Financing Analyst analyzing complex business credit files and recommending financing conditions for Desjardins. Conducting credit controls, periodic reviews, and risk - management guidance.
PA
Analyst, Capital Optimization – Portfolio Management
Posted 3 weeks ago
About the role
- Analyste optimisant le capital, les liquidités et les portefeuilles d’investissements de Promutuel Assurance. Produisant des analyses financières et recommandations pour la gouvernance.
Responsibilities
- Monitor the financial and operational performance of the mutual insurer’s investments and holdings.
- Produce and analyze investment portfolio performance indicators.
- Participate in optimizing the organization’s capital structure and managing its liquidity.
- Monitor the Minimum Capital Test (MCT) and contribute to capital optimization initiatives.
- Support the use and optimization of credit facilities and other financial levers.
- Prepare financial analyses, strategic recommendations, and monitoring reports for governance bodies.
- Participate in developing and improving management tools, processes, and dashboards.
- Monitor compliance with the investment policy and applicable regulatory requirements.
- Contribute to the preliminary assessment of investment opportunities and the prioritization process for potential transactions.
- Collaborate on monitoring strategic plans, synergies, and value creation across completed investments.
- Participate in preparing materials for investment committees and other governance bodies.
Requirements
- Bachelor’s degree in finance, accounting, business administration, or another relevant related field.
- CFA (Chartered Financial Analyst) designation.
- Relevant professional experience in financial analysis, capital management, portfolio management, or a similar role.
- Excellent command of Microsoft Office, particularly Excel.
- Strong skills in financial analysis, financial modeling, and interpreting financial data.
- Excellent spoken and written French.
- Good command of French and intermediate spoken and written English.
- Self-motivated, rigorous, and highly detail-oriented.
- Relevant experience in insurance, investments, or asset management, particularly in portfolio management, capital management, or corporate finance. (Asset)
- Knowledge of capital management matters and the Minimum Capital Test (MCT). (Asset)
Benefits
- Compensation with progression-based salary scales
- A range of resources to support you and your loved ones
- Group insurance for you and your family
- Telemedicine service
- Employee and Family Assistance Program
- Defined-benefit pension plan with employer contributions
- Discounts on auto and home insurance
- Employer-organized social activities
- Modern offices adapted to different ways of working
- Healthy Workplace Level 1 certification
- A team and workplace focused on well-being, respect, inclusion, and solidarity
- Support for professional growth and achievement
- An organization committed to responsible practices
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