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

- Rapid-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 (Edmonton)
🏢 UMC Financial Management Inc. This link will open in a new window
📍 Edmonton