Financial Analyst

Work setting

• Investment company

Responsibilities

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
• Advise on and participate in the financial aspects of contracts and calls for tender
• 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

Credentials

Certificates, licences, memberships, and courses 

• Chartered Financial Analyst Designation

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Office

Additional information

Security and safety

• Bondable
• Criminal record check
• Credit check

Transportation/travel information

• Valid driver's licence
• Own transportation

Work conditions and physical capabilities

• Fast-paced environment
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Judgement
• Organized
• Reliability
• Team player