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investment consultant

ADD Canada

Ontario

On-site

CAD 45,000 - 70,000

Full time

5 days ago
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Job summary

An established industry player is seeking a detail-oriented financial analyst to join their team. In this role, you will collect and analyze financial data, prepare insightful reports, and contribute to investment evaluations. Your expertise will help shape financial strategies and risk management plans. This position requires a Bachelor's degree and 3-5 years of relevant experience. If you thrive under pressure and enjoy working in a dynamic environment, this is a fantastic opportunity to make a significant impact in the financial sector.

Qualifications

  • 3-5 years of experience in financial analysis and investment evaluation.
  • Strong communication skills and attention to detail are essential.

Responsibilities

  • Collect and analyze financial and investment information.
  • Prepare analytical reports and advise on financial contracts.
  • Plan cash flows and assess financial performance.

Skills

Financial Analysis
Investment Evaluation
Risk Management
Communication Skills
Attention to Detail

Education

Bachelor's degree

Tools

MS Office

Job description

Overview

Languages: English

Education
  • Bachelor's degree
Experience

3 years to less than 5 years

Work must be completed on site. There is no option to work remotely.

Work setting
  • Retail/wholesale establishment/distribution centre
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, briefing 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
  • Develop risk management plans
Experience and specialization

Computer and technology knowledge: MS Office

Area of specialization
  • Investor relations
Additional information
Work conditions and physical capabilities
  • Work under pressure
  • Tight deadlines
  • Attention to detail
Personal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Flexibility
  • Judgment
  • Organized
  • Reliability
  • Team player
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