
Senior Investment Analyst
- Toronto, ON
- $100,000-150,000 per year
- Permanent
- Full-time
- Strategic Financial Leadership: Provide CFO-level financial analysis and strategic guidance for $MM investment decisions, directly influencing fund capital allocation and portfolio strategy
- Enterprise Value Creation: Lead financial performance optimization across 75+ portfolio companies, implementing best-in-class financial practices, governance frameworks, and value creation strategies
- Financial Strategy & Analytics: Develop comprehensive financial intelligence, market analysis, and strategic insights that drive investment strategy and portfolio financial performance
- Chief Portfolio Storyteller: Craft compelling internal and external stakeholder communications showcasing performance, strategic outlook, and collaboration impact
- Executive Relationship Management: Serve as key liaison with portfolio companies, institutional investors, and TELUS business partners
- Strategic Insights Delivery: Present portfolio data, capital allocation strategies, and performance metrics to C-suite executives
- Digital Transformation: Lead implementation of cutting-edge finance tools and infrastructure across multiple funds and geographies
- Process Excellence: Design scalable operational frameworks supporting rapid growth and global expansion
- Data Analytics Mastery: Develop advanced portfolio monitoring, predictive analytics, and performance optimization capabilities
- Portfolio Financial Management: Own finance, reporting, and governance including portfolio returns, cash requirements, budgets, and shareholdings
- Value Creation Support: Leverage financial expertise to help portfolio companies scale and optimize operations
- Metrics Development: Create and track key business metrics that positively influence ongoing investments and performance
- 7-10 years progressive finance experience with 3 years in senior finance/accounting leadership
- Industry Expertise: Technology environment or investment management background essential
- Advanced Credentials: MBA, CFA, or CPA designation(s)
- Technical Mastery: Demonstrated expertise in financial analytics and advanced modeling using driver-based methodologies
- Dual Navigation: Proven ability to excel in both corporate landscapes and startup ecosystems
- Technology Proficiency: Experience with CRM, deal flow, portfolio management tools, and data analytics platforms (iLevel, Affinity, Looker)
- Operational Knowledge: Deep understanding of financial and operational drivers affecting technology companies
- Global Perspective: Ability to coordinate multiple simultaneous projects across geographies
- Superior Communication: Exceptional financial modeling, research, and presentation skills with ability to present strategic options clearly
- Entrepreneurial Spirit: Passionate ownership mentality driving process improvement and portfolio responsibility
- Relationship Excellence: Outstanding collaboration skills with ability to influence without formal authority across global teams
- Continuous Innovation: Challenge status quo mentality with strong bias to action and independent goal achievement
- Competitive Collaboration: Team-first personality with competitive drive for excellence
- Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
- Flexibility to work in-office, virtually or a combination of both
- Generous company matched pension and share purchase programs
- Opportunity to give back to communities in which we work, live and serve
- Career growth and learning & development opportunities to develop your skills
- And much more …
2024 engagement score150,000+
Team members worldwide14
# of years voted One of Canada’s Best Corporate CitizensAccessibilityTELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment.We offer accommodation for applicants with disabilities, as required, during the recruitment process.