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Financial Analyst

3 months ago

Victoria Capital Regional District, CA Compunnel Inc. Full time

Candidate Minimum Qualifications
Must have:

  1. Strong financial and business acumen
  2. Knowledge of capital markets
  3. Attention to detail and strong work ethic.
  4. Excellent written and verbal communication skills - ability to articulate findings/views in a clear and concise manner to colleagues, management, and portfolio management groups.
  5. Excellent organizational skills and attention to detail
  6. Strong knowledge of Microsoft Office suite (namely Word, Outlook and Excel), including ability to create charts and spreadsheets; create reports on extensive amounts of data.
  7. Excellent typing skills and proficient in Adobe Pro and other common office applications
  8. A professional and discreet manner, using tact, sound judgment and diplomacy at all times.
  9. Ability to manage high volumes of priorities and deadlines.

Preferred:

  1. Completion of a related degree or diploma program such as business, commerce, law or office administration
  2. Experience in a control function (e.g., compliance, risk, internal audit).
  3. Experience working with highly sensitive and confidential information.
  4. Knowledge of SharePoint and PowerPoint
  5. Experience in the financial industry.
  6. Successful completion of the Canadian Securities Course or Investment Funds in Canada course
  7. Strong interpersonal and relationship management skills

Competencies

  1. Standards and Initiative: Effective performers possess a high inner work standard and show pride in their work. They strive to achieve exceptional quality and continuously seek to improve processes and perform rigorous evaluation to achieve these standards. They find best practices from a variety of sources, share them and improve upon them.
  2. Communicativeness: Effective performers recognize the essential value of continuous information exchange and the competitive advantage it brings. They are proactive in sharing information and are easily accessible, approachable, and open, responding to communications promptly and effectively.
  3. Technical Expertise: Effective performers are knowledgeable and skilled in general office administration. They add value to the organization by effectively supporting operational requirements.
  4. Organizing and Planning: Effective performers have exceptional organizing and planning skills, allowing them to be highly productive and efficient. They manage their time wisely and effectively prioritize multiple competing tasks.

Job Descriptions

  1. Provide general clerical services including document preparation, formatting, scanning, and printing; data entry; creating and updating charts/diagrams; and ad hoc department requests.
  2. Process highly sensitive and confidential documents.
  3. Support the Optimization of existing workflows.
  4. Draft and maintain relevant procedures and tracking documents.
  5. Provide support for various internal ad hoc projects, as required.
  6. Assist with the operation of the Star Compliance System requests/queries, develop, and maintain the existing and future processes and applicable records.
  7. Assist with maintaining internal databases for confidentiality walls/restricted lists/confidentiality agreements, and BCI subsidiaries, including uploading documents.
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