Job Position: Investment Analyst
Description
Job Position: Investment Analyst
Company name: IG Wealth Management
Job Type: Permanent, Full-time (37.5 hr/wk)
Wage: Base (C$ 30/hr)+Bonus
Start Date of Employment: As soon as possible
Position available: 1
Language Requirement: English
Work Location: 7001 Mumford Road, Suite 200 Halifax Place, Halifax NS, B3L 4R3
Phone: 902-423-8294; Fax 9024238187
Main responsibilities:
• Collect financial and investment information about mutual funds, companies, market condition and economic forecasts, and updated those information on the weekly bases to all consultants in division
• Examine and analyze financial and investment information collected, including profiles of mutual funds, fixed income investment, segregate fund from clients and prospects
• Provide analysis of a wide range of potential and current investments including qualitative and quantitative reports, screens, and analytics to support the work of developing stable and profitable portfolios, will be required to familiar use of Morningstar workstation program
• Provide support in client meetings and events
• Provide investment advice and recommendations to clients, and education material
• Prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence
• Prepare internal and external documents to help clients acquisition
Employment requirements:
• A bachelor's degree in business administration, accounting, economics, science, or math is required.
• A master's degree in Finance or Investment is preferable.
• At least 3 years of financial analyst or research background, preferably working for international financial investment company.
• Expert level understanding of the financial industry is a must.
• The Chartered Financial Analyst (CFA) designation is preferred.
• The Chartered Professional Accountant (CPA) designation is preferred.
• Exceptional analysis skills.
• Good communication skills, able to communicate with colleagues and clients effectively.
• Mutual fund license required or must obtained within first 3 months of start, CSC is preferred but not required.
How to apply:
Please send your resume and cover letter to: ig.halifax41@gmail.com. Please be noted that we thank all applicants, but only qualified applicants will be contacted.
- Job type: Full-Time
- Company: IG Wealth Management
jobs | other
2024-02-06