Analyst, Valuation & Modelling
Job Description & How to Apply Below
This role combines technical analysis with practical problem-solving and offers exposure to financial modelling, business valuation concepts, life insurance solutions, and client advisory work.
Job Responsibilities:
Financial and Valuation Modelling
Build, maintain, update, and validate financial and valuation models.
Complete recurring modelling processes and analytical calculations.
Analyze projected cash flows, policy performance, and alternative scenarios.
Support the development and enhancement of modelling tools and processes.
Troubleshoot model issues and investigate unexpected results.
Ensure outputs are accurate, complete, and aligned with client objectives.
Analysis and Problem Solving
Review requests to understand the underlying business objective.
Analyze data and identify trends, anomalies, and inconsistencies.
Validate assumptions and assess the reasonableness of results.
Develop practical solutions to analytical and modelling challenges.
Conduct research to support strategy development and client recommendations.
Client and Stakeholder Support
Work closely with Partners, consultants, Account Managers, and Account Service Representatives.
Gather, organize, and analyze information required to support client engagements.
Communicate with internal stakeholders to clarify requests and requirements.
Explain modelling outputs and recommendations in a clear, understandable manner.
Support the preparation of client-facing reports and presentations.
Reporting and Documentation
Prepare analyses, reports, and supporting documentation.
Review data quality and completeness before deliverables are finalized.
Maintain documentation of models, assumptions, methodologies, and processes.
Support continuous improvement and automation initiatives.
Education:
A degree in one of the following disciplines is preferred:
Actuarial Science
Mathematics
Statistics
Finance
Economics
Commerce
Business
Data Analytics
Another quantitative field
Experience:
We're open to candidates with varying levels of experience, including:
Financial analysis
Business valuation
Actuarial analysis
Investment analysis
Corporate finance
Analytics and reporting
Insurance or financial services
Assets
Any of the following would be considered an asset:
Progress toward actuarial credentials (SOA/CIA)
Chartered Business Valuator (CBV) designation or progress toward the CBV designation
Experience building complex financial models
Experience working with life insurance products
VBA, Power Query, Power BI, or other automation tools
Exposure to valuation, investment, or actuarial concepts
Critical Skills & Attributes
The ideal candidate will demonstrate:
Advanced Excel and modelling capabilities
Strong analytical and quantitative skills
Intellectual curiosity and a desire to understand how things work
Sound judgment and attention to detail
Strong verbal and written communication skills
The confidence to ask questions and challenge assumptions
An ability to manage multiple priorities in a collaborative environment
A commitment to accuracy, quality, and continuous improvement
Why Join Aeternus?
Exposure to sophisticated financial and insurance planning strategies
Opportunity to learn from experienced professionals across multiple disciplines
Meaningful client-focused work with direct business impact
A collaborative and entrepreneurial environment
Ongoing professional development and growth opportunities
A role that can evolve based on your…
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