Financial analyst

• Location Kelowna, BCV1V 1V7
• Work location On site
• Salary$7,158.42 to $10,292.25MONTH monthly (To be negotiated) / 35 hours per week
• Terms of employment Term or contractFull time
• Flexible hours
• Starts as soon as possible
• Benefits: Health benefits, Financial benefits, Other benefits
• vacancies 1 vacancy
• Source Job Bank #3687712

Overview

Languages

English

Education

• Bachelor's degree
• or equivalent experience

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

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The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Work setting

• Education

Responsibilities

Tasks

• Evaluate financial risk
• Use portfolio management software
• 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
• Plan short- and long-term cash flows and assess financial performance
• Prepare a regular risk profile for debt portfolios
• Develop risk management plans
• Variance analysis
• Perform administrative tasks

Experience and specialization

Computer and technology knowledge

• Data analysis software
• MS Office
• Quick Books
• SAP (FI/CO / HR / MM / OT SD)
• Business intelligence
• MS Outlook

Area of specialization

• Investor relations

Additional information

Work conditions and physical capabilities

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

Personal suitability

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

Benefits

Health benefits

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

Financial benefits

• As per collective agreement

Other benefits

• Other benefits
• Team building opportunities
• Parking available