investment analyst

Infinite Potential Management
Waterloo, ON, CA
$45,67 an hour
Permanent
Full-time
  • Work Term : Permanent
  • Work Language : English
  • Hours : 40 hours per week
  • Education : Master's degree
  • Experience : 1 year to less than 2 years

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

Health benefits

  • Dental plan
  • Disability benefits
  • Health care plan
  • 3 days ago
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