Securities Analyst

1 week ago


Vancouver, Canada Dreampool Wealth Management Inc Full time

Education: Master's degree
- Experience: 5 years or more
- or equivalent experience
**Tasks**:

- Collect financial and investment information about companies, stocks, bonds and other investments
- Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends)
- Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence
- Provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
- Advise on and participate in the financial aspects of contracts and calls for tender
- Analyze investment projects
- Assist in preparing operating and investment budgets
- Develop, implement and use tools for managing and analyzing financial portfolio
- Evaluate financial risk, prepare financial forecasts, financing scenarios and other documents concerning capital management
- Prepare a regular risk profile for debt portfolios
**Certificates, licences, memberships, and courses**:

- Chartered Financial Analyst Designation
**Computer and technology knowledge**:

- MS Office
**Personal suitability**:

- Accurate
- Client focus
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Reliability
- Team player
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week


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