Remote Investment Specialist

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