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investment analyst @ UMC Financial Management Inc.

Edmonton, Alberta, CAOnsiteFull-time
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About this role

Education: Bachelor's degree. Work setting: Investment company.

Tasks

  • Evaluate financial risk.
  • 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.
  • 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.
  • Perform administrative tasks.
  • Computer and technology knowledge: MS Excel.
  • MS Office.
  • MS PowerPoint.
  • Electronic mail.
  • MS Outlook.
  • Security and safety: Criminal record check.
  • Credit check.
  • Transportation/travel information: Public transportation is available.
  • Work conditions and physical capabilities: Work under pressure.
  • Attention to detail.
  • 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 meet the language requirements listed in the job posting for the position (English or French)?.
  • Experience: Experience an asset.
  • Employment terms options: 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).
  • Other benefits: Parking available.

Skills

ExcelMicrosoft OfficePowerPointelectronic emailOutlookcriminal record checkcredit check

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