Analyst – Portfolio Operations

Analyst – Portfolio Operations
Saint John, NB
Reference # HL-OCA-9220

Our client, Ocean Capital Holdings Limited, is a privately held company with its head office located in Saint John, NB with interests in a number of businesses, including broadcasting, construction, energy, and real estate. Their purpose is to grow winning businesses with great people, which contribute to better communities. They unlock the potential of their businesses through imagination and a passion for winning, and they celebrate the uniqueness in each person. Their focus is on excellence and accomplishment. 

Ocean Capital has an immediate opening for an Analyst – Portfolio Operations. Reporting to the Manager – Financial Planning and Analysis, this role provides the analytical depth, financial insight, and operational support required to inform strategic decision-making across the organization. The Analyst will be responsible for preparing consolidated forecasts, conducting in-depth financial analysis and benchmarking, and contributing to key reporting and compliance activities. The role will also support the evaluation of potential mergers and acquisitions, including research, financial modelling, and due diligence activities.

This role offers significant opportunities for continued career development, cross-functional collaboration, and exposure to high-impact projects. It also provides a strong platform for long-term career growth within the organization, through exposure in financial reporting, compliance, governance, and stakeholder relations.

Responsibilities will include: 

Financial Reporting & Analysis

• Prepare high-quality financial analyses, models, and actionable insights.
• Prepare and present consolidated forecasts and operating results for key stakeholders.
• Perform financial modelling, forecasting, and budgeting to support strategic initiatives and business planning.
• Generate reports and conduct financial analysis to assess business performance and identify key drivers.
• Analyze budget versus actual results, presenting meaningful metrics and insights to support decision-making.
• Contribute to Board and management reporting, compliance, and governance activities.
• Collaborate on quarterly and year-end reporting to ensure accurate performance tracking.

Strategic Projects and Business Operations

• Develop and maintain industry benchmarking and research for financial and operational metrics.
• Conduct ongoing assessments of internal and external business environments to inform strategy.
• Analyze industry structures, competitive landscapes, and potential acquisition targets.
• Support the development and monitoring of operating business strategies and participate in consolidation project activities.
• Measure performance and conduct post-implementation analysis of business improvement initiatives.
• Develop and manage Standard Operating Procedures (SOPs), ensuring version control and consistency.
• Collaborate with operating businesses to streamline and systematize processes, driving efficiency and productivity.

Merger and Acquisition Support

• Support deal screening and opportunity evaluation activities.
• Conduct financial analysis and support the Letter of Intent (LOI) and M&A processes.
• Support due diligence activities and manage data rooms throughout the transaction process.

The ideal candidate will possess:

• University degree in Business, Finance, Economics or related fields.
• CPA designation with 3-5 years of post-designation experience. 
• At least 5 years of business operations experience in a comparable role or in position requiring financial analysis and reporting.
• Self-motivated and proactive in managing workload and pursuing professional development.
• Demonstrates strong problem-solving abilities, analytical thinking, and research skills with keen attention to detail.
• Excellent verbal and written communication, complemented by a strategic mindset and curiosity that goes beyond transactional tasks.
• Highly organized, with strong project management skills and able to manage multiple priorities in a dynamic, complex environment.
• Collaborative and team-oriented, skilled at building relationships across functions and organizations, and a quick learner who understands operating businesses and key drivers.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Experience with Oracle EPM is considered an asset. 

If this opportunity resonates with you, we invite you to submit your resume. Join a team that thrives on collaboration, innovation, and community building.

Ocean Capital's head office is based in the beautiful downtown core of Saint John, NB.  Among New Brunswick’s many standout communities, in the Saint John area, Quispamsis and Rothesay consistently rank among Canada’s most livable cities, known for their family‑friendly neighbourhoods, exceptional schools, and strong quality of life. Located in the scenic Kennebecasis Valley, both communities offer safe residential areas, abundant recreation options, and easy access to nearby urban amenities—making them highly desirable places to live, work, and raise a family.

To express interest in this opportunity please apply online by clicking "Apply Now" below:

For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity. 

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