Finance And Equity Analyst (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Finance and Equity Analyst (Fintech): Supporting private market operations through a 12-month rotational program with an accent on financial processes, 409A valuations, and fund administration. Focus on leveraging AI tools and scripting to automate workflows, improve system scalability, and provide actionable insights to product and engineering teams.
Location: Must be based in Toronto, Ontario, Canada
Salary: $68,170 - $80,200 CAD
Company
is a leading provider of equity management and fund administration software, building a connected ERP platform for private capital markets.
What you will do
- Execute financial processes including 409A valuations, tax reporting, and fund implementations.
- Utilize AI tools, scripting, and CLI-based workflows to automate manual financial tasks.
- Identify and resolve workflow inefficiencies to build repeatable, scalable systems.
- Provide feedback to engineering and product teams through rigorous testing and bug reporting.
- Manage multiple client-facing projects simultaneously while maintaining high standards of accuracy.
- Develop deep expertise in private market operations and financial reporting standards.
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field.
- Must be based in Toronto, Ontario, Canada.
- Strong interest in applying AI and automation to augment financial analysis.
- Solid understanding of financial statements and core financial concepts.
- Proven ability to manage multiple projects and adapt to shifting priorities.
- Excellent verbal and written communication skills.
Nice to have
- Experience with Python or basic technical scripting.
- Familiarity with financial modeling in Excel.
- Prior experience using AI tools like Claude or Gemini in a professional or academic setting.
Culture & Benefits
- Competitive salary and equity package for all full-time roles.
- Comprehensive benefits package.
- Opportunity to participate in a structured 12-month rotational program.
- Exposure to cutting-edge AI tools and private market infrastructure.
- Collaborative environment focused on innovation and professional growth.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β