At a Glance
- Tasks: Dive into corporate finance transactions and develop complex financial models.
- Company: Join a rapidly growing national life insurance brokerage with an entrepreneurial spirit.
- Benefits: Enjoy a $15,000 signing bonus, performance bonuses, and extended health benefits.
- Other info: Fast-paced environment with opportunities for growth and learning.
- Why this job: Make a real impact while working with ultra-high-net-worth clients and seasoned professionals.
- Qualifications: Bachelor's degree in finance or related fields; experience in finance is a plus.
The predicted salary is between 72000 - 88000 $ per year.
Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations. Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.
We are looking for a Corporate Finance Analyst to join our team. In this role, you will participate in the execution of corporate finance transactions, complex business valuations, corporate structure optimization, and sophisticated, high-scale insurance underwriting. These services will be provided in support of both ultra-high-net-worth clients and the firm itself, and under the supervision of an experienced execution team spanning the junior and senior levels, with long-time experience in investment banking, venture capital, private equity, and other corporate finance disciplines. This position will be a dynamic and rewarding opportunity for an intrinsically motivated individual seeking to satisfy client objectives while striving to create value.
Your role will include:
- Developing complex financial models for corporate finance transactions in diversified industries, and for operating businesses
- Managing due diligence and information collection processes with clients
- Completing first principle asset valuations using a variety of methodologies
- Collaborating with third-party service providers to deliver all-encompassing client solutions in a timely and high-quality manner
- Preparing client presentations and proposals, and actively leading and participating in discussions with third parties
- Delivering thorough research on companies owned by external clients, and on their operating industries, geographies, and competitive landscape
- Drafting detailed information memorandums and situation overviews for the benefit of third parties
Required Skills or Experience:
- A bachelor's degree in accounting, finance, mathematics, statistics, or other business or STEM-related disciplines
- Internship or extracurricular experience in finance, accounting, and/or capital markets is an asset, but not a requirement
- Ability to concisely communicate complex concepts and ideas verbally and in writing
- Ability to take initiative and work independently with minimal supervision
- Desire to assume responsibility and seek solutions to complex problems
- Commitment to producing accurate and thorough work product under tight deadlines
- Ability to learn quickly and be adaptive in a fast-paced work environment
Salary and Benefits:
- One-time signing bonus of $15,000
- Discretionary bonus based on company and personal performance
- Extended health benefits
Position Type:
- Nature: Permanent, Full-time, and in person.
- Time Commitment: High-commitment position with the requirement for extensive overtime as needed
- Start Date: Immediate
Please note: Candidates must be currently authorized to work in Canada. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Corporate Financial Analyst in Vancouver employer: Stalwart Insurance Group
Stalwart Insurance Brokers Ltd. is an exceptional employer that fosters a culture of excellence and entrepreneurial thinking, making it an ideal place for ambitious professionals looking to grow their skills in the insurance sector. With offices in vibrant cities like Vancouver and Toronto, employees benefit from a collaborative work environment, comprehensive training opportunities, and a competitive salary package, including extended health benefits. Join us to be part of a dynamic team where your contributions are valued, and you can develop specialized expertise in complex life insurance solutions.