Job title: Corporate Controller

Workplace (location): Montreal (Hybrid)

Job type: Permanent

About us

Founded in 2001, Palos is a well-established investment management firm with offices in Montreal and

Toronto. Palos offers wealth management services across Canada and manages private and public funds as an investment fund manager in Quebec and Ontario.

Our mission is to grow, maintain and protect our clients' wealth through exceptional investment management and client services. However, the real cornerstone of our business is the trust of our clients,

which is reflected in our culture of compliance.

At Palos, the greatest pillar of our success is our team. Both collectively and individually, we believe that each member brings a unique perspective, philosophy, and style to the table, which is what makes us robust. To attract and retain the best talent, we offer competitive remuneration and benefits, while doing our utmost to promote work-life balance. Driven by a constant desire to be the best, we offer our employees a stimulating and constantly evolving environment.

Job overview

Are you known for your attention to detail, proactivity, and superior team spirit? Come and join the Palos team as Corporate Controller!

Reporting to Palos' Chief Financial Officer, the incumbent will be responsible for administering and monitoring the financial system to ensure that the financial information relating to Palos, its affiliates and the investment funds managed by them, is maintained in an accurate and timely manner.

Your responsibilities include

- Financial Management
- Prepare the annual and semi-annual financial statements for the company, its affiliates, and the investment funds under management
- Active participation in the yearly audit




- Prepare and analyse the monthly balance sheet and income statement
- Accurately record transaction information
- Implement financial controls, policies and procedures
- Assist in the budget preparation process
- Calculate and monitor working capital requirements
- Monitor cash reserves and investments
- Prepare the annual regulatory disclosure for the funds and the company
- Account management
- Supervise accounts payables and receivable to ensure accuracy of records
- Supervise the preparation of financial information
- Compile documentation and perform accounting reconciliations
- Fund Accounting
- Supervise fund accounting carried out by the external service provider
- Prepare monthly and audit documentations
- Analyse and reconcile client account information
- Assist the team in managing fund transactions
- Review the net asset value prepared by an external service provider
- Special projects
- Take on or assist with special projects as required
- Perform other related tasks as required by the position

Your profile

- CPA auditor designation;
- 5 years of experience or more, including 3 years in auditing/audit firm;
- Experience in the financial and securities industry (an asset);
- Excellent communication and teamwork skills;
- Autonomous, proactive and able to work effectively under pressure;
- Ability to develop and maintain a positive, effective and trusting relationship with various stakeholders;
- Attention to detail and excellent ability to manage multiple priorities;

Palos is an equal opportunity employer and encourages diversity and inclusion. We encourage all qualified candidates to apply. Please note that only candidates selected for an interview will be contacted.

Please send your CV to:

Palos [email protected]

1, Place Ville-Marie, Suite 1670

Montreal, Quebec

H3B 2B6

📌 Corporate Controller (Montreal)
🏢 Palos Wealth Management
📍 Montreal