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Investment Analysis Specialist
3 months ago
Employment Duration: Permanent
Working Language: English
Working Hours: 30 to 40 hours per week
Educational RequirementsBachelor's degree
Work Environment- Real estate sector
- Construction field
- General office setting
- Real estate firm
- Office premises
- Private industry
- Corporate headquarters
- 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
- 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
- Financial documentation
- Regional council experience
- Business process management
- Work planning, estimation, measurement, and scheduling
- Development projects
- Basic security clearance required
- Valid driver's license necessary
- Fast-paced work environment
- Ability to work under pressure
- Meeting tight deadlines
- Attention to detail is crucial
- Managing a large caseload
- 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
3 to 5 years of relevant experience
Health Benefits- Comprehensive health care plan