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

- Quick-paced environment
- Tight deadlines
- Attention to detail

PERSONAL SUITABILITY

- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Flexibility
- Initiative
- Judgement
- Organized
- Reliability
- Team player

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