Financial Specialist, Private Investments (Westmount)

Financial Specialist, Private Investments (Westmount)

18 Aug
|
Intact Financial
|
Westmount

18 Aug

Intact Financial

Westmount

Drive impactful financial strategies at Intact as a Senior Financial Specialist in private investments. This pivotal role emphasizes financial analytics and partnership development.You will work within the Distribution Financial Strategy team to execute transactions that align with Intact's business objectives. This position necessitates a rigorous background in business transactions coupled with robust financial modeling abilities. Your contributions will shape investment decisions and support broker development.Key Responsibilities:Structure and manage financial transactions and memosDesign performance dashboards for partner evaluationsReview and analyze information to support initiativesAid brokers in achieving financial and operational ambitionsExplore investment avenues in the insurance spaceRequirements:CPA or CFA designation, or comparable experienceOver 8 years in financial roles with proven resultsAdvanced skills in Excel and Power BIExceptional communication for internal relationshipsBilingual needed for Quebec-based candidatesUtilize your financial proficiency to drive growth and strategic partnerships at Intact.#J-18808-Ljbffr

📌 Financial Specialist, Private Investments (Westmount)
🏢 Intact Financial
📍 Westmount

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