financial analyst

Education

• Bachelor's degree
• or equivalent experience

Work setting

• Financial technology (FinTech)
• On-site customer service
• Financial management / services

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
• 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
• Perform administrative tasks

Computer and technology knowledge

• Excel Visual Basic for Applications (VBA)
• Data analysis software
• Enterprise resource planning (ERP) software
• MS Excel
• MS Office
• Information technology
• MS PowerPoint
• Database software
• Accounting software
• Business intelligence
• Electronic mail
• MS SQL Server

Area of specialization

• Over-the-counter preparations

Security and safety

• Confidential security clearance
• Criminal record 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

Screening questions

• Are you available for the advertised start date?
• Are you currently legally able to work in Canada?
• Do you have previous experience in this field of employment?
• Do you have the above-indicated required certifications?
• What is the highest level of study you have completed?
• What is your current field of study?
• What is your current level of study?

Experience

• 2 years to less than 3 years

Financial benefits

• Group insurance benefits