate and business-ready.
- Drive adoption of best practices in deal tracking and reporting across groups.
- Strategic Insight & C-Suite Enablement
- Synthesize pipeline trends and external intelligence into strategic insights.
- Support C-Suite in investment committee meetings, board reports, and capital deployment decisions.
- Recommend enhancements to our internal tracking and evaluation systems based on observed gaps.
REQUIRED/MINIMUM QUALIFICATIONS:
- 3+ years of experience in Market Research, Corporate Development, Private Equity, Venture Capital, Consulting, Transactional Service, or similar roles. Experience supporting M&A lead generation is a bonus.
- Strong understanding of M&A process, deal origination, and capital deployment dynamics.
- Advanced analytical skills and ability to interpret large volumes of deal and market data.
- Excellent written and verbal communication skills – able to produce polished executive-level content and work in cross-functional teams.
- Strong personality and credibility – able to push back on senior dealmakers when required.
- Self-starter with entrepreneurial drive and an ability to take ownership of projects.
- CPA and/or CFA designation (or in progress).
- Experience using Outreach, SAP, Power BI, Bloomberg, PitchBook.
- Exposure to vertical market software (VMS), software valuations, or B2B SaaS trends.
EMPLOYEE PERKS:
- Flexible working schedule
- Unlimited vacation after 1 year
- Annual Wellness Benefit
- Training Reimbursement Program
Ready to join a collaborative and innovative team where you can make an immediate impact?
Manager, Financial Modeling Expert
Posted 2 days ago
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Job Description
At RONA, our employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve.
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to big box stores, our RONA+, RONA and Dick’s Lumber banners are well equipped to help meet the needs of all DIYers and contractors.
You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills.
So, if you’re looking to do what you love, we could be a perfect match.
Our expectations
You’re a seasoned analyst who excels at modelling financial forecast scenarios and boasts extensive expertise with Excel and PowerPoint. You also appreciate the opportunity to present your analyses to management and shareholders. If you’re looking for a strategic role under the supervision of the VP, Treasurer, this job is for you!
You’ll help build a better integrated cash flow model that combines income statement and balance sheet data. You will also play a role in translating complex data into clear and actionable insights. You’ll work closely with several internal collaborators, with the support or external consultants, to bring this project to fruition. Through the expertise you develop by building this model, you'll become an expert at assessing and analyzing scenarios, as well as presenting them to management.
Your role
Build a monthly cash flow forecasting model that combines balance sheet and income statement data.
Improve and simplify the weekly cash flow model.
Manage cash flow forecast models and perform comparative variance analysis with actual results.
Partner with FP&A teams, accounting and operations to ensure financial alignment.
Support the treasurer in preparing various financial analyses and presentations to banking partners, the Board of Directors, shareholders and Rona management.
Collaborate with other members of the treasury team and take part in managing the following functions:
Cash management
Debt management
Currency and interest rate management
Monitoring certain financial ratios and liabilities with our creditors.
Completing various management reports.
Perform other related tasks.
The skills we’re looking for
At least seven (7) years’ experience in accounting/finance/treasury, including at least two (2) in financial modelling.
CPA/CFA designation or other equivalent certification or relevant experience.
Experience in a corporate/head office FP&A function with exposure to executive-level reporting is an asset.
Advanced proficiency in Excel and Power Point, including complex formulas.
Strong analytical and problem-solving skills
Proven ability to distill complex financial data into clear, concise insights for senior leadership
Excellente communication and presentation skills en anglais et en français
Ability to work independently and as part of a team
Attention to detail and a high level of accuracy
Experience with financial planning software and ERP systems such as IBM Planning Analytics (TM1), Oracle Cloud is an asset.
Experience/knowledge of asset-based landing (ABL) financing is an asset.
Ability to work under pressure and tight deadlines.
Bilingual (French and English)
By joining the RONA family, you’ll enjoy many benefits, such as:
A childcare centre that can accommodate up to 78 children (Remove if not applicable)
A cafeteria with a delicious menu prepared by a dedicated chef, healthy options, as well as FARO Roasting Houses and Tim Hortons coffee stations
Electric car charging stations
A fitness centre, sports activities, and showers
Exclusive employee discounts, plus a 10% discount on store merchandise (at all RONA locations)
Benefits: retirement savings plan, annual bonuses, student incentive program, etc.
Career growth opportunities within the company
An inclusive and safe working environment
Promotion of work-life balance
An employer that’s involved in the community
And much more!
If selected for an interview, please advise our Human Resources team if you require accommodation during the interview and assessment process and we will work with you to meet your accessibility needs.
RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status.
