Financial analyst

UMC Financial Management Inc.; Siksiká #146, Alberta; On-site; CAD 65,000 - 90,000; Full time

Job summary

UMC Financial Management Inc. is seeking a detail-oriented investment analyst to collect and analyze financial data on companies, stocks, bonds and other investments, and to prepare outlooks and briefs.

The role emphasizes accuracy, timely reporting, and collaboration with clients and teams. The successful candidate will hold a Bachelor's degree, have 3–5 years of experience, pursue or possess the Chartered Financial Analyst designation, and be proficient in MS Excel and MS Office, with on-site

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in investment analysis or similar.
• Chartered Financial Analyst designation or active pursuit is preferred.
• Strong MS Excel and MS Office skills.
• Excellent written and oral communication abilities.
• Demonstrated attention to detail and reliability.

Responsibilities

• 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.
• 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.

Skills

Attention to detail

Client focus

Oral communication

Written communication

Initiative

Team player

Judgement

Reliability

Education

Bachelor's degree

Tools

MS Excel

MS Office

Job description

OVERVIEW

LANGUAGES

• English

EDUCATION

• Bachelor's degree

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.

WORK SETTING

• Investment company

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
• 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

CREDENTIALS

CERTIFICATES, LICENCES, MEMBERSHIPS, AND COURSES

• Chartered Financial Analyst Designation

EXPERIENCE AND SPECIALIZATION

COMPUTER AND TECHNOLOGY KNOWLEDGE

• MS Excel
• MS Office

ADDITIONAL INFORMATION

SECURITY AND SAFETY

• Bondable
• Criminal record check
• Credit check

TRANSPORTATION/TRAVEL INFORMATION

• Valid driver's licence
• Own transportation

WORK CONDITIONS AND PHYSICAL CAPABILITIES

• Fast-paced environment
• Tight deadlines
• Attention to detail

PERSONAL SUITABILITY

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Judgement
• Organized
• Reliability
• Team player