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Investment Analysis Specialist

3 months ago

Richmond Hill, Ontario, Canada Information Solutions Group Inc. Full time
Job Overview

We are seeking a dedicated Financial Analyst to join our team at Information Solutions Group Inc. This role is pivotal in providing insights and recommendations that drive our financial strategies.

Employment Details
  • Job Duration: Permanent
  • Working Language: English
  • Work Hours: 30 hours per week
Educational Requirements
  • Bachelor's degree or equivalent experience
Work Environment
  • Financial technology (FinTech)
  • On-site client engagement
  • Financial management and services
Key Responsibilities
  • Gather and analyze financial and investment data regarding various assets including stocks and bonds.
  • Evaluate and interpret financial reports, market trends, and investment profiles.
  • Draft comprehensive reports, economic forecasts, and analytical briefings.
  • Offer investment guidance and strategies to clients and senior management.
  • Engage in the financial evaluation of contracts and tenders.
  • Assess investment initiatives and assist in budget preparation.
  • Manage cash flow projections and analyze financial performance metrics.
  • Regularly update risk profiles for debt portfolios and develop risk management strategies.
  • Perform various administrative duties as required.
Technical Proficiencies
  • Proficient in Excel Visual Basic for Applications (VBA)
  • Experienced with data analysis software and ERP systems
  • Skilled in MS Excel, MS Office, and database management
  • Familiar with accounting and business intelligence software
Specialization Area
  • Over-the-counter financial products
Security Requirements
  • Confidential security clearance
  • Criminal background check
Work Conditions
  • Fast-paced and dynamic environment
  • Ability to work under pressure and meet tight deadlines
  • Strong attention to detail with a large caseload
Personal Attributes
  • Accuracy and client-focused approach
  • Strong interpersonal and communication skills
  • Flexibility and initiative
  • Organizational skills and reliability
  • Team-oriented with multitasking capabilities
Experience Requirement
  • 2 to less than 3 years in a related field
Financial Benefits
  • Group insurance benefits