Chief Financial Officer

The Company

InvestXwas launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that for many decades were exclusive to a limited investing population.

With over US$500 million in investments and 80 portfolio companies we work with leading North American registered firms to offer accredited investors private equity investment opportunities in companies including Open AI Anthropic SpaceX AirbnbSoFi Spotify DocuSignand many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our fifth fund.

InvestXis backed by leading financial institutions Jefferies Virtu Financial and Canaccord Genuity and has been featured in CNBC Forbes Bloomberg U.S. News Business Insider Reuters The Globe and Mail and many other publications.

Location: Vancouver BC (Hybrid 3 days a week in office)

About the Role

Reporting directly to the CEO and serving as a key member of the executive leadership team the CFO will play a pivotal role in shaping and strengthening the future of our firm. This is a highly engaged roll-up the sleeves position where your operational instincts strategic thinking and leadership presence will directly influence the health and trajectory of the business.

You will join a small dedicated team where agility collaboration and accountability matter. Success here is about optimizing stabilizing maturing and elevating how the business operates today while setting us up for opportunities tomorrow. We are looking for someone who thrives in a dynamic fast paced hands-on environment and who can balance tactical execution with long-term strategy.

You bring proven success in investment management or broker-dealer environments strong judgement an ability to simplify complexity and a track record of building high-functioning teams. Youll oversee and/or partner with a multidisciplinary group spanning finance investment operations compliance and legal (57 FTEs) plus external partners.

Above all you lead with integrity clarity and steadinessand you develop people in a way that leaves a lasting impact.

Responsibilities

Operational & Financial Leadership

• Oversee all core functions across finance compliance/risk and legal ensuring excellence efficiency and alignment with business needs.
• Provide sound commercial judgment to guide executive decision-making presenting trade-offs risks and strategic opportunities with clarity.
• Participate as a member of the Investment Committee who review all investments through to decision.
• Strengthen and maintain financial governance and controls framework.
• Establish prioritize and monitor KPIs intervening proactively to ensure performance and accountability.
• Model operational excellence and set a high bar across all finance/legal/compliance related functions.

Strategic Stewardship

• Work closely with the CEO and Board (including subcommittees) on reporting risk assessments and business planning.
• Serve as a thought partner in evaluating opportunities building options/ forecasts and anticipating challenges.
• Enhance systems tools and processes to increase scalability transparency and efficiency across the organization.

Fund & Investment Oversight

• Oversee the end-to-end SPV & Fund processes from inception to close and distribution as the executive responsible.
• Lead the fund accounting team through NAV calculations year-end financials audits and investor reporting.
• Review and approve capital calls distributions management fee calculations and closes.
• Oversee variance analysis P&L reviews forecasting and financial modeling with precision and accuracy.
• Continuously refine processes to improve speed quality and reliability.

Risk Management

• Ensure all activities meet regulatory tax and audit requirements in both Canada and the US.
• Conduct due diligence on potential partners issuers and counterparties.
• Oversee timely preparation and filing of all local state and federal tax returns and filings.
• Serve as the primary contact for external legal banking and financing relationships.

People Leadership

• Mentor coach and elevate a combined Finance Legal & Compliance team fostering a culture of accountability learning and collaboration.
• Set clear expectations goals KPIs; provide constructive feedback and support professional development.
• Build a strong cohesive team dynamic with the structure and systems needed to succeed including working cross-functionally with other team members.

Who You Are

• A proven CFO or senior leader with experience inside fast-paced firms in investment banking/management private equity M&A broker-dealers.
• Deep cross-border experience (US & Canada) with a strong grasp of regulatory considerations.
• A steady adaptable leader with experience operating in evolving or high-change environments.
• A hands-on operatorcomfortable diving into details without losing sight of the strategic horizon.
• Experience in raising capital and supporting organizational optimization.
• A builder who improves systems simplifies complexity and strengthens foundations.
• A coach who develops talent with intention.
• An exceptional communicator with impeccable judgement and presence.
• A problem-solver who thrives in nuance and complexity.

Education & Requirements

• Bachelors degree in Business Finance Legal or related field; CFA is desirable.
• Advanced financial modeling and data analysis skills.
• Strong organizational time-management and prioritization capabilities.
• Ability to travel between the US and Canada for meetings as required.
• Successful completion of a criminal record check and credit check.
• Must be eligible to work in Canada.

Salary & Benefits

• Actual salaries may vary based on factors such as skill experiencelocationand qualifications for therole.
• 2026 range is $230000 - $275000 CAD plus bonus plan options and carry.
• Comprehensive Health & Benefit plan including health/lifestyle spending account personal days winter closure days generous paramedicals and ortho.

If this opportunity sounds like it is a good match with your skills background and career direction please apply through our Careers Page ( with your cover letter and resume.

InvestX welcomes applications from all qualified candidates including women persons with disabilities aboriginal peoples Indigenous peoples visible minorities race colour religion sex sexual orientation gender identity or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process. gender identity or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Required Experience:

Chief