Investment Analyst

3 days ago


Waterloo, Canada U Style Development Inc. Full time

or equivalent experience

**Business Equipment and Computer Applications**:

- MS Excel
- Data analysis software
- MS Office

**Work Setting**:

- Investment company

**Transportation/Travel Information**:

- Valid driver's licence

**Work Conditions and Physical Capabilities**:

- Fast-paced environment
- Work under pressure
- Attention to detail
- Large caseload
- Tight deadlines

**Work Location Information**:

- Urban area

**Personal Suitability**:

- Initiative
- Effective interpersonal skills
- Flexibility
- Accurate
- Team player
- Excellent oral communication
- Excellent written communication
- Client focus
- Judgement
- Reliability
- Organized

**Financial Analysts Specific Skills**:

- Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management
- Plan short
- and long-term cash flows and assess financial performance
- Analyze investment projects
- Develop, implement and use tools for managing and analyzing financial portfolio
- Assist in preparing operating and investment budgets

**Investment Analysts Specific Skills**:

- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
- Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
- Collect financial and investment information about companies, stocks, bonds and other investments

**Financial benefits**:

- Bonus

**Other benefits**:

- Free parking available
- Paid time off (volunteering or personal days)



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