Work Term: Permanent Work Language: English Hours: 40 hours per week Education: Bachelor's degree Experience: 3 years to less than 5 years Work setting Office building 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) Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence 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 Develop risk management plans Variance analysis Perform administrative tasks Certificates, licences, memberships,
and courses Chartered Financial Analyst Designation Computer and technology knowledge MS Excel MS Outlook Security and safety Criminal record check Work conditions and physical capabilities Fast-paced environment Work under pressure Tight deadlines Attention to detail Large caseload Personal suitability Accurate Client focus Excellent oral communication Excellent written communication Initiative Judgement Organized Reliability Team player Ability to multitask Due diligence Screening questions Do you have experience working in this field? Do you have the required certifications listed in the job posting? Health benefits Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits Financial benefits Bonus Group insurance benefits Life insurance Stocks/shares Long term benefits Long-term care insurance Maternity and parental benefits Other benefits Free parking available Learning/training paid by employer Other advantages Paid time off (volunteering or personal days) Team building opportunities Parking available Travel insurance Wellness program
📌 senior financial analyst (Edmonton)
🏢 KV Capital
📍 Edmonton
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