Investment Analyst

Investment Analyst

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
95899
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
236

Job Description

Your main challenges

  • Analyze and monitor individual securities, exchange-traded funds, investment funds and all other types of securities that may be included in investment portfolios
  • Build and update portfolio models
  • Track portfolio performance
  • Produce financial reports
  • Ensure that new tools are developed and implemented to optimize operational efficiency and financial information quality
  • Stay informed about major economic developments
  • Solve complex problems
  • Assist managers in preparing proposals for new clients
  • Play an active role in preparing Investment Committee bi-monthly meetings
  • Attend various meetings with different internal and external partners and maintain excellent relationships with them.
  • A Bachelor's degree in Finance AND five years of experience in the securities industry OR a Master's degree and 3 years of experience in the securities industry
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course is essential
  • CFA Charterholder and/or CIM designation, an asset
  • Advanced Excel spreadsheet skills
  • Knowledge of the Croesus 8+ application, an asset
  • Ability to summarize information
  • Ability to provide quick and efficient service
  • Organizational and priority management skills
  • Ability to work under pressure
  • Bilingualism, both spoken and written (English(an asset) and French (essential)

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic

Job ID: 95899

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