Investment Accountant
- Collaborate closely with clients to understand their investment objectives and financial goals.
- Maintain and reconcile investment portfolios, tracking securities and transactions.
- Calculate and analyze investment performance metrics, including rates of return and risk indicators.
- Monitor and report on market trends, economic factors, and investment opportunities.
- Prepare financial statements, investment reports, and performance summaries.
- Ensure compliance with Canadian regulatory standards, including IFRS and Canadian GAAP.
- Review and analyze investment portfolios for accuracy and compliance.
- Assist in the preparation of tax documents related to investment income and capital gains.
- Communicate investment results and recommendations to clients and stakeholders.
- Collaborate with cross-functional teams to deliver comprehensive financial solutions.
- Bachelor's degree in finance, accounting, or a related field.
- Professional designation such as CPA (Chartered Professional Accountant) or CFA (Chartered Financial Analyst).
- Proven experience as an investment accountant or in a similar role.
- Strong knowledge of Canadian financial regulations, including IFRS and investment reporting standards.
- Proficiency in financial analysis tools, investment management software, and Microsoft Office suite.
- Excellent analytical skills to interpret investment data and offer actionable insights.
- Effective communication skills to convey complex investment concepts.
- Ethical and professional approach to investment accounting and reporting.
- Investment Expertise: Analyze investment portfolios and provide strategic insights.
- Regulatory Compliance: Ensure alignment with Canadian investment reporting standards.
- Professional Growth: Gain experience within a dynamic and innovative accounting firm.
- Collaboration: Work in a collaborative environment to deliver tailored investment solutions.
- Industry Impact: Contribute to the firm's reputation for exceptional financial services.
- Competitive Compensation: Enjoy a competitive salary and benefits package.
Job Features
As an Investment Accountant at BOMCAS Canada, you'll be a pivotal contributor to managing and analyzing investment portfolios, while ensuring compliance with Canadian financial regulations. Join us in...View more