Investment Analyst: Portfolio Strategy & Research

National Bank of Canada; London; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading Canadian financial institution in London, Ontario is seeking an experienced Investment Analyst to join its Wealth Management team. The successful candidate will analyze individual stocks and financial securities, contribute to model portfolio management, and produce financial reports. A Bachelor's degree in Finance and a minimum of three years of experience in the securities industry are required, along with relevant designations. Competitive compensation and a range of benefits are offered.

Qualifications

• Minimum three years of experience in the securities industry.
• Successful completion of the Canadian Securities Course.
• Completion of Conduct and Practices Handbook Course.

Responsibilities

• Analyze and track individual stocks and securities.
• Create and update model portfolios.
• Produce financial reports and track performance.

Skills

Analytical skills

Investment management

Knowledge of economic indicators

Education

Bachelor's degree in Finance or related field

CFA and/or CIM designation

Tools

Croesus 8+

Job description

A leading Canadian financial institution in London, Ontario is seeking an experienced Investment Analyst to join its Wealth Management team. The successful candidate will analyze individual stocks and financial securities, contribute to model portfolio management, and produce financial reports. A Bachelor's degree in Finance and a minimum of three years of experience in the securities industry are required, along with relevant designations. Competitive compensation and a range of benefits are offered.