Education
Bachelor's degree
or equivalent experience
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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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
Education
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
Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
Advise on and participate in the financial aspects of contracts and calls for tender
Analyze investment projects
Assist in preparing operating and investment budgets
Plan short- and long-term cash flows and assess financial performance
Prepare a regular risk profile for debt portfolios
Develop risk management plans
Variance analysis
Perform administrative tasks
Experience and specialization
Computer and technology knowledge
Data analysis software
MS Office
Quick Books
SAP (FI/CO / HR / MM / OT SD)
Business intelligence
MS Outlook
Area of specialization
Investor relations
Additional information
Work conditions and physical capabilities
Fast-paced workplace
Work under pressure
Tight deadlines
Attention to detail
Large caseload
Personal suitability
Accurate
Client focus
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Reliability
Team player
Ability to multitask
Advantages
Health benefits
Dental plan
Disability benefits
Health care plan
Paramedical services coverage
Vision care benefits
Financial perks
As per collective agreement
Other benefits
Other benefits
Team building opportunities
Parking available
📌 Financial Analyst Kelowna (Canada)
🏢 University of British Columbia
📍 Canada
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