About

Education: Master's degree. Work setting: Auditing firm or department. Trust company. Investment company. Consulting firm. Tasks: Evaluate financial risk. Use portfolio management software. 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. Plan short- and long-term cash flows and assess financial performance. Develop risk management plans. Variance analysis. Perform administrative tasks. Certificates, licences, memberships, and courses : Chartered Financial Analyst Designation. Area of specialization: Business process management. Investor relations. Security and safety: Bondable. Confidential security clearance. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Attention to detail. Large caseload. Experience: 5 years or more. Green job: Involves duties and responsibilities that lead to positive environmental outcomes. Health benefits: Dental plan. Health care plan. Vision care benefits. Other benefits: Other benefits.