41 Investment Firms jobs in Toronto

Job Description

Company Description

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at 

#LI-Hybrid

Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing company in Financial Services.

You Will:

• Provide a full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, performing cash and security position reconciliations.
• Prepare pricing of portfolios ensuring all holdings are priced observing the applicable fund documents and valuation policies.
• Prepare capital call, distribution calculation and allocation.
• Prepare fee schedules including calculation of management fee and waterfall, ensuring all calculations observe applicable fund documents.
• Prepare Investor allocations for each NAV cycle ensuring capital transactions are booked correctly and P&L is allocated correctly.
• Prepare NAV packages and other ad hoc deliverables as defined in the service level agreements.
• Complete other ad hoc requests and projects.
• Communicate with internal MUFG teams and external clients, ensuring all deliverables and requests are met.
• Prepare/Assist with audited Financial Statements, audit assistance, and other regulatory services, as applicable.

• University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset.
• Proficiency with Microsoft Excel.
• Prior fund accounting experience is desired, but not required.

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.    

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

We are an equal opportunity employer.

Job Description

Company Description

About MUFG Investor Services

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at 

#LI-Hybrid

Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing company in Financial Services.

You Will:

• Provide a full range of fund accounting services to private equity clients, including NAV preparation, booking accruals, security pricing, performing cash and security position reconciliations.
• Prepare pricing of portfolios ensuring all holdings are priced observing the applicable fund documents and valuation policies.
• Prepare capital call, distribution calculation and allocation.
• Prepare fee schedules including calculation of management fee and waterfall, ensuring all calculations observe applicable fund documents.
• Prepare Investor allocations for each NAV cycle ensuring capital transactions are booked correctly and P&L is allocated correctly.
• Prepare NAV packages and other ad hoc deliverables as defined in the service level agreements.
• Complete other ad hoc requests and projects.
• Communicate with internal MUFG teams and external clients, ensuring all deliverables and requests are met.
• Prepare/Assist with audited Financial Statements, audit assistance, and other regulatory services, as applicable.

• University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset.
• Proficiency with Microsoft Excel.
• Prior fund accounting experience is desired, but not required.

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways.  Our vibrant CULTURE. Connected team. Love of innovation, laser client focus. 

So, why settle for the ordinary?  Apply now for your next Brilliantly Different opportunity. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG is an equal opportunity employer.

Job Description

Job Title: Financial Controller
Location: Toronto, ON
Industry: Private Equity

About the Company
Our client is a dynamic and growing private equity firm with a diverse portfolio of investments across multiple industries. They are committed to creating long-term value by partnering with innovative companies and providing strategic financial leadership. They are currently seeking a Financial Controller to oversee all accounting and financial operations for the firm.

Position Overview
The Financial Controller will be responsible for managing the company's financial reporting, budgeting, forecasting, and internal controls. The ideal candidate will be a CPA-designated professional who has built their career in industry (not solely public practice), with a track record of delivering accurate financial insights to support strategic decision-making.

Key Responsibilities

• Oversee the preparation of monthly, quarterly, and annual financial statements in compliance with applicable accounting standards

• Manage the budgeting and forecasting process, ensuring accuracy and alignment with business objectives

• Monitor cash flow, working capital, and liquidity to ensure operational efficiency

• Implement and maintain effective internal controls and financial policies

• Provide detailed financial analysis and recommendations to senior leadership

• Coordinate and liaise with external auditors, tax advisors, and financial institutions

• Support due diligence processes for acquisitions and investment opportunities

• Ensure compliance with all regulatory and reporting requirements

Qualifications

• CPA designation required

• Bachelors degree in Accounting, Finance, or a related field

• Proven experience as a Financial Controller or Senior Finance Manager in an industry-based role

• Strong understanding of IFRS, ASPE, and Canadian GAAP

• Exceptional analytical, problem-solving, and decision-making skills

• Excellent communication skills with the ability to work effectively with both finance and non-finance stakeholders

• High level of integrity, accuracy, and attention to detail

• Proficiency in Microsoft Office Suite and SAP and other ERP systems

Job Description

A global financial services provider is looking for a SVP, Fund Accounting – Private Equity to lead strategic quality initiatives and drive operational excellence across their fund accounting function. This is a senior leadership opportunity ideal for a seasoned fund accounting professional with deep technical expertise and a passion for process improvement, innovation, and team leadership.

