Securities Analyst - Vancouver, Canada - Dreampool Wealth Management Inc
Dreampool Wealth Management Inc
Vancouver, Canada
Verified Company
2 weeks ago
Description
Education:
Master's degree
- Experience: 5 years or more
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
