Analyst, Investment Reporting

Analyst, Investment Reporting

Build the future with us

Do you want to play a strategic role in producing high-quality financial reports for institutional clients? As an Analyst – Investment Reporting
, you will be at the heart of our mission: ensuring compliance, accuracy, and the industrialization of financial reports while developing innovative visualization solutions. This position is a unique opportunity to showcase your expertise in finance and reporting within a collaborative and people-focused environment.

• Oversee the preparation and review of financial statements and fund publications (mutual and segregated funds).
• Validate the accuracy of key financial documents (income statement, balance sheet, cash flow, equity).
• Identify and analyze financial variances to mitigate risks.
• Ensure regulatory compliance in accordance with IFRS standards and industry requirements.
• Implement and monitor internal controls related to financial and regulatory reporting.
• Collaborate on data governance to ensure accuracy and integrity.
• Assess institutional client needs and optimize reporting processes and tools.
• Develop models and visualization solutions (Power BI, Workiva) tailored to client requirements.

• Minimum of 7 years of experience in financial analysis, report production, or accounting within financial services.
• Bachelor’s degree in finance, accounting, economics, or a related field.
• CPA designation (an asset).
• Strong knowledge of IFRS standards and BI tools (Excel, Power BI, Workiva).
• Familiarity with databases and data management systems (an asset).
• Proficiency in French is required.

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative work spaces.
• Competitive benefits:
  Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The base salary for this role ranges between $60, 000 - $85, 000 annually.