Plannera Financial Valuation Specialist
P
Plannera-Pension-
📍 regina, division no. 6, Canada
Job Description
Advance your career as a Financial Valuation Specialist with Plannera in Regina, Saskatchewan. This position entails a focus on investment reconciliation and cash flow processes in a demanding environment.
Reporting to the Director of Investment Operations, you will manage investment data and ensure it meets precision standards required for audit and compliance. You'll also be responsible for coaching junior team members while navigating the operational complexities of pension plan investments. Strong problem-solving skills and technical proficiency are essential for success in this role.
Key Responsibilities:
• Conduct detailed reconciliations of investment data
• Oversee private markets investment lifecycle and distributions
• Implement compliance activities and audit support
• Review and mentor junior accounting staff
• Analyze pricing discrepancies and suggest improvements
Requirements:
• Experience in financial services, minimum of 1 year
• Diploma in...
Reporting to the Director of Investment Operations, you will manage investment data and ensure it meets precision standards required for audit and compliance. You'll also be responsible for coaching junior team members while navigating the operational complexities of pension plan investments. Strong problem-solving skills and technical proficiency are essential for success in this role.
Key Responsibilities:
• Conduct detailed reconciliations of investment data
• Oversee private markets investment lifecycle and distributions
• Implement compliance activities and audit support
• Review and mentor junior accounting staff
• Analyze pricing discrepancies and suggest improvements
Requirements:
• Experience in financial services, minimum of 1 year
• Diploma in...