investment analyst

1 month ago


Waterloo, Canada Infinite Potential Management Full time
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week
  • Education: Master's degree
  • Experience: 1 year to less than 2 yearsWork setting
  • Investment companyTasks
  • Evaluate financial risk
  • Use portfolio management software
  • 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
  • Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
  • Advise on and participate in the financial aspects of contracts and calls for tender
  • Analyze investment projects
  • Plan short- and long-term cash flows and assess financial performance
  • Prepare a regular risk profile for debt portfolios
  • Develop risk management plansComputer and technology knowledge
  • MS Excel
  • MS Office
  • Information technology
  • MS PowerPoint
  • Database software
  • Accounting software
  • MS OutlookSpecialization or experience
  • Specialized environmental skills and knowledgeArea of specialization
  • Investor relationsSecurity and safety
  • Bondable
  • Enhanced reliability security clearance
  • Credit checkTransportation/travel information
  • Valid driver's licence
  • Own transportationWork conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseloadPersonal suitability
  • Accurate
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Flexibility
  • Initiative
  • Judgement
  • Organized
  • Reliability
  • Team player
  • Ability to multitask
  • Due diligenceHealth benefits
  • Dental plan
  • Disability benefits
  • Health care plan


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