investment analyst

Education

• Master's degree

Work setting

• Investment company

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
• Plan short- and long-term cash flows and assess financial performance
• Prepare a regular risk profile for debt portfolios
• Develop risk management plans

Computer and technology knowledge

• MS Excel
• MS Office
• Information technology
• MS PowerPoint
• Database software
• Accounting software
• MS Outlook

Specialization or experience

• Specialized environmental skills and knowledge

Area of specialization

• Investor relations

Security and safety

• Bondable
• Enhanced reliability security clearance
• Credit check

Transportation / travel information

• Valid driver's licence
• Own transportation

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

Experience

• 1 year to less than 2 years

Health benefits

• Dental plan
• Disability benefits
• Health care plan