Overview

Languages

English

Education

- Bachelor's degree

Experience

3 years to less than 5 years

Hybrid

Work must be completed both in person and remotely.

Work setting

- Willing to relocate
- Investment firm
- Finance

Responsibilities

Tasks

- Evaluate financial risk
- Use portfolio management software
- 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)
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- 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
- Variance analysis
- Perform administrative tasks

Experience and specialization





Computer and technology knowledge

- Excel Visual Basic for Applications (VBA)
- MS Excel
- MS Office
- R
- MS PowerPoint
- Electronic mail
- MS Outlook
- SQL

Additional information

Transportation/travel information

- Valid driver's licence
- Public transportation is available

Work conditions and physical capabilities

- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload

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 benefits

- Bonus

Other benefits

- Other advantages

📌 financial analyst (Toronto)
🏢 Dawson Partners Inc. This link will open in a new window
📍 Toronto