National Bank Investment Analyst Role

Elevate your finance career as an Investment Analyst at National Bank Financial – Wealth Management. Leverage your analytical skills to guide clients' investments in this pivotal role.

As an Investment Analyst, you're stepping into a dynamic environment with National Bank Financial, the fifth largest investment brokerage firm in Canada. You will analyze stocks, funds, and securities to manage investment portfolios effectively. Your contributions will involve crafting model portfolios, tracking performance, and preparing insightful financial reports while collaborating in investment committee meetings.

Key Responsibilities: • Analyze individual stocks and securities for portfolios • Create and update model investment portfolios regularly • Monitor and track portfolio performance trends • Produce comprehensive financial reports for stakeholders • Stay informed on the latest economic developments

Requirements: • Bachelor’s degree in Finance or related field • Three years of experience in the securities industry • Completion of Canadian Securities Course • CFA or CIM designation preferred • Knowledge of Croesus 8 asset management tool

Bring your analytical expertise to influence investment strategies and client satisfaction. #J-18808-Ljbffr