Overview

Languages

English

Education

- Bachelor's degree

Experience

Experience an asset

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

- Investment company

Responsibilities

Tasks

- Evaluate financial risk
- 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
- 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
- Perform administrative tasks

Experience and specialization

Computer and technology knowledge

- MS Excel
- MS Office
- MS PowerPoint
- Electronic mail




- MS Outlook

Additional information

Security and safety

- Criminal record check
- Credit check

Transportation/travel information

- Public transportation is available

Work conditions and physical capabilities

- Work under pressure
- 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 advantages

- Bonus
- Group insurance benefits
- Life insurance
- Registered Retirement Savings Plan (RRSP)

Other benefits

- Parking available

📌 investment analyst (Edmonton)
🏢 UMC Financial Management Inc. This link will open in a new window
📍 Edmonton