What You’ll Be Doing
Strategic Quality Leadership

• Develop and implement enterprise-wide quality assurance frameworks and protocols
• Define KPIs and reporting dashboards to track performance and compliance
• Lead a high-performing QA team, providing mentorship, structure, and direction
• Spearhead department-wide continuous improvement and risk mitigation initiatives

• Identify operational inefficiencies and implement scalable, practical solutions
• Standardize workflows and escalation protocols to minimize service disruptions
• Design and deploy tools for real-time monitoring and automated quality checks
• Create resolution matrices, troubleshooting guides, and quality control templates

• Strengthen internal controls and refine quality checkpoints in key workflows
• Perform root cause analysis and implement preventive measures for recurring issues
• Maintain robust quality documentation and control procedures aligned with industry best practices
• Lead the rollout of training programs focused on quality awareness and operational excellence

• Collaborate cross-functionally to align QA initiatives with operational goals
• Deliver executive-level reporting on key metrics and outcomes
• Act as a change agent to drive a culture of accountability, transparency, and quality

• Bachelor’s degree in Accounting, Finance, or Economics; CPA designation is a plus
• 10+ years of experience in fund accounting, specifically within private assets or private equity
• Significant hands-on experience in quality assurance/control within financial services
• Deep understanding of accounting frameworks including US GAAP, Canadian GAAP, and IFRS
• Proven leadership experience and a track record of driving organizational change
• Strong problem-solving skills, with the ability to design tactical solutions to complex challenges
• Excellent communication and stakeholder management skills
• Advanced Microsoft Office skills (Excel, Word, PowerPoint)

Job Description

We are seeking to add talent to our growing investments team in Toronto. The role of Private Equity Associate is to support the investment process. As an Associate, you will be part of a team of seasoned investment professionals that sources and diligences investment opportunities and executes the investment plan.

Responsibilities:

• Perform research, evaluation and analysis of industry sectors, public securities, and private companies.
• Conduct valuation analysis for new and existing investment opportunities to assist with the investment decision-making process.
• Prepare financial models, industry overviews, expected return scenarios, and present findings to senior personnel.
• Perform due diligence tasks, including assessing industry structure, company past performance, quality of the management team, and evaluation of the expected investment merits and risks.
• Participate in the ongoing monitoring of both the financial and operational aspects of portfolio investments; including preparation of monthly financial performance and trading valuation analysis for public sector comparable companies.
• Apply best practices to improve information gathering and knowledge management, including CRM.
• Prepare and undertake additional projects as required or assigned.

Qualifications:

• Minimum 2 to 3 years of relevant experience, bonus if experiences in investment banking at a top tier platform.
• Undergraduate degree required with strong academic standing.
• Additional qualifications are an asset, including CFA (or enrollment in program) and/or CA
• Strong understanding of applied investment and valuation analysis
• Investment mindset, self-starter, team-oriented, detail-oriented, and proven ability to perform in high-expectation environment
• Ability to make sense of incomplete, ambiguous, or confliction information to develop a point of view on required analyses
• Excellent oral and written communication and presentation skills

Please note, our team works in person in the office at Yonge and St. Clair

Job Description

The Senior Associate is responsible for supporting investment origination, due diligence, structuring, execution and management of portfolio companies. They take an active role with Partners and Managing Directors to own the planning and management of due diligence and execution. The Senior Associate will gain exposure to the Board of Directors of portfolio companies and interact with their management teams on an ongoing basis to assist in the execution of growth plans, improvement of operations and overall value creation. The Senior Associate will develop a strong expertise in the portfolio companies in which s/he is involved and will use this experience in developing the growth and exit plans for these investments, and to create the analytic reporting to monitor company performance.

KEY RESPONSIBILITIES:

• Due diligence and transaction execution
  • Key member of the deal team throughout the entire process with the support of senior Clairvest resources;
  • Key supporting role in the due diligence and assessment of the investment risks and opportunities and management of external resources (including, quality of earnings, tax, legal, environmental, etc.);
  • Support on-site due diligence meetings with the management teams and advisors; and
  • Take active role in formulating the post-acquisition planning (100-day plan).
• Investment management
  • Work as a partner to the portfolio companies. Play an active role – together with company management and senior Clairvest resources – in the development and execution of their long-term strategic plans;
  • Maintain relationships with management of portfolio companies via regular phone calls, on-site meetings and presence at the Board of Directors meetings (typically in a Board observer role);
  • Remain current on market trends (through both primary and secondary sources) and the competitive landscape and their impact on portfolio companies;
  • Develop and maintain ongoing reporting to monitor financial and operating performance of portfolio companies:
  • Monitor financial performance and cost optimization by participating in the budgeting process and review of operational expenses.
  • Prepare reports at least quarterly outlining the performance of portfolio companies along with an update of their business plans.
  • Support portfolio company review and execution of tuck-in acquisitions
  • Maintain relationships with key external stakeholders including bankers, accountants, lawyers and tax professionals.
• Origination and Sourcing – Year 2 and beyond
  • Foster long-term relationships with industry participants such as entrepreneurs and brokers in select domains to position Clairvest as the partner of choice for high-quality investments;
  • Promote the visibility of the firm at events and tradeshows;
  • Develop theses and ideas on attractive sectors to pursue for new investments; and
  • Manage potential prospects via Clairvest’s CRM platform.
• Viewed as trusted resource internally and a trusted partner of the portfolio company management.
• Strong desire to learn all attributes of private equity and the Clairvest approach

