- Work Term : Permanent
- Work Language : English
- Hours : 30 to 40 hours per week
- Education : Bachelor's degree
- Experience : 3 years to less than 5 years
Work site environment
Real estate
Work setting
- Urban area
- Relocation costs not covered by employer
- Construction industry
- General office
- Real estate company
- Office building
- Private sector
- Head office
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
- Supervise staff
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Identify clients' financial goals and objectives
- Ensure compliance with government regulations
- Develop financial procedures
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
Computer and technology knowledge
- Excel Visual Basic for Applications (VBA)
- Data analysis software
- Enterprise resource planning (ERP) software
- MS Excel
- MS Office
- Information technology
- Quick Books
- MS PowerPoint
- Database software
- Accounting software
- Business intelligence
- Electronic mail
- MS Outlook
- MS SQL Server
- Yardi system
Technical or specialized editing
Financial reports
Area of work experience
Regional council
Area of specialization
- Business process management
- Work planning, estimating, measuring and scheduling
- Development
Security and safety
Basic security clearance
Transportation / travel information
Valid driver's licence
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
Health benefits
- Health care plan
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