Overview
Languages
English
Education
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
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Financial technology (FinTech)
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On-site customer service
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Financial management/services
Responsibilities
Tasks
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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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Perform administrative tasks
Experience and specialization
Computer and technology knowledge
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Excel Visual Basic for Applications (VBA)
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Data analysis software
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Enterprise resource planning (ERP) 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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Accounting software
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Business intelligence
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Electronic mail
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MS SQL Server
Area of specialization
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Over-the-counter preparations
Additional information
Security and safety
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Confidential security clearance
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Criminal record check
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
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.