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| Employer Name: WISTOM FINANCIAL LTD. |
SpiderID: 13330572 |
| Location: Vancouver, British Columbia |
Date Posted: 4/5/2023 |
| Wage: $40.00 - $45.00/hour |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 1 |
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Job Description:
Working Hours: 35 - 40 hours per week
Language of Work: English
Benefits: Group Benefit after Probation of 3 months
Please contact via email: angel.lin@wistom.ca
Right now, our company has an opening for a Financial Analyst position. The candidate is responsible for collecting, processing, and analyzing financial information utilized by our client companies to design and suggest business and financial planning strategies.
Job Duties:
1.Collect clients’ financial statements and documents including income statements, balance sheets, cash flow statements etc. and identify key financial metrics that are relevant to the analysis and the clients’ consulting requests.
2.Define the objective, gather data from various sources such as market research reports, economic indicators, and industry benchmarks, and develop financial models that reflect the client company’s financial situation and provide reliable forecasts of future cash flow and revenue growth.
3.Analyze the clients’ financial ratios and portfolios, identify trends and patterns, evaluate the clients’ exposure to any financial risks, and make suggestions on financial planning and investment strategies.
4.In collaboration with management, provide strategic investment/financing advice and support clients’ investment/financing decision-making processes.
5.Assess clients’ capital expenditure requirements by analyzing the company's long-term strategic plans and identifying the investments needed to support those plans and assist in preparing the financing budget and monitoring the actual performance and return against the targets and making adjustments as needed.
6.Prepare and review quarterly reports & financing documents regularly and screen them to support the work of developing stable and profitable portfolios within the company’s proprietary funds.
7. Provide recommendations to clients on cost-saving opportunities, asset allocation, investment vehicles, and risk management strategies and offer ongoing support to help clients monitor trends and changes in policies and the market environment.
Job Requirements:
1.Bachelor’s degree, preferably with a major in finance, economics or statistics or proven equivalent work experience is required for this role.
2.Minimum 2 years of professional experience in financial analysis, investment consulting, capital management or a relevant specialization is required.
3.Proven analytical and financial modeling skills.
4.Proven proficiency in spreadsheets, databases and financial software applications.
5.Knowledge of complex and diverse financial policies, practices, and procedures.
6.Outstanding communication, reporting, and presentation skills.
7.Measurable ability in financial planning and strategy.
Job Criteria:
Start Date: As Soon As Possible
Position Type: Full-Time Permanent
Years of Experience Required: 2
Education Required: Bachelors
Overnight Travel:
Vacation Time:
Company Profile:
Wistom Financial Ltd. established in 2015, licensed and regulated by Insurance Council of British Columbia. We offer one-stop-shop financial consulting services and solutions, catering insurance and investment needs from high-net worth individual and corporate clients. The whole team is young and professional, highly focused and client oriented.
Contact Information:
| Contact Name: WISTOM FINANCIAL LTD. |
Company Type: Employer |
| Company: WISTOM FINANCIAL LTD. |
Phone: |
| Street: 1200 W. 73rd Ave suite 350 |
Fax: |
| City: Vancouver |
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| State: British Columbia |
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| Zip: V6P 6G5 |
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Web Site: https://www.wistomgroup.com/
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