Senior Business & Investment Advisor

James A. Richardson

This position presents a unique opportunity to lead work in a non-traditional investment advisory role.

The successful candidate will be comfortable working independently and within a small team, have experience providing recommendations to senior executives, and comfortable mentoring family members.  The office offers a professional environment and places an emphasis on getting work completed on time and to the highest level of proficiency.

Primary Responsibilities Include:

  • Sourcing, due diligence and financing of venture investments, private companies, managed funds, and publicly traded companies.
    • Requires travel to visit companies, source opportunities and conduct due diligence.
    • Requires the ability to meet deadlines
  • Monitoring and reporting on the performance and management of the investments including operational, financial, and quarterly strategic and operational reviews.
  • Administrative tasks include:
    • Review and preparation of financial statements
    • Banking and cash management
    • Personal/corporate income tax planning
    • Investment reporting
    • Overseeing projects

Background:

  • The successful candidate will have excellent analytical, communication, and mentoring skills
  • Experience in private company and public company analysis.
  • Business operating experience is an asset.
  • The proven ability to work in a small/boutique sized team
  • CFA or CBV designation.

Please provide interest and resume to:

janice@jar05.com

204-947-9896

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Location:
Winnipeg

Posted:
October 10th, 2017 EST

Apply Now!