- Evaluate M&A; opportunities and strategic partnerships in the asset management and wealth spaces, including financial modeling, due diligence, and executive-level presentations

- Build and maintain a coverage list of Alternative Asset Managers (public and private), Long Only Managers, and Investment Counselling Firms

- Support corporate finance initiatives including budgeting, forecasting, and multi-year financial planning

- Prepare and analyze financial models, management reporting, and executive presentations

- Coordinate and manage through and meaningful Due Diligence Processes on Mu0026A targets with internal teams and external professionals

- Partner with business lines, including investment management, Second Engine, HR, and Marketing, to build materials for Mu0026A targets

- Support capital allocation analysis, fee analysis, and revenue modeling across business segments

- Contribute to regulatory and investor reporting processes as required

- Identify and implement process improvements across finance and reporting workflows

Requirements

- 7 to 10 years of progressive experience in corporate finance, FP&A;, investment banking, or a related field

- Demonstrated experience in or direct exposure to the wealth management or asset management industry, a strong differentiator

- CPA, MBA, or CFA designation (completed or in progress) is a significant asset

- Exceptional financial modeling and analytical skills; proficiency in Excel is required





- Strong communication skills with the ability to distill complex financial information for senior audiences

- High attention to detail, intellectual curiosity, and a collaborative mindset

- Ability to manage multiple priorities in a fast-moving, results-oriented environment

Core Competencies

Demonstrates expertise in financial modeling, due diligence, and strategic partnership evaluation within the asset and wealth management sectors. Proficient in corporate finance initiatives, including budgeting, forecasting, and multi-year financial planning.

Highest-signal resume keywords

- Financial Modeling

- Due Diligence Management

- Corporate Finance Initiatives

- Wealth Management Industry Experience

- CPA, MBA, or CFA Designation

ATS Optimization Keywords

Hard Skills

- Financial Modeling

- Analytical Skills

- Budgeting

- Forecasting

- Multi-Year Financial Planning

- Excel Proficiency

- Revenue Modeling

- Capital Allocation Analysis

- Management Reporting

- Process Improvement

Soft Skills

- Strong Communication Skills

- Attention to Detail

- Intellectual Curiosity

- Cooperative Mindset

- Ability to Manage Multiple Priorities

Certifications & Qualifications

- CPA

- MBA

- CFA

Industry Keywords

- Asset Management

- Wealth Management

- Investment Banking

- Alternative Asset Managers

- Investment Counselling Firms

- Regulatory Reporting

- Investor Reporting

- Financial Analysis

- Mu0026A Opportunities

- Strategic Partnerships

📌 VP, Corporate Development (Toronto)
🏢 Jobtailor
📍 Toronto