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Located in the Okanagan, Cosens Group Enterprises Ltd. (Cosens Group) is a single-family office supporting an entrepreneurial family comprised of approximately 30 individuals spanning three generations. The Family Office reports to and supports a family holdings board, it also supports a Family Business Forum and supports a system of family governance which includes a Family Council, Family Assembly, and a private Family Foundation. The holdings board has multiple asset classes including operating companies, real estate, and public securities. The family’s Statement of Vision guides and informs the values and ideals of the family. The family prides itself on being down to earth, inclusive, and respectful of the legacy that was handed down to them from prior generations and the founders. Above all, the family strives for unity and harmony, and has established good governance practices to ensure that these goals are met. The Family Office plays a key role in progressing, enhancing, and promoting these values in the family entities and boards.
Reporting to the Director of Finance with a dotted line to the Executive Director, the Asset Portfolio Manager will be responsible for providing financial and analytical support for real estate, investments, businesses, and personal projects. The ideal candidate will be a CFA, and /or have an MBA in Corporate Finance coupled with at least 10 years of finance experience, preferably within a multi-entity enterprise, and experience reporting to corporate boards. They will also have experience financing real estate, analyzing real estate operations, preparing or reviewing pro forma financial information for real estate projects, and an understanding of real estate valuations.
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