Analyze investment information onsite using MS Excel and MS Office within an investment company setting. Apply financial judgement to company and portfolio analysis.
This Financial Analyst position requires three to less than five years of experience and a bachelor’s degree. You will examine companies, stocks, bonds, yields, trends, investment projects, budgets, and financial performance. The work supports outlooks, reports, cash-flow planning, contract analysis, and debt-portfolio risk profiling.
Key Responsibilities: Collect financial and investment information about companies and investments
Analyze company profiles, prices, yields, and future trends
Prepare outlooks, analytical reports, briefings, and correspondence




Analyze investment projects and support operating budgets
Plan cash flows and prepare debt-portfolio risk profiles
Requirements: Bachelor’s degree and three to less than five years’ experience
Chartered Financial Analyst Designation
Knowledge of MS Excel and MS Office
English language proficiency and excellent communication skills
Valid driver’s licence, own transportation, and required checks
Use investment analysis, financial reporting, and risk assessment skills as an onsite Financial Analyst supporting informed decisions.

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📌 Investment Company Financial Analyst (Alberta)
🏢 UMC Financial Management
📍 Alberta