Corporate Finance Analyst
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd.
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.
Summary
We are looking for a Corporate Finance Analyst to join our team in the Toronto and Vancouver offices. 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 Stalwart’s 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
● $125,000 base salary
● 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
●
Work Location . Toronto, ON / Vancouver, BC
● Start Date . Immediately
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.
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.
Corporate Finance Analyst
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd.
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.
Summary
We are looking for a Corporate Finance Analyst to join our team in the Toronto and Vancouver offices. 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 Stalwart’s 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
● $125,000 base salary
● 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
●
Work Location . Toronto, ON / Vancouver, BC
● Start Date . Immediately
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.
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.