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 cooperative 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
Collaborative 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

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