About the job Analyst - Principal Investments About Stalwart Insurance Brokers Ltd.
Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.
Summary
We are looking for an Analyst - Principal Investments to join our team. In this role, you will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies. You will work closely with the founding partners, advisory team, C-suite executives, and board members of portfolio companies and potential investments.
This position will provide a agile opportunity for an individual seeking meaningful responsibility across a broad range of industries and investment activities. The successful candidate will have the opportunity to develop strong investment, financial modelling, and transaction execution skills while working alongside an experienced team.
Role Overview
Your role will include:
Researching potential investment opportunities, including target companies, sectors, industries, and geographies
Evaluating investment opportunities and supporting the execution of principal investments
Developing financial models with varying levels of complexity for investment transactions
Supporting due diligence processes, including coordinating with third-party advisors
Assisting in the development of investment strategies, business plans, and objectives for portfolio companies




Managing and consolidating asset-level reporting for portfolio investments
Preparing investment materials, presentations, and analysis to support decision-making
Collaborating with internal and external stakeholders to support investment activities
As a member of a high-performing team working in a fast-paced environment, you will be expected to take ownership of your work, manage competing priorities, and work beyond a normal workday or workweek when required to fulfill your responsibilities.
Required Skills or Experience
An undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or other related fields
Exceptional academic results (minimum cGPA of 89% or 3.7/4.0)
Ability to communicate complex concepts and ideas clearly, both verbally and in writing
Ability to take initiative and work independently with minimal supervision
Desire to take on increasing levels of responsibility and solve complex problems
Strong attention to detail and commitment to producing accurate, high-quality work under tight deadlines
Ability to learn quickly and adapt in a fast-paced work environment
Resilient mindset and ability to navigate challenges effectively
Ability to work collaboratively in a team environment
Salary and Benefits
Discretionary bonus based on company and personal performance
Extended health benefits
Position Type
Nature: Permanent, Full-time, and in person.
Time Commitment: High-commitment position with the requirement for extensive overtime as needed
Work Location: Vancouver, BC and Toronto, ON
Start Date: Immediate
Please note: Candidates must be currently authorized to work in Canada.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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📌 Analyst - Principal Investments (Ontario)
🏢 Family Innovation
📍 Ontario