Hybrid Financial Analyst work at Intact centers on financial modelling and business valuation for private placement transactions. Support profitable growth across Canada’s brokerage network.
As part of the Distribution Financial Strategy team, you will support lending, equity investments, succession planning, and investment governance. You will analyze information, develop recommendations, and help create customized financial solutions. Your work will support distributors’ performance, growth, and profitability goals.
Key Responsibilities:
Execute financial transactions involving valuation and agreement modelling
Draft transaction memos and follow legal document preparation
Present dashboards monitoring partner performance and strategic alignment
Analyze investment prospects across the property and casualty ecosystem
Support brokers with strategic, financial, and operational goals
Requirements:
University degree in finance or accounting
Internship or up to two years’ relevant experience
Knowledge of transactions, M&A;, financing, and valuation
Robust Excel, Power BI, and financial modelling skills
Interest in pursuing CFA or CPA designation
Bring financial analysis, transaction modelling, and relationship-building skills to Intact’s Distribution Financial Strategy team.
📌 Financial Analyst Private Placements Montreal
🏢 Intact Financial
📍 Montreal
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