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investment analyst

$50k - $90k per year
Full-time

UMC Financial Management Inc.

Overview

Languages

English

Education

  • Bachelor's degree

Experience

Experience an asset

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

  • Investment company

Responsibilities

Tasks

  • Evaluate financial risk
  • 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
  • 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
  • Perform administrative tasks

Experience and specialization

Computer and technology knowledge

  • MS Excel
  • MS Office
  • MS PowerPoint
  • Electronic mail
  • MS Outlook

Additional information

Security and safety

  • Criminal record check
  • Credit check

Transportation/travel information

  • Public transportation is available

Work conditions and physical capabilities

  • Work under pressure
  • 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

Benefits

Health benefits

  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits

Financial benefits

  • Bonus
  • Group insurance benefits
  • Life insurance
  • Registered Retirement Savings Plan (RRSP)

Other benefits

  • Parking available
Vacancy posted 1 day ago
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