VP, Corporate Development

• Evaluate M&A opportunities and strategic partnerships in the asset management and wealth spaces, including financial modeling, due diligence, and executive-level presentations
• Build and maintain a coverage list of Alternative Asset Managers (public and private), Long Only Managers, and Investment Counselling Firms
• Support corporate finance initiatives including budgeting, forecasting, and multi-year financial planning
• Prepare and analyze financial models, management reporting, and executive presentations
• Coordinate and manage through and meaningful Due Diligence Processes on M  targets with internal teams and external professionals
• Partner with business lines, including investment management, Second Engine, HR, and Marketing, to build materials for M  targets
• Support capital allocation analysis, fee analysis, and revenue modeling across business segments
• Contribute to regulatory and investor reporting processes as required
• Identify and implement process improvements across finance and reporting workflows

• 7 to 10 years of progressive experience in corporate finance, FP&A, investment banking, or a related field
• Demonstrated experience in or direct exposure to the wealth management or asset management industry, a strong differentiator
• CPA, MBA, or CFA designation (completed or in progress) is a significant asset
• Exceptional financial modeling and analytical skills; proficiency in Excel is required
• Strong communication skills with the ability to distill complex financial information for senior audiences
• High attention to detail, intellectual curiosity, and a collaborative mindset
• Ability to manage multiple priorities in a fast-moving, results-oriented environment

Demonstrates expertise in financial modeling, due diligence, and strategic partnership evaluation within the asset and wealth management sectors. Proficient in corporate finance initiatives, including budgeting, forecasting, and multi-year financial planning.

• Financial Modeling
• Due Diligence Management
• Corporate Finance Initiatives
• Wealth Management Industry Experience
• CPA, MBA, or CFA Designation

• Financial Modeling
• Analytical Skills
• Budgeting
• Forecasting
• Multi-Year Financial Planning
• Excel Proficiency
• Revenue Modeling
• Capital Allocation Analysis
• Management Reporting
• Process Improvement

• Strong Communication Skills
• Attention to Detail
• Intellectual Curiosity
• Collaborative Mindset
• Ability to Manage Multiple Priorities

• CPA
• MBA
• CFA

• Asset Management
• Wealth Management
• Investment Banking
• Alternative Asset Managers
• Investment Counselling Firms
• Regulatory Reporting
• Investor Reporting
• Financial Analysis
• M  Opportunities
• Strategic Partnerships