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.

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