Evaluate M&A; opportunities and strategic partnerships in the asset management and wealth spaces, including financial modeling, due diligence, and executive-level presentationsBuild and maintain a coverage list of Alternative Asset Managers (public and private), Long Only Managers, and Investment Counselling FirmsSupport corporate finance initiatives including budgeting, forecasting, and multi-year financial planningPrepare and analyze financial models, management reporting, and executive presentationsCoordinate and manage through and meaningful Due Diligence Processes on M U0026A targets with internal teams and external professionalsPartner with business lines, including investment management, Second Engine, HR, and Marketing, to build materials for M U0026A targetsSupport capitalallocation analysis, fee analysis, and revenue modeling across business segmentsContribute to regulatory and investor reporting processes as requiredIdentify and implement process improvements across finance and reporting workflowsRequirements
7 to 10 years of progressive experience in corporate finance, FP&A;, investment banking, or a related fieldDemonstrated experience in or direct exposure to the wealth management or asset management industry, a strong differentiatorCPA, MBA, or CFA designation (completed or in progress) is a significant assetExceptional financial modeling and analytical skills;




proficiency in Excel isrequiredStrong communication skills with the ability to distill complex financial information for senior audiencesHigh attention to detail, intellectual curiosity, and a collaborative mindsetAbility to manage multiple priorities in a rapid-moving, results-oriented environmentCore 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 ModelingDue Diligence ManagementCorporate Finance InitiativesWealth Management Industry ExperienceCPA, MBA, or CFA DesignationATS Optimization Keywords
Hard Skills
Financial ModelingAnalytical SkillsBudgetingForecastingMulti-Year Financial PlanningExcel ProficiencyRevenue ModelingCapital Allocation AnalysisManagement ReportingProcess ImprovementSoft Skills
Strong Communication SkillsAttention to DetailIntellectual CuriosityCollaborative MindsetAbility to Manage Multiple PrioritiesCertifications & Qualifications
CPAMBACFAIndustry Keywords
Asset ManagementWealth ManagementInvestment BankingAlternative Asset ManagersInvestment Counselling FirmsRegulatory ReportingInvestor ReportingFinancial AnalysisM U0026A OpportunitiesStrategicPartnerships
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📌 Vp, Corporate Development (Winnipeg)
🏢 Jobtailor
📍 Winnipeg