Manager, Financial Modeling & Analytics
Posted today
Job Viewed
Job Description
Job Description
Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX. We’re also honored to be named a Greater Toronto Top Employer and recognized by Great Place to Work® as having the Best Workplaces for Women , and having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies . These honors reflect our commitment to fostering an inclusive, high-performance culture where talent thrives and innovation drives us forward.
As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare .
If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.
OverviewWe are seeking a Manager, Financial Modelling & Analytics to play a pivotal role in shaping our company’s capital allocation strategy and long-term growth trajectory. In this highly visible position, you will design and lead sophisticated analytics that influence how we invest, manage risk, and unlock value across our portfolio.
This role goes far beyond traditional FP&A: you will build advanced financial decision models, including Monte Carlo simulations and optimization frameworks, that provide the Board and executive leadership with clear, data-driven answers to complex questions. Should we deploy capital into M&A or internal projects? How much risk exposure is acceptable on a new product suite? What’s the optimal balance between growth investments and return of capital? You will bring the analytical structure to answer these questions with precision.
You will be at the intersection of strategy, finance, and operations, collaborating with leaders across Corporate Development, FP&A, Treasury, and Product to ensure our capital is deployed with maximum efficiency. This is an opportunity to build decision-making frameworks from the ground up, while presenting your findings directly to senior executives who rely on your insights to guide multi-million-dollar decisions.
Key Responsibilities 1. Design & Optimize Financial Decision Models- Build and refine optimization models (e.g., linear programming, Excel Solver) to support capital planning, budget allocation, and resource optimization across business units.
- Develop risk-weighted analytics that clearly communicate potential upside and downside exposure to senior leadership.
- Build dynamic scenario-based models to assess the impact of macroeconomic factors (market trends, inflation, regulatory changes) on investments, M&A, and capital strategy.
- Apply Monte Carlo simulation techniques to forecast variability and improve the resilience of capital allocation decisions.
- Provide decision frameworks for capital allocation at the Board and executive level, including ROI, loss-rate assumptions, and probability-adjusted outcomes.
- Partner with FP&A and Corporate Development on M&A evaluations, assessing portfolio fit and financial viability.
- Translate complex analytics into intuitive dashboards and visualizations using Power BI, Tableau, or OneStream.
- Present clear, data-backed recommendations to executives and other senior decision-makers.
- Incorporate advanced analytics into forecasting, budgeting, and long-range planning, working closely with the FP&A team.
- Build models that align strategic initiatives with operational realities.
- Lead and support ad hoc and high-impact financial analytics projects, including product suite evaluations, loss-rate analysis, and portfolio optimization initiatives.
- Bachelor’s degree in Finance, Statistics, Economics, Engineering, Mathematics, or a related field (MBA or CFA preferred).
- 5–8 years of experience in FP&A, corporate finance, capital planning, or strategy, with strong hands-on modelling experience.
- Advanced proficiency in Excel, including Solver, scenario analysis, and Monte Carlo simulations.
- Strong experience with data visualization tools: Power BI, Tableau, or OneStream.
- Knowledge of capital budgeting, investment valuation, and risk-adjusted return methodologies.
- Exceptional analytical and problem-solving skills with the ability to simplify complex data for senior leaders.
- Strong communication and storytelling skills, with experience presenting to executive leadership or Boards.
Work Environment: We offer a Flexible Work Program that provides you the ability to work three days onsite per week , from our Mississauga office.
Internal Applicants: please apply through the link and provide written endorsement from your current manager.
Why should you work for goeasy?
In keeping with our mission to create better tomorrows for our employees, each year goeasy commits to continuously enhancing its total rewards. Here are some of the perks we offer…
Financial Benefits:
- Leverage our RRSP match and Employee Share Purchase Plan programs.
- Annual bonus that rewards your hard work and dedication.
- Employee discounts on furniture, electronics, and appliances.
- MAT & PAT leave top-up.
- Expand your financial knowledge through engaging Financial Literacy Learning opportunities.
Health and Lifestyle:
- Enjoy company-paid volunteer days to give back to the community.
- Access 24/7 healthcare with Virtual Doctor Appointments.
- Personalize your benefits with a flexible modular benefits package.
- Stay fit and energized with exclusive access to our on-site private gym at our head office.
Employee Perks:
- Fuel your growth with the Tuition Assistance Program.
- Double the impact of your generosity with Company Matched Charitable Donations.
- Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
- Enjoy a state-of-the-art office space with perks like a games room, a healthy snack program, a fitness studio, free gated parking, and more!
Diversity, Inclusion, and Equal Opportunity Employment :
At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. goeasy 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. As an equal opportunity employer, we are committed to providing accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Please let the talent acquisition team know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs.
Additional Information:
All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants; however, we will only be contacting those for interview who possess the skills and qualifications outlined above.
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