financial analyst

Responsibilities

Tasks

• Evaluate financial risk
• Use portfolio management software
• Collect financial and investment information about companies, stocks, bonds and other investments
• Prepare a regular risk profile for debt portfolios
• Perform administrative tasks

Experience and specialization

Regulatory investigation

• Regulatory reporting

Computer and technology knowledge

• Bloomberg Terminal
• Excel Visual Basic for Applications (VBA)
• Data analysis software
• MS Excel
• MS Office
• Information technology
• R
• Database software
• Accounting software
• Business intelligence
• Electronic mail
• MS Outlook
• Java
• JavaScript
• Python

Real estate experience

• Investment

Area of work experience

• Financial statements

Area of specialization

• Trading
• Investment funds

Additional information

Security and safety

• Criminal record check
• Credit check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

Personal suitability

• Efficient interpersonal skills
• Excellent written communication
• Flexibility
• Initiative
• Judgement
• Organized
• Reliability
• Team player
• Ability to multitask
• Due diligence

Benefits

Health benefits

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

Financial benefits

• Bonus
• Stocks/shares

Other benefits

• Travel insurance