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Investment Analyst (NOC: 11101) Job
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| Employer Name: |
SpiderID: 13649796 |
| Location: All locations, Ontario |
Date Posted: 1/17/2024 |
| Wage: |
Category: Finance/Investment |
| Job Code: |
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Job Description:
5051035 ONTARIO INC. O/A The BridgGroup of Companies
5051035 ONTARIO INC. O/A The BridgGroup of Companies has an immediate opening
for an Investment Analyst (NOC: 11101) at our location in Vaughan, Ontario.
As an Investment Analyst (NOC: 11101), you will perform some or all of the following duties:
Support of Transaction Processing with Data
Execute and monitor the end-to-end process of client transaction and Transfer applications.
Conduct weekly checks of Fund Fees and help Investor to understand their cost.
Collect Financial and Investment Information about Private Investment Companies to stay informed about market trends and economic indicators specific to real estate Investor and Mortgage Investment Co.
Utilize quantitative and qualitative analysis to assess the potential risks and generate analytical report.
Provide investment advice and recommendations based on the analyzed data.
Ensure accurate and timely execution of Compliance Policies and Reporting Procedure to avoid any discrepancies
Oversee the management of the investment portfolio, ensuring alignment with the firm's overall investment strategy.
Investigate and resolve any discrepancies identified during reporting promptly including negative balances and / or large balances difference.
Interact with clients to understand their investment goals, risk tolerance, and preferences.
Tailor investment advice to align with clients' individual financial objectives.
Ensure adherence to compliance regulations and Code of Conduct and Ethics
Communicate effectively with Shareholder to ensure accurate and timely resolution of queries
Communicate effectively with internal Partners to ensure accurate and timely resolution of queries
Other tasks/projects assigned
Qualifications:
Bachelors degree in business administration in finance/accounting or equivalent
Completion or candidacy in CFA, CSC, or similar designation an asset
Intermediate proficiency in MS Excel
Strong analytical skills and knowledge of financial instruments
Strong adaptability and propensity to learn new and challenging things
Excellent oral and written communication skills
Typing 50WPM
Excellent communication skills and a collaborative mindset to work effectively in cross-functional teams
Must own a vehicle and have full access at all times
Mandatory attendance in Company Corporate Events
Participation in Charitable Events
Terms of employment: Permanent, Full time (40 hours/week)
Compensation: CA $37.25/hour
Location: 261 Milani Blvd suite 101, Vaughan, Ontario , L4H 0A4
To apply e-mail your resume to: thebridgegroupjobs@gmail.com
Contact Information:
| Contact Name: Samantha Mattai |
Company Type: |
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| City: All locations |
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| State: Ontario |
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