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M&A Specialist, Portfolio Manager, Corporate Finance Advisor, and Trader

Job Description, Responsibilities, and Salary in Quebec

Definition of Front Office roles

Front Office jobs include positions directly related to revenue generation and client relationships. These roles include M&A Specialist, Portfolio Manager, Corporate Finance Advisor, and Trader.

Professionals in the front office are on the front line, advising clients, managing investments, structuring deals, and executing financial transactions.

 

Typical responsibilities by role

M&A Specialist

  • Analyze acquisition and merger opportunities.

  • Prepare financial models and company valuations.

  • Participate in negotiations and deal structuring.

Portfolio Manager

  • Manage investment portfolios for institutional or private clients.

  • Define investment strategies and risk profiles.

  • Monitor performance and adjust asset allocations.

Corporate Finance Advisor

  • Advise companies on financing, restructuring, and capital raising.

  • Prepare financial analyses and strategic projections.

  • Work closely with investors and financial institutions.

Trader

  • Execute buy and sell orders on financial markets.

  • Monitor markets in real time and adjust trading strategies.

  • Manage risks related to market fluctuations.

Key skills required for Front Office roles

  • Strong knowledge of financial markets and investment products.

  • Advanced financial modeling and analysis skills.

  • Excellent communication and client relationship skills.

  • Ability to perform under pressure and make quick decisions (especially for traders).

Education and experience requirements

  • Bachelor’s degree in finance, economics, or business.

  • CFA designation highly valued.

  • Experience in investment banking, asset management, or trading.

Career outlook and progression

  • From Analyst to Associate (M&A)

  • From Junior Portfolio Manager to Senior Portfolio Manager and Director

  • Career paths can lead to Portfolio Director, VP Corporate Finance, or Partner in investment banking.

Salary in financial analysis & FP&A in Quebec

Junior M&A Analyst : CAD $70,000 – $100,000 + bonus.

Portfolio Manager : CAD $90,000 – $160,000 + incentives.

Trader : CAD $80,000 – $150,000 + commissions/bonus.

Corporate Finance Director / Senior M&A : CAD $130,000 – $200,000+.

FAQ – Front Office

What is Front Office in finance?
Is the CFA designation necessary?
What is the difference between Front, Middle, and Back Office?

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