About this role
Education: Bachelor's degree.
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.
- Regulatory investigation: Regulatory reporting.
- Computer and technology knowledge: Data analysis software.
- Enterprise resource planning (ERP) software.
- MS Excel.
- MS Office.
- Information technology.
- SAP (FI/CO / HR / MM / OT SD).
- Business intelligence.
- MS Outlook.
- Area of specialization: Business process management.
- Security and safety: Criminal record check.
- Transportation/travel information: Public transportation is available.
- Work conditions and physical capabilities: Fast-paced environment.
- Work under pressure.
- 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.
- Ability to multitask.
- Due diligence.
- Screening questions: Are you available to start on the date listed in the job posting?.
- Are you currently a student?.
- Do you have experience working in this field?.
- Experience: 1 year to less than 2 years.
- Employment terms options: Morning.
- Health benefits: Dental plan.
- Health care plan.
- Financial benefits: Group insurance benefits.
- Registered Retirement Savings Plan (RRSP).
- Other benefits: Parking available.
- Support for newcomers and refugees: Does not require Canadian work experience.