Investment Accountant

About BOMCAS Canada: BOMCAS Canada is a distinguished accounting firm dedicated to delivering exceptional financial solutions tailored to a diverse clientele. Rooted in expertise, innovation, and client-centric values, we excel in providing unparalleled service in the dynamic landscape of finance. Our team of professionals upholds the highest standards of precision, strategic insight, and client satisfaction, ensuring our clients receive the best in financial services.

Job Overview: BOMCAS Canada is seeking a skilled and analytical Investment Accountant to join our team. As an Investment Accountant, you will play a vital role in managing and analyzing investment portfolios, ensuring compliance with Canadian financial regulations and standards.

Responsibilities:

• 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.

Qualifications:

• 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.

Why BOMCAS Canada:

• 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.

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 shaping the future of effective investment accounting practices and making a significant impact on our clients, team, and industry.