Job title: Corporate Controller
Workplace (location): Montreal (Hybrid)
Job type: Permanent
About us
Founded in 2001, Palos is a well-established investment management firm with offices in Montreal and
Toronto. Palos offers wealth management services across Canada and manages private and public funds as
an investment fund manager in Quebec and Ontario.
Our mission is to grow, maintain and protect our clients' wealth through exceptional investment
management and client services. However, the real cornerstone of our business is the trust of our clients,
which is reflected in our culture of compliance.
At Palos, the greatest pillar of our success is our team. Both collectively and individually, we believe that
each member brings a unique perspective, philosophy, and style to the table, which is what makes us
strong. To attract and retain the best talent, we offer competitive remuneration and benefits, while doing our
utmost to promote work-life balance. Driven by a constant desire to be the best, we offer our employees a
stimulating and constantly evolving environment.
Job overview
Are you known for your attention to detail, proactivity, and superior team spirit? Come and join the Palos
team as Corporate Controller!
Reporting to Palos' Chief Financial Officer, the incumbent will be responsible for administering and
monitoring the financial system to ensure that the financial information relating to Palos, its affiliates and
the investment funds managed by them, is maintained in an accurate and timely manner.
Your responsibilities include:
1. Financial Management
- Prepare the annual and semi-annual financial statements for the company, its affiliates, and
the investment funds under management
- Active participation in the yearly audit
- Prepare and analyse the monthly balance sheet and income statement
- Accurately record transaction information
- Implement financial controls, policies and procedures
- Assist in the budget preparation process
- Calculate and monitor working capital requirements
- Monitor cash reserves and investments
- Prepare the annual regulatory disclosure for the funds and the company
2. Account management
- Supervise accounts payables and receivable to ensure accuracy of records
- Supervise the preparation of financial information
- Compile documentation and perform accounting reconciliations
3. Fund Accounting
- Supervise fund accounting carried out by the external service provider
- Prepare monthly and audit documentations
- Analyse and reconcile client account information
- Assist the team in managing fund transactions
- Review the net asset value prepared by an external service provider
4. Special projects
- Take on or assist with special projects as required
- Perform other related tasks as required by the position
Your profile
- CPA auditor designation;
- 5 years of experience or more, including 3 years in auditing/audit firm;
- Experience in the financial and securities industry (an asset);
- Excellent communication and teamwork skills;
- Autonomous, proactive and able to work effectively under pressure;
- Ability to develop and maintain a positive, effective and trusting relationship with various
stakeholders;
- Attention to detail and excellent ability to manage multiple priorities;
Palos is an equal opportunity employer and encourages diversity and inclusion. We encourage all qualified
candidates to apply. Please note that only candidates selected for an interview will be contacted.
Please send your CV to:
Palos
[email protected]
1, Place Ville-Marie, Suite 1670
Montreal, Quebec
H3B 2B6
