Financial Analyst Private Placements

Hybrid Financial Analyst work at Intact centers on financial modelling and business valuation for private placement transactions. Support profitable growth across Canada’s brokerage network.As part of the Distribution Financial Strategy team, you will support lending, equity investments, succession planning, and investment governance. You will analyze information, develop recommendations, and help create customized financial solutions. Your work will support distributors’ performance, growth, and profitability goals.Key Responsibilities:
Execute financial transactions involving valuation and agreement modellingDraft transaction memos and follow legal document preparationPresent dashboards monitoring partner performance and strategic alignmentAnalyze investment opportunities across the property and casualty ecosystemSupport brokers with strategic, financial, and operational goalsRequirements:
University degree in finance or accountingInternship or up to two years’ relevant experienceKnowledge of transactions, M&A, financing, and valuationStrong Excel, Power BI, and financial modelling skillsInterest in pursuing CFA or CPA designationBring financial analysis, transaction modelling, and relationship-building skills to Intact’s Distribution Financial Strategy team.
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