investment analyst

Overview

Languages

English

Education

• Bachelor's degree
• or equivalent experience
• Accounting and business/management
• Banking and financial support services
• Investments and securities

Experience

1 year to less than 2 years

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Green job - Help

Green jobs contribute to environmental preservation, conservation, and restoration. Learn more about green jobs .  This information was provided by the employer; it was not verified by Job Bank.

The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Work setting

• Urban area
• Relocation costs not covered by employer
• Associations and non profit organizations
• Office building

Responsibilities

Tasks

• Evaluate financial risk
• Use portfolio management software
• Collect financial and investment information about companies, stocks, bonds and other investments
• Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
• Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
• Analyze investment projects
• Develop, implement and use tools for managing and analyzing financial portfolio
• Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management
• Perform administrative tasks

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Office
• MS PowerPoint
• Database software
• Electronic mail
• MS Outlook

Technical terminology

• Financial

Area of specialization

• Investor relations

Additional information

Security and safety

• Bondable

Transportation/travel information

• Public transportation is available

Work conditions and physical capabilities

• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Judgement
• Organized
• Reliability
• Team player
• Ability to multitask
• Due diligence

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Group insurance benefits
• Life insurance
• Registered Retirement Savings Plan (RRSP)

Other benefits

• On-site amenities
• Paid time off (volunteering or personal days)
• Team building opportunities
• Travel insurance