investment analyst

UMC Financial Management Inc.Edmonton, ABJob Bankavaldatud 22.09.2026

Education:

Bachelor's degree.

Work setting:

Investment company.

Tasks:

  • Evaluate financial risk.
  • 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.
  • Analyze investment projects.
  • Assist in preparing operating and investment budgets.
  • Plan short- and long-term cash flows and assess financial performance.
  • Prepare a regular risk profile for debt portfolios.
  • Perform administrative tasks.

Computer and technology knowledge:

  • MS Excel.
  • MS Office.
  • MS PowerPoint.
  • Electronic mail.
  • MS Outlook.

Security and safety:

  • Criminal record check.
  • Credit check.

Transportation/travel information:

Public transportation is available.

Work conditions and physical capabilities:

  • Work under pressure.
  • Attention to detail.

Personal suitability:

  • Accurate.
  • Client focus.
  • Efficient interpersonal skills.
  • Excellent oral communication.
  • Excellent written communication.
  • Flexibility.
  • Initiative.
  • Judgement.
  • Organized.
  • Reliability.
  • Team player.
  • Ability to multitask.
  • Due diligence.

Screening questions:

  1. Do you have experience working in this field?.
  2. Do you meet the language requirements listed in the job posting for the position (English or French)?.

Experience:

Experience an asset.

Employment terms options:

Day.

Health benefits:

  • Dental plan.
  • Disability benefits.
  • Health care plan.
  • Paramedical services coverage.
  • Vision care benefits.

Financial benefits:

  • Bonus.
  • Group insurance benefits.
  • Life insurance.
  • Registered Retirement Savings Plan (RRSP).

Other benefits:

Parking available.