Join a talented team as an Investment Analyst focused on analyzing and managing diverse investment portfolios. Use your finance skills to evaluate stocks and produce comprehensive financial insights.
In this integral position, you will support clients through detailed analysis and recommendation preparation. Your work will involve tracking a variety of securities, creating and updating model portfolios, and assisting in performance tracking. Contributing to bi-monthly investment committee meetings will further enrich your experience and professional growth.
Key Responsibilities:
• Analyze individual stocks, ETFs, and portfolios
• Create and regularly update model portfolios
• Monitor portfolio performance closely




• Generate insightful financial reports
• Help prepare client investment recommendations
Requirements:
• Bachelor’s degree in Finance or relevant field
• Three years' experience in the securities industry
• Successful completion of Canadian Securities Course
• CFA and/or CIM designation required
• Knowledge of Croesus 8+ asset management
Leverage your analytical mindset and passion for finance to enhance client success and foster your professional development in a team-oriented setting.
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📌 Investment Analyst Position Focused on Portfolio Analysis and Research (Quebec City)
🏢 National Bank of Canada
📍 Quebec City