QUALIFICATIONS:

• Three to five years of relevant experience (in either or both operating and advisory capacities) in one or more of the following areas:

  • strategy consulting;
  • investment banking; and
  • highly relevant corporate development or entrepreneurial roles;

• Superior analytical skills with the ability to prepare in-depth financial and risk analysis; Strong communication skills, both written and oral. Demonstrated ability to influence and engage senior leadership.

• MBA/Post graduate education from top tier institution. Professional designation (CFA, CA, CPA) an asset. Proficiency with Excel modelling.

• Ethics and personal integrity.

• Self-motivated, entrepreneurial and hands-on investor who understands ground reality and has a “roll-up the sleeves” approach. Resourceful and flexible. Able to manage multiple priorities at the same time.

• Intellectually curious, creative thinker, and comfortable with ambiguity.

• Demonstrated team player with a collaborative and low-ego working style which will assimilate easily into the Clairvest culture.

• Pleasant and engaging personality that commands attention and respect, combined with the ability to communicate complex ideas concisely and clearly.

• Tenacity and commitment in the face of protracted efforts

Please note, our team works in person in the office at Yonge and St. Clair

Job Description

Company Description

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at 

#LI-Hybrid

Reporting to the Director, Nexus, Client Delivery a list of your responsibilities will include: 

• Manage a team of fund accountants responsible for client deliverables such as NAV production, financial statements and associated reports;
• Ensure the team is trained, engaged and as efficient as possible in achieving organizational goals.
• Partner with investment managers, brokers and auditors for daily operational issues;
• Work with other teams, such as Investor Operations, finance, regulatory reporting and banking to ensure all deliverables are met
• Participate in multiple system improvement projects, global and local plans and identifying and building on efficiency improvements
• Ensure the accuracy of client deliverables prepared by your team while observing service level agreement timelines.
• Maintain responsibility for the audit process, prepare financial statements or review such if prepared by other parties.
• Ensure all processes are performed following operational controls as stipulated in SOC1 and all relevant checklists are completed.
• Ensure all fees are billed on time and collected promptly for their assigned team.
• Participate in different system projects and contribute to idea generation for future process or technological improvements.
• Any other ad-hoc tasks as needed by our clients, organization, or employees on their team.

• Post-secondary education/University Degree with a concentration in finance or accounting.
• 4+ years experience working in the fund administration industry with experience managing Staff, at least 2 of those working in a Private Equity role. This can include other administrators, investment managers or fund auditors
• Must be proficient with Microsoft Excel
• In-depth understanding of fund administration industry. This includes multiple fund structures, fee calculations, financial instruments and fund offering documentation review.
• 1+ years of experience with fund accounting software, Investran would be an asset

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways.  Our vibrant CULTURE. Connected team. Love of innovation, laser client focus. 

So, why settle for the ordinary?  Apply now for your next Brilliantly Different opportunity. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG is an equal opportunity employer.

Job Description

About Dialectica

Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions.

Dialectica has been recognized as one of Europe’s fastest-growing companies by the Financial Times for 5 years in a row, a Top Employer for Recent Graduates by The Career Directory in Canada and a Best Workplace.

We believe in supporting our people to do their best work and grow, and building a dynamic, empowering, and respectful workplace is core to our purpose: Accelerate the shift to a prosperous society by empowering better decision-making.

For more information, visit dialecticanet.com

The Insights Private Equity group at Dialectica plays a key role in driving growth and scaling an emerging business unit within the company. Your primary responsibilities will include:

Proactive Content

• Develop proactive content on topics of interest to private equity clients in your coverage area

• Lead exploratory sessions to discuss proactive content with clients and generate client opportunities

Scoping & Technical Sales

• Scope client needs and generate client opportunities / project mandates across the full suite of Dialectica’s offering for Private Equity (Expert Calls, Voice of Customer, M&A Mapping, Deal Advisors, Origin etc).

Product Delivery & Relationship Management

• Manage Insights product team delivery and quality assurance directly (e.g. Voice of Customer Insights, M&A Mapping etc).

• Work with other product groups to ensure quality assurance and excellence in delivery across the full suite of Dialectica’s offering

• Play the lead role in developing client user penetration through project relationships and leverage opportunities to expand the user base through referrals and relationship building.

Product Innovation

• Find opportunities to innovate Dialectica’s Insights product offering for private equity clients by testing and co-creating new Insights modules with clients