Investment Stewardship Analyst

Full Time
  • October 7, 2026
  • Employment Info

    JOB  DETAILS

    Requirements
    • Background in auditing, business services, or accounting from a professional services firm or boutique advisory firm, or a relevant commercial/industry role.
    • CA and/or Chartered Accountant and/or Chartered Financial Analyst qualifications or similar, or in progress
    • Sound report writing, research, modelling and financial analytical skills.
    • Highly developed communication and interpersonal skills.
    • Proficiency in Microsoft Excel, PowerPoint and Word.
    • Relevant degree with outstanding academic record from a leading university or business school
    Responsibilities
    • Assist with the delivery of Transaction Services-related engagements on a day-to-day basis by performing detailed financial analysis, including financial due diligence and forecast reviews.
    • Prepare reports and presentations for senior management and boards.
    • Interact directly with senior management (C-suite) of clients.
    • Identify negotiation factors for purchase price and deal structuring.
    • Set a career path with clear and honest visibility around progression.
    • Assist with business development and pursuit activities as well as cultivating long-term client relationships.
    • Develop and manage divisional strategic tasks.

     

     

     

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