OVERVIEW LANGUAGES English
EDUCATION Bachelor's degree
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.
WORK SETTING Investment company
RESPONSIBILITIES TASKS 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
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
CREDENTIALS CERTIFICATES,



LICENCES, MEMBERSHIPS, AND COURSES Chartered Financial Analyst Designation
EXPERIENCE AND SPECIALIZATION COMPUTER AND TECHNOLOGY KNOWLEDGE MS Excel
MS Office
ADDITIONAL INFORMATION SECURITY AND SAFETY Bondable
Criminal record check
Credit check
TRANSPORTATION/TRAVEL INFORMATION Valid driver's licence
Own transportation
WORK CONDITIONS AND PHYSICAL CAPABILITIES Fast-paced environment
Tight deadlines
Attention to detail
PERSONAL SUITABILITY Accurate
Client focus
Productive interpersonal skills
Excellent oral communication
Excellent written communication
Flexibility
Initiative
Judgement
Organized
Reliability
Team player

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📌 Financial analyst (Alberta)
🏢 UMC Financial Management
📍 Alberta