Overview
Languages
English
Education
-
Bachelor's degree
- or equivalent experience
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
-
Financial technology (FinTech)
-
On-site customer service
-
Financial management/services
Responsibilities
Tasks
-
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
-
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
-
Develop risk management plans
-
Perform administrative tasks
Experience and specialization
Computer and technology knowledge
-
Excel Visual Basic for Applications (VBA)
-
Data analysis software
-
Enterprise resource planning (ERP) software
-
MS Excel
-
MS Office
-
Information technology
-
MS PowerPoint
-
Database software
-
Accounting software
-
Business intelligence
-
Electronic mail
-
MS SQL Server
Area of specialization
-
Over-the-counter preparations
Additional information
Security and safety
-
Confidential security clearance
-
Criminal record check
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
Benefits
Financial benefits
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.