Investment Portfolio Specialist

2 days ago


Burlington, Ontario, Canada GroupFit Technologies Inc. Full time

We are seeking an experienced Investment Portfolio Specialist to join our team at GroupFit Technologies Inc. in a permanent role.

About the Role

This is a great opportunity for someone who enjoys working with financial information, analyzing data and preparing reports.

The ideal candidate will have a strong educational background and relevant work experience in investment analysis or a related field.

Job Responsibilities
  • Financial Analysis:
  • Collect and examine financial information about companies, stocks, bonds, and other investments.
  • Analyze financial trends and prepare reports on company and industry performance.
  • Reporting and Budgeting:
  • Prepare analytical reports, briefings notes, and correspondence for stakeholders.
  • Assist in preparing operating and investment budgets.
  • Technology and Communication:
  • Demonstrate proficiency in MS Office and electronic mail.
  • Effective communication skills with the ability to work under pressure and meet deadlines.
Requirements
  • Bachelor's degree in finance, accounting, economics, or a related field.
  • 1-2 years of experience in investment analysis or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to multitask and work under pressure.
Work Environment

We offer a hybrid work environment with 35 hours per week and a competitive salary.

The estimated salary for this role is between $60,000 - $80,000 per year, depending on experience.



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