Investment Analyst – Financial Risk & Advisory
UMC Financial Management Inc. · Edmonton
Description du poste
About the role
The Investment Analyst will evaluate financial risk, examine and analyse investment information, and provide advice and recommendations to clients and senior officials. This role supports short‑ and long‑term cash‑flow planning, budgeting and portfolio risk assessment within an investment company.
Key responsibilities
- Evaluate financial risk and prepare regular risk profiles for debt portfolios.
- Examine and analyse company profiles, stock and bond prices, yields and future trends.
- Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence.
- Provide investment advice and recommendations to clients, pension fund managers, securities agents and senior officials.
- Analyze investment projects and assist in preparing operating and investment budgets.
- Plan short‑ and long‑term cash flows and assess financial performance.
- Perform administrative tasks related to investment analysis.
Required profile
- Bachelor’s degree in a relevant field.
- Accurate, detail‑oriented and able to work under pressure.
- Strong client focus and excellent oral and written communication.
- Team player with initiative, judgement and the ability to multitask.
Required skills
- Microsoft Excel
- Microsoft Office suite (Word, PowerPoint)
- Microsoft Outlook and electronic mail
What we offer
- Dental, vision and health care plans
- Disability and paramedical services coverage
- Group insurance, life insurance and bonus opportunities
- Registered Retirement Savings Plan (RRSP)
- Parking available
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UMC Financial Management Inc.
Edmonton
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