Analyst

About Northwood Family Office

Northwood Family Office is recognized as Canada's leading multi-family office, acting as a trusted advisor to many of the country's most prosperous families. Since its founding in 2003 by two individuals collaborating over a conference table, it has expanded to a team over 30 strong, servicing the financial needs of 100+ Canadian families. Northwood has been ranked the top family office in Canada by the Euromoney Global Private Banking survey.

The company values diversity highly, striving to create an inclusive workplace where personal differences are acknowledged, respected, and championed for the unique knowledge, experience, and strengths they add.

Role Overview

The Analyst role at Northwood Family Office involves delivering direct support to clients with a broad focus on client reporting, data governance, and accounting assistance.

Key Responsibilities

• Assist in preparing quarterly investment reporting packages using Northwood's internal reporting systems.
• Manage client documentation, ensuring compliance processes and proper filing are maintained.
• Support the completion of financial statements and meet tax compliance deadlines.
• Handle various ad hoc tax, accounting, and reporting requests as they arise.

Preferred Qualifications and Skills

• Over three years of experience in bookkeeping and accounting.
• Familiarity or experience in the investment sector is a plus.
• Quick learner with the capacity to absorb new knowledge effectively.
• Strong multitasking abilities and keen prioritization of diverse projects.
• Meticulous record-keeping skills paired with above-average organizational talents.
• Capable of working independently within time-sensitive environments and collaborating effectively in teams.
• A desire to develop skills and pursue a lengthy career in this specialized financial setting.
• Undergraduate degree in Business or Finance is preferred.

Additional Information

Salary and bonuses are dependent on the individual's skills, experience, and potential. Northwood encourages applications from candidates with diverse backgrounds and experiences who are interested in contributing uniquely to the firm.