Job Description
About the Opportunity
Responsibilities include: Active involvement in reviewing and producing interim and annual financial statements & MRFPs for all investment funds. Provide support during the annual audit for all investment funds. Work with large datasets to produce practical output based on financial reporting and/or expense/budgeting analysis requests from stakeholders. Support the expense and budget management functions for all investment funds. Assist with the monthly and year‑end tax reporting process, including review of distribution calculations, tax slips and tax returns. Provide support with fund launches, mergers, and terminations. Establish strong working relationships with internal teams and external partners. Lead and/or contribute to critical operational and strategic projects. Qualifications
Undergraduate degree in business, accounting or finance. Relevant industry courses considered an asset. Working towards a professional designation such as CPA, C...
Responsibilities include: Active involvement in reviewing and producing interim and annual financial statements & MRFPs for all investment funds. Provide support during the annual audit for all investment funds. Work with large datasets to produce practical output based on financial reporting and/or expense/budgeting analysis requests from stakeholders. Support the expense and budget management functions for all investment funds. Assist with the monthly and year‑end tax reporting process, including review of distribution calculations, tax slips and tax returns. Provide support with fund launches, mergers, and terminations. Establish strong working relationships with internal teams and external partners. Lead and/or contribute to critical operational and strategic projects. Qualifications
Undergraduate degree in business, accounting or finance. Relevant industry courses considered an asset. Working towards a professional designation such as CPA, C...
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