Overview
Languages
English
Education
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Asset languages
Work setting
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Investment company
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Consulting firm
Responsibilities
Tasks
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Evaluate financial risk
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Use portfolio management software
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Collect financial and investment information about companies, stocks, bonds and other investments
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Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
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Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
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Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
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Advise on and participate in the financial aspects of contracts and calls for tender
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Analyze investment projects
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Assist in preparing operating and investment budgets
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Plan short- and long-term cash flows and assess financial performance
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Prepare a regular risk profile for debt portfolios
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Develop risk management plans
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Variance analysis
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Perform administrative tasks
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Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data
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Prepare reports and recommendations
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Coordinate the organization’s financial operations and budget activities in order to optimize financial performance
Credentials
Certificates, licences, memberships, and courses
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Chartered Financial Analyst Designation
Experience and specialization
Computer and technology knowledge
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Data analysis software
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MS Excel
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MS Office
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Information technology
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MS PowerPoint
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Database software
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Business intelligence
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Electronic mail
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MS Outlook
Area of work experience
Valuator specialization
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Purchase and sale of businesses
Area of specialization
Additional information
Transportation/travel information
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Valid driver's licence
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Own transportation
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Public transportation is not available
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
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Large caseload
Personal suitability
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Accurate
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Client focus
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Efficient interpersonal skills
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Excellent oral communication
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Excellent written communication
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Flexibility
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Initiative
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Judgement
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Organized
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Reliability
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Team player
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Ability to multitask
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Due diligence
Who can apply for this job?
You can apply if you are:
- a Canadian citizen
- a permanent resident of Canada
- a temporary resident of Canada with a valid work permit
Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.