Senior Analyst, Private Markets Operations

iA Financial Group (Industrial Alliance)

Private markets operations analyst supporting iA Financial Group’s investment management business. Managing private placement transactions, reporting controls, custodians, and fund administrators.

Posted 8/4/2026contractQuebec City • 🇨🇦 CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment operations, particularly in private placements and fund unit transactions, while ensuring compliance with financial regulations and maintaining data quality. Proficient in financial analysis and communication with stakeholders in both French and English.

Highest-signal resume keywords

Investment Operations ExperiencePrivate Placement TransactionsFinancial Data InterpretationRegulatory Compliance KnowledgeBilingual Proficiency in French and English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Private Placement OperationsFund Unit TransactionsFinancial AnalysisData Quality ManagementMarket Practices UnderstandingFinancial Statement InterpretationInvestment Products KnowledgeOperational Process OptimizationMonitoring Processes ImplementationAccounting Policies Liaison

Soft Skills

Analytical SkillsProblem-SolvingCollaborationCommunicationStakeholder Management

Industry Keywords

Private MarketsInvestment OperationsFinancial ReportingWealth ManagementRegulatory ChangesCapital CallsSettlementsCash OperationsThird-Party Service ProvidersFund Administrators

About the role

Key responsibilities & impact

Perform post-trade activities and life cycle events related to private placements, fund units, and other illiquid assets, including subscriptions, capital calls, interests, settlements, and cash operations
Collaborate with investment operations team members to solve complex problems
Coordinate operational stages of private placement acquisitions among trading desks, portfolio managers, external lawyers, trustees, borrowers, and the private placement team
Support internal private placement managers through requests and follow-ups
Maintain data quality in systems
Answer custodian questions regarding daily operations
Review priorities and ensure operational deadlines are met
Participate in implementing standardized monitoring processes and controls
Optimize and scale oversight and reporting processes and tools
Interpret fund-level legal terms, definitions, and entity structures
Implement best practices, policies, procedures, controls, and reporting improvements
Monitor regulatory changes and industry standards affecting client reporting
Liaise with teams on financial reporting, accounting policies, and financial reporting impacts
Liaise with and manage third-party service providers and fund administrators

Requirements

What you’ll need

2 to 5+ years of experience in investment operations or accounting
Bachelor's degree in finance, economics, or accounting
Experience with private placement and fund unit transaction operations
Solid understanding of private markets, market practices, and applicable regulations
Excellent analytical skills
Ability to interpret financial data and financial statements
Strong understanding of financial markets and/or wealth management
Solid knowledge of investment products and financial concepts
Proficiency in French
Advanced level of English
Ability to communicate daily with internal and external stakeholders across Canada

Benefits

Comp & perks

A work environment where learning and development merge with a collective pursuit of excellence
A healthy, safe, fair, and inclusive environment
Hybrid work environment with flexibility and access to inspiring and innovative workspaces
Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products