Investment Analyst

2 months ago

Lethbridge, Canada Silverberg Group Full time

**Your basic duties includes analyzing investment opportunities, legal information, and financial data to make recommendations**. Completing market research, risk assessments, analysis, and other projects. Creating reports, summaries, and updates. Following market trends and keeping up-to-date on industry and regulation changes.

**Investment Analyst Responsibilities**:

- Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
- Look back at previous investment decisions and the thought process of making the investment decision
- Liaise with fund managers and network with industry professionals
- Monitor closely financial press and keep a track of market trends, opportunities, risks and new investment products
- Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
- Develop complex financial models and analyses legal documents
- Assessing business and asset valuations.
- Calculating risks and opportunities for potential and current clients.
- Monitoring market trends and investment portfolios.
- Analyzing previous investment decisions and generating key takeaways.
- Conducting meetings with clients and management throughout the year.
- Producing complex financial models for integration into decision-making processes.
- Compiling financial data into reports for other team members and stakeholders.
- Identifying critical areas of business performance for other stakeholders.
- Reporting discrepancies and issues to senior team leaders when they arise.
- Working within a dynamic team environment.

**Investment Analyst Requirements**:

- A bachelor's degree in finance, investment banking, or accounting.
- At least 2 years experience in a similar role.
- Strong mathematical and numerical skills.
- Proficiency in data collection and analysis.
- Excellent research and writing abilities.
- A flair for statistics and data manipulation.
- Confident presentation abilities.
- Thorough understanding of financial analysis and investment strategy.
- Interpersonal skills and the ability to work under pressure.
- A team player who can work independently.
- Proven working experience as an Investment Analyst
- Solid understanding of financial set-up, procedures, statistics and economics
- Excellent investment analysis software user
- Strong numeric skills
- Excellent quantitative and qualitative analytical skills
- BS degree in Finance, Accounting or related field

**Salary**: $90,449.00-$134,567.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Paid time off

Schedule:

- 8 hour shift

**Experience**:

- finance: 2 years (required)
- Accounting: 1 year (preferred)

Work Location: One location

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