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Investment Analyst

4 months ago

Winnipeg, Canada Robert Half Full time

We are seeking a highly motivated and detail-oriented Investment Analyst to join our clients dynamic team. The ideal candidate will have a strong background in public practice and hold a CPA designation. This role involves analyzing financial data, evaluating investment opportunities, and providing insights that drive theirinvestment decisions.

Key Responsibilities:

  • Conduct thorough financial analysis and modeling to assess potential investment opportunities.
  • Assisting with ongoing monitoring of existing investments, as well as fundamental analysis of new ideas
  • Prepare detailed investment reports and presentations for internal and external stakeholders.
  • Monitor and analyze portfolio performance, providing recommendations for adjustments as necessary.
  • Collaborate with senior analysts and portfolio managers to develop investment strategies.
  • Stay updated on market trends, economic conditions, and industry developments to inform investment decisions.
  • Preparation of company forecasts and valuation estimates,
  • Assisting with portfolio trading and related tasks.



CPA designation is required.

Experience in public practice, with a strong understanding of accounting principles and financial reporting.

Proven analytical skills with the ability to interpret complex financial data.

Excellent attention to detail and organizational skills.

Strong written and verbal communication skills.

Proficiency in financial modeling and the use of analytical software.

Ability to work independently and as part of a team.

High level of integrity and professionalism.


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