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Investment Analysis Specialist

3 months ago


Markham, Ontario, Canada LSG Partners Full time

Employment Duration: Permanent

Working Language: English

Working Hours: 30 to 40 hours per week

Educational Requirements

Bachelor's degree

Work Environment
  • Real estate sector
  • Construction field
  • General office setting
  • Real estate firm
  • Office premises
  • Private industry
  • Corporate headquarters
Key Responsibilities
  • Assess financial risks
  • Utilize portfolio management tools
  • Gather financial and investment data regarding firms, equities, bonds, and other assets
  • Analyze and interpret financial and investment data (company profiles, stock or bond valuations, yields, and future projections)
  • Prepare analytical reports, industry outlooks, briefing notes, and correspondence
  • Offer investment guidance and recommendations to clients, senior executives, pension fund managers, and securities professionals
  • Provide advice on financial aspects of contracts and tenders
  • Evaluate investment initiatives
  • Assist in formulating operational and investment budgets
  • Plan both short- and long-term cash flows and evaluate financial performance
  • Develop regular risk assessments for debt portfolios
  • Create risk management strategies
  • Conduct variance analysis
  • Perform administrative duties
  • Oversee staff
  • Make recommendations regarding cash management, insurance, investment strategies, retirement, and estate planning
  • Identify clients' financial objectives
  • Ensure adherence to regulatory requirements
  • Establish financial procedures
  • Facilitate the sale of financial products and investments
  • Aid in the planning and execution of financial audits
Technical Skills
  • Excel Visual Basic for Applications (VBA)
  • Data analysis tools
  • Enterprise resource planning (ERP) systems
  • MS Excel
  • MS Office Suite
  • Information technology
  • QuickBooks
  • MS PowerPoint
  • Database management software
  • Accounting applications
  • Business intelligence tools
  • Email communication
  • MS Outlook
  • MS SQL Server
  • Yardi system
Specialized Editing Skills
  • Financial documentation
Relevant Experience
  • Regional council experience
Specialization Areas
  • Business process management
  • Work planning, estimation, measurement, and scheduling
  • Development projects
Security Clearance
  • Basic security clearance required
Travel Requirements
  • Valid driver's license necessary
Work Conditions
  • Fast-paced work environment
  • Ability to work under pressure
  • Meeting tight deadlines
  • Attention to detail is crucial
  • Managing a large caseload
Personal Attributes
  • Accuracy
  • Client-focused approach
  • Strong interpersonal skills
  • Excellent verbal communication
  • Exceptional written communication
  • Adaptability
  • Initiative
  • Sound judgment
  • Organizational skills
  • Dependability
  • Team-oriented mindset
  • Ability to handle multiple tasks
  • Diligence
Experience Level

3 to 5 years of relevant experience

Health Benefits
  • Comprehensive health care plan