Junior Financial Analyst Trainee
5 days ago
At ATB Financial, we are dedicated to making a positive impact in the lives of our clients and communities. Our purpose is rooted in our values, which guide every aspect of our business.
We believe that success goes beyond just work. That's why we strive to create a culture where our team members feel valued, respected, and empowered to make a difference.
In this role as a Junior Investment Analyst Student, you will have the opportunity to contribute to the success of our business while gaining valuable experience and skills.
Accountabilities:- Assist senior investment product analysts in various research projects.
- Support the senior manager, portfolio analyst in handling advisor portfolio requests.
- Collaborate with the AVP of national growth on special projects expanding new market opportunities.
- Review and analyze mutual funds, ETFs, individual equities, and bonds.
- Consolidate marketing events and interpret data for clients and stakeholders.
- Develop a structure to perform due diligence on recommended investments.
- Assist in the assessment of product shelf composition for the investment dealer.
- Must be enrolled or recently graduated (within 6 months) from an accredited post-secondary program in a related field.
- Strong understanding of Excel and Visual Basic.
- Analytical mindset.
- Excellent critical thinking and problem-solving skills.
- Superior writing skills.
- Demonstrated intense curiosity in finance and stock markets.
- Enrolled in a business-focused program.
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