About this role
Education: Bachelor's degree. Economics, other. Accounting. Finance, general. Work setting: Investment company. Tasks: Collect financial and investment information about companies, stocks, bonds and other investments. 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. Computer and technology knowledge: Bloomberg Terminal. Data analysis software. Security and safety: Criminal record check. Credit check. 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. Screening questions: Do you have experience working in this field?. Do you have the required certifications listed in the job posting?. Other: Use of artificial intelligence. Employment terms options: Evening. Experience: 3 years to less than 5 years. Employment terms options: Morning. Day. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Group insurance benefits. Life insurance. Registered Retirement Savings Plan (RRSP). Long term benefits: Maternity and parental benefits. Other benefits: Learning/training paid by employer. Paid time off (volunteering or personal days). Team building opportunities. Parking available. Wellness program.